Contents
Sites Management
Tools > Sites
This database is shared with Alexandria.
Changes made in Textbook Tracker will be reflected in Alexandria, and vice versa.
If you manage a single site collection, you will only ever have information for your one site in Sites Management, referred to as the Union Site Record. However, Alexandria also has the ability to mange multiple collections stored within a single database called a Centralized Catalog. In a Centralized Catalog environment, an operator must be able to quickly differentiate data belonging to one collection over another. To achieve this, our software embeds Patron and Item records with a Site Code. All Centralized Catalogs have a Union Site Record within the list of Site Codes when logging into Alexandria as administrator. Typically, the Union Site Record will be labeled as the school or district name that was registered with Alexandria.
Sites Management is where you configure or create the Site ID Codes and provide information pertaining to either your single school or each of the individual schools in your Centralized Catalog. You can view, modify, add, and remove site information by using the current record fields and the commands in the Actions menu. By default, only operators with District or Library Administrator security levels can configure site information; however, any operator with the appropriate Security Group and Site Access settings can select the site in the Site dropdown menus found in Patrons Management, Textbooks Management, and other places within the program. Valid and available sites are always pulled from here.
Your initial (or single) site record, including the default library name and address, is set by your registration information. Your address, city, state, postal code, country, telephone, and fax data is used for return addresses on patron notices, for information shown on Researcher Workstations, and is included in emails sent to COMPanion's Customer Support team. This address information will also be used as defaults when creating a new patron if no city, state, postal code, or country information is specified.
The Sites management window consists of a similar two-panel layout found in many of Alexandria’s main management windows.
- Site Records List. The left-hand side of the Sites management window belongs to the Site Records List, used for selecting the site you wish to modify and other related tools. This section is only appears for Centralized Catalog catalogs.
- Current Site Record pane. The larger, right-hand portion of the Sites management window consists of the Current Site Record pane where the currently selected site record is displayed, in full, along with associated tools in the Actions menu that help perform operations on said record.
- The site you are currently viewing is called the current site. If you're part of a Centralized Catalog environment, you will have multiple sites records to choose from. When you click on a site from the Site Records List, that site's record information will be displayed in the Current Site Record pane to the right.
Site Records List and Tools
In a Centralized Catalog, the Site Records list, where all of the sites in your union are listed, is on the left-hand side of the window. The site in bold at the top of the Site Records List is your union site record. If you have a single site license, this will be your only site record.
If you have a lot of sites to scroll through, use the filter bar at the top of the pane to search for a specific site. Select a site here to view the site data in the Current Record pane to the right.
To add a new site record, click at the bottom of the list.
You cannot duplicate an existing site or add any additional sites with a single site license. Please contact COMPanion's Sales Department at (800)-347-6439 if you would like to upgrade to a Centralized Catalog and increase your site limit.
Current Site Record
The right section of Sites Management is dedicated to the current site record, which displays full details for the site selected from the Site Records List pane on the left.
Toolbar
Lock/Unlock. Click the padlock to unlock the record for editing.
Actions
- Remove Site. Permanently delete the selected site.
- Site Record Counts. View site record data. Example
Operations Management. Go to Operations Management to view and download your finished reports.
Support. Having trouble? This will open support documentation for this topic in another tab.
Site Record Settings
Administrator Name
Enter the name of the current site's administrator or head librarian here. This name will be added to the bottom of form letters.
Address Information
Enter the site address, city, state, postal code, and country for the library. This data is used for return addresses on patron notices, for information shown on the Researcher Workstation, and is included in emails sent to COMPanion's Customer Support team. It is also used as the default information when creating a new patron who doesn't have city, state, postal code, or country information specified.
Site ID Code
This is used to tag various record types, including Patrons and Items. Other areas affected by the Site ID Code include Orders, Budgets, Vendors, Subscriptions, Routes, Maps, and Bulletins.
Site Name
Enter the name of your site (e.g. COMPanion Demonstration Library). The union site name is determined by your registration and cannot be changed manually. Please contact the COMPanion Sales department at (800)-347-6439 if you need to change your union site name.
Administrator Title
The site administrator's title. For example, Librarian, Director of Media, Library Specialist, or Teacher. This title can also be included on form letters.
Telephone
Provide the telephone number for the site's main desk or office.
This is the site's email address, which is used as the return mail address for overdue notices and other email messages sent by Alexandria. To guarantee that your email notifications are being sent, please check the list of requirements located under your Email settings. You must enter a valid email address to use most email services, including COMPanion's Customer Support services.
Fax
If applicable, provide this site's fax number.
Researcher Notice
Any text you enter in this field will be displayed when you click on the Site Information link in your Alexandria Researcher. Describe your library hours (e.g. 9:00 a.m. - 6:00 p.m. Monday through Friday) with any combination of numbers and hours. If you decide to leave this field blank, the text “Library Hours Not Specified” will appear in the Site Information section of your Researcher Workstation.
Notes
An optional notes field where you can provide any supplementary information about your managed sites.