Contents

• Circulation Tab

Transaction Log

The transaction log contains a history of everything that has occurred on your machine and most of the changes that are made through management, utilities, and importing. It will also record who has logged in to your workstation and performed certain transactions and changes. 

If you're Self-Hosted, archived transaction logs are placed in the Log folder, located in Alexandria's shared application support folder.

Click to view the old interface

Homeroom (HW)

The Homeroom subtab contains a list of all the patrons that belong to a particular homeroom. The Homeroom contains the Patron barcode, Name, Items Out (Total) and Today (Items checked out that day). You can also select the Pictures checkbox to include patron pictures.

• If you type HW followed by a patron barcode, then the homeroom that includes that patron will be displayed in the Homeroom subtab.
• If you type HW followed by a homeroom name, then the patrons in that homeroom will be displayed in the Homeroom subtab.
• If you type HW alone or with a partial name then a list will be displayed and you can select a homeroom from the list.

Step-by-Step Instructions

Locate a Homeroom via Patron Barcode or Last Name

1. Type HW {patron barcode} or {patron last name} (i.e. HW 1001 or HW Wilson) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
2. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
3. Repeat step 2 until you have finished checking out items to all the patrons in the homeroom.
4. Once you have finished, you may safely navigate away from the Homeroom subtab.

Locate a Homeroom from the List

1. Type HW or HW {portion of homeroom} (i.e. HW or HW Smi) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
2. Select a homeroom from the list on the left section of the Homeroom subtab. The list in the right section of the Homeroom subtab will display all the students that belong to that particular homeroom.
3. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
4. Repeat step 3 until you have finished checking out items to all the patrons in the homeroom.
5. Once you have finished, you may safely navigate away from the Homeroom subtab.

Open a Specific Homeroom

1. Type HW {homeroom} (i.e. HW STARK) into the command line. The Homeroom subtab with a list of homerooms and patrons will open on the main Circulation window.
2. Select a patron from the list on the right section of the Homeroom subtab, then scan the items the patron is checking out.
3. Repeat step 2 until you have finished checking out items to all the patrons in the homeroom.
4. Once you have finished, you may safely navigate away from the Homeroom subtab.

Click to view the old interface

Type HW into the command line to automatically go to this tab.

"Location" is a localization term that can be altered in Localization Preferences. "Homeroom" is a popular alternative.

The Homeroom subtab contains a list of all the patrons that belong to a particular homeroom.

Step-by-Step Instructions

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The Items out tab displays a list of all items checked out to the Current Patron, allowing you to choose which items to renew or declare lost (Renew Patron Items <Ctrl+R> is also an Actions menu option). If one of the patron's items is past due and has accrued a fine, it will be listed in red.

Additional Options

Double-click a column heading to sort the list by that column. Transactions cannot be sorted by date, however.

Step-by-Step Instructions

Renew A Single Item

To renew a single item for a patron:

1. Make the patron the current patron.
2. Click on the Items out tab.
3. Select/highlight/click the item that you would like to renew.
4. Click on the Renew button.

Renew Multiple Items

To renew multiple items for a patron:

1. Make the patron the current patron.
2. Click on the Items out tab.
3. Select the items to renew by using one of the following methods: 
   
   1. For consecutive items: Select the first item that you would like to renew, hold down the <shift> key and click on the last item in the group of desired items.
   2. For non-consecutive items: Hold down the <Ctrl> key and select/highlight/click on each item that you would like to renew.
4. Click Renew.

Renew All Items

To renew all items:

1. Make the patron the current patron.
2. Click on the Items out tab.
3. Click Renew All.

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The Patron subtab shows items that have holds placed on them by the current patron.

Step-by-Step Instructions

Suspend a Hold

In some cases, you might wish to suspend a hold for a period of time. To do so:

1. Click on the Patron subtab from the Holds tab.
2. Select the item you wish to suspend and click Suspend. You will then be presented with a calendar window.

3. From the Suspend Hold window, enter a date and click Save. The hold will be suspended until this date.

Edit a Hold

In order to change the site copies can come from and the pickup location for a hold:

1. Click on the Patron subtab from the Holds tab.
2. Select the item you wish to edit and click Edit. You will be presented with a Edit Hold window.
3. Choose the site copies can come from and the desired pickup location.
4. Click Save.

Remove a Hold

In order to remove hold requests for the current item:

1. Click on the Item subtab from the Holds tab. Removal of all current item hold requests are done here.
2. To remove an item hold request, select the hold you want to remove and click Remove. You will then be presented with a window to confirm the removal of the hold.
3. Click OK. The hold will vanish from the field and be permanently deleted.

Print a Holds Receipt

Click Print Receipt when viewing holds from either the Patron or Item subtabs.

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