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Frequently Asked Questions


You've got questions? We've got answers!

Trending FAQs

Here are the most common questions recently answered by Customer Support!

Operations Management is where you can access the reports you run, along with the results of Exports, Imports, and Utilities. To access Operations Management, click on the wrench icon on the top left of the circulation screen.

Make sure that your Google account has two factor authentication turned off, and the “allow less secure apps'' setting turned on. Note: Sometimes it takes a day for Google to allow access after changes are made. 

Check Email Preferences to ensure you're using the correct settings. 

Go to Imports and select Images > Choose File. Choose a ZIP file containing the images to be imported. If the file is larger than 50 MB, schedule an FTP import in the Saved tab. For best results, images should be approximately 186 x 240 pixels in size and either .jpg or .png format.

Go to Tools>Import and select the category of what you are importing. Upload the file from your computer, and make sure to configure the field map. Note: Marc records don’t need to be field mapped. See Import for more information.

Go to Tools>Reports>Special>Unused Barcodes. Under the Options tab, specify if you are running the report with the Range Information, Barcode List, or Barcode Labels (3x10) format. Read our Tip of the Week on Unused Barcodes, or refer to the documentation for additional details.

Administration

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Scanners

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V7 FAQs

Recently switched to 7? Get your questions answered.

Inventory FAQs

Make your inventory quick, easy, and extremely efficient.

Reports FAQs

Learn how to make the most of report templates.

Items FAQs

Maintain a clean and searchable catalog.

Switch to 7 FAQs

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Makeover FAQs

We are thrilled to announce our Alexandria and Textbook Tracker Dream Makeover! Yep, that's right. We're giving the programs a new look while adding various improvements, such as responsive design and exciting features. Learn more about it!

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Beginning-of-Year FAQs

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End-of-Year FAQs

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Patrons FAQs

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Items FAQs

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Researcher FAQs

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Inventory FAQs

TEST!!! Absolutely. You can use an iPad or Chromebook to perform Inventory. If you are using an iPad, you will also need a compatible wireless scanner. Ask our Sales team what they recommend.

YES! You can inventory while you are circulating, and circulate while you are in the inventory process. Just be sure to keep track of your Inventory Start Date.

Well, we recommend using Inventory Management, which keeps track of inventory sessions and can save you time when performing inventory. But if you are doing inventory in Circulation, use Inventory Bookdrop (IB) with a wired scanner, or Inventory Bookdrop Suppressed (IBS) with a wireless scanner. If, for example, you're inventorying classroom sets checked out to teachers, you would choose Inventory (I) or Inventory Suppressed (IS) mode so those items are not bookdropped. In the Inventory Module, this means checking or unchecking the options for Audible alerts, and “Bookdrop items scanned during inventory”.

For more information, read about our Circulation Inventory Commands.

Check your session overview and take a look at your Call Number Range. Make sure the "From" and "Through" fields have the same number of characters. 

  1. For example From: 000.000 AAA

                                Through: 299.999 ZZZ

Run a report. In the Review step of the inventory process, run the Inventory Items Report. And in the Reports module, run the Copies Inventoried or Copies Not Inventoried reports.

Don’t forget about items that aren’t on your shelves! Items in classrooms, book rooms, or on display can be easy to overlook. Inventory these items before you declare a missing item as lost. If you're using Sessions in the Inventory module, this may mean waiting until you have finished all of your inventory, and using utilities to declare items lost.

Also, if you are running your session by a call number range, we recommend using call numbers that are the same length with only whole numbers (no decimals). Using irregular call number lengths can lead to inaccurate estimates.

We recommend completing all of your inventory sessions when you are finished with your whole inventory. This will ensure any items that may have been misplaced on a different shelf will be found and scanned.


Reports FAQs

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