FAQ

Are there more training workshops that I can view?

How can I modify my Grade Table?

Change your Grade Table in Preferences. You’ll want to check Authority Control as well to make sure your grades are consistent. Please learn more about modifying your Grade Table in Patron Preferences.

How do I remove old Homerooms from my Homeroom list?

Once there are no patrons listed in a homeroom anymore, the homeroom is removed. So, updating the homerooms manually, via import, or through Authority Control will remove any homerooms with no patrons. Contact Support for additional assistance.

How do security groups limit access?

Each level has the access of all the groups below them, but does not have access to any security groups on the same level or above them. See Security for additional information.

How do I update Patron records with a file on my computer?

First, make sure the file is tab-delimited (not a csv file).
Make sure you have a way to match the patron information with the info in the file, such as barcode, RSN (Record Sequence Number), GUID (Gobally Unique Identifier), Government ID (SSN), Community ID (Student #), or Primary Email, First Name, and Last Name (all 3).
See Patron Imports Best Practices for more information.

Where can I find counts and how many Patrons/Items am I licensed for?

To find your license and system information, go to the help menu in the topnav and click About Alexandria. This will show you your patron/item count and how many you have left in your license.

How do I forgive charges?

To forgive a charge for an individual patron, use Circulation.

Make the patron current and go to the Charges tab.
Select the charge (or by holding <shift> or <command> you can select more than one).
Click Make Payment. (Or Forgive Charge.)
Click the box to Forgive remaining balance, and click Process.

To forgive charges in batches, use the Forgive Charges utility.

Go to Operations > Utilities > Patrons > Forgive Charges.
Use the Selections tab to choose who you are forgiving the charges for.
Use the Options tab for what type of charges to forgive, or in a specific date range.
Click Run.

When a date is entered to the Advance After field in Grade Table preferences, will grades advance automatically after that date?

Entering a date will not automatically advance the Patron Grades. Learn more about Grade Table preferences.

Why isn’t my zipped or compressed file importing patron pictures?

Usually, this means the file is larger than 50mb. You need to separate the file into smaller sizes in order to import them.

How do I add a new librarian/admin account?

An admin account is simply a patron account with a different security group set (like District Administrator). New librarians should set their security group accordingly, usually as high as they are allowed to select.