User`s Manual - Astonishing Portal

User`s Manual - Astonishing Portal
User’s Manual
For Macintosh and Windows
Alexandria v5.43
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Printed August 2001—v5.43
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Table of Contents
Introduction................................................................ 1
Communication Protocols ....................................................2
Note and Warning Alerts .....................................................2
Preparing for Alexandria........................................... 3
Automating Your Library Overview .......................................3
Archiving Your Data .............................................................3
Backing Up Your Data ..........................................................4
What to Backup ....................................................................4
Determining a Backup Strategy ............................................4
Develop a Secure Backup Strategy .....................................4
Why You Must Backup Your Data ........................................5
Backup Hardware .................................................................5
Guidelines for Your Backup Strategy ...................................6
Sample Backup Strategy ......................................................6
Barcode Your Collection .......................................................7
Guidelines for Choosing Barcode Numbers .........................7
Sample Barcode Numbering Scheme ..................................8
Classes of Barcode Labels ...................................................9
One and Two-Part Labels ....................................................9
Where to Place Barcode Labels .........................................10
When to Label Items ..........................................................10
Barcode Readers ...............................................................10
Enter Item Data ..................................................................11
Enter Patron Data ...............................................................12
Set Your Library Preferences .............................................12
Develop a Machine Maintenance Strategy .........................12
Develop an Alexandria Maintenance Strategy ...................12
Evaluate the Security of Your Data Station ........................13
Installing Alexandria................................................ 15
Hardware and Operating System Requirements ................15
Alexandria Communication Systems ..................................16
Installation Summary (read this first) ..................................17
Installing Alexandria Clients ...............................................27
Client Installer Resources ..................................................27
Configuring Alexandria WEB ..............................................29
Installing NetLink III ............................................................30
Installing Z39.50 Server .....................................................30
Transferring data from Alexandria v3 .................................31
Transferring data from Alexandria v4 .................................33
Transferring data from AfW ................................................34
Alexandria User’s Manual — iii
Alexandria Basics ................................................... 39
Macintosh vs. Windows command differences .................. 39
About/Help Menu ............................................................... 40
File Menu ........................................................................... 41
Edit Menu ........................................................................... 42
Show Menu ........................................................................ 43
Reports Menu .................................................................... 44
Links Menu ........................................................................ 45
Window Menu ................................................................... 45
Management Command Menus ........................................ 46
Finding Records ................................................................ 46
Browsing Records .............................................................. 47
Changing Records ............................................................ 48
Adding Records ................................................................. 48
Duplicating Records ........................................................... 49
Removing Records ............................................................ 49
The Alexandria Word Processor ........................................ 50
Library Bulletin Board ........................................................ 52
Maps .................................................................................. 54
Preferences.............................................................. 57
Administration Preferences ................................................ 59
Adding Users ..................................................................... 60
Removing Users ................................................................ 60
Activating Security ............................................................. 61
Access Levels .................................................................... 61
Changing the User Name .................................................. 62
Address Books ................................................................... 63
Adding New Address Books .............................................. 64
Defining Groups ................................................................. 65
Updates ............................................................................. 67
Services ............................................................................. 68
Alexandria Researcher Preferences .................................. 69
Archive Preferences ......................................................... 72
Calendar Preferences ........................................................ 73
Circulation Preferences ..................................................... 75
Circulation .......................................................................... 75
Statistics ........................................................................... 77
Letters ................................................................................ 78
Misc ................................................................................... 79
Check Out Options ............................................................ 80
Display Settings Preferences ............................................. 81
Miscellaneous Display Settings ......................................... 82
Item Management Preferences ......................................... 83
Library Information Preferences ........................................ 87
Email .................................................................................. 88
iv — Alexandria User’s Manual
School ................................................................................89
Orders Preferences ............................................................90
Claim Letter .......................................................................91
Patron Management Preferences ......................................92
Policies Preferences ...........................................................94
Patron Policies ...................................................................94
Item Policies .......................................................................97
Circulation Policies ...........................................................100
Routes Preferences ..........................................................102
Sounds Preferences .........................................................103
Word Processor Preferences ...........................................105
