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Trending FAQs

Here are the most common questions recently answered by Customer Support!

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titleWhere How do I set up the "next barcode" if I'm importing items without barcodes?

While importing items, look at the Barcode Handling section on the Settings tab. Add a Starting Item Barcode and select Always Assign New Barcodes.

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titleCan I hide in processing copies in Researcher?

Yep! You can set copies to in processing (i.e. checked out to the In Processing system patron #7) if they're in your library but aren't ready to be placed on shelves yet. They will automatically be marked as unavailable in Researcher, but you can hide them if you'd like. In Researcher Preferences, check the In Processing box on the Auto-Hide tab.

import patrons or items through FTP?

You'll need to create a saved import. Go to the import you want and click Create Saved Import at the bottom of the window. Then you'll need to enter a name and fill out the Settings tab with your preferences. Lastly, go to the File Source tab and select FTP or FTPS from the Protocol dropdown. Enter your FTP/FTPS server's information. (If you don't have your own server, COMPanion offers secure and private folders on our FTP server!) Want to check if it works? Click Test FTP Connection. From there, you can run the import whenever necessary.

Tip

We recommend using FTP imports for larger files like patron pictures and BestMARC imports.

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titleIt's inventory season! What should I know?

Great question! We've got loads of resources to help you make inventory go smoothly:

  • Use the Inventory Circulation commands:
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titleHow do I make sure imported copies go to the right site?
Ensure that your import file has the correct site code for each copy. If a copy's status unexpectedly changes to In Transit when bookdropped (checked in) instead of Available, it may be assigned to the wrong site
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titleHow do I print and align barcodes?can I forgive charges?

There are two ways to forgive charges:

  • With the patron pulled up in Circulation, go to the Charges tab. Select the charge and click Make Payment. Enter the amount you'd like to forgive in the Forgive field and click Process.
See our Alignment Troubleshooting tips. Specifically, make sure your scaling is set to 100% or Actual Size in your PDF reader. Also, you'll want to make sure you're using the correct type of labels for the barcode report you're using
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titleHow do I use the Weeding List report to see books my library got a long time ago?see who has an unpaid charge?

Alexandria has multiple reports that will show you who has unpaid charges:

Tip

Send patrons a notice about their unpaid charges!

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titleWhich reports can help me with end of year tasks?
Use the Copies added selection to see copies your library attained at a certain point in time (enter the date range or relative date). Note that you are selecting the date you want to see, not the date you don't want to see. For example, to get a Weeding List of books your library has had more than 5 years, you would use the date range of March 1990 (or some earlier date) to March 2016.
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