May 23, 2023
Well, we made it to the end of another school year! Here's our send-off (for a little while, at least) with links to our favorite EOY tips.
End-of-year tips: Inventory : A list of resources to help with your end-of-year inventory.
Exports—Move and modify data : Exports make moving and modifying data easy! (Remember that Exports are now in Operations after the Alexandria Makeover.)
Summer is here–let's keep in touch! : Sign up for emails, follow us on social media,…
May 15, 2023
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The end of the school year is a busy time, and we know that things can stack up fast! Don't worry, we have some reports to help.
EOY Reports
Copy Information http://support.companioncorp.com/display/ALEX/Copies+Information+Reports#CopiesInformationReports-CopyInformation - Enter the dates of the school year in the "Copies Added" section of the selections for a list of everything added this year.
Title Information - Similar to the Copy Information report,…
May 8, 2023
Believe it or not, it's that time of year to review your End-of-Year Procedures. As you run all of these EOY operations, are you utilizing the message drawer?
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Pasha has already started his summer break. Please do not disturb.
The message drawer is accessible from the top navigation bar (topnav), by clicking on the bitsMessages1.png icon.
The message drawer shows your recent operations,…
May 1, 2023
It's coming on the end of the school year, and a great time to start reviewing the End-of-Year Procedures. Today, we're going over how to clean up your grades before you advance grade levels.
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How To
To access Authority Control to modify your grade terms, navigate to Tools > Authority Control > Patrons > Grade.
Then, use the actions menu Alex Elements Actions-G.png to "remove unused grade terms." Next, modify the grades by selecting a grade, clicking Edit Term,…
April 24, 2023
They say a picture is worth a thousand words–and while we don't agree with that, we DO love our new Makeover Training Videos.
You can view all the makeover videos on our Video Directory, or go to our Youtube https://www.youtube.com/channel/UC6BRd0tF9keapsCmyUQkMzQ channel. More new videos are coming! Subscribe so you don't miss them.
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Catch Pasha as the star of the new videos–but please, no pawtographs.
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Alex KBI Training_Purple.…
April 17, 2023
We're going through four of our favorite features in Items this week that we think you might be missing out on.
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1. Want a better view of the cover art? In the makeover, you can click on item images to make them bigger.
2. In the makeover, the lock icon is slightly different so you can distinguish unlocking/locking your TITLE records vs your COPY records. bitsLockUn1.png bitsLockUn2.png Voila!
3. In Items > Advanced Search > Publication,…
April 10, 2023
In this week's tip, we're highlighting some of our favorite features in Patrons that you may not be utilizing. Let's dive in!
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pashaSR01-sitting_small.pngPasha prefers the nickname "Your Majesty"
Did you know your patron email field (Other Emails) can have up to five email addresses? Just separate them by commas and no spaces. This is helpful if you have multiple people who want email notices, such as guardians or student advisors.…
April 3, 2023
You're scanning weeded/discarded items in Alexandria, and you see each item in the current item pane with a status of "discarded." So, why does Alexandria keep discarded copy records rather than completely removing them? Let's get into it.
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When using Discard Mode (DM), Alexandria uses the Discarded Copies System Patron http://support.companioncorp.com/display/ALEX/System+Patrons to keep track of items discarded from the library.…
March 27, 2023
The next stop on our favorite features tour is the Items Out Tab in Circulation.
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The Items Out Tab (command QE) displays a list of all items checked out by the current patron, and allows you to renew items, override due dates, or declare items lost.
The checked out date is especially useful, because you can use it to sort checked out items by date, and see if it has already been renewed and how long the patron has actually had the item checked out.…
March 20, 2023
The tour of some of our favorite features continues with another great highlight: the Homeroom Subtab.
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Circulation > Homeroom subtab can be used to make patrons current in Circulation, and is generally used for easy checkout when specific classes/homerooms come to the library.
