The Support Center has moved!! See the new website https://support.goalexandria.com/  

Alexandria

Space shortcuts

Page tree


Versions Compared

Old Version 50

changes.mady.by.user Morgan

Saved on

compared with

New Version Current

changes.mady.by.user Bethany Brown

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Content Layer
id1668245392
Coming Due Items Notice Report (Mailing Labels 3 Across)
Content Column
tabbed-blocksexpanders
id1668245423
Content Block
not-tabbedtrue
id1668245408


Circulation Notices Reports

Image RemovedImage AddedTools > Reports > Circulation > Notices





Note

Circulation Groups have been temporarily restored but will be moving to Textbook Tracker only soon.

Tip

Learn more about setting up email notices for patrons and librarians.

Letters with Summary format

Content Block
nameComing Due Items Notice
id1668245376
The

Coming Due Items Notice

Generates report generates notices for patrons letting them know that their items are due soon. Specify the due date range using the Patrons with Items Due selection.

Uses

Expand
titleMore information
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have items due soon.

Depending on the format, these notices can be emailed, mailed, or handed out in person to students or parents. Consider creating 

Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically
Saved Reports that automatically
  • email these notices to staff
periodically
  • for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students and/or parents directly when they have items due soon.
Selections
Coming Due Items Notice report Selections tabImage Modified
Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Patrons with Items Due: Enter a relative date or date range.

Note

This report now includes a Title selection.

Options

Coming Due Items Notice report Options tabImage Added

Example Reports

These examples use the default options for each format.

Example Reports

View file
nameComing Due Items Notice

Report (2 Per Page)

2 per page.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

2 Per Page format

View file
nameComing Due Items Notice

Research (4 Per Page)

4 per page.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

4 Per Page format

View file
nameComing Due Items Notice

Report (

Letters

)

.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

Letters format

View file
nameComing Due Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

Image Added

Email format (example of an email sent to a patron)

View file
nameComing Due Items Notice

Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250
View file
nameComing Due Items Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer format

View file
nameComing Due Items Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View file
name

mailing labels 3 across.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

Mailing Labels 3 Across format



Back to Top

Content Block
nameDamaged Items Notice
id1668262123
The

Damaged Items Notice

Generates report generates parent notice slips and/or mailing labels for patrons with damaged item fees. All patrons with items checked in via Discard Mode (Damaged or Custom Reason) with an unpaid discarded charge

Expand
titleMore information

All patrons who have an unpaid damage charge from discarded or damage coded (DL) items will be included in this report.

Uses
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider

creating 

creating Saved Reports

 that

that automatically email these notices to staff periodically for them to distribute.

Selections

Damaged Items Notice report Selections tabImage Modified

Note

This report now includes a Title selection.

Options
Damaged Items Notice report Options tabImage Modified
Example Reports

View file
nameDamaged Items Notice

Report

(

Letter

letter).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letter format

View file
nameDamaged Items Notice

Report (Mailing Labels 3 Across

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format


Back to Top

MultiExcerptName
Content Block
nameIn-Stock Hold Notice
id1668274279
The

In-Stock Hold Notice

Generates report generates notices for patrons letting them know that an in-stock hold is ready for them to pick up.

Expand
titleMore information

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Uses
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds.

Depending on the format, these notices can be emailed, mailed, or handed out in person to students or parents. Consider creating Saved Reports

Consider creating some saved reports that automatically send out this report:

  • Set up some saved reports that periodically
 that automatically
  • email these notices to staff
periodically
  • for them to distribute
. You can also create a Saved Report that periodically emails students
  • in person or through mail. There are notice formats for students or parents.
  • Set up a saved report that emails students or parents directly when in-stock holds are ready.
Selections
Multiexcerpt include
SpaceWithExcerptALIB
  • Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).
Selections

In-Stock Hold Notice report Selections tabImage Added

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold

Notice SelectionsPageWithExcerptALIB:Alex S Reports

Available: Send out notices based on when holds become in-stock.

Options
In-Stock Hold Notice report Options tabImage Modified
Example Reports

View file
nameIn-Stock Hold Notice Report (Standard).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Standard format

View file
nameIn-Stock Hold Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameIn-Stock Hold Notice Report (

Email

mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View filename

In-Stock Hold Notice Report (

Mailing Labels 3 Across

).pdf

format

page


Image Added

Example Reports (PDFs)spaceALIBheight250

Email format (example of an email sent to a patron)




Back to Top

Mailing Labels 3 Across format

Example Reports (PDFs)
Content Block
nameLost Loaned Items Charge Notice
id16682873872110686369

Loaned Items Notice                               

 Image Added Textbook Tracker

Notices (letters or emails) to inform patrons of items they currently have checked out.

Expand
titleMore information
Use(s)

For remote checkouts through Researcher

  • Patrons place items on hold through Researcher.
  • Librarians run the hold reports, gather the items, and check them out to the patron.
  • Items get put into bags for curbside pickup.
  • Librarians run the Loaned Items Notice report, selecting by date range of checkout, and notifying patrons their items are ready for pickup.

Receipt substitute

  • Facility runs the report for patrons who checked out items today and delivers printed letters to each patron.

Textbook Tracker

  • Because textbooks don't often have due dates (return at end of term etc), this report can provide a list of textbooks the students have checked out. The list could be compared to a course schedule, to ensure the student has all the materials they need. 


Selections
Image Added



Options

Image Added

Purpose

The Lost Items Charge Notice report generates notice slips for patrons with unpaid lost items charges. All patrons with an item checked in via the Lost Copies System Patron and an unpaid lost item charge will be included in this report.