Patron Management .............................................. 107
Patron Management Window ...........................................107
Using the Patrons Menu ...................................................108
Finding Records ..............................................................109
Modifying Patron Information ...........................................110
Adding New Patrons .........................................................111
Duplicating a Patron ........................................................112
Removing a Patron ...........................................................112
Take Patron Picture ..........................................................112
Paste Patron Picture ........................................................112
Remove Patron Picture ....................................................112
Show Details ....................................................................112
Show History ....................................................................112
Special Patrons ................................................................113
Patron Information Fields .................................................114
Primary Patron Information ..............................................114
Personal Info ....................................................................116
Notes ................................................................................118
Statistics ...........................................................................119
Attachments .....................................................................120
Item Management .................................................. 121
About Marc records ..........................................................121
Using the Items Menu ......................................................123
Finding Records ..............................................................123
Browsing Records ...........................................................124
Changing Item Information ...............................................125
Authority Control ...............................................................126
Adding New Titles or Copies ............................................127
Removing a Title or Copy .................................................127
Move Copy to this Title .....................................................128
Duplicating an Item ..........................................................128
Show Details ....................................................................128
Item Information Fields .....................................................129
Alexandria User’s Manual — v
Primary Item Information ................................................. 130
Adding Audio Visual Equipment ..................................... 132
Author Editor .................................................................... 135
Copy Information ............................................................. 136
Copy Notes ..................................................................... 138
Copy Statistics ................................................................. 139
Title Publication ............................................................... 139
Subjects ........................................................................... 141
Categories ....................................................................... 142
Notes ............................................................................... 143
Statistics .......................................................................... 144
Attachments ..................................................................... 145
SP .................................................................................... 146
Marc Editor ...................................................................... 147
Circulation.............................................................. 153
The Circulation Window ................................................... 153
Modes, Commands and Help .......................................... 154
Current Patron and Current Item Information .................. 154
Transaction Log ............................................................... 154
Using the Circulation Window .......................................... 155
Using the Command Line ................................................ 155
Using Help for Commands ............................................... 156
Using the Circulation Menu .............................................. 157
Alexandria Circulation Commands .................................. 159
Locating Patrons and Items ............................................. 165
Checking Patron and Item Status .................................... 167
Checking Items Out and In .............................................. 169
Checking Items Out ......................................................... 169
Special Conditions When Checking Out Items ................ 170
Using Special Patrons ..................................................... 171
Checking Items In ............................................................ 173
Using Bookdrop Mode ..................................................... 174
Temporary Items .............................................................. 175
Setting Up Temporary Check Out Items .......................... 175
Checking Out Using Temporary Items ............................. 175
Renewing an Item ............................................................ 177
Reserving an Item ............................................................ 178
Hold Requests ................................................................. 178
Placing a Hold Request ................................................... 179
Removing Patron Holds ................................................... 180
Adjusting or Removing Item Holds .................................. 180
Reservations .................................................................... 181
Placing a Reservation ...................................................... 181
Reservation by Patron ..................................................... 183
Reservations Check Out, by Item .................................... 183
vi — Alexandria User’s Manual
Reservations check out, by Patron ...................................183
Removing Patron Reservations ........................................183
Removing Copy Reservations ..........................................184
Handling Charges and Payments .....................................185
Viewing Charges and Payments ......................................185
Forgiving a Charge ...........................................................185
Recording a Payment .......................................................186
Charging a Fee .................................................................186
Charging a Fee .................................................................186
Inventory Control ..............................................................187
Taking Inventory ...............................................................187
Notes about Inventory ......................................................187
Inventory Reports .............................................................188
Other Circulation Commands ...........................................189
Set Self-Service ................................................................189
Change Patron Location ...................................................189
Change Copy Location .....................................................189
Change Copy Collection ...................................................189
Change Barcode Number .................................................190
Start Statistics Mode ........................................................190
Change Item Policies .......................................................191
