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Circulation

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Circulation tab

Circulation > Circulation tab

Transaction Log

The transaction log contains a history of everything that has occurred on your machine and most of the changes that are made through management, utilities, and importing. It will also record who has logged in to your workstation and performed certain transactions and changes. 

If you're Self-Hosted, archived transaction logs are placed in the Log folder, located in Alexandria's shared application support folder.

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titleClick to view the old interface


Homeroom (HW)

Tip

Type HW into the command line to automatically go to this tab.

The Homeroom subtab contains a list of all the patrons that belong to a particular homeroom. The Homeroom contains the Patron barcode, Name, Items Out (Total) and Today (Items checked out that day). You can also select the Pictures checkbox to include patron pictures.

  • If you type HW followed by a patron barcode, then the homeroom that includes that patron will be displayed in the Homeroom subtab.
  • If you type HW followed by a homeroom name, then the patrons in that homeroom will be displayed in the Homeroom subtab.
  • If you type HW alone or with a partial name then a list will be displayed and you can select a homeroom from the list.
Step-by-Step Instructions

Locate a Homeroom via Patron Barcode or Last Name

  1. Type HW {patron barcode} or {patron last name} (i.e. HW 1001 or HW Wilson) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
  2. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
  3. Repeat step 2 until you have finished checking out items to all the patrons in the homeroom.
  4. Once you have finished, you may safely navigate away from the Homeroom subtab.

Locate a Homeroom from the List

  1. Type HW or HW {portion of homeroom} (i.e. HW or HW Smi) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
  2. Select a homeroom from the list on the left section of the Homeroom subtab. The list in the right section of the Homeroom subtab will display all the students that belong to that particular homeroom.
  3. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
  4. Repeat step 3 until you have finished checking out items to all the patrons in the homeroom.
  5. Once you have finished, you may safely navigate away from the Homeroom subtab.

Open a Specific Homeroom

  1. Type HW {homeroom} (i.e. HW STARK) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
  2. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
  3. Repeat step 2 until you have finished checking out items to all the patrons in the homeroom.
  4. Once you have finished, you may safely navigate away from the Homeroom subtab.
Expand
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Tip

Type HW into the command line to automatically go to this tab.

Note

"Location" is a localization term that can be altered in Localization Preferences. "Homeroom" is a popular alternative.

The Homeroom subtab contains a list of all the patrons that belong to a particular homeroom.

Circulation Location (Homeroom) tab

Step-by-Step Instructions



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Items out tab
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Items out (QE)

Image Added Circulation > Items out tab

Tip

Type QE into the command line to automatically go to this tab.

The Items out tab displays a list of all items checked out to the Current Patron, allowing you to choose which items to renew or declare lost (Renew Patron Items <Ctrl+R> is also an Actions menu option). If one of the patron's items is past due and has accrued a fine, it will be listed in red.

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Additional Options

Double-click a column heading to sort the list by that column. Transactions cannot be sorted by date, however.

ButtonDescription
Set Due Date

This function is sometimes referred to as an override date, which replaces the default due date normally used by the system.

Renew

Renews one item, or a range of selected items, at a time.

Renew All

Renews all of the current patron's items, even if your policies or circulation preferences indicate that renewing items with holds is disallowed.

Declare Lost

The selected items will be assigned to the Lost system patron.

Step-by-Step Instructions

Renew A Single Item

To renew a single item for a patron:

  1. Make the patron the current patron.
  2. Click on the Items out tab.
  3. Select/highlight/click the item that you would like to renew.
  4. Click on the Renew button.

Renew Multiple Items

To renew multiple items for a patron:

  1. Make the patron the current patron.
  2. Click on the Items out tab.
  3. Select the items to renew by using one of the following methods: 
    1. For consecutive items: Select the first item that you would like to renew, hold down the <shift> key and click on the last item in the group of desired items.
    2. For non-consecutive items: Hold down the <Ctrl> key and select/highlight/click on each item that you would like to renew.
  4. Click Renew.

Renew All Items

To renew all items:

  1. Make the patron the current patron.
  2. Click on the Items out tab.
  3. Click Renew All.


Note
titleTroubleshooting
  • Renewals will be denied if the item is on hold.
  • If fines are charged, the fine window will open for each copy that is overdue.
  • If the maximum number of renewals has already been reached, Alexandria will ask if you wish to override the policies for each copy.
Expand
titleClick to view the old interface

Items out (QE)

Note

In the 7.19.10 release, the Renewals subtab was moved to a main tab and renamed Items out.

Tip

Type QE into the command line to automatically go to this tab.

The Items out tab displays a list of all items checked out to the Current Patron, allowing you to choose which items to renew or declare lost (Renew Patron Items <Ctrl+R> is also an Actions menu option). If one of the patron's items is past due and has accrued a fine, it will be listed in red.

Circulation Items out tabImage Added


Additional Options

Double-click a column heading to sort the list by that column. Transactions cannot be sorted by date, however.

ButtonDescription
Set Due Date

This function is sometimes referred to as an override date, which replaces the default due date normally used by the system.

Renew

Renews one item, or a range of selected items, at a time.

Renew All

Renews all of the current patron's items, even if your policies or circulation preferences indicate that renewing items with holds is disallowed.

Declare Lost

The selected items will be assigned to the Lost system patron.

Step-by-Step Instructions

Renew A Single Item

Renew Multiple Items

Renew All Items

Note
titleTroubleshooting
  • Renewals will be denied if the item is on hold.
  • If fines are charged, the fine window will open for each copy that is overdue.
  • If the maximum number of renewals has already been reached, Alexandria will ask if you wish to override the policies for each copy.
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Holds tab

The Holds tab has two distinct sub tabs:

  • Patron. This is where you can manage holds the patron has placed for items. 
  • Item. This is where you can view patrons who have placed holds on the item(s) the current patron has checked out currently.


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Patron • Item


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Status • System InfoLicense Info

Special tab


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Support tab


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