May 23rd, 2022
For those libraries closing up for the summer, we hope you have a great break with lots of time to relax and catch up on your reading. Let's keep in touch!
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Stay in the loop
While our Tip of the Week emails go on break during the summer, we're still working hard to make Alexandria great. Sign up for any or all of our ongoing email/social media groups.
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The makeover betas https://ccdemo.goalexandria.…
May 16th, 2022
The end of the school year is almost here! What else can you do in Alexandria to get ready for the break?
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Alex KBI Calendar.pngEnd-of-Year Procedures
We have all the info you need for your end-of-year procedures to make sure you're library is all set for the break. We recommend reading through each tab in order. You can download and print this End-of-Year Procedures sheet as a helpful reminder!
Infographic End of Year 2019.…
May 9th, 2022
We have another tip for you to help you prep your library for summer break. The bulk of patron management work typically occurs at the beginning of the school year, but here's a few things you can do now to get a head start!
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When it's time to update your patron records, review our Patron Imports Best Practices http://support.companioncorp.com/display/ALEX/Patron+Imports+Best+Practices for info on importing, updating policies,…
May 5, 2022
As you get close to wrapping up the year's inventory, it is time to begin identifying lost and discarded copies and removing them from your system.
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Identify Lost and Discarded Copies
Run the Loaned Items Information http://support.companioncorp.com/display/ALEX/Circulation+Information+Reports#CirculationInformationReports-LoanedItemsInformation report to see which items and materials are still in circulation.…
April 25, 2022
Does your library close up for the summer? You'll want to make sure email notifications are turned off, so your patrons don't keep getting messages all summer.
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Automatic Email Notifications
To turn off automatic email notifications, go to the Circulation Settings http://support.companioncorp.…
April 18th, 2022
The end of the school year is ticking closer every day–make sure your library is prepared by setting your library's Period Due Date and Hard Due Date. Alexandria makes it easy!
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calendars3-250.png Calendar Preferences
A Period Due Date is the 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. If your due dates for the end of the year are already set,…
April 11th, 2022
It's April–flowers are blooming, and the end of the school year is right around the corner! We compiled a list of resources for you, to help with your end-of-year inventory.
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What do you have in your collection? Do you need to re-order anything? Which items are damaged and need to be discarded? We can help! And the best part? You can continue your regular circulation during inventory–each time a book is checked out or book-dropped,…
April 4th, 2022
Miss Honey's library has made a push the last two months to teach students how to use Alexandria Researcher–but how can she tell if it worked? The Researcher Monthly Usage report compiles data on how often students are using researcher, and which modules they are accessing. You can use the Researcher Monthly Usage report, too, and get the data for your library!
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March 28 2022
Ms. Honey has been re-working her system of item and patron policies to best serve the new demands on her library, but now it's time to assign the right policies to the right patrons/items. How can she perform this task with accuracy and efficiency? We'll tell you how.
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Patron Policies
There are several different methods you can use to assign patron policies.
Method 1: Utility
The Change Patron Policy utility http://support.companioncorp.…
March 21 2022
Overdue and lost books are always going to be a part of running a library–especially when there are students involved. You can set a policy to automate when an overdue item becomes lost, without having to manually check the item out to Lost. Here's how!
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Automate Marking Overdue Items Lost
Go to Preferences > Policies
On the Item Policy, select which policy you are making the change for
Go to the Overdue tab
In the Declare Lost When Overdue field,…
v7 Tip of the Week Archives
Blog Posts
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Summer is here–let's keep in touch!
created by
May 16, 2022
-
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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Let's stay in touch!
