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Operations

Export

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Exporting is the process of moving information out of Alexandria and preparing it for use in other software applications. With our general templates, you choose the information you want to export, whether it be for all—or a specified group—of patrons, items, and more.

Exporting item and patron records does not affect the data that exists in your Alexandria database. Only a copy of that information is exported; the original record remains intact. You can export copy, title, patron, and other records from Alexandria in MARC, MircoLIF and Tab Delimited formats.

Take some time to explore categories and set up some Saved exports for which you'll be able to easily access and run in the future.

The following section provides a brief overview of the Exports interface and then guides you through the process of creating an export.

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Exports window

The Exports interface may look complicated at first glance, but it was designed with simplicity in mind—placing everything in an easily navigable window that allows you to quickly find, modify, and perform exports. Additionally, the Exports interface allows you to create exports that only include pertinent information: patron fines, circulation groups, patrons, and items. You can also schedule exports and deliver their output via email, FTP, etc.

To become an export wizard, there are only three essential things you need to understand: export categories, export templates, and creating custom exports.

The Exports interface uses the familiar three-panel layout found in most Alexandria management interfaces.

  • The left-hand side of the window is home to the Categories pane, containing a list of all existing export categories (e.g. Patrons). Selections from this pane act as filters, allowing you to narrow your focus and display only relevant exports.
  • The upper-right section of the window contains the Quick and Saved tabs and the Exports Selection pane, which allow you to select the specific export you would like to view, modify, or perform. If you haven't yet selected an export from this pane, you will be presented with a longer list; the Selected Export pane for Quick/Saved exports only appears after an export is selected from this list.
  • The Selected Export pane—the bottom-right area of the window—contains settings and options for the selected export, housed in the following tabs: Overview, Selections, Options, Notification, Schedule, and FTP.