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


Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Content Layer
id750601818
Content Column
id750601822
Content Block
id751037530

There are several default System Patrons system patrons in both Alexandria and Textbook Tracker. In fact, patron barcodes under fifty 1 - 50 are reserved by COMPanion for special system patrons such as like these. You can use Use these patrons to track items with a special status, such as lost, archived, or out - for - repair. For example, to track items that have been lost, you can check them out to the Lost Patron (barcode 01).

Check items out to a system patron just as you would with any other patron. Default system patrons have no limits Special patrons use the System policy, which has no restriction on the number of items that may be checked out at one time. You can check items out to System Patrons just as you would with any other patron. Although System Patrons can not be removed, some can be modified.

Lost Copies (barcode 1).

, no charges, and no due dates. Note that the default system patrons (1 - 50 barcodes) cannot be modified or removed; other patrons don't have these restrictions including the ones you create.


COMPanion's special system patrons include...

Patron

Barcode

Usage

Lost Copies1

To keep track of items that have been lost

, check them out to this patron. Unlike other items, an item that is checked out

.

  • The inventory date will not be renewed for these items.
  • When you check out an item to the Lost Item patron
does not have its inventory date renewed. If the item is ever found, simply check it in and it's available for checkout again.If the
  • , if that item is already checked out to a real patron,
when you check it out to the Lost Item patron, a window appears so you can charge a fine to the patron who has lost the item
  • you will have the opportunity to charge them a fine. The lost item will appear on the patron's status report.

Although you may permanently remove an item from the Alexandria system when it's lost, lost items are quite often found again later. Checking an item out to the Lost Item patron makes it easier to return it to the system because you simply check the item back in when it's found.

Using the Lost Item patron also makes it easy to keep track of which items have been lost so you can order new copies.

There are Utilities available to remove lost items according to your policies and the criteria you select.

Discarded Copies (barcode 2).
  • If a lost item is ever found, check it in to make it available again.
  • Use the Remove Lost Copies utility to permanently remove lost items from your library.
Discarded Copies2

To track items in the library that are not to be circulated, but have not yet been permanently removed

, check them out to this patron. To return a discarded item back to “in-stock,” simply check it in.

.

  • When a discarded copy is ready to be circulated, check it in to make it available again.
  • Use the Remove Discarded Copies utility to permanently remove these items from your library

To permanently remove discarded items, use the corresponding Item Utility.

For more information on checking items out to the Discarded Item System Patron, please review Checking Items Out To the Discarded Items System Patron
  • .
For Library Use
(barcode
3
).
To keep items available for use only within the library
, check the items out to this patron.
.
  • For example, you may want to
keep
  • reserve certain holiday books
available
  • for use in the library
and not allow them to be
  • so they are not checked out during the holiday season
. Check these items out or place a reservation on them using the For Library Use patron
  • .
On Repair
(barcode
4
).
To keep track of items sent for repair and not available to patrons
, check them out to this patron
.
  • When the item has been returned and repaired, check
them
  • it in to make
them
  • it available again.
On Order
(barcode
5
).

To keep track of items on order

, permanently

but not yet received.

  • Permanently add them to your collection when
you order them and then issue them
  • they're ordered, then check them out to this patron.
  • Enter an override date that matches the scheduled delivery date for these items.
  • When you receive these items, check them in to make them available.
Archived Items
(barcode
6
).
To archive certain items and make them unavailable to patrons
, check them out to this System Patron.
.
  • For example, issue items to this patron if they are kept in a special room and not generally available for circulation.
In Processing
(barcode 7). Items checked out to this System Patron will be marked as unavailable in your catalog. The term “in processing” means the book is at the library,
7For items that are in the library but not yet ready to be placed
on the shelves
in shelves. These items will be marked as unavailable in your catalog.
Unknown Patron
(barcode 8). Used for
8For items with special circumstances or
whose status you do not know (e.g. items
unknown status.
  • For example, items that are on display or temporarily misplaced
items that you know aren't permanently missing)
  • .
In Transit
(barcode
9
).
To keep track of items that are in transit
, assign them to this patron
.
  • When
you receive these
  • the items are received, check them in to make them available.
System Administrator
(barcode
10
).
This special patron is your system default District Administrator; it should never be used as a primary login—it’s only there for emergency.
Reasons for creating your own system patrons
Create Custom System Patrons

You can create and remove your own “special” custom system patrons to track items with a unique status as needed for your library. Barcodes 1-50 are reserved for existing System Patrons as such any System Patron system patrons, so any custom system patron you create will need to have be assigned a barcode of 51 or higher. These patrons are assigned the System policy, which does not restrict the number of items they can check out.

The following are examples of uses for System Patrons you create:

Instead of using the Library Patron to reserve holiday books, create a holiday patron and check

custom system patrons:

SituationCOMPanion System PatronCreated System Patron
HolidaysReserve holiday books with For Library Use.Check out holiday books to this patron
.Instead of using the On Repair Patron, create a System Patron
and see track the stats in your reports.
RepairsCheck out items that need repairs to On Repair.Create different system patrons for each vendor that repairs your items
. When you send an item to that vendor, check it
and check them out to them for the period of time they will have the item. This works especially well for equipment that needs repair like Chromebooks.
Instead of using the On Order Patron, create a System Patron for each vendor from whom you order items. When you order items from that vendor, check them out to that vendor
OrdersCheck out items to On Order patron and bookdrop when they arrive.Create a patron for each vendor with appropriate default settings and enter an override date that matches the scheduled delivery date
.Back to Top
when necessary.
QuarantineSet generous grace periods in the item policy and/or check out items to In Processing instead of bookdropping.Check out items to quarantine system patrons depending on the period of time the item should be quarantined or the process it needs to go through. Then keep track through reports statistics.