Change Patron Policies ....................................................191
Restore Previous Policy ...................................................191
Start Classification Mode ..................................................191
Receive Subscription ............................. 192
Renew All Items ...............................................................192
Renew Query ...................................................................192
Issue Routing Slip ............................................................193
Read Transaction file .......................................................193
Importing Portable Laser Scanner Inventory Files ...........194
Advanced Bookings .............................................. 195
Settings ............................................................................196
Advanced Bookings Preferences .....................................197
Notices .............................................................................197
Advanced Bookings ..........................................................198
Exceptions Happen, what do we do? ...............................200
Searching ............................................................... 201
The Search Window .........................................................201
Boolean Search, Overview ...............................................202
Search Window Control Icons ..........................................204
Result List Printing Options ..............................................205
Boolean Search ................................................................206
Using Boolean Operators .................................................207
Using the Dictionary .........................................................208
Alexandria User’s Manual — vii
Simple Search Window .................................................... 209
Dictionary Search Window ............................................... 210
Study Program Search Window ....................................... 211
Standard Search Results List .......................................... 212
Creating your own Custom Results Lists ......................... 213
Simple Search Results List .............................................. 215
Placing Holds and Making Reservations ......................... 216
To place a Hold, do the following: .................................... 216
To place a Reservation, do the following: ........................ 217
Displaying Patron Details ................................................. 218
Changing Patron Information ........................................... 221
Alexandria WEB..................................................... 223
Web Preferences ............................................................. 223
Searching with Alexandria WEB ...................................... 225
Alexandria WEB sample windows ................................... 226
Alexandria WEB, Patron Log In ....................................... 226
Alexandria WEB Patron Details ....................................... 226
Alexandria WEB Boolean Search. ................................... 227
Alexandria WEB Results .................................................. 227
Alexandria WEB Title Details ........................................... 228
Alexandria WEB Reservations ......................................... 229
Alexandria Explore................................................ 231
Alexandria Explore Preferences ...................................... 232
Placing and configuring button/icons ............................... 237
Button Actions .................................................................. 238
Searching with Alexandria Explore .................................. 240
WAN Searching ..................................................... 243
Configuring your system for WAN access ....................... 243
Wan Searching ................................................................ 244
Z39.50 Client .......................................................... 247
Configuring your system for Z39.50 access .................... 247
Z39 Address Book ........................................................... 248
Orders, Vendors & Budgets ................................. 249
Orders Management ........................................................ 249
Primary Information ......................................................... 250
Order ................................................................................ 251
Notes ............................................................................... 251
Order Summary ............................................................... 252
Order Budget Allocations ................................................. 252
Line Items ........................................................................ 253
Line Item Details .............................................................. 254
Order Commands ........................................................... 257
viii — Alexandria User’s Manual
Vendors Management ......................................................258
Contact Info ......................................................................259
Notes ...............................................................................260
Vendor Commands ..........................................................260
Budgets Management ......................................................261
Budget Details ..................................................................262
Total Budget .....................................................................263
Budget Commands ...........................................................264
Subscriptions & Routes ........................................ 265
Subscriptions Management ..............................................265
Subscription Primary Information .....................................266
Subscription Info ...............................................................267
Subscriptions Item Info .....................................................268
Subscriptions History ........................................................269
Routes Management ........................................................270
Routes Primary Information ..............................................270
Route List .........................................................................271
Route Instructions ............................................................272
Introduction to Reports......................................... 273
How to Create a Report ....................................................273
Creating Quick Reports ....................................................276
Using Quick Reports ........................................................278
Patron Reports....................................................... 279
Preparing Patron Reports .................................................279
Patron Report Formats .....................................................282
Sorting Options for Patron Reports ..................................283
Selection Options for Patron Reports ...............................284
Item Reports........................................................... 287
Preparing Item Reports ....................................................287
Item Report Formats ........................................................289
Inventory ...........................................................................292
Sorting Options for Item Reports ......................................294
Selection Options for Item Reports ..................................295
Circulation Reports ............................................... 297
Preparing Circulation Reports ..........................................297
Circulation Report Formats ..............................................299
Circulation Reports Sorting Options .................................302
