Date: Fri, 29 Mar 2024 02:43:50 -0700 (PDT) Message-ID: <866128821.91.1711705430436@DESKTOP-IQF616V> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_90_587679238.1711705430435" ------=_Part_90_587679238.1711705430435 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
This page has been moved over to ht= tps://support.goalexandria.com/patrons/patrons-workshop/
20 February 2019
Yes, if a barco= de is not included within the import file, Alexandria will automatically as= sign a barcode to those patrons.
You can! First,= navigate to Tools > Preferences > Patrons > = ;Patron Defaults tab. In the Barcode Settings section, specify the beginning number for auto-assigned barcodes =E2= =80=93 choose a number that doesn't conflict with your item barcodes and ha= s enough room to continue sequentially for all future patrons. Learn more i= n Patron Defaults.
An admin account is simply a patron account with a different secur= ity group set (like District Administrator). New librarians should set thei= r security group accordingly, u= sually as high as they are allowed to select.
Usually, this means the file is larger than 50mb. You need to sepa= rate the file into smaller sizes in order to import them.
This is general= ly used when importing patrons with SIF. Entering a date will not automatic= ally advance the Patron Grades. Learn more about Grade Table preferences= .
To forgive a charge for an individual patron, use Circulation.
To forgive charges in batches, use the Forgive Charges utility.&nb= sp;
How do you want notice to be sent? If you'd like the progra=
m to do most of the work for you, try Automatic Email Notifications. Go to =
Preferences > Circulation. In the Circula=
tion Settings tab, click the Enable automatic email notificati=
ons checkbox. This feature automatically sends email notices to the pa=
tron's email address for in-stock holds, overdue fees, and a number of othe=
r things. Read more about it in Circulat=
ion Settings.
For those of you who want greater control over your notices= =E2=80=93 such as when they go out and to whom =E2=80=93 use scheduled not= ice reports. For example, you could set up an Overdu= e Items and Unpaid Charges Notice report for each grade or homeroo= m and schedule it to email the teacher every month so they can help remind = students.
1. Go to Operations > Reports, and=
choose the Circulation category and Notices subcategory.
2. Test out a few of the reports to see which ones work best for your situ=
ation. When you=E2=80=99ve found one, click Create Saved Report at the bottom right.
3. Next, go to the Saved tab, select the report, and unlock it for editing=
.
4. Build your report in the Selections and Options tabs.
4. In the Schedule tab, schedule the report to run at a specific frequency=
and time. =
5. In the Notification tab, enable email notifications and specify to whom=
the notices will be sent. Separate email addresses with a comma. =
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And if you find it meets your needs, you can even use both = methods at the same time!
To find your license and system information, go to your Circulatio= n page, then select Special. In its sub-tabs = you will find information like the Status Info, System Info, and Licen= se Info, which includes your Patron Count and details about your license.= span>
In the Makeover, go to the help menu in the topna= v and click About Alexandria. This will show you your patr= on/item count and how many you have left in your license.
Each level has the access of all the groups below them, but does n= ot have access to any security groups on the same level or above them.= See Security Preferences for additional information.
Once there are no patrons listed in a homeroom anymore, the homero= om is removed. So, updating the homerooms manually, via import, or through = authority control will remo= ve any homerooms with no patrons. Contact Support for additional assistance= .
Go to Imports and select Images > Choose File. Choose a ZIP fil= e containing the images to be imported. If the file is larger than 50 MB, s= chedule an FTP import in the Saved tab. For best results, images should be = approximately 186 x 240 pixels in size and either .jpg or .png format.