^{25 March 2023}

Highlights

Getting ready for inventory… 

We’ve aligned our inventory reports so they look the same when run from Reports vs from Inventory Management. This affects the following reports: 

• Inventoried Items Report (Copies Inventoried)
• Missing Items Report (Copies Not Inventoried)
• Site Inventory Statistics Summary Report (Inventory Statistics Summary)

You’ll also find a new selection on the Copies Not Inventoried report, for “Copies last used between” so you can run inventory more efficiently. (This suggestion came from Linda from Buffalo Public Schools).

(Alexandria & Textbook Tracker when applicable)

Important 

New and Improved

Reports

• Label report Data options have been updated to call ‘Copy ID’ > ‘Copy Tag’ instead. Don’t worry, it does the same thing. (This is true now in Alexandria and Textbook Tracker)
• In the future, some reports will be moving. We’ve added notes to these reports to give you a heads up. (Alexandria & Textbook Tracker)
• Coming Due Items Notice report has a new option to include cover art in emails, as well as other minor improvements. (Alexandria Librarian only)

Imports

• When adding records in BestMARC and sending them over to Alexandria, we now do better title matching to try and reduce your duplicates. (Alexandria Librarian only)
• Summary files have been improved when importing from FTP—you’ll now see information on that FTP setup. (Alexandria & Textbook Tracker)

Circulation

• Do you find yourself emailing Patron Details a lot? You can do that by clicking Details in Circulation and then Email*. Orrrrr now you can jump straight to the email window by using the shortcut QN! If a patron has an overdue item, this is a real quick way to ‘recall’ that book :) (Alexandria & Textbook Tracker)

  *Email must be configured. See Email Notices.
• From the Charges tab, you can Print Charges for your patrons. Now the description on that report/receipt will show your full charge note. (Alexandria & Textbook Tracker)

Items

•  The lock icon is now slightly different so you can distinguish unlocking/locking your TITLE records vs your COPY records. (Alexandria & Textbook Tracker)

Fixed

General

• Did we mention we have Portuguese? Alexandria Researcher only for now.

  Also, we are catching up in translating our new Spanish strings. (We’ve added a lot of new text to Alexandria for the Makeover!) (Alexandria & Textbook Tracker)

Circulation

• Copy Stats was showing an ‘invalid date’ for older transactions. That’s not very helpful, is it? (Alexandria & Textbook Tracker)
• The Reservation window gives you a better idea of the ranges that are available. (Alexandria Librarian only)
• You can access your Cash Drawer balance and report now. (Alexandria & Textbook Tracker)
• Patron Lookup sub-sorts correctly by first name. (Alexandria & Textbook Tracker)

Patrons

• You can ‘Take patron picture’ in the Makeover now. That camera action was sure tricky! (Alexandria & Textbook Tracker)

Items

• Unlocking either your TITLE or COPY, you can use the add + menu (for whatever record type you’ve unlocked). Thank you to our friends at Alpine for pointing this out. (Alexandria & Textbook Tracker)
• Using Advanced Search to look for Subject and Publication Year will actually give you results now. (Alexandria & Textbook Tracker)

Preferences

• With a security level of Library Administrator, you can do a lot of things…except access Circulation Preferences. Oops! Now you can! (Alexandria & Textbook Tracker)

Builder

• We missed a spot! The Log search queries option is once again available to turn on and off.

Reports

• The Copy Monthly Checkout Count and Monthly Checkouts per Copy reports are now counting all copies for a title. Like they should be. (AlexandriaLibrarian only)
• The Unpaid Charges Notice wasn’t always showing lost items. It should behave now.