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| Welcome to Alexandria! We're glad we could join happy to be joining you in your mission to create a wonderful library experience for your patrons. Librarian and ResearcherCirculation. Perform general library activities such as issuing books, placing hold requests and reservations, processing fees, fines, payments, and renewing books. Items Management. Create, view, modify, or remove records that contain information on all assets that circulate (books, magazines, audio video media) in your library. Patrons Management. Create, view, modify, or remove records that contain information about the users (i.e. patrons and operators) at your site/school/library. Operations Management. View, email, and download information relating to your recently run operations (reports, utilities, imports, and exports). Tools. See convenient shortcuts to a diverse assortment of program tools that help you to perform a wide variety of tasks. Researcher. Use the patron-facing side of Alexandria that contains various search interfaces, virtual bulletin boards, and customizable links. Preferences. Configure global settings that customize Alexandria according to your library's needs. Using the Support CenterAlexandria has many components and capabilities. We understand it can be a little overwhelming at first, but we're The main menu is organized just like the app. You may notice an info box at the top of the page. This will let you know if that part of Alexandria requires additional registration, shares data with Textbook Tracker, or is a site-wide preference. In the top right corner of each page, you can see which part of the app that page is talking about. It will also indicate if there's a keyboard or URL shortcut to quickly access that part of the program. Rate the page and let us know if we can improve anything. ResourcesSign up for our Tip of the Week email! Newsletter Video Directory/YouTube channel Workshops/webinars Resources page Getting Started Resources Customer Support What's next?I need to set up Alexandria. My Alexandria is already set up. I just need to learn how to use it! Accessing Alexandria the important task of running your library. We know that learning new software can be a challenge, but the information on these tabs will give you a smooth and simple start. Whether you're a district administrator who needs to get Alexandria running or a librarian who only needs to learn how things work, you'll find what you need to get started right here! | Note |
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If your Alexandria system is already set up and you just need to learn how to use the program, skip the Set Up tab. |
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| name | WelcomeAlex Researcher.pdf |
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| name | WelcomeAlex Librarian 1.pdf |
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| name | WelcomeAlex Librarian 2.pdf |
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| page | Alex Infographics |
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| Set UpSetting up Alexandria will be different depending on how your library has chosen to host your data.
Cloud HostingCloud Hosting libraries save time and resources by letting COMPanion host your data. We perform daily archives and backups and handle all updates. Registration is automatic. COMPanion will email you your Alexandria URL. With this, you can log in or create an account and start managing your library. Check out our Getting Started Guide for Librarians for guidance on setting up preferences, importing patrons, adding items, and more.
Self HostingSelf Hosting libraries host their own data and are responsible for setting up and maintaining their installation and operations, including backups. COMPanion will email you with instructions and links to important files for installing Alexandria. See our Self-Hosted Guide for Admins for instructions on installing on Windows or macOS, information on client and server communications, and guidelines for performing backups. Once installation is complete, you can log in or create an account. You'll then want to look through our Getting Started Guide for Librarians for guidance on setting up preferences, importing patrons, adding items, and more.
Logging InFor both cloud-hosted and self-hosted users, you’ll need to create a District Administrator account the first time you try to log into Alexandria if you’re brand new. Simply fill out information in the form that pops up. If you’re coming from a previous version of Alexandria, you can log in with your old account. |
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| name | Support Center |
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| id | 714319220 |
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| Alexandria's Support Center contains helpful articles, informative videos, and other resources to help you use Alexandria to its full potential.
OrganizationThe Support Center is organized just like Alexandria, with the top navigation bar mostly matching the program's side navigation bar (sidenav).
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Image Added AccessClicking on the  Image Added help icon in the top right corner of Alexandria will open the Support Center page that relates to that part of the program. Image Added You can also bookmark the Support Center's homepage on your internet browser.
IndicatorsThroughout the Support Center, you'll notice indicators/notes that will give you important information: | Indicator/Note | Meaning |
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Image AddedPreferences > Advanced Bookings | This shows where the stuff on that page can be found within the program. |  SYSTEM Preference or SITE Preference | The preference applies to either the system (all libraries in your group) or site (your individual library). | Image Added SHARED with Textbook Tracker | The preference or section shares data with Textbook Tracker. | Image Added Textbook Tracker Image Added Textbook Tracker: Remove Textbooks | The report or utility can also be found in Textbook Tracker; if it has a slightly different name, it will be listed in italics. | | Green boxes titled "Teach your patrons!" contain resources (PDFs and videos) meant for your patrons. Distribute or post these resources so your patrons can learn how to use Alexandria's Researcher! Other green boxes contain random tips related to the page's content. | | Yellow and red boxes contain important information related to the page's content. |
FeedbackWe want to hear from you! Each page gives you the opportunity to rate the content on a scale of 1–5 stars. Your feedback will help our team understand what's working well and identify areas for improvement. Rate a pageTo rate a Support Center page, find the rating block on the left-hand side of the page. Under Your Rating, click on the amount of stars you'd like to give that page. Then, your rating will be added to the Results, which shows the average rating in addition to the total. Give us more detailsAfter rating a page, you also have the option to give us more details by clicking Tell us what we can improve. This short survey will let you elaborate on your rating and—optionally—leave your email so we can follow up if needed (don't worry—your email will be kept private). We appreciate it!
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| Email Lists and Groups- Tip of the Week. Sign up to receive weekly tips that help you use Alexandria efficiently.
- Newsletter. Subscribe to our monthly newsletter for seasonal posters, book reviews, activity ideas, and more.
- Releases. Sign up to receive information on new features and other updates.
- User Research Group. Apply to join a group of Alexandria users who give feedback on future features and projects.
Set Up- Email Notices. Set up email notifications for your patrons and librarians.
More Resources- Tip of the Week. Check out our archives for past tips that'll help you get the most out of Alexandria.
- FAQs. Get your questions answered! See our Trending FAQs section for questions recently answered by Customer Support.
- Hotkeys Reference. Print a sheet with basic program shortcuts to reference as you learn them.
- Video Directory. Check out all of our videos about Alexandria, including how-tos, workshops, tips, and more.
- Webinars. Tune into webinars with our certified trainers, who will provide guidance and answer questions on the topic.
- One-on-one training. Contact our Sales Team if you're interested in purchasing and scheduling one-on-one training.
- Customer Support. Need a question answered? Our 24/7 Customer Support is here to help!
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