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Just below the Modes, Commands, and Help section of the Circulation window is where general information about the Current Patron and Current Item is displayed. These sections are nicknamed the Patron Card and Item Card, respectively.

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This page has been moved over to https://support.goalexandria.com/circulation/. 

Contents

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Click the tabs below to expand for more information on the Actions Menu, Command Line, Current Patron, and Current Item.

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Actions Menu

Image Added Circulation > Actions menu

The Actions Image Added dropdown menu contains specialized circulation functions such as the Advanced Bookings and Process Pending Bookings commands.

  • Cash Drawer Balance. Enter the cash drawer Starting Balance, Start Date, End Date, and click Continue. The report totals your payments and refunds, and includes patron barcodes, dates and descriptions of charges, total refunds and/or payments, the initial drawer balance, and the new balance. 

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    Example Report: 

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  • Advanced Bookings. This will open the Advanced Bookings window, which allows you to process reservations that begin on or between two selected dates.

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  • Process Pending Bookings. This performs the Process Pending Bookings command, which checks to see if any of the unavailable items have recently become available. If they have, they're automatically assigned to the requesting patron.
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titleClick to view the old interface


The Actions dropdown menu contains specialized circulation functions such as the Advanced Bookings and Process Pending Bookings commands.

  • Cash Drawer Balance. If you dispense or collect cash for lost or damaged materials—i.e. refunds or payments—the Cash Drawer Balance selection helps tally your cash drawer and safeguards against loss. Provide the cash drawer Staring Balance, Start Date (date you want the report to begin), and End Date (through date that you want the report to cover) and click OK. The report totals your payments and refunds and performs all the calculations for you;

nameCirculation Controls
id751037530

The Circulation module is the Librarian's primary module, used to perform general library activities such as issuing books, placing hold requests and reservations, processing fees, fines, payments, and renewing books. You can also perform special functions such as inventory, cataloging, record viewing and updating.

Click here for a complete list of circulation commands.

The Circulation window can be divided into three distinct, yet integrated, sections: Circulation Controls Current Patron and Item Panes Circulation Tabs

The top of the Circulation interface contains the Actions menu, the selected Circulation Mode drop-down menu, the Command Line, the Message Center, the Operations Management, and online Support Center buttons.

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The Actions Image Removed dropdown menu contains specialized circulation functions such as the Advanced Bookings and Process Pending Bookings commands.

Cash Drawer Balance. If you dispense or collect cash for lost or damaged materials—i.e. refunds or payments, the Cash Drawer Balance selection helps tally your cash drawer and safeguards against loss. Provide the cash drawer Staring Balance, Start Date (date you want the report to begin), and End Date (through date that you want the report to cover) and click OK. The report totals your payments and refunds and performs all the calculations for you;

  • results include patron barcode numbers, dates and descriptions of charges, total refunds and/or payments, the initial balance, and your new balance.


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    Example Report: 

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Advanced Bookings. This
  • will open the Advanced Bookings window, which allows you to process reservations that begin on or between two selected dates.
  • Process Pending Bookings. This performs the Process Pending Bookings command, which checks to see if any of the unavailable items have recently become available. If they have, they're automatically assigned to the requesting patron.
  • Log Out.
Allows
  •  Allows the Librarian to log out.
  • Switch Site.
This
  •  This option is only available for libraries that are a part of a Centralized Catalog. It opens the Select A Site window, which allows an operator to select which site(s) they would like to log into; however, the choices offered depend on the sites that the operator has permission to access (review the Site Access window for more information). Therefore, an operator may have access to multiple sites, but not all the sites defined in the Sites Management window. The default selection in the window is always the last site that operator logged into.
 

