Start by exporting the necessary data from your student information system (SIS) in a tab-delimited text format. This file can be imported into Alexandria Librarian to add new patron records and update any existing patron records simultaneously.
You’ll need to create a saved import. Go to the import you want and click Create Saved Import at the bottom of the window. Then you’ll need to enter a name and fill out the Settings tab with your preferences. Lastly, go to the File Source tab and select FTP or FTPS from the Protocol dropdown. Enter your FTP/FTPS server’s information.
If you don’t have your own server, COMPanion offers secure and private folders on our FTP server! If you do have your own server, make sure that it’s using up-to-date technology.
Want to check if it works? Click Test FTP Connection. From there, you can run the import whenever necessary.
 | We recommend using FTP imports for larger files like patron pictures and BestMARC imports. |
See also Patron Imports Best Practices.
Go to Operations Management from your sidenav, or by clicking on the operation (wrench) icon at the top, and click on the blue “i” icon.
When importing files from a vendor, the correct default settings will already be set, and you can simply select “Run.” If you have a custom import or specific needs when updating your titles or copies, we recommend calling Customer Support for assistance.
Learn more in our Import New Books scenario.
See Collection Statistics for the reports we recommend for gathering statistics.
The “Labels” tab is not currently functioning, it is there to inform our customers in the future we will be changing the way you will access labels. Until we have made this change, you will want to access labels through the “Reports” Tab.
4. Click on Copy Labels (3×10) — Barcode Labels, Envelope Labels, Info Labels