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History

Keep history for all patrons. When checked, a complete transaction history will be kept for all the patrons who are added to your library system. This includes the reading history that patrons can see by logging in to Status.

Library Accounts

Disable account expiration dates. Ignores the calendar date when patron accounts expire, and disables the Account Expiration field in Patrons Management and the Days Patron's Account is Active field in Policies.

Grades (or, "Levels") in Alexandria can be used to search and sort patrons, run reports and utilities by specific grades, and more. 

Here in the Grade Table, enter the grade levels relevant to your district in the order they should be sorted and incremented. The first entry in the Grade Table will be your first grade level, the second will be the next grade level, etc. The Grade and Description entries in the table are fully customizable, allowing you to use whatever terminology you desire. Grades must be advanced manually at the end of each school year by using the Advance all grades now button or the Advance Patron Grade utility. Using one of these utilities, you can advance your patrons to the next grade level until they reach the Last Grade level (e.g. Graduated); patrons will never advance past the Last Grade level.

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Last Grade

This user-defined field defines your patron's highest (and final) level of advancement. This level will be assigned to patrons who go beyond the levels defined in the Grade Table. Patrons will not be advanced out of this level when grades are advanced. Default is Graduated and the field must contain a value—it cannot be left blank.

Advance After

The Advance After is the date (set manually) after which grades will be automatically advanced. 

To avoid automatically advancing grades, set the date to a year in the past. 

Beneath you can see when the latest Advance All Grades operation was performed on the account. You can also click on "Advance all grades now" to pull up a dialog that will allow you to choose which sites are advancing.

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Advance all grades now

Click this to add one grade level to each of your patrons that already has a grade level (from the grade table). Any patron of the last level in your table will then advance to the 'last grade' value as described above. For example, a patron with the grade level of 6 will advance to 7. Patrons whose grade/level is either not found or not defined in the Grade Table will not have their grade level advanced.

Add a New Grade Level

1. Click Add to add a new level to the grade table. In the dialog, enter the following information:
   
   1. Sort. Enter the sort order for the grade.
      
      • The sort value you provide changes where the grade appears in the Grade Table and how grades are advanced.
      • For example, if the earliest grade level you support is kindergarten, then “1” should be your Kindergarten Sort value. If, at a future date, you incorporate a new preschool level and that becomes your new “1”, then your Kindergarten Sort value will be automatically bumped to “2”.
   2. Grade. Enter a simple grade name.
      
      • This title will be added to the Grade drop-down menu in Patrons Management, Patron Details, Patron Reports, etc.
   3. Description. This is a more common or explanatory version of the grade name.
      
      • For example, your description for grade “7” could be “7th Grade”.
2. Click Save to close the dialog.
3. Finally, click Save to keep your new grade level or Revert to discard it.

Default Patron Images