You can do this in Authority Control, which is the part of the program that helps a user manage terms and edit, modify, or even remove them when no longer in use. To access Authority Control go to Tools and select the button with that name and a sheriff’s star symbol. You will find terms listed under both patron and item field headings.

By using the gear at the top you can select “Remove unused terms” to clean up some of these fields. This will only remove a term if none are entered into an item or patron record under the corresponding field. If you have any questions about best practices for managing Authority Control terms we recommend you call Customer Support for guidance and advice. 

Clever is a third-party service used by school districts to facilitate the secure transfer of student rosters between their school information system (SIS) and digital learning applications. Global Grid for Learning (GG4L) is a K-12 industry collaborative that provides schools with various EdTech tools, including the secure exchange of school roster data between applications.

These programs access information from a district’s SIS such as Powerschool, Infinite Campus or Skyward and then work when set up with Alexandria to import and update patron information. Usually these services are managed at the district level and synced in Alexandria sites with IT personnel and our Customer Support assistance. Depending on the needs of each school, the decision to use one or the other is decided by the school administration before adding the services to the Alexandria license.

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.

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.

The Makeover includes brand new interfaces for Circulation, Patrons Management, Items Management, Tools, Operations, Message Center, and Preferences. It introduces Builder, your hub for customizing Researcher for your patrons, as well as Dashboard, a collection of widgets that show information about your library and let you jump to the functions you use most. You’ll also see a consistent top bar and side navigation that allow you to navigate the program and access critical functions from anywhere. Eventually the entire program will be updated.

To read about more specific changes, check out the Changes tab. You can also look at the Overview tab for information on the Top 5 Features and Changes You Need to Know.

With Version 7, which was released in 2014, we made the first big step to a modern, web-based product. But the computer world advances fast! With the Dream Makeover, we definitely want to improve how it looks and feels, but we are also updating the code to follow modern standards and be more usable on tablets and phones. This is a switch we slowly started with your Researcher interfaces back in 2015 with the release of Slideshow. And after addressing Scout, Patron Status, and Self-Service, we realized we needed to start updating Librarian interfaces as well.

Betas for these interfaces have been released. This means you can switch between using the new interfaces and the old interfaces in your own Alexandria library. This will be a great time to give it a try and take a look at all of the cool new features!

See the Timeline section on the Overview tab for more information.

Check out the Changes tab for a comprehensive list of what's changed and what's new in each module. You can also look at our Top 5 Features on the Overview tab to see what we're most excited about.

Copy IDs are not unique or searchable, and there is not a report that you can run which shows Copy IDs. Copy IDs have become irrelevant, and we encourage using barcodes instead. 

*However we have decided to retain copy id, now called Copy Tag, to allow you to individually mark a copy. 

Overall, you won't! We are, however, removing some unused options and moving some things around. Check out the Changes tab to see specifics. One thing you may want to be aware of is that there will no longer be a button linking to Researcher from the Librarian side navigation. If you use this often, a quick fix is simply bookmarking Researcher on your internet browser.

Feel free to contact Support at 1-800-347-4942 or support@goalexandria.com if you feel like something is missing.

Nope! This upgrade is included in your Alexandria subscription, as long as you are current. Still on v6? Learn about switching to 7! This is also a good time to consider switching to Cloud Hosting if you don't already have it.

We think so! With the addition of new in-app tutorials, What’s New highlights, and rollover help text information, we think learning the new interface will be a breeze. And, you’ll have videos and our 247/365 Support available to help you along the way. 

Yep! If you missed the webinar, you can watch it now, and see all the videos on our YouTube channel. We will also be hosting a free Q&A webinar. You can also purchase additional training by contacting our sales team at 1-800-347-6439 or sales@goalexandria.com.

Yes they can! From the old Circulation, Items, or Patrons, click on the purple warning icon on the top right. This will open the beta for you to work in. If you find any issues, please send them to uxteam@companioncorp.com! 

Reports are accessed from Operations. 

You can! The checkbox makes it easy to forgive an entire charge all at once, but you can easily forgive only part of the charge by unchecking “Forgive Remaining Balance,” and select “Forgive as a Payment Option” method. Enter how much of the charge you’d like to forgive, and click Process.

Yes! Our printable System Hotkeys Reference is in our Support Center Getting Started Resources, and has been updated. Also, you can find ALL shortcuts on the Hotkeys page. These have been updated.

You can pay multiple charges at once, but they will have separate receipts. 

No. You will need to us the System Patrons in Circulation to change copy status. 

Yes, you can specify the date added in the Advanced Search> More.

With the image saved to your computer, you can either drag and drop the image into the cover art space, or use the + icon and choose a file from your device. 

From Circulation, use the X command to clear the current Patron and Item panes. More information can be found HERE.

Not at this time. If there are ideas you want us to implement into researcher, please submit them here: https://www.goalexandria.com/ideas

No. Over the last several months, we have been working on improving and consolidating the reports–but any of those changes are outlined in the release notes. The functionality of the reports will not change in the makeover.

You can add patrons from your SIS by running a  Patron Import or with our SIS Integration.

You can access Advanced Bookings from Circulation. Any reports you run can then be accessed in Operations.