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  • Bookdrop (B). Used to check in items for one—or many—patrons.
  • Change Destination Mode (NT). Note: This option is available only in Centralized Catalog systems. This changes the destination of copies whose Status is currently In Transit to somewhere else.
  • Check Out (.). Typically used to check out library material to patrons however that depends on two things: the Check Out Options preference (which allows you to change the behavior of Check Out (.) mode), the “status” of the patron, and the item.
  • Lost Copies (1). Used to move several copies to the Lost Copies System Patron (barcode # 1).
  • Discard Mode (DM). Used to move several copies to the Discarded Copies System Patron and provide a note for each on why they are being discarded.
  • Hold (H). This places a Hold on any items that are entered.
  • Hold Copy (HC). This places a hold on a particular copy (specific item barcode) of a title for the current patron.
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Command Line and Circulation Mode

Image Added Circulation > Circulation Controls

Select

You may select a Circulation Mode from the corresponding drop-down dropdown menu , located to the left of the Command Line. The Circulation Mode field indicates which function will be implemented when patron/item barcodes are typed or scanned. Frequently used modes are Bookdrop (B), Check Out (.), Hold (H), and Renewal (R).

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  • Inventory (I). This updates the Inventory Date for all materials entered and triggers an alert for Circulation Exceptions.
  • Inventory Bookdrop (IB). This updates the Inventory Date for all materials entered while simultaneously bookdropping them and triggers an alert for Circulation Exceptions. 
  • Inventory Bookdrop Suppressed (IBS). This updates the Inventory Date for all materials entered while simultaneously bookdropping them and bypasses any Circulation Exceptions alerts.
  • Inventory Suppressed (IS). This updates the Inventory Date for each item entered and bypasses any Circulation Exceptions alerts. 
  • In Transit Mode (IT).  This assigns checked out copies to the In Transit System Patron (barcode # 9). Afterward, the copy will be placed In Transit to its home library (whichever library is specified in the copy's Copy Site field).
  • Item Res Checkout (GG). This is for checking out items that have been reserved by a patron; if the item is entered during a reservation date range it will be checked out to the patron who requested it and that patron will appear in the current patron pane. 
  • Patron Res Checkout (GPP). This checks out any reserved items a patron has if their patron barcode number is entered during the reservation date range and said item will appear in the current item pane. 
  • Patron Reservations (GP). This reserves a specific item (specific item barcode) for multiple patrons. This mode saves times when multiple patrons want to reserve the same item however it can't be used if there isn't a current item in the current item pane. 
  • Renewal (R). This renews currently checked out items.
  • Reservations (G). This reserves a specified copy (specific item barcode) to the current patron for a specified date range. 
  • Reserve (J). This reserves a specified copy (specific item barcode) for the patron in the current patron pane. This mode can't be used if there isn't a patron in the current patron pane. 
  • Transfer (.X). This works exactly like the Check Out (.), with one exception: when the copy that is scanned is checked out to a patron other than your current patron, instead of allowing you to bookdrop the copy, the copy will be transferred to the current patron.

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The command line, located at the top-center of Circulation, is where you enter circulation commands or barcode numbers for patrons and items. If you enter only a barcode, the current Circulation Mode (shown to the left of the command line) will determine what action is performed. By default, the command line assumes that text input is a circulation command first and a patron/item barcode second.

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Override Date. An operator-provided Override Date can appear immediately after the Command Line (see above). The function of an override date depends on the current Circulation Mode; please review the Override Date Command section for more information.
Image Removed Alexandria's Message Center allows you to receive notifications from COMPanion and other third-party vendors; these notifications contain data or information from COMPanion or COMPanion-sanctioned vendors and will vary depending on what features you are licensed to use.
Image Removed Operation Management is a specialized repository where past and future operations (i.e. reports, utilities, exports, or imports) are sorted and stored. You can view operation summaries and open, email, or download saved operations that have previously completed.
Image Removed Online Support Center. Click the Help button to access a related section of our on-line Support Center. Alternately, you may use the Command Help tab at the bottom of the Circulation window; this contains a list of available commands and an explanation of how to use each one. Alternatively, you can click here for an extensive list (and explanation) of circulation commands.

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nameCurrent Patron & Item Panes
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Note

Many Alexandria functions and commands depend on the Current Patron/Item. For example, you must have a Current Patron to check out, hold, or reserve an item.

