March 15th, 2021
The end of the school year is approaching, and Miss Honey is wondering what she should do about holds since none of them will be fulfilled over the summer. How can she remove holds so patrons don't get any notifications about them over break? Alexandria has a utility that makes this a breeze!
Alex S Utilities Remove_Holds 20-3_Release_Notes.png
Version 7
Did you know that we consolidated all of our holds utilities into one back in
20.3?…
March 8th, 2021
Miss Honey's district is standardizing everyone's call numbers, which means all of her F prefixes need to be changed to FIC. Her first thought? This sounds like a lot of work. Luckily, Alexandria has a few utilities to make this easier.
Alex S Utilities Change_Title_Call_Numbers Replace_prefix.png
First, it's important to understand the
difference between title and copy call numbers
in Alexandria. Unless otherwise specified in individual copy records,…
March 1st, 2021
Historical fiction, coming-of-age, or supernatural... all of these genres fit The Book Thief. While you may have to choose just one for your physical library, you can add as many genres as you want to this book in your digital catalog. In fact, giving your books several genres can help make your catalog more searchable!
https://s3.amazonaws.com/compimage/GIFs/Alex+GIF+Browse+Mobile.gif
Alex S Utilities Add_a_MARC_Tag genre_example.…
February 22nd, 2021
Miss Honey is about to remove a bunch of old titles from her catalog. But there's one thing she should do beforehand: run an archive.
Alex Admin Settings Status.png
Go Cloud Hosted and let us take care of your archives and backups!
An archive is a complete copy of your Alexandria database that can be used as a restore point in the event that your data is lost or damaged. It's a quick and automatic way of saving your database before making any large changes,…
February 16th, 2021
It's time to run another patron import. You have the import saved, which makes things easier... but what about the field mapping? Well, Alexandria saves that too!
Alex S Import Field_Mapping.png
It's true! When you create a saved import, your field mapping will also be saved. You'll just need to make sure the order of the fields in your file always remains the same.
Create a Saved Patron Import
Go to Tools > Import and select the Patrons category.
Click Create Saved Import.…
February 8th, 2021
Have you ever needed to leave your computer for a moment and wanted a quick way to clear the current patron and item? Well, here's a simple trick to clear those panes so everyone's information remains confidential!
V12 TOTW Videos
The X command is a great way to perform multiple time-saving functions within Circulation. Let’s take a look at what the “Magic X” can do for you!
Clear the Screen
With a current patron and item in Circulation, type X in the Command Line.…
February 1st, 2021
It's time for Miss Honey to print more patron barcode labels. She wants to include all types of patrons in the report—elementary, middle, and high school—except for staff. But how do you do that in Alexandria? Introducing... advanced report selections!
Alex S Reports Saved Selections Advanced.png
Alexandria allows you to include or exclude specified patron policies in
Patron and Circulation
reports.…
January 25th, 2021
Every so often, Miss Honey likes to send out the Unpaid Charges Notice report. This reminds students of charges they still need to pay. But... she doesn't want to keep bothering students with small charges. Is there a way to send notices only to patrons with charges more than $1? Alexandria has a selection for that!
Alex S Reports Unpaid_Charges_Notice Selections Charge_Balance.…
January 19th, 2021
Alexandria offers a wide variety of cool reports. But... while it's awesome there are so many, we know it can feel overwhelming at times. This is why we've put together a list of specific reports you may want to check out!
Coming Due Items Notice Report (Email).png
Daily/Weekly Reports
Here are some reports you may want to schedule http://support.companioncorp.com/display/ALEX/Saved+Reports#SavedReports-Schedule to run once a day or once a week:
Loaned Items Information.…
January 11th, 2021
Miss Honey would like to automatically notify patrons as soon as their holds are ready for pickup. How can she do this in Alexandria? Well, we've recently added a selection to the In-Stock Hold Notice report to do just that!
Alex S Reports In_Stock_Hold_Available Selection.png
As of
20.7,
you can schedule hold notices to go out based on availability dates. That means you can set up notices to automatically go out the day of or one day after books become in-stock!…
v7 Tip of the Week Archives
Blog Posts
-
Removing holds—Easy as 1, 2, 3
created by
Mar 10, 2021
-
Changing call numbers—helpful utilities
created by
Mar 03, 2021
-
Mystery, fantasy, classics—Adding genres
created by
Feb 24, 2021
-
My data!—All about archives
created by
Feb 17, 2021
-
Saved field mapping—Easy peasy imports
created by
Feb 10, 2021
-
The Magic X
created by
Feb 02, 2021
-
Advanced report selections—Policies
created by
Jan 27, 2021
-
Send notices by charge amount
created by
Jan 20, 2021
-
Helpful reports—Have you given them a try?
created by
Jan 13, 2021
-
Send hold notices by availability!
created by
Jan 07, 2021
-
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
-
Prepping for winter break
created by
Dec 01, 2020
-
Hands-free sign-in with Activity Express
created by
Nov 25, 2020
-
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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Reopening libraries—things to do
created by
Jul 29, 2020
-
Remote checkouts—all the resources
created by
Jul 24, 2020
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Reporting and policies—How are they related?
