FAQs

The main FAQ page is: https://support.goalexandria.com/faq/

How do I advance my patron grades?

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.

School has started and I want to clean up my item records. Is there an easy way to clean up mediums and genres?

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 perform a full inventory?

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.

What reports in Alexandria can help me with my end-of-year procedures?

We’ve got a tip for that!

What do I do about loaned items that were not returned, and also clean up lost and discarded copies?

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.

FAQs

Latest FAQ

How do I perform a full inventory?

What reports in Alexandria can help me with my end-of-year procedures?

What do I do about loaned items that were not returned, and also clean up lost and discarded copies?

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