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The Current Patron pane consists of two areas: The larger, white area contains patron name, barcode, policy, homeroom, picture, and a short summary of the number of items checked out, on hold, reserved, with reservations, overdue, and the total fines or credits accrued; other things, such as the patron's current Lexile or Reading Level measurement, can be displayed here if you have your preferences set correctly.
The colored strip at the bottom of the pane contains buttons for Details, Notes, and Lookup; the Actionsmenu located at the bottom-right contains identical (and some exclusive) selections.Details. Contains the current patron's account status, including presently loaned items, holds, reservations, fees and other charges, and general patron information.
Notes. Available when the current patron has associated contact, alert, categorical, or general notes. Notes are provided for patrons in the Notes tabs of Patrons Management. When clicked you are also able to add notes directly to the resulting Patron Notes dialog.
Reserves. Provides a list of the current patron's reserves; you can remove some or all reserves from the resulting Patron Reserves dialog.
History. Creates a Patron History report, containing the current patron's complete transaction history; if the patron's Keep Patron History box in the Statistics[1] tab of Patrons Management is not checked, only payment and fine history are collected for this and future assessments.
  • Lookup. Opens the Patron Lookup dialog, allowing you to search your database for patron records; performs the same action as using the “L” command.

    • The Current Item pane consists of two areas: The white area contains the copy, barcode, policy, call number, status, picture, and a short summary of available title copies. The colored strip at the bottom of the pane is where the buttons for item Details, Copy Stats, Notes, and Lookup; the Actions menu located at the bottom-right contains identical (and some exclusive) selections.

    • Details. Contains the status for all the copies of the associated title record; particulars include copies that are currently checked out, the patron(s) currently borrowing them, their due date(s), the bibliographic record, and any additional attachments.
    • Notes. Available when the current copy has associated copy or alert notes. Notes are provided for copies in the Copies: Notes subtab of Items Management. When clicked, you are also able to add notes directly to the resulting Copy Notes dialog.
    • Reserves. Provides you with a list of patrons with reserves on the current copy.
    • Show Map. If the current copy's Call Number falls within the Call Number range of a corresponding map (created in Maps Management), selecting Show Map will display the the map, detailing where the copy is located in your library. These maps can be conveniently printed from your browser and handed to interested patrons. If the current copy lacks a Call Number (or there is no map with an associated call number range), the Show Map selection is disabled.
    • Lookup. Opens an Item Lookup dialog, allowing you to search your catalog; performs the same function as using the “ST” command.
    • Vendors. This selection opens a secondary menu containing a list of Alexandria third-party partners that, when selected, link to their respective websites. Individual vendors can be disabled from Extras Preferences.

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    nameMessage Center
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    Alexandria's Message Center allows you to receive notifications from COMPanion and other partners; these notifications contain data or information from COMPanion or COMPanion-sanctioned third parties and will vary depending on what features you are licensed to use. The interface for the Message Center window is comprised of a single list, with COMPanion messages shown first.

    The Message Center icon resides alongside the Operations Management and Help icons in the Circulation module.

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    Click on the Message Center icon to open the Message Center and display a list of your notifications; when you have unread notifications or receive notification that new messages are available, a red dot appears on the Message Center icon. New messages are checked for when Alexandria performs Daily Chores.

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    • Alexandria checks for new messages:
      1. During Daily Chores and 
      2. anytime the Message Center interface is activated

      Notifications or important files from other third-party partners are also included when Alexandria checks for new messages.

    • Alexandria retrieves COMPanion notifications based on your Data Station's serial number.
    • Messages and notifications are relatively time-sensitive; usually, only the most recent ones are relevant. Because of this, the Message Center only keeps the last 10received notifications. Messages in excess of this or older than 90 days are automatically removed.
    • Alexandria remembers the last time that the Message Center was opened (per site); this becomes the individual cut-off point for all new messages.

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    Command Line

    The command line, located at the top-center of Circulation, is where you enter circulation commands or barcode numbers for patrons and items. If you enter only a barcode, the current Circulation Mode (shown to the left of the command line) will determine what action is performed. By default, the command line assumes that text input is a circulation command first and a patron/item barcode second.