created by
Jul 10, 2020
-
eBooks—All the resources
created by
Jun 03, 2020
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Help us help you!—Page ratings
created by
May 13, 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—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
-
End-of-year prep—Inventory
created by
Mar 25, 2020
-
End-of-year prep—Due dates
created by
Mar 19, 2020
-
When are my books due?—Send Patron Details to everyone
created by
Mar 04, 2020
-
Help!—New utilities documentation
created by
Feb 26, 2020
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Reservations in Researcher—Train your patrons
created by
Feb 19, 2020
-
Improved Reservations interface!
created by
Feb 12, 2020
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When two isn't better than one—Merging patron records
created by
Feb 05, 2020
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Get your books back!—Scheduling overdue notices
created by
Jan 29, 2020
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Accounts expiring? Let your patrons know!
created by
Jan 22, 2020
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Automatically Open Report PDFs
created by
Jan 15, 2020
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View Hidden Items in Researcher
created by
Jan 08, 2020
-
We were on a break!—Forgiving accidental fines
created by
Dec 18, 2019
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Get your items back before break!
created by
Dec 11, 2019
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Help!—Training your patrons
created by
Dec 04, 2019
-
Help!—New reports documentation
created by
Nov 19, 2019
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What does it look like?—Patron Details Cover Art
created by
Nov 11, 2019
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"Elehpants?"—Spell Check for Researcher
created by
Nov 06, 2019
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Using Study Programs in Researcher
created by
Oct 30, 2019
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"But what if...?"—Policy Exceptions
created by
Oct 23, 2019
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Customize Your Researcher Pane
created by
Oct 16, 2019
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Help!—Workshops
created by
Oct 09, 2019
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I've hit my record limit!—Patron Cleanup
created by
Oct 02, 2019
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Which volumes am I missing?
created by
Sep 25, 2019
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Fix Your Series!
created by
Sep 18, 2019
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Can't I search by barcode?—Scan-to-list workaround
created by
Sep 12, 2019
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Refresher—Patron Status
created by
Sep 04, 2019
-
Refresher—Promoting new items
created by
Aug 28, 2019
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Refresher—Circulation commands
created by
Aug 21, 2019
-
Refresher—Printing labels
created by
Aug 14, 2019
-
Refresher—Adding records
created by
Aug 07, 2019
-
Prep time—Beginning-of-Year
created by
Aug 02, 2019
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Summer break cleanup, anyone?
created by
May 02, 2019
-
Mobile inventory—Offline Mode
created by
Apr 26, 2019
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Fewer clicks—Bookmark that
created by
Apr 19, 2019
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Let's weed—Pulling discards during Inventory
created by
Apr 12, 2019
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All the things—Print Details
created by
Apr 05, 2019
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Update your Researcher pane!
created by
Mar 15, 2019
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Put it here—Paste Images in Item Management
created by
Jan 02, 2019
-
Styles!
created by
Oct 26, 2018
-
Importing MARC Records from a Vendor
created by
Oct 19, 2018
-
From Me to You—Update Notices
created by
Mar 24, 2018
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Not Yet—Change Due Date by Homeroom
created by
Mar 12, 2018
-
Equal—The fast checkout shortcut
created by
Jan 29, 2018
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Keep it straight—Title vs Copy Call Number
created by
Nov 20, 2017
-
Card Expiration Dates
created by
May 08, 2017
-
New Researcher icons!
created by
Apr 10, 2017
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Keep your data safe—Password Required!
created by
Mar 27, 2017
-
Fee, Fine, Foe, Um?—All About Charges
created by
Jan 23, 2017
-
Worth a thousand words—Getting Cover Art in Alexandria
created by
Nov 07, 2016
-
Open Report PDFs Automatically
created by
Oct 24, 2016
-
No Email? #noproblem
created by
Oct 03, 2016
-
Spice Up Your Reports
created by
May 16, 2016
-
Reserving Holiday Books
created by
Nov 02, 2015
-
Set up your Extras Preferences for Mackin
created by
Sep 21, 2015
-
End of Year Resources
created by
May 04, 2015
-
Uh Oh! Changing Sounds to Fit Your Style
created by
Apr 06, 2015
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Everyone Wants a Reservation - Patron Reservations
created by
Feb 17, 2015
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Disable Patron Card Expiration Dates
created by
Jan 20, 2015
Recent Posts
Blog Posts
-
Removing holds—Easy as 1, 2, 3
created by
Mar 10, 2021
-
Changing call numbers—helpful utilities
created by
Mar 03, 2021
-
Mystery, fantasy, classics—Adding genres
created by
Feb 24, 2021
-
My data!—All about archives
created by
Feb 17, 2021
-
Saved field mapping—Easy peasy imports
created by
Feb 10, 2021
-
The Magic X
created by
Feb 02, 2021
-
Advanced report selections—Policies
created by
Jan 27, 2021
-
Send notices by charge amount
created by
Jan 20, 2021
-
Helpful reports—Have you given them a try?
created by
Jan 13, 2021
-
Send hold notices by availability!
created by
Jan 07, 2021
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