Of course you want to run reports on loaned or overdue items, and before you close the library for the summer you should consider cleaning out any lost and discarded copies. Run reports for lost and discarded material first before using utilities to remove them. One great feature of the Remove Lost/Discarded Copies utilities is that you can control which copies specifically to remove. This means you can retain copies from a specific date range, and choose between material that is lost or discarded from inventory, weeding or patrons. Read about best practices for lost and discarded copies.

As always, contact Customer Support if you have any questions or need assistance.

See our End-of-Year Procedures

You can automate end-of-year due dates using Calendar and Policy preferences in Alexandria. To set a period due date please follow the steps below:

1. Go to Tools
2. Select Calendars
3. Choose a calendar from the list on the left
4. Set the date by which items should be returned as Period Due by double-clicking on the date
5. Repeat the previous step for all calendars that require a period due date

Keep in mind that Alexandria will not change the due date after an item has been checked out. It’s best to establish these dates at the beginning of the year before any items have been checked out, and then review them again at the end of the year to ensure they are still accurate.