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End-of-year prep—Inventory
Morgan posted on Mar 25, 2020
March 30th, 2020 It's time to inventory! What exactly do you have in your collection? What needs to be reordered? Which items are damaged and need to be discarded? All of these questions can be answered by performing inventory. Alex S Inventory Sessions.png Inventory is a survey of the items and materials you have in stock, so you know what you have, what's missing, and what needs to be replaced, reordered, or discarded. Version 7 End-of-Year Procedures Inventory tab. http://support.…
End-of-year prep—Due dates
Morgan posted on Mar 19, 2020
March 23rd, 2020 One of the first things you'll want to do in preparation for the end of the year is check your library's calendars. With Alexandria, you can set Period Due Dates and Hard Due Dates. ALEX S Preferences Calendar End_Year.png A Period Due Date is a date by which all items should be returned to the library. The circulation period before this date will be shortened so things are returned on time. Meanwhile, a Hard Due Date is a special date assigned to some item policies.…
When are my books due?—Send Patron Details to everyone
Morgan posted on Mar 04, 2020
March 9th, 2020 Miss Honey likes sending her students their Patron Details http://support.companioncorp.com/display/ALEX/Current+Patron?preview=/983212/17597599/Patron%20Details%20Print.pdf every now and then. That way, they know when their books are due, the status of their holds, and more. But individually sending or printing everyone's Details through Circulation can take a lot of time... Luckily, Alexandria has a new report that lets you email all patrons their Details at once!…
Help!—New utilities documentation
Morgan posted on Feb 26, 2020
March 2nd, 2020 Have you ever wondered how a particular utility worked? Or maybe you've found a certain option to be confusing... Well, we have good news! Our Support Center now has documentation for each utility. Alex S Utilities Patrons_General_Utilities_Documentation.png It's true! For every single utility, you can now read about exactly what it does, in which situations you might use it, and how some of those tricky selections and options work.…
Reservations in Researcher—Train your patrons
Morgan posted on Feb 19, 2020
February 24th, 2020 Going along with last week's tip, did you know that the reservations interface also changed in Researcher? Check out the updated dialogs and train your patrons on how to place reservations! Alex S Search Results - Place Reservation.png Alex S Search Results - Place Reservation Calendar.png Version 7 Go through our simple steps on placing a reservation in Researcher http://support.companioncorp.com/display/ALEX/Place+a+Reservation with your patrons.…
Improved Reservations interface!
Morgan posted on Feb 12, 2020
February 18th, 2020 We've revamped the way reservations are placed with an easier way to select your date range. Take a look at the updated dialogs and instructions! Alex S Circulation Place Reservation.png Alex S Circulation Place Reservation Calendar.png Version 7 Check out our simple instructions for placing a reservation in Librarian http://support.companioncorp.com/display/ALEX/Reservations+tab, which includes information on shortcuts you can try out.…
When two isn't better than one—Merging patron records
Morgan posted on Feb 05, 2020
February 10th, 2020 Miss Honey is searching for a student in Patrons Management to update their email address. But wait... she notices there are two different records for the same student. Luckily, Alexandria now provides a quick way to deal with situations like this: merging patron records. Alex S Patrons Merge_Records.png Merging two patron records is easy! First,…
Get your books back!—Scheduling overdue notices
Morgan posted on Jan 29, 2020
February 3rd, 2020 Miss Honey likes to consistently remind her students to return overdue books, which is why she sends out an Overdue Items Notice report each week. However, she finds setting up the report each time to be tedious... But there's a better way: scheduling your overdue notice reports. Alex S Reports Overdue_Items_Notice Patron_Email.png Scheduling overdue notice reports in Alexandria is simple: There are a variety of overdue notice reports: Overdue Items Notice http://support.…
Cards expiring? Let your patrons know!
Morgan posted on Jan 22, 2020
January 27th, 2020 Do your library cards have expiration dates? If so, we have a handy new report that will make your life a little easier: Card Expiring Notice. Alex S Reports Card_Expiring_Notice Email.png The Card Expiring Notice report http://support.companioncorp.com/display/ALEX/Patron+Account+Reports sends out an email notice to all patrons whose cards are expiring in the next 30 days. That way, you and your patrons can stay ahead of the game and quickly take care of card renewals.…
Automatically Open Report PDFs
Morgan posted on Jan 15, 2020
January 21st, 2020 When you run a busy library, time-saving shortcuts can make a world of a difference. One way to save a few extra clicks is to set up your internet browser to automatically open downloaded PDFs, such as Alexandria reports. S Firefox_PDFs.png Check out our new Managing PDFs article to get quick instructions on how to set this up in Chrome, Safari, Firefox, and Edge. 


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