This page has been moved over to https://support.goalexandria.com/patrons/adding-operators/ |
Operators are patrons with permissions to access the management (i.e. Librarian) side of Alexandria. Their records are created and managed in Patrons Management just like regular patrons. Program access is determined by a patron's Security Group, which is designated on the Access tab of a patron record.
Security Groups determine what actions operators or patrons are permitted to perform. By default, newly created patrons are assigned to the Patron (5) Security Group. This level doesn't allow any access to the Librarian side of the program. Change their Security Group by editing the Access tab of their patron record.
To determine the specific permissions each Security Group has, go to Security. By default, Administrator-level access (1) are the only security groups that allow you to make modifications.
Librarian security group and above require an email address. See Password Management Best Practices for more information.
Adding new librarian accounts is easy. After creating a new patron record, assign them the Librarian (2) Security Group and give them a username and password. They will then be able to log in and perform all of the actions their Security Group allows.
Have new librarians check out the compiled list of Alexandria resources below. They should also check out our Welcome to Alexandria orientation page. |
If you have students or patrons help in the library sometimes, consider creating one general Student Aide or Self-Service account for them to share while on the job. This one account would be assigned a security group that allows access to inventory, circulation, Self-Service, and more.
However, if you would prefer to track exactly who's doing what, simply assign each patron the security group that would allow them to help. To see logs showing operator actions, contact our Support team at 1-800-347-4942 or run the Export Log export.
We provide several resources that new operators may find useful as they get used to navigating Alexandria:
Add Operator RecordOperators are patrons with permissions to access the management (i.e. Librarian) side of Alexandria. Their records are created and managed in Patrons Management just like regular patrons. Program access is determined by a patron's Security Group, which is designated on the Access tab of a patron record. Security GroupsSecurity Groups determine what actions operators or patrons are permitted to perform. By default, newly created patrons are assigned to the Patron (5) Security Group. This level doesn't allow any access to the Librarian side of the program. Change their Security Group by editing the Access tab of their patron record. To determine the specific permissions each Security Group has, go to Security. By default, Administrator-level access (1) are the only security groups that allow you to make modifications. All Operators
District Administrators
LibrariansAdding new librarian accounts is easy. After creating a new patron record, assign them the Librarian (2) Security Group and give them a username and password. They will then be able to log in and perform all of the actions their Security Group allows.
Student Aides/Self-ServiceIf you have students or patrons help in the library sometimes, consider creating one general Student Aide or Self-Service account for them to share while on the job. This one account would be assigned a security group that allows access to inventory, circulation, Self-Service, and more. However, if you would prefer to track exactly who's doing what, simply assign each patron the security group that would allow them to help. To see logs showing operator actions, contact our Support team at 1-800-347-4942 or run the Export Log export. New Operator ResourcesWe provide several resources that new operators may find useful as they get used to navigating Alexandria:
|