April 20th, 2020
One of the last steps in getting your library set for summer includes managing your patron records. Advancing grades, removing graduates, changing policies—all those fun things. While it's recommended to do most patron management at the start of the school year, here are some things you can do now to get a head start...
Follow the steps on the Advance Patrons tab of our End-of-Year Procedures. This will take you through advancing patrons, removing graduated patrons, and changing patron policies.
Check out the Advancing Patron Grades, Remove Graduated Students, and Update Your Patrons' Policies sections of our End-of-Year Procedures.
For both v6 and v7 users, following these steps will make it easy to identify records later on that need to be deleted or manually modified after your import:
|
Is your library closing early or going remote? Check out our new Unexpected School Closures article and video for tips on making this transition. And feel free to contact our 24/7 Support team at 1-800-347-4942 or support@goalexandria.com if you need additional help or have questions. We wish you the best and hope you stay safe!
Also, take our new survey and let us know how Alexandria has helped you prepare for library changes due to COVID-19.
Still on version 6? Learn about switching to Alexandria 7! |