Circulation Reports Selection Options ..............................303
Preparing Usage Statistics Reports .................................305
Usage Statistics Report Formats ......................................307
Usage Statistics Sorting Options ......................................308
Usage Statistics Selection Options ..................................308
Alexandria User’s Manual — ix
Order Reports ........................................................ 309
Preparing Order, Vendor & Budget Reports .................... 309
Sorting Options for Order Reports ................................... 311
Selection Options for Order Reports ................................ 311
Preparing Vendor Reports ............................................... 312
Vendor Report Formats ................................................... 312
Sorting Options for Vendor Reports ................................. 312
Selection Options for Vendor Reports ............................. 312
Preparing Budget Reports ............................................... 313
Budget Report Formats ................................................... 313
Sorting Options for Budget Reports ................................. 313
Selection Options for Budget Reports ............................. 313
Subscription Reports ............................................ 315
Preparing Subscription & Route Reports ......................... 315
Subscription Report Formats ........................................... 317
Sorting Options for Subscription Reports ........................ 317
Selection Options for Subscription Reports ..................... 317
Preparing Route Reports ................................................. 318
Route Report Formats ..................................................... 318
Sorting Options for Route Reports ................................... 318
Selection Options for Route Reports ............................... 318
Special Reports ..................................................... 319
Preparing Special Reports ............................................... 319
Special Report Formats ................................................... 320
Super Summary Report Details ....................................... 324
The Regular Super Summary .......................................... 324
The Missouri Super Summary ......................................... 325
Super Summary Statistics Groups ................................... 326
Super Summary Call Number Prefix definitions .............. 327
Alexandria Utilities ................................................ 329
How to Initiate a Utility ..................................................... 329
Item Utilities ..................................................................... 331
Verify Items ...................................................................... 331
Replace Information ......................................................... 332
Modify Call Numbers ....................................................... 333
Remove Title .................................................................... 334
Remove Copy .................................................................. 334
Remove Archived Copies ................................................ 335
Remove Lost Copies ...................................................... 336
Remove Discarded Copies .............................................. 336
Remove Copy Transactions ............................................ 337
Match Title Call Numbers ................................................ 337
Match Title Policies .......................................................... 337
x — Alexandria User’s Manual
Patron Utilities ..................................................................338
Verify Patron Status .........................................................338
Replace Patron Information ..............................................339
Remove Patrons ...............................................................340
Clear Patron History .........................................................340
Renew Patron Cards ........................................................341
Keep Patron History .........................................................341
Remove All Transactions .................................................341
Circulation Utilities ............................................................342
Exporting Item Information ...............................................343
Exporting Patron Information ............................................345
Export Other .....................................................................346
Check for Updates ............................................................347
Database Utilities .............................................................347
Rebuild ............................................................................ 347
Data Scan ....................................................................... 347
Catalog Utilities ................................................................348
Verify Utilities ....................................................................350
Data Import............................................................. 351
Data Import Dialog ...........................................................351
Global Settings .................................................................352
Item Settings ....................................................................352
Patron Settings .................................................................354
Computerized Records .....................................................355
Tab-Delimited Records .....................................................356
Alexandria’s Tab-Delimited Import File Format ................356
Import File Example .........................................................357
Field Mapping Window .....................................................358
Importing Patron Information ............................................359
Rules for Importing Patron Information ............................359
Uses for Patron Import and Export ...................................359
Patron Fields—Field Number ...........................................360
Importing Item Information ...............................................361
Item fields—Field Numbers ..............................................362
Importing Transaction Files ..............................................363
Marc/MicroLIF Records ......................................... 365
Marc/MicroLIF Record Definition ......................................366
For Marc records created by Alexandria ..........................366
A Sample Marc Record ....................................................368
A Sample MicroLIF Record ..............................................368
District Librarian .................................................... 369
Using the District Menu ....................................................370
Configuring the District Librarian ......................................371
Alexandria User’s Manual — xi
Technical Details ................................................... 373
Alexandria v5 is unique .................................................... 373
Shortcut Keys ........................................................ 375
Accelerator and Hotkey Commands ................................ 375
Windows Shortcut Keys ................................................... 375
Macintosh Shortcut Keys ................................................. 376
Glossary ................................................................. 377
xii — Alexandria User’s Manual
Introduction
Congratulations on selecting Alexandria™ for your library information management
system. Alexandria is a powerful application that not only helps you manage your
library, but also allows your patrons to fully access your libraries resources.
