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Calendars

Tools > Preferences  Preferences > Calendars
(warning) SYSTEM Preference

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Contingent upon your Policies, Calendars are used to help accurately perform certain circulation-based calculations, such as assign due dates, calculate fines, and manage holds, among other things. Therefore, it's essential that you establish your week-to-week schedule and identify specific Closed dates throughout the year. To assist you in setting up your calendar(s) quickly and accurately, we recommend that you obtain a copy of your union's yearly schedule, highlighting all of the Closed dates and holidays for the current—and upcoming—year(s).

These preferences also make it possible to create and assign custom calendars for each of your Policies; helpful for when you have groups of patrons who may be operating on different school levels and/or schedules. For the time being, you are only allowed to create calendars for the entire union—not for a specific site.

Alexandria provides calendars for the current year, the previous year, and three years in the future.

  • To change the Month/ Year of the current calendar, click on the current month/year name at the top of the calendar field; alternately, you may click Next to go forward one month or Previous to go back a prior month.
  • Select an existing calendar from the Calendars list on the left-hand side.
  • You can assign Period Due and Closed dates by clicking days on the actual calendar.
    • Clicking on calendar days cycles your choices from Open (nothing displayed), Closed (dates on which the library is closed), Period Due (see below), and then back to Open.
    • Work through each month of the year, marking the dates on which the library is Closed (e.g. holidays). Depending on your Policies settings, item due dates are usually calculated so that they never fall on Closed dates—only on Open or Period Due dates. However, there are some exceptions to Closed dates when using Override Dates; for instance, you can configure your Policies so that fines stop accruing on closed days.
    • To change the Closed date for the same day of the week for the entire selected month, click on one of the Sun through Sat buttons at the top of the calendar.
    • Mark the date(s) that you want all materials to be returned to your library as Period Due (e.g. a particular date near the end of the school year). A Period Due date forces an item (on a particular calendar) to be due on that day; configure your Policies to Apply Period Due Dates. For example, if you set a period due date of May 13, 2016, all books checked out before May 13th—that normally would have been due after the 13th—will be assigned a new due date of May 13th.
  • Click on the white Add Note icon in a calendar date to add General Date Notes (available for all calendars). Notes can be used to provide private notes for the librarian. When you've created a note, an icon will appear on the calendar day.


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Step-by-Step Instructions

Add a New Calendar

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Remove a Calendar

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Rename a Calendar

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Add Notes to a Calendar

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