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This page has been moved over to https://support.goalexandria.com/circulation/circulation-tabs/. =
Circulation > Circulation tab
The Circulation tab is w= here you'll find your transaction log, to keep track of things happening du= ring your session, and the homeroom subtab so you can locate or view studen= ts by the homeroom (location) they are in.
Transaction Log shortcut: TL
The transaction log contains a history of everything that h= as occurred on your machine during your current session (for the las= t 100 transactions), and most of the changes that are made through manageme= nt, utilities, and importing. It will also record who has logged in to your= workstation and performed certain transactions and changes.
If you're Self-Hosted, archived transaction logs are pl= aced in the Log folder, located in Alexandria's shared application support folder.=
Homeroom shortcut: HW
The Homeroom subtab contains a list of the patrons in a particular homer= oom, with their barcode, name, number of items they have out and items chec= ked out today. With the Pictures checkbox checked, the patron's picture wil= l also load. Double clicking on a patron makes them current.
You can use the homeroom shortcut (HW) to not only jump to this subtab, = but also directly to a particular homeroom. For example, HW Jones will sele= ct the homeroom Jones. Using a patron barcode instead of the homeroom name = will open the patron's homeroom, e.g. HW 1001.
"Homeroom" is a term that can be altered in Terminology Preferences.
This list shows all homerooms in your system; to clean up this list, update = your patrons and clean up homerooms via Authority Control. See also: Changing teacher names in Alexandria.
Circulation > Items out tab
Items Out shortcut: QE
The Items out tab displays a list of all items checked out to the Curren= t Patron, allowing you to choose which items to renew or declare lost. = ;If one of the patron's items is past due, it will be l= isted in red.
Button | Description |
---|---|
Set Due Date | This function is sometimes referred to as an = override date, which replaces the default due date normally used by the sys= tem. |
Renew | Renews one item, or a range of selected items= . |
Renew All | Renews all of the current patron's items, eve= n if your policies or circulation preferences indicate that renewing items = with holds is disallowed. |
Declare Lost | The selected item is assigned to the Lost system= patron, and you'll have options to charge the patron. |
To renew a single item for a patron:
To renew multiple items for a patron:
To renew all items:
Troubleshooting
See also Place a Hold
The Patron subtab shows items that have holds placed= on them by the current patron.
The Item subtab shows information for any holds placed on the current it= em.
In some cases<= /a>, you might wish to suspend a hold for a period of time. To do so:
From the Suspend Hold window, enter a da= te and click Save. The hold will be suspended until this d= ate.
You cannot suspend in-stock/on-shelf holds.
In order to change the site copies can come from and the pickup location= for a hold:
You cannot edit in-stock/on-shelf holds.
In order to remove hold requests for the current item:
If an in-stock hold is removed, it wi= ll show as expired, and you can run the Expired In-Stock Holds to pull t= hose items.
In order to remove a patron hold:
Click Print Receipt when viewing holds from either the = Patron or Item subtabs.
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Reservations differ from hold requests. A reservation checks out a s= pecific copy in advance for a particular time. A hold request puts you= r name in a hold queue (a waiting list) to check out any item copy when it = becomes available.
Use reservations when patrons want to check out items from the library f= or specified future dates. When patrons have item reservations, they are on= ly available for checkout by the requesting patron during their specified d= ates. If another patron tries to check out an item during it's reservation = period, Alexandria rejects the request or adjusts the date range to accommo= date the reservation.
Reservations are shown on patron and item status reports. Unlike hold re= quests, reservations are placed on specific copies. If you have multiple co= pies of an item, you must place the reservation on one copy. Alexandria wil= l automatically remove expired reservations.
You can also use reservations with the For Library Use patron (barcode 3= ) to ensure that an item is available for use in the library during a speci= fied date range. For example, you can use the For Library Use patron to mak= e reservations for all Thanksgiving books on November 15th through the 30th= . No other patrons can check out Thanksgiving books while those reservation= dates are active. Another method is to place the copies on Reserve (J= ).
There are two circulation modes you could use to start placing a reserva= tion:
Alternatively, you could use one of these two circulation commands to au= tomatically set the reservation once you enter the command (then you can sk= ip Part 2):
Make sure the= patron/item is current, select the reservation, and then click Edi= t. You can change the number of copies, the copy barcode, the site= location, and the start/end dates. When you're done, click Reserve= to save your changes. Please note that if you placed reservations= on multiple copies, you will need to edit the reservation for each copy.= span>
Click Print Receipt to view the reservation details, then either click<=
strong class=3D"mw-headline"> Cancel to close the dialog or
You cannot undo a remove you made to a reservation in this wind= ow. The only way to restore a reservation that was incorrectly removed is t= o place a new reservation for the patron.
Circulation > Charges > Charges
Charges shortcut: F
When a book is lost, the patron is automa= tically charged a lost fee equal to the replacement cost. Additionally, whe= n an item is declared lost, if it was overdue, the patron can be charged an= overdue fine (up to the Maximum Fine for an Overdue Item in your Overdue p= atron policies). When an item that was declared Lost is later found an= d bookdropped, you have the option to add an extra fee. See Lost and Returned Items.
If the item you check in is past due and = carries a fine, a payment can be made through the Make Payment option by ei= ther selecting the subtab at the bottom of the window or double clicking on= the line item.
This option allows the librarian to manua= lly assign charges to a Patron or for Alexandria to automatically assign ch= arges based upon your preferences. This can be used for late fees, lost or = damaged books, or miscellaneous charges.
Select a charge to get this = option. Select multiple charges (command or shift + click) to make a= payment on multiple items.
Print all charges for the current patron.= Click Print Charges at the bottom of the Charges win= dow to download a PDF report of the patron's charges.
If the Network Printer is enabled, the re= ceipt will be sent to the printer. However, if the Network Printer is = not enabled, an HTML receipt will open in a new tab so it can be s= aved as a PDF and/or printed from your browser.
Overdue fines are charged automatically acco= rding to your fine rate (determined by item policy). However, if you need t= o charge an additional fee, you can do that here.
Payments shortcut: FF
The Payments subtab contains a record of the payments made by the select= ed patron, as well as Refund, Details, Add Credit, Refund Credit, and Print= Receipt options.
Select a transaction and then click the Details button = to view more information about the transaction.
The Add Credit windows allows the librarian to add cred= it to the account of the selected patron.
This allows the librarian to refund credit to the selected patron, if th= ey have credit on their account.
The Payments subtab lets you print or email additional receipts for past= transactions.
Command Help shortcut: ?
The Command Help tab contains information about Alexandria commands and = how to use them. Select a command from the list to see its code and a descr= iption of its functionality on the right. You can also = double-click the command to insert it into the Command = Line.
To execute the command you've selected, type or scan a barcode.
If you select a command and click Enter without entering a = barcode, the action taken depends on the command you selected. For example:=
Status, System Info, and License Info are now accessed through the topna= v under "About Alexandria."
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