The Alexandria library automation system consists of a main information server called
the Alexandria Data Station (or Data Station for short) and various clients that can
communicate with the Data Station.
The Data Station is the central repository for all your Alexandria library system
information; it stores all Alexandria data and performs the work required to process
information and command requests from Alexandria clients. The first Alexandria
program that you run (and enter registration information into) is your Data Station.
There is only one Data Station for each Alexandria license.
The Data Station can perform all the functions of the Alexandria Librarian™,
Alexandria District Librarian™ and Alexandria Researcher™ clients. You’ll know it’s
the Data Station because when you launch it, a window will appear and notify you.
Inside the same folder as the Data Station is the Data folder, where all your information
(data) is saved.
Alexandria client computers communicate with the main Alexandria Data Station to
perform library functions. Multiple clients can access the same Alexandria Data Station.
Your Alexandria license determines which clients you can use and how many can be
simultaneously connected.
There are a variety of expanded Alexandria client programs that can access the data on
your Data Station. Your license allows a fixed number of simultaneous users, no matter
which client you are running. Your Data Station does not count as a client except for a
“single user” license where no other clients are allowed. Clients are available for both
Mac and Windows.
• Alexandria Librarian is used by the Librarian to perform all library functions
such as Circulation, cataloging and other administrative functions. Since the
Alexandria Librarian capabilities are contained in the Data Station, many
libraries will choose to use the Data Station to perform these functions. You
may use as many Alexandria Librarian clients as your license permits—but
you will always have only one Data Station.
• Alexandria Researcher is used by patrons to access and search the library
catalog and, if authorized, to place holds and reservations on items in the collection. Alexandria Explorer can be added as an option.
• Alexandria WEB™ is purchased as an Alexandria option. When activated in
your Data Station, it allows searching of your Alexandria collections using a
standard World Wide Web browser such as America Online, Netscape Navigator, or Microsoft Internet Explorer.
• Alexandria District Librarian provides access to multiple collections across a
district using a wide-area network or to a centralized Alexandria database.
With this workstation a librarian can manage multiple libraries in a district.
• Alexandria Explore provides a young child’s interface to your Alexandria collection. The interface uses graphics and icons to help patrons who do not yet
read proficiently find what they need in the collection.
Alexandria User’s Manual — 1
Introduction
Communication Protocols
Communication Protocols
Alexandria workstations always communicate with the Data Station using TCP/IP
communications protocols. Alexandria v5 does not support Macintosh’s AppleTalk
protocol.
• TCP/IP (Transmission Control Protocol/Internet Protocol) is the protocol used
for the Internet and is supported as part of the basic operating systems for both
Macintosh and Windows.
• PPP (Point to Point Protocol) communication protocol provides a TCP/IP connection using a modem and Internet Service Provider (ISP). If you dial up an
on-line service to access the Internet, you can use PPP to connect. PPP should
be connected before Alexandria is launched.
