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this page has been moved to https://support.goalexandria.com/knowledge-base/alexandria-refresher/



The beginning of a new school year is coming up, and you probably haven't had to work with Alexandria for a few months. That means there's a good chance you don't remember how to do some simple things. And that's okay! Whether you're brand new to Alexandria or a returning user, reviewing how to do these five things will help make the beginning of the school year run smoothly.


Top 5 Things to Review in Alexandria

1. Using Circulation Commands

You may not remember all of the keyboard shortcuts to getting things done in the Circulation module. Browse through the Command Help tab in Librarian or the Circulation Commands List in the Support Center for a quick reminder. You could also print a Circulation Commands chart to keep near your computer. Here are a few important commands to remember:

  • B starts Bookdrop mode, which checks in all items scanned or inventories items if they're already checked in.
  • R starts Renewal mode, which renews multiple checked-out items
  • X clears the Current Patron and Current Item panes


2. Adding patrons and items

It's a new school year, which probably means new patrons and inventory. Here are a few things to review:

  • If you use Clever to sync student information system (SIS) records

Alexandria Refresher

When librarians get back at the end of the summer, sometimes they forget how to do the simple things. So we want a 'refresher' page that ties in to the Beginning-of-year article. This can be part of the BOY article—or a separate page, because it could also be a very basic ' Getting Started ' article for new users. (dual-purpose)

Here are the top five things to remember about Alexandria as the school year starts:

  • Circulation Commands

  • → You might not remember all the shortcuts to get stuff done in Circulation. That’s ok. Use Command Help, or browse through our Circulation Commands directory for a refresher (http://support.companioncorp.com/display/ALEX/Circulation+Commands).
  • adding patrons / items → It’s a new school year, which might mean new patrons and new inventory. Remind yourself how to add patron records manually (http://support.companioncorp.com/display/ALEX/Add+Patron+Record – hint, you press the plus icon) or through imports (http://support.companioncorp.com/display/ALEX/Import+Patron++Records). If you use Clever to sync SIS records,
    • and have disabled Clever for the summer,
    you’ll (http://support.companioncorp.com/display/ALEX/Clever#EnableClever). To add a Title Record (http://support.companioncorp.com/display/ALEX/Title+Records), press the plus icon to use Title Assistant (http://support.companioncorp.com/display/ALEX/Title+Assistant) and add the title manually, or review what it means to import titles (http://support.companioncorp.com/display/ALEX/Import+Items).


    3. Logging into Patron Status

    Your patrons might ask about their holds and check outs on the

    logging into patron status → your patrons might be asking about their holds and checkouts their

    first day back! You can always pull up their Details in the Circulation

    (

    module by using the Q command

    ), but

    . But you can also

    teach them to log in to their Patron Status. Show

    show them how to get to

    Status from

    their Patron Status portal on Researcher

    ,

    if you have it configured

    , or

    . Another option is to give them

    your

    their specific URL (e.g. https://demo.goalexandria.com/status).

    Image Added


    running
    4. Running label reports
    → New

    Getting new inventory means you'll need new labels!

    Review

    Once you've brushed up on how to run

    Reports

    reports in Alexandria

    (http://support.companioncorp.com/display/ALEX/Reports), and take advantage of the Custom Label Reports (http://support.companioncorp.com/display/ALEX/Custom+Label+Reports).promoting new items → Pro tips for new items: a) The Reordering Details report gives you info on discarded items so you can reorder those that were loved to death. b) Check out books to the For

    , learn how to create Custom Label Reports to customize your barcode and spine labels.

    Image Added


    5. Promoting new items

    Once new materials come, you'll want to let your patrons know what's now available. Here are a couple tips when it comes to handling new items:

    • Run a Reordering Details report in Tools > Reports > Copies > Reordering Details. This will give you information on discarded items so that you can reorder what was popular.
    • Need to use some books for a display? Check out books to the Library Use patron (barcode 3)
    for all your book displays. c) In Search, use Search Strings(http://support.companioncorp.com/display/ALEX/Search+Strings) to find recently added titles
    • in the Circulation module so you can still keep track of them.
    • Create a slideshow of new items so your patrons know what just arrived. In Researcher's Search function, use the (
    ((http://support.companioncorp.com/display/ALEX/Search+Lists)
    • , and turn that list into a
    Slideshow(http://support.companioncorp.com/display/ALEX/Slideshow)!

    Need more refreshers?

    1. Circulation Commands

    You may not remember all of the shortcuts to get things done in Circulation. That's okay! Use Command Help or browse through the Circulation Commands List for a quick reminder.

    2. Adding patrons and items
    3. Logging into patron status
    4. Running label reports
    • slideshow. You can then display the slideshow on a TV monitor, computer, or tablet.


    Need more resources?
    5. Promoting new items