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Frequently Asked Questions


You've got questions? We've got answers!

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Trending FAQs

Here are the most common questions recently answered by Customer Support!

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titleHow do I stop email reports from going out during the summer?

Go to Reports > Saved. Scheduled reports will have a calendar icon  to the right. Select a report you want to pause, go to the Scheduled tab, and turn off Schedule Report. You may want to keep a list of these reports so you can remember to re-schedule them when school resumes.

Also see our instructions in the End-of-year prep—Disable emails tip if you have automatic email notifications turned on in Circulation Preferences.

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titleHow do I advance my patron grades?

Everyone updates their patron records differently. Advancing patron grades may already be taken care of if you use imports or a SIS integration.

If not, go to your Grade Table Preferences and click Advance All Grades once. Check a patron record to make sure it worked properly.

Note

Advancing grades does not also change policies. If your patron policies match grade levels, see our Patron Imports Best Practices for instructions on updating those.

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titleDo you have any tips for using the Loaned Items Information report?

Get a list of loaned items (including temporary items) along with their due dates with the Loaned Items Information report

Turn on Page Break on Major Sort if you're sorting by level (grade) or location (homeroom) and using the Detailed or Complete formats. Then you won't need to run a separate report for each.

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titleI just finished with inventory and all of my items are showing as lost! What do I do?

Oops! To prevent this in the future, remember to always use the correct start date and double check which items will be set to lost before completing inventory.

If you caught this quickly, you can restore from a previous archive (usually one from the night before). Please contact Customer Support so they can guide you through this process.

If your library had a lot of circulation or you made significant changes to Alexandria before catching this, you may need to plan a full inventory. You could use the Inventory Bookdrop Suppressed mode in Circulation to quickly scan items back in. This allows you to run your library as usual until you have time to do inventory again.

Tip

Run a Copies Not Inventoried report before setting anything as lost. That will give you a list of what will be set to lost, and you can correct any mistakes before making a big change.

Also be sure to run the Lost Copies report and Discarded Copies report before permanently removing lost or discarded copies. 

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titleWhich reports can help me with end of year tasks?
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Administration

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Scanners

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V7 FAQs

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Recently switched to 7? Get your questions answered.

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Inventory FAQs

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Make your inventory quick, easy, and extremely efficient.

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Reports FAQs

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Learn how to make the most of report templates.

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Items FAQs

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Maintain a clean and searchable catalog.

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Switch to 7 FAQs

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Makeover FAQs

We are thrilled to announce our Alexandria and Textbook Tracker Dream Makeover! Yep, that's right. We're giving the programs a new look while adding various improvements, such as responsive design and exciting features. Learn more about it!

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Beginning-of-Year FAQs

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End-of-Year FAQs

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Patrons FAQs

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Items FAQs

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Researcher FAQs

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Inventory FAQs

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Reports FAQs

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