Go to Operations > Import and select the category of what you are importing. Upload the file from your computer, and make sure to configure the field map. Note: Marc records don’t need to be field mapped. See Import for more information.
To import patron pictures, follow the 5 easy steps below:
For more detailed instructions and help, see Importing Images.
You can do this in Authority Control, which is the part of the program that helps a user manage terms and edit, modify, or even remove them when no longer in use. To access Authority Control go to Tools and select Authority Control. You will find terms listed under both patron and item field headings.
By using the gear at the top you can select “Remove unused terms” to clean up some of these fields. This will only remove a term if none are entered into an item or patron record under the corresponding field. If you have any questions about best practices for managing Authority Control terms we recommend you call Customer Support for guidance and advice.
Everyone updates their patron records differently. Advancing patron grades may already be taken care of if you use patron imports or a SIS integration.
If not, go to your Grade Table Preferences and click Advance All Grades once. Check a patron record to make sure it worked properly.
For further help, please visit Patrons Preferences.
 | Advancing grades does not also change policies. If your patron policies match grade levels, see our Patron Imports Best Practices for instructions on updating those. |
You can do this in Authority Control, which is the part of the program that helps a user manage terms and edit, modify, or even remove them when no longer in use. To access Authority Control go to Tools and select Authority Control. You will find terms listed under both patron and item field headings.
By using the gear at the top you can select “Remove unused terms” to clean up some of these fields. This will only remove a term if none are entered into an item or patron record under the corresponding field. If you have any questions about best practices for managing Authority Control terms we recommend you call Customer Support for guidance and advice.
The beginning of the school year can be stressful. Please visit our free online Support Center for all our Beginning-of-Year Procedures. Following our recommendations will ensure you are ready to start at the beginning of the year.
Performing a full inventory is easy with the help of Alexandria’s Inventory Helper. You can access all the necessary inventory information on our free online support center, HERE. Additionally, we highly recommend checking out our YouTube channel HERE to view short videos that provide more helpful tips on inventorying your collection.
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