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Summer is here–let's keep in touch!
Bethany Brown posted on May 16, 2022
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! cat with books on grass-squashed.jpg 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. Alex KBI Legacy.png The makeover betas https://ccdemo.goalexandria.…
End-of-year tips: Tidying up for summer
Bethany Brown posted on May 10, 2022
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?  iStock-1278721683-squashed.jpg 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.…
End-of-year tips: Managing patrons
Bethany Brown posted on May 03, 2022
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! Librarian working at front desk-squashed.jpg 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,…
End-of-year tips: Item clean up
Bethany Brown posted on Apr 26, 2022
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. book shelf librarian squashed.jpg 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.…
End-of-year tips: Disable emails
Bethany Brown posted on Apr 20, 2022
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.  iStock-1161794768-squashed.jpg Automatic Email Notifications To turn off automatic email notifications, go to the Circulation Settings http://support.companioncorp.…
End-of-year tips: Due Dates
Bethany Brown posted on Apr 13, 2022
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! iStock-1186107591-squashed.jpg 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,…
End-of-year tips: Inventory
Bethany Brown posted on Apr 06, 2022
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. iStock-1275608209-squashed.jpg 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,…
Researcher Monthly Usage report–How are your students using Alexandria?
Bethany Brown posted on Mar 29, 2022
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!  iStock-506919864-squashed.…
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Assigning policies–the complete guide
Bethany Brown posted on Mar 23, 2022
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. iStock-1208372803-squashed.jpg 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.…
When does an overdue item become lost? 
Bethany Brown posted on Mar 15, 2022
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! iStock-472126727-squashed.jpg 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,…


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