created by
May 13, 2021
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Exports—Move and modify data
created by
May 05, 2021
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What do you think?—Reviews
created by
Apr 28, 2021
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Removing holds—Easy as 1, 2, 3
created by
Mar 10, 2021
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Changing call numbers—helpful utilities
created by
Mar 03, 2021
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Mystery, fantasy, classics—Adding genres
created by
Feb 24, 2021
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My data!—All about archives
created by
Feb 17, 2021
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Saved field mapping—Easy peasy imports
created by
Feb 10, 2021
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The Magic X
created by
Feb 02, 2021
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Advanced report selections—Policies
created by
Jan 27, 2021
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Send notices by charge amount
created by
Jan 20, 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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Top 5 Tips of 2020
created by
Dec 21, 2020
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Happy holidays!—Vote on tip topics
created by
Dec 09, 2020
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Prepping for winter break
created by
Dec 01, 2020
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Hands-free sign-in with Activity Express
created by
Nov 25, 2020
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From our librarians—Reusable book menu cards
created by
Nov 18, 2020
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Lost books? Remind your patrons about them!
created by
Nov 11, 2020
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What's due soon?—Relative dates
created by
Nov 04, 2020
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'Tis the season for a holiday policy!
created by
Oct 28, 2020
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Which MARC tag and subfield do I use?
created by
Oct 21, 2020
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Improve searching—Medium aliases
created by
Oct 14, 2020
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New Copy List—See where your copies are
created by
Oct 07, 2020
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New Item Details—Interactivity and reorganization
created by
Sep 30, 2020
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Clean up—Managing Z39.50 servers
created by
Sep 23, 2020
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Immediately check out in-stock holds
created by
Sep 16, 2020
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New Patron Details—We listened to your feedback!
created by
Sep 09, 2020
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Customize your notices!
created by
Sep 02, 2020
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Keeping patrons informed—Email notices
created by
Aug 26, 2020
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Refresher—Checking in items
created by
Aug 19, 2020
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Why can't I find it?—Tips for using Search
created by
Aug 12, 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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End-of-year prep—Back up your data
created by
Apr 22, 2020
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End-of-year prep—Managing patrons
created by
Apr 15, 2020
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End-of-year prep—Item clean up
created by
Apr 08, 2020
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End-of-year prep—Disable emails
created by
Apr 01, 2020
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End-of-year prep—Inventory
created by
Mar 25, 2020
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End-of-year prep—Due dates
created by
Mar 19, 2020
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Accounts expiring? Let your patrons know!
created by
Jan 22, 2020
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Help!—Training your patrons
created by
Dec 04, 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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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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From Me to You—Update Notices
created by
Mar 24, 2018
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Equal—The fast checkout shortcut
created by
Jan 29, 2018
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Card Expiration Dates
created by
May 08, 2017
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Fee, Fine, Foe, Um?—All About Charges
created by
Jan 23, 2017
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Worth a thousand words—Getting Cover Art in Alexandria
created by
Nov 07, 2016
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No Email? #noproblem
created by
Oct 03, 2016
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Map Out Spring, Map Out the Library
created by
Feb 01, 2016
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Labor of Love—Cleaning up Your Subject Tags
created by
Jan 11, 2016
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Reserving Holiday Books
created by
Nov 02, 2015
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Set up your Extras Preferences for OverDrive
created by
Oct 05, 2015
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Set up your Extras Preferences for MackinVIA
created by
Sep 28, 2015
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Set up your Extras Preferences for Mackin
created by
Sep 21, 2015
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Set up your Extras Preferences for Axis 360
created by
Sep 14, 2015
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Set up your Extras Preferences for Baker & Taylor
created by
Sep 09, 2015
Recent Posts
Blog Posts
-
Summer is here–let's keep in touch!
created by
May 16, 2022
-
End-of-year tips: Tidying up for summer
created by
May 10, 2022
-
End-of-year tips: Managing patrons
created by
May 03, 2022
-
End-of-year tips: Item clean up
created by
Apr 26, 2022
-
End-of-year tips: Disable emails
created by
Apr 20, 2022
-
End-of-year tips: Due Dates
created by
Apr 13, 2022
-
End-of-year tips: Inventory
created by
Apr 06, 2022
-
Researcher Monthly Usage report–How are your students using Alexandria?
created by
Mar 29, 2022
-
Assigning policies–the complete guide
created by
Mar 23, 2022
-
When does an overdue item become lost?
created by
Mar 15, 2022
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