    Override Date. An operator-provided Override Date can appear immediately after the Command Line. The function of an override date depends on the current Circulation Mode.

    Circulation Mode

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    See the full list of Circulation Commands. 

    Expand
    titleClick to view the old interface

    Command Line

    Select a Circulation Mode from the dropdown menu located to the left of the Command Line. The Circulation Mode field indicates which function will be implemented when patron/item barcodes are typed or scanned. Frequently used modes are Bookdrop (B), Check Out (.), Hold (H), and Renewal (R).

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    Command Line

    The command line, located at the top-center of Circulation, is where you enter circulation commands or barcode numbers for patrons and items. If you enter only a barcode, the current Circulation Management (shown to the left of the command line) will determine what action is performed. By default, the command line assumes that text input is a circulation command first and a patron/item barcode second.

    Override Date. An operator-provided Override Date can appear immediately after the Command Line. The function of an override date depends on the current Circulation Mode.

    Circulation Mode

    Image Added

    • Bookdrop (B). Used to check in items for one—or many—patrons.
    • Change Destination Mode (NT). Note: This option is available only in Centralized Catalog systems. This changes the destination of copies whose Status is currently In Transit to somewhere else.
    • Check Out (.). Typically used to check out library material to patrons however that depends on two things: the Check Out Options preference (which allows you to change the behavior of Check Out (.) mode), the “status” of the patron, and the item.
    • Lost Copies (1). Used to move several copies to the Lost Copies System Patron (barcode # 1).
    • Discard Mode (DM). Used to move several copies to the Discarded Copies System Patron and provide a note for each on why they are being discarded.
    • Hold (H). This places a Hold on any items that are entered.
    • Hold Copy (HC). This places a hold on a particular copy (specific item barcode) of a title for the current patron.
    • Inventory (I). This updates the Inventory Date for all materials entered and triggers an alert for Circulation Exceptions.
    • Inventory Bookdrop (IB). This updates the Inventory Date for all materials entered while simultaneously bookdropping them and triggers an alert for Circulation Exceptions. 
    • Inventory Bookdrop Suppressed (IBS). This updates the Inventory Date for all materials entered while simultaneously bookdropping them and bypasses any Circulation Exceptions alerts.
    • Inventory Suppressed (IS). This updates the Inventory Date for each item entered and bypasses any Circulation Exceptions alerts. 
    • In Transit Mode (IT).  This assigns checked out copies to the In Transit System Patron (barcode # 9). Afterward, the copy will be placed In Transit to its home library (whichever library is specified in the copy's Copy Site field).
    • Item Res Checkout (GG). This is for checking out items that have been reserved by a patron; if the item is entered during a reservation date range it will be checked out to the patron who requested it and that patron will appear in the current patron pane. 
    • Patron Res Checkout (GPP). This checks out any reserved items a patron has if their patron barcode number is entered during the reservation date range and said item will appear in the current item pane. 
    • Patron Reservations (GP). This reserves a specific item (specific item barcode) for multiple patrons. This mode saves times when multiple patrons want to reserve the same item however it can't be used if there isn't a current item in the current item pane. 
    • Renewal (R). This renews currently checked out items.
    • Reservations (G). This reserves a specified copy (specific item barcode) to the current patron for a specified date range. 
    • Reserve (J). This reserves a specified copy (specific item barcode) for the patron in the current patron pane. This mode can't be used if there isn't a patron in the current patron pane. 
    • Transfer (.X). This works exactly like the Check Out (.), with one exception: when the copy that is scanned is checked out to a patron other than your current patron, instead of allowing you to bookdrop the copy, the copy will be transferred to the current patron.


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    Content Block
    nameCurrent Patron
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    Current Patron

     Image AddedCirculation > Current Patron pane

    To check out, hold, or reserve an item, you need to have a Current Patron pulled up in Circulation. 

    The Current Patron pane shows important patron information such as barcode, name, checked out items, charges, and credits, as well as their grade, Lexile score, and reading level (when set in Preferences). 

