Any time the rules differ for an item group you will need to create a new item policy and assign it to the affected items.

Create a New Item Policy

Now, following these steps, create your new Item policies:

Back to Top

Modify an Item Policy

To modify an item policy:

1. Select Preferences from Alexandria's Tools module. Alternately, you can access the Preferences interface by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by  /preferences into your browser's Address field (usually located in the upper-left corner of the window).
2. Click on the Policies icon in the Management section of the Preferences interface.
3. Next, select the item policy to be modified from the Item Policy drop-down menu (right-hand side of the window).
4. Make the appropriate changes to the value(s) in the Item Policy fields, drop-down menus, and checkboxes.
5. When you have finished modifying the Item Policy, click the Save button to keep your changes; otherwise, click Revert to discard them.
   
   

Back to Top

Duplicate an Item Policy

Duplicate an item policy when the policy values are exactly the same as or there are only minor variations from an existing item policy.

To duplicate a item policy:

1. Select Preferences from Alexandria's Tools module. Alternately, you can access the Preferences interface by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by /preferences into your browser's Address field (usually located in the upper-left corner of the window).
2. Click on the Policies icon in the Management section of the Preferences interface.
3. Click Add in the lower-left hand side of the Item Policy section.
4. Enter the new item Policy Name and Policy Short Code and select an optional Statistics Group in the fields provided.
5. Make a selection from the Defaults from drop-down menu and then press <enter> or click OK; the new policy will duplicate the values of whatever is selected from this drop-down menu.
6. Make the appropriate changes to the value(s) in the Item Policy fields, drop-down menus, and checkboxes.
7. When you have finished modifying your duplicated Item Policy, click the Save button to keep your changes; otherwise, click Revert to discard them.
8. Repeat this process until you have finished making all your new item policies.

Back to Top

Remove an Item Policy

To remove an item policy:

• First, make sure that all of the items that fall under the Item Policy you are about to remove have been switched to the Standard item policy. You will be unable to remove an Item Policy if it is still in use.
• Next, select Preferences from Alexandria's Tools module. Alternately, you can access the Preferences interface by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by /preferences into your browser's Address field (usually located in the upper-left corner of the window).
• Click on the Policies icon in the Management section of the Preferences interface.
• Select the policy that you would like to remove from the Item Policy drop-down menu.
• Click Remove in the lower-left hand side of the Item Policy section.
• Click Remove on the confirmation window when it asks if you are sure you want to remove the item policy.

Back to Top

Assign an Item Policy to a Title

To assign an item policy to a title:

1. Select Items from Alexandria's Tools module. Alternately, you can access Items management by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by “ /items ” into your browser's Address field (usually located in the upper-left corner of the window).
2. Find the Title whose policy you want to change.
3. Click on the Item Policy drop-down menu, (the drop-down menu at the top of the window located directly below the Call Number field).
4. Select the policy for this copy.
5. Click Save at the top-right of the window.

Back to Top

Assigning an Item Policy to an Individual Copy

To assign an item policy to an individual copy:

1. Select Items from Alexandria's Tools module. Alternately, you can access Items management by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by “ /items ” into your browser's Address field (usually located in the upper-left corner of the window).
2. Find the title whose copy policies you want to change.
3. Once you have selected the desired Title it should appear as the current item in your Item Management window.
4. Next, click on the Copy Information tab; then click on the Copy Info subtab.
5. Using the left and right arrows located just below the subtab bar, find the individual copy whose policy you want to change. If needed, you may use the Copy Information (e.g. Barcode, Call #, or Accession Date) to help you differentiate one copy from another.
6. Select a new policy for the individual copy using the Copy Policy dropdown menu.
7. Click Save at the top-right of the window.
   
   

Back to Top