The checkbox at the bottom lets you show patron pictures in the subtab,…
v7 Tip of the Week Archives
Blog Posts
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Tip compilation: end-of-year edition
created by
May 17, 2023
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End-of-year reports
created by
May 10, 2023
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End-of-year procedures & the message drawer
created by
May 04, 2023
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Cleaning up the grade table–Authority Control
created by
Apr 26, 2023
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Extra, extra! Watch all about it!
created by
Apr 19, 2023
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Items: a few things you may not know...
created by
Apr 12, 2023
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Four features in Patrons you might not be using
created by
Apr 05, 2023
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Weeding items: why keep discarded items?
created by
Mar 29, 2023
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Circulation: Items out tab
created by
Mar 21, 2023
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Circulation: homeroom tab
created by
Mar 15, 2023
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Circulation: command line
created by
Mar 08, 2023
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Your favorite things–Dashboard
created by
Mar 01, 2023
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It's heeeeeere! Navigating the Makeover
created by
Feb 22, 2023
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Enhance your skills in Alexandria–Virtual Librarian
created by
Feb 14, 2023
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Changing teacher names in Alexandria
created by
Feb 07, 2023
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Curate your collection–Stats with Super Summary
created by
Feb 01, 2023
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Overdue items notices–"Yes, I am sending them"
created by
Jan 25, 2023
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How to share your district report standards
created by
Jan 18, 2023
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Share your top titles
created by
Jan 10, 2023
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Best browser tips
created by
Jan 04, 2023
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Winter break–we're here to help!
created by
Dec 06, 2022
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Get your books back–send emails!
created by
Nov 29, 2022
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Transaction Scripts–Not just for inventory
created by
Nov 26, 2022
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The key to assigning keywords
created by
Nov 08, 2022
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Keep track of items on display
created by
Nov 02, 2022
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Introducing the NEW Circulation videos!
created by
Oct 27, 2022
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A note about patron notes
created by
Oct 19, 2022
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Shortcut to vendors
created by
Oct 13, 2022
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Cash drawer report to the rescue!
created by
Oct 04, 2022
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Build better bulletins
created by
Sep 27, 2022
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Level up your searching
created by
Sep 21, 2022
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Missing the MARC?
created by
Sep 13, 2022
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Let's browse–it's time to study Genre
created by
Sep 07, 2022
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We're on top of topnav!
created by
Aug 31, 2022
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Using Copy Location & Copy Shelving
created by
Aug 24, 2022
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¿Hablas español?- Filter search results by language
created by
Aug 16, 2022
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Say cheese! All about patron pictures
created by
Aug 10, 2022
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Make a calendar just for the senior class!
created by
Aug 02, 2022
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Back to school, already??
created by
Jul 27, 2022
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Keeping track of patrons: Account expiration dates
created by
Jul 06, 2022
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Summer is here–let's keep in touch!
created by
May 16, 2022
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End-of-year tips: Tidying up for summer
created by
May 10, 2022
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End-of-year tips: Managing patrons
created by
May 03, 2022
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End-of-year tips: Item clean up
created by
Apr 26, 2022
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End-of-year tips: Disable emails
created by
Apr 20, 2022
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End-of-year tips: Due Dates
created by
Apr 13, 2022
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End-of-year tips: Inventory
created by
Apr 06, 2022
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Researcher Monthly Usage report–How are your students using Alexandria?
created by
Mar 29, 2022
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Assigning policies–the complete guide
created by
Mar 23, 2022
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When does an overdue item become lost?
created by
Mar 15, 2022
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Setting rules–Patron Policy Preferences
created by
Mar 08, 2022
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Setting a cap on overdue fines
created by
Mar 02, 2022
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Seeing double (barcodes) on patrons and items?
created by
Feb 23, 2022
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Are your Utilities running?—Take the right steps
created by
Feb 16, 2022
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Tips we LOVE <3
created by
Feb 11, 2022
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Got too many tabs open?
created by
Feb 02, 2022
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Title Assistant to the rescue!