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    Details: View and email or print the current patron's account details, including currently loaned items, holds, reservations, fees and other charges, and general information. You can choose whether or not to include cover art when viewing, emailing, and printing patron details. 


    Info

    Patron Details will show relevant details for Library or Textbook data, depending on which Circulation window you access it from. To view Textbook data from Librarian or vice versa, adjust your Circulation Preferences.

    Info

    Use the Circulation Command QN to open the Email Patron Details dialog.


    Tip

    Circulation's Patron Details is interactive! Say you want to renew an item or forgive a charge for the patron whose Details you're viewing. Simply click on that section's heading (i.e. "Items Out" or "Charge Summary") to be taken to the right place in Circulation.


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    Lookup: Opens the Patron Lookup dialog, allowing you to search your database for patron records; performs the same action as using the “L” command. 

    Image Added Actions Menu

    • Notes. Available when the current patron has associated notes. Notes are provided for patrons in the Notes tabs of Patrons Management. When clicked you are also able to add notes directly to the resulting Patron Notes dialog.

    • Reserves. Provides a list of the current patron's reserves; you can remove some or all reserves from the resulting Patron Reserves dialog.
    • History. Runs an individual Patron History report, which shows recent payments, credits, renewals, lost items, refunds, Lexile history, and returned items. The PDF will automatically download. You can also run this report by clicking Show History in the Image Added Actions menu of Patrons Management.


    Image Added

    Expand
    titleClick to view the old interface

    Current Patron

    Image Added

    Many Alexandria functions and commands depend on the Current Patron or Current Item. For example, you must have a Current Patron to check out, hold, or reserve an item.

    The Current Patron pane consists of two areas: The larger, white area contains patron name, barcode, policy, homeroom, picture, and a short summary of the number of items checked out, on hold, reserved, with reservations, overdue, and the total fines or credits accrued; other things, such as the patron's current Lexile or Reading Level measurement, can be displayed here if you have your preferences set correctly.

    The colored strip at the bottom of the pane contains buttons for Details and Lookup; the Actions menu located at the bottom-right contains identical (and some exclusive) selections.

    Details

    View and email or print the current patron's account details, including currently loaned items, holds, reservations, fees and other charges, and general information. You can choose whether or not to include cover art when viewing, emailing, and printing patron details. The email button does not appear if your email settings have not been configured.

    Info

    Patron Details will show relevant details for Library or Textbook data, depending on which Circulation window you access it from. To view Textbook data from Librarian or vice versa, adjust your Circulation Preferences.

    Tip

    Circulation's Patron Details is interactive! Say you want to renew an item or forgive a charge for the patron whose Details you're viewing. Simply click on that section's heading (i.e. "Items Out" or "Charge Summary") to be taken to the right place in Circulation.

    Lookup 

    Opens the Patron Lookup dialog, allowing you to search your database for patron records; performs the same action as using the “L” command.

    Image Added Actions Menu

    • Notes. Available when the current patron has associated contact, alert, categorical, or general notes. Notes are provided for patrons in the Notes tabs of Patrons Management. When clicked you are also able to add notes directly to the resulting Patron Notes dialog.

    • Reserves. Provides a list of the current patron's reserves; you can remove some or all reserves from the resulting Patron Reserves dialog.
    • History. Runs an individual Patron History report, which shows recent payments, credits, renewals, lost items, refunds, Lexile history, and returned items. The PDF will automatically download to your device. You can also run this report by clicking Show History in the Image Added Actions menu of Patrons Management.

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    Content Block
    nameCurrent Item
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    Current Item

    Image Added Circulation > Current Item pane


    The Current Item pane consists of two areas: The white area contains the copy, barcode, policy, call number, status, picture, and a short summary of available title copies. At the bottom, access the Copy List, Stats, item Lookup, and the actions menu. 

