To add a new title record to your database:

1. Log in to the Items module by adding /items to the end of your Alexandria URL.
2. Make sure that the Titles tab is selected at the top of the control strip.
3. Next, click Add Title located near the bottom of the Records List pane to open the Title Assistant.
4. Once you've selected a matching record from the Title Assistant (or chosen to Enter [one] Manually), the Items management module will be cleared of all but your default values, some of which are required in order to save your new title.
5. Move between the Publication, Subjects, Terms, Notes, Other, and Study Programs subtabs, providing information, configuring options, and making changes to the title record as needed.
6. At the very least, Title, Medium, and Policy are required to save your new title. Of these fields, all but Title are defaulted.
7. Click Save to add your new title record, or click Revert to discard it.
8. Titles records are added without copies. After saving the new title record, Alexandria will ask if you'd like to add some copies.
9. Clicking Add in this dialog is the same as selecting Add Copy from the Actions > Copies menu at the top of the Items Management control strip. If you choose to add copies, the Copies tab at the top of the control strip will be selected and the Copies subtabs—cleared of all but your default values—will be available; see here for more information on adding copies to title records.

Items that have been discarded, given to other libraries, sold, or permanently lost should be routinely removed from your database to keep reports and searches from becoming cluttered with obsolete information. However, be absolutely certain that the titles you are about to remove are to be permanently expunged from your collection. Only remove titles that you know will never return to your collection.

1. Log in to the Items module by adding "/items" to the end of your Alexandria URL. 
2. Make sure that the Titles tab is selected at the top of the control strip.
3. Select Remove Title from the Actions: Titles menu to permanently remove the current title and all its copies.
4. When a title is removed, all associated information is also removed. A title that has a copy checked out to a patron can not be removed.
   
   

To add a new copy to the title record:

1. Log in to the Items module by adding /items to the end of your Alexandria URL. 
2. Click the Find icon at the bottom of the Records List pane to open the Item Lookup dialog; this will allow you to locate the title in your database for which you would like to add copies.
3. Make sure that the Copies tab is selected at the top of the control strip. Remember, copies are an extension of the title record; the Copies tab can not be selected unless the main title record exists or is saved.
4. Next, click Add Copy located near the bottom of the items Records List pane to add a new copy record to your title.
5. The Items management module will be cleared of all but your default values, some of which are required in order to save your new copy.
6. Move between the the Copy Information and Copy Notes subtabs , providing information, configuring options, and making changes to the copy record as needed.
7. At the very least, Barcode and Call Number are required to save your new copy. However, if you decide not to provide this information, it will be defaulted.
8. When you have added all the necessary information for this, click the Save button to add your new copy to the title record. Alternately, click Revert to discard it.
9. Use Duplicate Copy from the primary Actions: Copies menu to add as many additional copies as you require

To remove copies:

1. Log in to the Items module by adding /items to the end of your Alexandria URL. 
2. The Items management module will appear.
3. Make sure that the Copies tab is selected at the top of the control strip.
4. Go to Actions > Copies and select Remove Copy to permanently remove the selected record, regardless if its status is lost or available. 
   1. Remove Copy is only available when there are copies for the title record.
5. Copies that are checked out to the Lost, Discarded, On Repair, On Order, Archived, or Unknown System Patrons can be removed.

Add eReaders to your available catalog by following the steps below:

1. Go to the Items module.
2. Select the Titles tab at the top of the window.
3. In the bottom left of the Item Records List pane, click Add Title.
4. In the Title field of the SmartMARC Title Assistant window, enter a title for the eReader(s) (e.g. “Kindle Reader Group 1”) and click Search.
5. Because you're creating a new eReader record, you shouldn't find any real results for your title. Click Enter Manually.
6. On the right side of the Publication tab, enter an item Call Number.
   
   1. For example, you might want your call number to be “KRG 1” (short for “Kindle Reader Group 1”).
7. From the Policy dropdown menu, select the Policy that you previously established to use with your eReaders.
8. Go to the Notes tab, and then double-click Content Note (or select Content Note and click Edit at the bottom of the pane).
9. Enter the the title of each eBook that is loaded on that eReader, separated by a “--” (minus the quotation marks).
10. Click OK.
11. Now click Save in the upper-right corner of the Items screen.
12. When asked if you'd like to add some copies, click Yes. Now you should be in Copies.
13. In the Information tab, adjust the barcode number(s), if you don't want to use those that Alexandria provides.
14. Next, we recommend that you include the Copy ID as part of the copy's Call # (e.g. “KRG 1-1”, “KRG 1-2”, etc.).
15. In the Notes tab, enter your eReader policies and procedures in the Alert Notes field.
16. When you're done, click Save in the upper-right corner of the window.
17. With the Copies tab still selected at the top of your screen, go to the Actions menu and select Duplicate Copy.
18. Make sure the Beginning barcode is what you want it to be. By default, the number is based on the value you provided in Preferences > Items > Item Defaults > Next Barcode.
19. Next, enter the number of copies you'd like to add to this title record, then click Duplicate.
20. When it's done, click OK on the Operation Complete dialog.