created by
Jan 27, 2022
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Update title records with exports & imports? Yes, you can!
created by
Jan 19, 2022
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Getting equipped: Cataloging items for your library
created by
Jan 13, 2022
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Important info on imports
created by
Jan 06, 2022
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Top 5 tips of 2021!
created by
Dec 29, 2021
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2022 tips ... can we get your feedback?
created by
Dec 08, 2021
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Makin' a list (of winter break to dos) & checkin' it twice...
created by
Dec 01, 2021
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Overdue Items Notices? We've got you cover-ed
created by
Nov 24, 2021
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Automatic email notices... What are you waiting for?
created by
Nov 17, 2021
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Labels–Consider the variables
created by
Nov 10, 2021
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Let it go—Legacy reports are so last season
created by
Nov 03, 2021
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Ch-ch-ch-ch-changes to Reports
created by
Oct 27, 2021
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Winter (break) is coming! Are your period due dates set?
created by
Oct 20, 2021
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Search smarter!—Combine search results
created by
Oct 13, 2021
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Feeling lost?–Handling lost and discarded items
created by
Oct 06, 2021
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New Inventory–Using Search Strings
created by
Sep 29, 2021
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Using Contents Notes
created by
Sep 23, 2021
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Unused Barcodes: Reporting for Duty
created by
Sep 15, 2021
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Be Prepared—Working offline
created by
Sep 04, 2021
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Learn and grow—Statistics in Alexandria
created by
Aug 26, 2021
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Analyze your collection—Mitinet and Titlewave
created by
Aug 06, 2021
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Introducing... FAQs!
created by
Jul 07, 2021
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Removing holds—Easy as 1, 2, 3
created by
Mar 10, 2021
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The Magic X
created by
Feb 02, 2021
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Helpful reports—Have you given them a try?
created by
Jan 13, 2021
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Send hold notices by availability!
created by
Jan 07, 2021
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Clean up—Managing Z39.50 servers
created by
Sep 23, 2020
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Refresher—Checking in items
created by
Aug 19, 2020
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It's that time!—Beginning-of-Year
created by
Aug 05, 2020
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Help!—Researcher training for librarians
created by
May 06, 2020
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New Capstone titles?—Hooray!
created by
Apr 29, 2020
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End-of-year prep—Disable emails
created by
Apr 01, 2020
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End-of-year prep—Due dates
created by
Mar 19, 2020
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Get your books back!—Scheduling overdue notices
created by
Jan 29, 2020
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Help!—Training your patrons
created by
Dec 04, 2019
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"Elehpants?"—Spell Check for Researcher
created by
Nov 06, 2019
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"But what if...?"—Policy Exceptions
created by
Oct 23, 2019
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I've hit my record limit!—Patron Cleanup
created by
Oct 02, 2019
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Mobile inventory—Offline Mode
created by
Apr 26, 2019
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Set the terms—Autofill and Authority Control
created by
Mar 08, 2019
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Importing MARC Records from a Vendor
created by
Oct 19, 2018
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Keep Track of Tabs
created by
Aug 31, 2018
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Fee, Fine, Foe, Um?—All About Charges
created by
Jan 23, 2017
Recent Posts
Blog Posts
-
Tip compilation: end-of-year edition
created by
May 17, 2023
-
End-of-year reports
created by
May 10, 2023
-
End-of-year procedures & the message drawer
created by
May 04, 2023
-
Cleaning up the grade table–Authority Control
created by
Apr 26, 2023
-
Extra, extra! Watch all about it!
created by
Apr 19, 2023
-
Items: a few things you may not know...
created by
Apr 12, 2023
-
Four features in Patrons you might not be using
created by
Apr 05, 2023
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Weeding items: why keep discarded items?
created by
Mar 29, 2023
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Circulation: Items out tab
created by
Mar 21, 2023
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Circulation: homeroom tab
created by
Mar 15, 2023
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