FAQ
Where can I find the report for Unused Labels/Barcodes?
Go to Operations>Labels>Special>Unused Barcodes. Under the Options tab, specify if you are running the report with the Range Information, Barcode List, or Barcode Labels (3×10) format.
How can I add an email address to send out notices?
To start sending email notices, you must first configure your email preferences. Please refer to our email preferences page for step-by-step instructions.
The school year is underway and I want to clean up my patron records. Is there an easy way to clean up homerooms and grades?
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.
How do I create a Bulletin Board?
Bulletin Boards and their bulletins are created from Builder > Bulletins in Alexandria. Select a board on the left, or go to the Actions menu to add a new one. Then click the plus icon to create a bulletin for the board you’ve selected.
What is the difference between a Public and Private list?
- A public list can be shared and viewed by anyone that you’ve sent the link to.
- A private list is viewable only to the patron who created it, when they’re logged in.
What’s the best way to automate my patron overdue or hold notices?
How do you want notice to be sent? If you’d like the program to do most of the work for you, try Automatic Email Notifications. Go to Preferences > Circulation. In the Circulation Settings tab, click the Enable automatic email notifications checkbox. This feature automatically sends email notices to the patron’s email address for in-stock holds, overdue fees, and a number of other things. Read more about it in Circulation Settings.
For those of you who want greater control over your notices – such as when they go out and to whom – use scheduled notice reports. For example, you could set up an Overdue Items and Unpaid Charges Notice report for each grade or homeroom and schedule it to email the teacher every month so they can help remind students.
- Go to Operations > Notices, add a new notice, and choose the Items Out or Holds category.
- Test out a few of the report notices to see which ones work best for your situation. When you’ve found one, click Create at the bottom right.
- Build your report in the Selections and Options tabs.
- In the Overview tab, schedule the report to run at a specific frequency and time.
- You can also enable email notifications and specify to whom the notices will be sent. Separate email addresses with a comma.
And if you find it meets your needs, you can even use both methods at the same time!
Can I choose the next patron barcode Alexandria will assign?
You can! First, navigate to Preferences > Patrons > Patron Defaults tab. In the Barcode Settings section, specify the beginning number for auto-assigned barcodes – choose a number that doesn’t conflict with your item barcodes and has enough room to continue sequentially for all future patrons. Learn more in Patron Preferences.
What do I need to do before winter break?
See a collection of our favorite tips about winter break: