Getting Started
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22 May 2019
It's time to close up your library for the summer! For our last workshop of the school year, we take a closer look at the theory and methods of end-of-year procedures. Learn how to prepare your collection for inventory, run end-of-year reports, permanently remove lost and discarded items, clean up your patron policies, back up your data, and more. End-of-Year Procedures (32:54)
Frequently Asked Questions
You mentioned the Alexandria Best Practices for Patrons, where can I get more information on that?
Oh man! We have a great workshop for you.
Which reports can help me with end of year tasks?
- Discarded Copies report: See which copies have been discarded throughout the year and make sure the list is correct before permanently removing them with the Remove Discarded Copies utility.
- Copies Labels Reports: Create labels for new copies.
- Send patrons notices about their coming due items, overdue items, and charges: