Overview

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Alexandria Basics

About Us (1:24)

Welcome to our guided tour of Alexandria library automation. In this segment I will go over the qualifications of our company, and the extra benefits we offer.

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Setup Options (2:26)

Your setup, your way. Cloud-Hosted, Centralized Catalog, Distributed Union, Alexandria Controller, and Self-Hosted options.

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The Patron Experience (2:03)

Alexandria’s Researcher is a beautiful suite of interfaces that benefit patrons of all ages. UPDATED: Self-Service and Scout. NEW: Browse.

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Build and Explore (1:28)

Alexandria lets you create the best experience for your patrons. With Explore Builder, you can tailor-fit your searches to your patrons’ needs.

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Bulletin Boards (2:01)

Involve your teachers and students with Bulletin Boards to make your library the center of activity.

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Circulation (2:41)

Librarians spend a lot of time with their library software; which is why we’ve combined advanced technology with a beautiful and innovative user interface, to give you the best possible experience. UPDATED: Circulation, Reservations, and Patron Status.

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Record Management (2:15)

It’s easy and fast to manage your item and patron records in Alexandria. 

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Reporting and Data Manipulation (1:54)

Alexandria’s reports are easy to set up, and any report can be scheduled to run automatically–whenever and however often you need it to. UPDATED: Copies Labels Reports and Item Imports.

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Inventory (1:29)

It’s time to do inventory—let’s get started... UPDATED: Inventory Options. 

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Conclusion (1:10) 

Librarians are important. Our goal is to enable you to do as much as you can for your library and your patrons. (See our current Alexandria Requirements.)

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Alexandria University

Access and Navigation (2:55)

Help and Support (2:47)

Librarian

Librarian is the management side of Alexandria where librarians and staff can check out books, manage patron and item records, customize settings and preferences, run reports, and much more.

 Circulation

Perform general library activities such as issuing books, placing hold requests and reservations, processing fees, fines, payments, and renewing books in Circulation.

^{YouTube Playlist}

Circulation Welcome (1:55)

Circulation Controls (1:16)

Locating a Patron or Item (1:48)

Circulation Modes (1:53)

Renewing Items (1:45)

Charges and Payments (2:06)

Holds and Reservations (2:22)

 Items Management

Create, view, modify, or remove records that contain information on all assets that circulate (books, magazines, audio, video, media) in your library within Items Management.

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Items Welcome (2:02)

Adding New Items (2:21)

Adding Item Copies (1:44)

eBook Items (1:20)

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Importing Items (2:51)

Removing Items (2:12)

Item Pictures (1:37)

 Patrons Management

Create, view, modify, or remove records that contain information about the users (i.e. patrons and operators) at your site/school/library within Patrons Management.

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Patrons Welcome (1:46)

Adding Patrons (1:59)

Importing Patrons (2:10)

Modifying Patrons (1:14)

Removing Patrons (2:29)

Patron Pictures (2:10)

 Tools

In Tools, you'll find convenient shortcuts to various tools that help you run reports, do inventory, customize bulletins, and more.

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Tools Intro (1:20)

Reports (1:45)

Saving and Scheduling (Part 1) (1:44)

Saving and Scheduling (Part 2) (2:13)

Utilities (2:09)

 Preferences

Configure global settings that customize Alexandria according to your library's needs in Preferences.

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Preferences Welcome (1:07)

Patron Preferences (2:46)

Item Preferences (1:55)

Circulation Preferences (1:42)

Z39.50 Preferences (2:05)

Security Preferences (2:52)

^{Policies YouTube Playlist}

Policies Overview (1:05)

Patron Policies (2:32)

Item Policies (2:16)

Policy Exceptions (2:01)

 Researcher

Researcher is the patron-facing side of Alexandria that contains various search interfaces, virtual bulletin boards, and customizable links.

Researcher for Librarians

^{YouTube Playlist}

Researcher Overview (1:05)

Search Interface (1:59)

Scout Interface (1:45)

Explore Interface (1:21)

Bulletins Interface (1:10)

Slideshow (1:34)

Patron Status (1:41)

Researcher for Patrons

^{YouTube Playlist}

Patron-Facing Search (2:17)

Patron-Facing Performing a Search (1:34)

Patron-Facing Holds and Reservations (1:58)

Patron-Facing Lists and Sharing Results (1:56)

Patron-Facing Tags and Reviews (1:26)

Patron-Facing Scout (1:12)

Patron-Facing Scout Tools (1:24)

Patron-Facing Scout Holds (0:57)

Patron-Facing Status (1:31)

Patron-Facing Status Specifics (1:42)

Librarian

Filling Holds (3:03)

Learn how to place and fill holds in Alexandria.

Download  (32 MB) | Script (PDF)

View Patron History (2:36)

Choose to keep patron history so you can view history and statistics, or disable history for all patrons.

Download  (28 MB) | Script (PDF)

Advancing Patron Grades (3:19)

Learn how to Advance All Patron Grades and update patron policies afterwards.

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Preferences: Calendars (2:50)

The Calendars Preference in Alexandria lets you set up your own calendars to mark closed days and period due days, and assign certain calendars to patron policies. 

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Preferences: Security (5:23)

When you as an Administrator first start using Alexandria, and as you continue to add operators, or users, you will assign each operator a Security Group that dictates what they can and can not do.

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z39.50 Sets for Adding Titles (3:51)

You can set up your own z39.50 sets for Title Assistant to access when performing a MARC Search.

Download  (42 MB) | Script (PDF)

Custom Label Reports (5:21)

Set up the content and format of your label reports to print specialized labels for your patrons and items.

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Inventory Procedures

^{YouTube Playlist}

Inventory Overview (1:20)

Inventory Circulation Modes (1:36)

Inventory Through Circulation (1:35)

Inventory Circulation Reports (1:49)

Inventory Circulation Utilities (1:59)

Inventory Creating Sessions (2:06)

Inventory and Exceptions (1:45)

Inventory Completion (2:47)

Authority Control (5:05)

Authority Control in Alexandria gives you a simple way to maintain consistency in your bibliographic records. 

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Explore Builder (6:44) 

Customize your search interfaces with Explore Builder.

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Inventory Management (9:20)

Learn how to use Alexandria’s Inventory module to set up Sessions, perform inventory, and run end reports and utilities.

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Review Management (4:54)

Use the Review Management module to Approve and manage your patron reviews.

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End-of-Year Procedures Part 1: Calendars & Due Dates (1:57)

Part 1 of closing your library covers period due dates and hard due dates.

Download  (29 MB) | Script (PDF)

End-of-Year Procedures Part 2: Circulation & Lost Items (2:46)

Part 2 of closing your library covers running circulation reports and removing lost/discarded items.

Download  (31 MB) | Script (PDF)

End-of-Year Procedures Part 3: Advancing Patron Grades (2:37)

Part 3 of closing your library covers running circulation reports and removing lost/discarded items.

Download  (32 MB) | Script (PDF)

End-of-Year Procedures Part 4: Rebuilds & Backups (1:27)

Part 4 of closing your library covers running a rebuild, backing up your data, and a conclusion.

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Researcher