Selections

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

View file
nameLost Items Charge Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page

View file
nameLost Items Charge Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page

View file
nameLost Items Charge Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters

View file
nameLost Items Charge Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents

View file
nameLost Items Charge Notice Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary

View file
nameLost Items Charge Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

View file
name

Lost

Loaned Items

Charge

Notice

Report

(

Email

cover photos).pdf

page

spaceALIB

height250

Email

View file
name

Lost

Loaned Items

Charge

Notice

Report (Mailing Labels 3 Across

(no cover photos).pdf

pageExample Reports (PDFs)spaceALIB

height250

Mailing Labels 3 Across


With cover photos                              Without cover photos



Purpose
Content Block
nameNeeded for Reservation Notice
id1668300450
The

Needed for Reservation Notice

Generates report generates a list of patrons with items due in the near future that are needed for reservations

Expand
titleMore information
Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Selections
Needed for Reservation Notice report Selections tabImage Modified
Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameCharges and Overdue Fines - Charges Only Options
PageWithExcerptALIB:Alex S Reports

Note

This report now includes a Title selection.

Options

Needed for Reservation Notice report Options tabImage Added


Example Report

View file
nameNeeded for Reservation Notice.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Back to Top

Purpose
Content Block
nameOverdue Items and Unpaid Charges Notice
id1668345529
The

Overdue Items

and

or Unpaid Charges Notice

Generates report generates notices for patrons with overdue items and/or unpaid charges. Charges

Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Selections

Image Removed

Options
Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerpt
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items and/or unpaid charges.
Selections

Image Added

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

Options

Image Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

ALIB:Alex S Reports


Example Reports

View file
nameOverdue Items

and

or Unpaid Charges Notice

Report

(2

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameOverdue Items

and

or Unpaid Charges Notice

Report

(4

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items

and

or Unpaid Charges Notice

Report

(

Letters

letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents



Image Added

Email format (example of an email sent to a patron)

View file
nameOverdue Items

and

or Unpaid Charges Notice

Report (Letters with Summary).pdfpageExample Reports (PDFs)spaceALIBheight250

Letters with Summary

View filenameOverdue Items and Unpaid Charges Notice Report (Self Mailer

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

View filenameOverdue Items and Unpaid Charges Notice Report (Email).pdf

pageExample Reports (PDFs)spaceALIBheight250

Email

View filenameOverdue Items and Unpaid Charges Notice Report (

Mailing Labels 3 Across

).pdfpageExample Reports (PDFs)spaceALIBheight250

format

Back to Top

Mailing Labels 3 Across

ALIB:Alex S Reports
Content Block
nameOverdue Items Notice
id1668364488
Purpose
The

Overdue Items Notice

 Image Added Textbook Tracker

Generates report generates notices for patrons with items that are overdue.

Expand
titleMore information

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Selections

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

View file
nameOverdue Items Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page

View file
nameOverdue Items Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page

View file
nameOverdue Items Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters

View file
nameOverdue Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents

View file
nameOverdue Items Notice Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary

View file
nameOverdue Items Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

View file
nameOverdue Items Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email

View file
nameOverdue Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across

Content Block
nameSeverely Overdue Items Notice
id1668378486
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items
Purpose
The Severely Overdue Items Notice report generates notices for patrons with items that are severely overdue. Overdue fine amounts, which become charges when the items are checked in, are shown as well. Use the Patrons with items more than ___ Days Overdue selection to set the minimum number of days overdue
  • .
Selections

Overdue Items Notice report Selections tabImage Modified

Options
Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerpt

Overdue Items Notice report Options tabImage Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary. 

Example Reports

View file
name

Severely

Overdue Items Notice

Report

(2

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
name

Severely

Overdue Items Notice

Report

(4

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
name

Severely

Overdue Items Notice

Report

(Letters with cover art).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameSeverely Overdue Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents



Image Added

Email format (example of an email sent to a patron)

View file
name

Severely

Overdue Items Notice

Report (Letters with Summary).pdfpageExample Reports (PDFs)spaceALIBheight250

Letters with Summary

View file
nameSeverely Overdue Items Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

View filenameSeverely Overdue Items Notice Report (Email)

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email

view-file

nameSeverely Overdue Items Notice Report (

Mailing Labels 3 Across

).pdf

format

Back to Top

pageExample Reports (PDFs)spaceALIBheight250Mailing Labels 3 Across

Purpose

Letters with Summary

Unpaid Charges Notice Report (Self Mailer
Content Block
nameUnpaid Charges Notice
id1668400641
The

Unpaid Charges Notice

report generates

Generates notices for patrons with

charges that

charges, fines, and/or fees that haven't been paid yet 

Image Added Textbook Tracker

yet. 
Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines accumulate until the item is returned.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have unpaid charges.
Selections
Unpaid Charges Notice report Selections tabImage Modified
Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Unpaid Charges Notice report Options tabImage Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Note

Other Charges/ Fees includes lost and overdue charges, as well as things like damage/discarded fees.

Example Reports
Report Examples

View file
nameUnpaid Charges Notice

Report

(2

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameUnpaid Charges Notice

Report

(4

Per Page

per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameUnpaid Charges Notice

Report

(

Letters

letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameUnpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents



Image Added

Email format (example of an email sent to a patron)

View file
nameUnpaid Charges Notice

Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250
View file
name

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

View file
nameUnpaid Charges Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email

View filenameUnpaid Charges Notice Report (

Mailing Labels 3 Across

).pdf

format

Back to Top

pageExample Reports (PDFs)spaceALIBheight250Mailing Labels 3 Across

© 2023 COMPanion® Corporation | All Rights Reserved | Terms of Service & Privacy Policy