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Switch to 7 FAQs

Makeover FAQs

We are thrilled to announce our Alexandria and Textbook Tracker Dream Makeover! Yep, that's right. We're giving the programs a new look while adding various improvements, such as responsive design and exciting features. Learn more about it!

Beginning-of-Year FAQs

End-of-Year FAQs

Patrons FAQs

Items FAQs

Researcher FAQs

Inventory FAQs

Reports FAQs

When importing files from a vendor, the correct default settings will already be set, and you can simply select “Run.” If you have a custom import or specific needs when updating your titles or copies, we recommend calling Customer Support for assistance.

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Frequently Asked Questions

You've got questions? We've got answers!

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Trending FAQs

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

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titleI have forgotten or lost my password over the summer. Help! How do I log in?

Don’t worry, we have your back, but we take security very seriously, even for your library catalog. The first step to take when you cannot log into an Alexandria website is to try using the password reset option. Alexandria can send a link to the user email so long as an email has been entered for the login account. The second alternative is to ask if anyone else has credentials or access. This may even be someone at the district level. There is usually a person in charge that has access to your school site(s) and can help you get started by creating an administrative account!

If neither of the above are options then we can provide access, but we will need to make sure that the person requesting access should have access to the site. We will require that any applicant include a notarized identity verification which we will keep on file. This process may take up to 48 hours so patience is a must. See Password Management Best Practices.

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titleHow does our school or district go about protecting user access while also providing more than one way of logging into sites?

We have written up a best practices support page that outlines the steps that should be taken to ensure that all users of our programs have access from trusted sources and also access to backup methods in case passwords are forgotten or staff changes are necessary. See Password Management Best Practices.



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titleI love the new look and navigation, and have been using the new version for awhile. How can I turn off all the pop-up messages?

Yes, if you are comfortable with the program and don’t want to see so many of the guides and messages this feature can be turned off in  User Settings. In the upper right corner where you see “Hi, Username” click on the icon to open the user menu and select User Settings. Set the Tutorials to off and click Save

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titleWhat are the Integrated Email Services in my email preferences?

Introducing Integrated Email Services for Alexandria and Textbook Tracker. Leave behind the headache of managing your own server, or trusting some external source—we can handle and send all of your Alexandria emails for you. Call us today at 1.800.347.6439 to discuss if this is the best option for your library. 

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titleWe have a new librarian replacing one who left. How do they get a login for Alexandria?

According to new security protocols to protect privacy, a password for access can only be sent to the contact listed as the Primary. Anyone who is not listed as the primary can be edited to become the primary if the former staff in that position is no longer associated with the institution. This can take some time, so any customer who does not have access to Alexandria and needs to be issued a temporary password should expect a brief wait while their contact status is updated. 

We have taken these new policy steps to ensure that only those who should have access to a site can be granted access.

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V7 FAQs

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Recently switched to 7? Get your questions answered.

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Inventory FAQs

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Make your inventory quick, easy, and extremely efficient.

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Reports FAQs

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Learn how to make the most of report templates.

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Items FAQs

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pageItems Management Workshop

Maintain a clean and searchable catalog.

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title I need to import a MARC file from a vendor. How should I set the default settings?
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titleWhere do I find the results of a utility or import after it’s finished?

Go to Operations Management by clicking on the tool icon at the top, and click on the blue “i” icon.

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titleHow do I 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.

Expand
titleHow do I get a file to import my patrons?
Start by exporting the necessary data from your student information system (SIS) in a tab-delimited text format. This file can be imported into Alexandria Librarian to add new patron records and update any existing patron records simultaneously

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Administration
Expand
titleWhat are the Integrated Email Services in my email preferences?

Introducing Integrated Email Services for Alexandria and Textbook Tracker. Leave behind the headache of managing your own server, or trusting some external source—we can handle and send all of your Alexandria emails for you. Call us today at 1.800.347.6439 to discuss if this is the best option for your library. 

Expand
titleWe have a new librarian replacing one who left. How do they get a login for Alexandria?

According to new security protocols to protect privacy, a password for access can only be sent to the contact listed as the Primary. Anyone who is not listed as the primary can be edited to become the primary if the former staff in that position is no longer associated with the institution. This can take some time, so any customer who does not have access to Alexandria and needs to be issued a temporary password should expect a brief wait while their contact status is updated. 

We have taken these new policy steps to ensure that only those who should have access to a site can be granted access.

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V7 FAQs

Block Link
urlhttp://support.companioncorp.com/display/ALEX/Switch+to+Alexandria+7#SwitchtoAlexandria7-FAQs

Recently switched to 7? Get your questions answered.

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Inventory FAQs

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pageInventory

Make your inventory quick, easy, and extremely efficient.

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Reports FAQs

Block Link
pageReports Workshop

Learn how to make the most of report templates.

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Image Modified

Items FAQs

Block Link
pageItems Management Workshop

Maintain a clean and searchable catalog.

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Switch to 7 FAQs

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Makeover FAQs

We are thrilled to announce our Alexandria and Textbook Tracker Dream Makeover! Yep, that's right. We're giving the programs a new look while adding various improvements, such as responsive design and exciting features. Learn more about it!

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nameBOY
id621337773

Beginning-of-Year FAQs

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id621395439

End-of-Year FAQs

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id621409124

Patrons FAQs

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Items FAQs

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id621436635

Researcher FAQs

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nameInventory
id621454509

Inventory FAQs


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id621468668

Reports FAQs

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nameImports
id1861388664
Expand
title I need to import a MARC file from a vendor. How should I set the default settings?

When importing files from a vendor, the correct default settings will already be set, and you can simply select “Run.” If you have a custom import or specific needs when updating your titles or copies, we recommend calling Customer Support for assistance.


Expand
titleWhere do I find the results of a utility or import after it’s finished?

Go to Operations Management by clicking on the tool icon at the top, and click on the blue “i” icon.

Expand
titleHow do I 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.

Expand
titleHow do I get a file to import my patrons?

Start by exporting the necessary data from your student information system (SIS) in a tab-delimited text format. This file can be imported into Alexandria Librarian to add new patron records and update any existing patron records simultaneously.

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