Patron Defaults

Use these preferences to configure some of the default settings applied to new patrons when they are added to your system; for example, set the patron's Default Policy and Next Barcode.

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Settings

Barcode Settings

• Next Barcode. New patrons are assigned this, the next available barcode number, unless you assign them a number manually. You should set this field when you first configure Alexandria so that new patrons are assigned barcodes that coincide with your numbering strategy.

Policy

• Default Policy. Select the default patron policy to use for new patrons. If a user-created patron policy is selected and later removed from your Policies, this preference will revert back to Standard Patron. Review the Policies section for more information about implementing policies for patrons and items.

Security Groups

• Default Security Group. Select the security group you want applied to new patrons by default; ordinarily, this should always be set to Patron or Patron Limited. Review the section Preferences Configuration Security for more information about assigning (and removing) access levels for patrons and operators.

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

Grade Table Preferences

Individually enter each grade level relevant to your union in the order they should be sorted and incremented. This is a simple list; the 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 all grades now button or the Advance Patron Level 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.

Last Date of Grade Advancement

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 This non-editable field shows when the latest Advance All Grades operation was performed ; the date is updated after the utility has completed.

Advance All Grades

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 Each time this is clicked, you essentially add one grade level to each of your patrons until they reach the Last Grade level (described above). To elucidate, each patron in your database that has been applied a level that you defined in your Grade Table will have their level transitioned to the next grade in the tablethat 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. COMPanion recommends that you perform an Archive before using the Advance All Grades button. 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 Add Save to close the dialog.
3. Finally, click Save to keep your new grade level or Revert to discard it.

Remove a Grade Level

1. Select the grade and click Remove.
2. When you are finished, click Save to keep your changes or Revert to discard them.