The Support Center has moved! see https://support.goalexandria.com/

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Content Layer
id559715429
Content Column
tabbed-blocksexpanders
id559715445
Content Block
not-tabbedtrue
nameAbout
id559715443

Operations is where you access Reports, Utilities, Exports, and Imports, and contains the feed of recent operations for you to email, view, and download. Operations is a transaction log for past and future operations.

Image Modified

Completed operations shown in the queue include the name and status of the operation, and the time/date they were initiated. Some operations (reports, exports) that are currently running provide a Cancel button.

The status of an operation can be one of four things:

Running. This status shows the operation currently being performed; it provides the progress of the operation, the date/time that the operation began, and a Cancel button.
Waiting. This status indicates that an operation is pending but has not yet been started. This can happen when the server is busy with other activities. Users with the proper security privileges are able to cancel waiting operations other than their own.
Canceled. This status indicates that an operation was canceled during (or before) completion and includes a time/date stamp and the user who canceled it.
Completed. The operation was completed and results are available; operators can open it, download the results, or send the results via email to whatever address they want—different from those specified in the Notification tab(s) of the Reports window.

Image Added

Email Operation. This opens the Send Email window, where you can email a link to download and view the operation file. Your Email Preferences must be configured for this option to be available. 

Image Added

Operation Information. Click this icon to view a summary file with information such as the selections and options set for this report, or details on what happened in the utility.

Image Added

Download PDF Report. Click this icon to download your report as a PDF.

Image Added

Download TXT File. Click this icon to download .txt files from Imports or Exports. 

Image Added

Download Misc File. Click this icon for other types of file downloads. 

Image Added

Download Results and Summary. Click this icon to download the results with the summary included as a cover page.  

Filter


You can filter your operations by type, day, and user or site. The options in the drop down menus are shown below with the default selection highlighted.

Show by type

Image Added

From

Image Added

User / Site

Image Added

Run Operations

  • Reports- Use our templates to customize and run a variety of reports, notices, and labels. This is where you set up overdue notices, and print lists of holds to process.
  • Utilities - Utilities can change large amounts of information at once. They allow you to modify, clear, or clean up required information, such as title or patron records, title/copy policies, patron histories, and all types of circulation transactions.
  • Export- Exporting is the process of moving information out of Alexandria where it can be manipulated manually or used in other software applications. You choose the information you want to export, for patrons, items, and more.
  • Import - There are times when you'll want to add information to Alexandria from outside sources, such as MARC records from book vendors, or patron information from a central database.

Actions Menu

By default, all operations older than 90 days are automatically removed from Operations Management.

  • Remove Operations. Removes the selected operation(s). To select multiple operations, hold the <shift> key down while clicking on the operations you want to remove.
  • Repeat. This takes the selected operation (i.e. report or utility) with the original parameters, places it in the queue, and schedules it to run again as soon as possible.


Note

These actions are only available if your Operations Management security preference is set to Manage All. This preference is found on the Tools > Security > Tools tab.

Content Block
nameOperations
id559728954

Operations



Send Email

Operations Management has integrated email capabilities. Send Email allows you to send a link to download the completed operation file to the email address(es) you specify. This option is only available if your Email Settings are properly configured. 


Content Block
nameControls
id559737495

Include Content
render-without-blockstrue
block-namesControls
pageALEX:Operations
retain-block-widthtrue