That's it!

Checking in an e-Reader is the same as returning any other item:

1. Go to Circulation.
2. Select Bookdrop (B) mode from the Command Line dropdown menu.
3. Scan the eReader's barcode.
4. If any alert notes created when the eReader was first cataloged, they'll remind you of your library's Check Out and Bookdrop polices and procedures.
   
   

Your patrons can search for eBooks by title:

1. Have your patron log in to Researcher.
2. Search for an eBook using the Title or Subject filters.
3. Locate the book in your search results.
   1. In the example shown below, you can see that it's an eBook because it's availability says “ONLINE” and the cover art depicting a dog-eared left corner revealing the Capstone Interactive logo.
4. Click on the blue title (e.g. Air) to open the Item Details.
5. If you created a subject heading for this eBook, click on the associated eReader group listed in the Subjects section. This will cause the eReader record you created to open and allow the patron to Place Hold on one of the eReaders belonging to that “group”.

1. Log in to the Circulation module.
2. In the Command Line, type “Y” followed by an optional override date or usage count, and then press <enter>.
3. Ask your patron which title on the eReader they want to read.
4. Scan the barcode number associated with that eBook title to add a usage statistic on that eBook in your Copy Barcode Labels report.
5. To exit Statistics mode, type a period (.) and press <enter>.

1. Go to Items and select the eBook record.
   
   
2. Click the Subjects tab.
   
   
3. Go to Actions > Toggle MARC View to open the MARC View editor.
   
   
4. From the list of MARC tags that appears, scroll down to the 650 tag.
   
   
5. Use the MARC View editor to select an appropriate subject heading tag.
   
   1. For example, you can select 650 - Subject Added Entry - Topical Term and then enter Kindle Group 1 into the 650_a subfield, since this is the title of the record for the eReader(s) on which this particular eBook is installed.
      
      
6. When you're finished, click Save to keep your subject heading changes.

1. Go to Tools > Reports.
   
   
2. From the Categories list on the left, select Copies > Labels.
   
   
3. In the Reports pane to the right, select Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels.
   
   

4. Configure Selections tab settings as shown below:

   Screenshot

   

   • Copies with a Status of: Any

   • Copies with a Policy of: eBook
   • Copies from: Copy Location

   • Copies with a Medium of: Any—though you can choose a more specific option from the dropdown menu.

5. Click the Options tab. Click the Sort By dropdown menu and select Title.

   Screenshot

   

6. Click the Run button at the bottom of the window.

7. Next, click the Operations icon in the top right of your window. 

8. Locate your report, which should be at the top of the list, and then click the PDF icon to download it to your device.

   Screenshot

   

   1. If your library is self-hosted, your PDF will be saved to your Alexandria Support directory in the Operation Files folder.

9. Print your Copy Barcode Laser Labels PDF and keep a hard copy at your circulation desk so it is readily accessible for reference

Enable Capstone Interactive:

1. Go to Tools > Preferences > Extras.
2. Select Capstone Interactive from the list on the left.
3. On the Preferences and Tools tab to the right, check the Enable Capstone Interactive box, and make sure you have a valid Vendor URL.
4. If you made any changes, click Save.
5. Click Show All in the top left corner of your window to return to Preferences.
   
6. Next, go to Preferences > Policies.
7. You should already have an eBook Item Policy. However, if you don't (or you would like to modify it), you can do so here.
   1. Read Item Policies to find out how to add or modify item policies.
   2. As a general rule, eBook policies should have No Loan Period and allow no holds, reservations, or fine amounts.
8. If you made any changes, click Save.

1. Go to Tools > Import.
2. In the Import Categories pane, select Items.
3. Next, in the Import Selection pane, click Choose File to open a standard operating system / browser explorer window; use this to guide Alexandria to the location where you had the Microlif.001 file saved.
4. In the item import Options tab, select eBook from the Item Policy drop-down menu.
5. Next, in the item import Settings tab, from the Import Settings section, select Import Titles Only.
   If you don't perform this step then, during import, all of your eBooks will receive a copy that doesn't really exist. Also, your eBooks will appear as any other standard item would in your search results, lacking the “ONLINE” classification.
6. Click Run at the bottom of the Import interface to queue the selected import in the Operations Management interface.
7. If you like, you can now open Operations Management and close the Import interface.