    Image Added

    Copy List

    The Copy List shows how many copies are available, the holds queue, and lists each copy's site, location, status, and details. It can be viewed or printed, and you can use the Q= command for quick access. Several parts of the Copy List are clickable:

    • Author's name. Performs an automatic item lookup by author.
    • Open item details: Pulls up that title's Item Details.
    • Patron names: Makes that patron current.
    • Copy call numbers and barcodes: Makes that copy current.

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    Copy Stats

    See the copy's checkout count, last use date, previous checkouts, and more with Copy Stats.


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    Lookup

    Enter your search term and then scroll through your results below. In a Centralized Catalog, select the site you want to search from the dropdown menu in the bottom left corner of the dialog.

    You can also start a “begins with” search from the command line using an asterisk in the T command. For example, you would type "har*" if you were looking for Harry Potter. 

    Image Added

    Image Added Actions Menu
    • Details. Contains information about the item, including reviews, summary, links, genres, subjects, Study Programs, awards, and publisher information. It can be viewed, printed, or emailed. While viewing Item Details in Circulation, you can click on open copy list to pull up the Copy List or on the review stars to open Reviews Management. Use the QI command for quick access.
    • Notes. Add a new note or view existing notes for the current copy. Copy Notes and Alert notes can be entered here or in Items > Copy Records.
    • Reserves. Shows if any Patron has placed a reserve on the copy. 
    • Show Map. If the current copy's call number falls within the range of a corresponding map (created in Maps Management), selecting Show Map will display the the map, detailing where the copy is located in your library. These maps can be conveniently printed from your browser and handed to interested patrons. If the current copy lacks a call number (or there is no map with an associated call number range), Show Map is disabled.
    • Vendors. This selection opens a secondary menu containing a list of Alexandria third-party partners that, when selected, link to their respective websites. Individual vendors can be disabled in Services Preferences.
    Expand
    titleClick to view the old interface

    Current Item

    Image Added

    Many Alexandria functions and commands depend on the Current Patron or Current Item. You must have a Current Patron to check out, hold, or reserve an item.

    The Current Item pane consists of two areas: The white area contains the copy, barcode, policy, call number, status, picture, and a short summary of available title copies. The colored strip at the bottom of the pane contains some actions and helpful reports.

    Copy List

    The Copy List shows how many copies are available, the holds queue, and lists each copy's site, location, status, and details. It can be viewed or printed, and you can use the Q= command for quick access. Several parts of the Copy List are clickable:

    • Author's name. Performs an automatic item lookup by author.
    • Open item details: Pulls up that title's Item Details.
    • Patron names: Makes that patron current.
    • Copy call numbers and barcodes: Makes that copy current.
    Copy Stats

    See the copy's checkout count, last use date, previous checkouts, and more with Copy Stats.

    Lookup

    Enter your search term and then scroll through your results below. In a Centralized Catalog, select the site you want to search from the dropdown menu in the bottom left corner of the dialog.

    To perform a "begins with" search, enclose a phrase in quotation marks and an asterisk. For example, you would type "har*" if you were looking for Harry Potter. You can also start a "begins with" search from the command line using the T command (e.g. T "har*").

    Image Added

    Image Added Actions Menu
    • Details. Contains information about the item, including reviews, summary, links, genres, subjects, Study Programs, awards, and publisher information. It can be viewed, printed, or emailed. While viewing Item Details in Circulation, you can click on open copy list to pull up the Copy List or on the review stars to open Reviews Management. Use the QI command for quick access.
    • Notes. Add a new note or view existing notes for the current copy. Copy Notes and Alert notes can be entered here or in Items > Copy Records.
    • Reserves. A list of patrons who have the current copy reserved.
    • Show Map. If the current copy's call number falls within the range of a corresponding map (created in Maps Management), selecting Show Map will display the the map, detailing where the copy is located in your library. These maps can be conveniently printed from your browser and handed to interested patrons. If the current copy lacks a call number (or there is no map with an associated call number range), Show Map is disabled.
    • Vendors. This selection opens a secondary menu containing a list of Alexandria third-party partners that, when selected, link to their respective websites. Individual vendors can be disabled in Services Preferences.

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    Content Block
    nameOperations Management
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