1. Visit our website (www.goalexandria.com) and click on the Capstone Interactive library offer.
2. This will forward you to the Capstone Interactive Books Download page, with a contact form for you to fill out.
3. When you are done providing your name and contact information, click the Submit button at the bottom of the form.
4. Afterward, a new page will appear, allowing you to download a Microlif file containing MARC records and twenty-four Capstone Interactive Library Book Covers.
5. Click first on the Microlif File link and guide your default browser to the location where you would like to have the Microlif.001 file saved.
6. Next, click on the 24 Capstone Interactive Library Book Covers link and guide your default browser to the location where you would like to have the CILcovers.zip file saved.

1. Go to Researcher > Search or Explore.
2. In the Search field, type the exact name of one of your Capstone Interactive Library titles (e.g. “The Moon”).
3. Click the Title icon to perform your search.
4. If a matching title is available, the requested eBook should appear in your Researcher's search Results (note the “ONLINE” status):
   IMAGE
5. Double-click on the eBook in the Results to open the Details window.
6. Next, click on the large Capstone Interactive graphic to begin reading.
7. Your internet browser will open the eBook in a new browser window.
8. If, for some reason, your eBook doesn't appear, make sure that your firewall is configured to allow access to the URLs in question and that you don't have browser-integrated popup blocking inadvertently closing your eBooks.

Follow these steps to create a new item policy:

1. Go to Tools > Preferences > Policies.
2. Click Add in the lower-left hand side of the Item Policy section.
3. Enter the new item Policy Name and Policy Short Code and optional Statistics Group in the fields provided.
4. Make a selection from the Defaults from drop-down menu and click OK; the new policy will take its defaults from whatever is selected from this drop-down menu.
5. Next, tab through the various Policies (Check Out, Overdue, and Other) providing appropriate values to the fields, drop-down menus, and check boxes in order to create your policy.
6. When you have completed your new policy, click on the Save button.
7. Repeat this process until you have made all your new item policies.

To modify an item policy:

1. Go to Tools > Preferences > Policies.
2. Next, select the item policy to be modified from the drop-down menu on the right.
3. Make the appropriate changes to the value(s) in the Item Policy fields, drop-down menus, and checkboxes.
4. When you've finished modifying the policy, click Save.
   
   

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. Go to Tools > Preferences > Policies.
2. Click Add in the lower-left hand side of the Item Policy section.
3. Enter the new item Policy Name and Policy Short Code and select an optional Statistics Group in the fields provided.
4. 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.
5. Make the appropriate changes to the value(s) in the Item Policy fields, drop-down menus, and checkboxes.
6. When you have finished modifying your duplicated Item Policy, click the Save button to keep your changes; otherwise, click Revert to discard them.
7. Repeat this process until you have finished making all your new item policies.

To remove an item policy:

1. 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.
2. Go to Tools > Preferences.
3. Click on the Policies icon in the Management section of the Preferences interface.
4. Select the policy that you would like to remove from the Item Policy drop-down menu.
5. Click Remove in the lower-left hand side of the Item Policy section.
6. Click Remove on the confirmation window when it asks if you are sure you want to remove the item policy.
   
   

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.

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.

To add a new copy to the title record:

1. Log in to the Items module by adding /items to the end of your Alexandria URL. 
2. Click the Find icon at the bottom of the Records List pane to open the Item Lookup dialog; this will allow you to locate the title in your database for which you would like to add copies.
3. Make sure that the Copies tab is selected at the top of the control strip. Remember, copies are an extension of the title record; the Copies tab can not be selected unless the main title record exists or is saved.
4. Next, click Add Copy located near the bottom of the items Records List pane to add a new copy record to your title.
5. The Items management module will be cleared of all but your default values, some of which are required in order to save your new copy.
6. Move between the the Copy Information and Copy Notes subtabs , providing information, configuring options, and making changes to the copy record as needed.
7. At the very least, Barcode and Call Number are required to save your new copy. However, if you decide not to provide this information, it will be defaulted.
8. When you have added all the necessary information for this, click the Save button to add your new copy to the title record. Alternately, click Revert to discard it.
9. Use Duplicate Copy from the primary Actions: Copies menu to add as many additional copies as you require

To remove copies:

1. Log in to the Items module by adding /items to the end of your Alexandria URL. 
2. The Items management module will appear.
3. Make sure that the Copies tab is selected at the top of the control strip.
4. Go to Actions > Copies and select Remove Copy to permanently remove the selected record, regardless if its status is lost or available. 
   1. Remove Copy is only available when there are copies for the title record.
5. Copies that are checked out to the Lost, Discarded, On Repair, On Order, Archived, or Unknown System Patrons can be removed.