Note and Warning Alerts
- N
O T E
-
Look for a box like this for special notes or comments that should be
carefully examined by the user.
W
A R N I N G
!
Look for a box like this for warning messages or important comments that
should not be ignored!
2 — Alexandria User’s Manual
Preparing for Alexandria
This chapter provides information about how to prepare for the automation of your
library collection.
Automating Your Library Overview
Use the following steps to prepare your library for automation with Alexandria.
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Step 6.
Step 7.
Step 8.
Step 9.
Step 10.
Step 11.
Develop a secure backup Strategy
Determine your strategy for entering item information into Alexandria
Determine your strategy for entering patron information into Alexandria
Barcode your collection
Install Alexandria
Set your library preferences
Add your Item Information
Add your Patron Information
Develop a machine-maintenance strategy
Develop an Alexandria maintenance strategy
Evaluate the security your Data Station and situation require
Archiving Your Data
Alexandria has a built-in archiving utility (see “Archive Preferences” on page 72) that can
be configured to make complete, regular copies of your valuable Alexandria Data and
store them in a folder on your hard disk.
The major difference between a backup and an archive is that backups are made on
removable media that can be physically stored away from the library. Archiving
provides a quick and automatic method of saving your database before you perform
large changes to it through importing or utilities.
Alexandria User’s Manual — 3
Preparing for Alexandria
Backing Up Your Data
Backing Up Your Data
Backups are duplicate copies of files on a computer that should be saved to an external
source. You should have a backup strategy in place to ensure that you always have a
current backup of your Alexandria data files. Daily backup of your Alexandria data is
highly recommended!
What to Backup
Alexandria data files change every time you use the Alexandria system. For example,
every time you update an item record or a patron, check an item in or out, or perform
any other transaction in Alexandria, the data files change to reflect your updates.
All Alexandria information is stored in the Data folder. This makes it easy to backup
your data on a regular basis.
Determining a Backup Strategy
A backup strategy is a schedule for performing backups at regular intervals. It is highly
recommended that you use the following guidelines in your backup strategy.
• Backup your Data folder at the end of every day.
• Make additional backups before and after you make any major changes in
your system. For example, after you do an inventory and use Utilities to
update your records at year-end, you should backup your data.
• Keep more than one backup copy of data and store older copies off-location.
This protects your data in case of fire or theft in the library.
• Test your backup strategy and recovery procedures to make sure they work
and that you know how to recover data. Do this before you have a problem so
you’ll know that you can recover data when needed.
Develop a Secure Backup Strategy
For the purpose of backups, there are two kinds of files.
• Program Files are the files that make your applications run. These files are sent
to you on disks or CDs, or downloaded from the internet, and you install them.
In case of a failure in your system, you can reinstall these program files. For
this reason, you are allowed to make one backup copy of the original disks or
CDs to archive before storing both the original and backup copy in a safe place.
• Data Files are where your system information is stored. When you enter and
change information using your applications such as Alexandria, Microsoft
Excel, and ClarisWorks, your data files are updated. Because these files can
change every time you use the application, and because losing all the data you
have entered can be a major loss, you must make backup copies of your data
on a regular basis.
A backup strategy is a schedule for performing backups at regular intervals to minimize
data loss in the event your computer system fails.
4 — Alexandria User’s Manual
Backing Up Your Data
Preparing for Alexandria
Why You Must Backup Your Data
Inevitably, sometime during the life of your computer, you will suffer some type of
hardware malfunction. When this happens, your data can be irreparably corrupted or
lost. Although you can reinstall the Alexandria application from your original CD,
doing so does not retrieve your most current data files.
Your only options for recovering data when you have suffered a malfunction are to
either re-enter all the data by hand or to recover your most recent data from a backup
copy––updating only the data that changed since the last backup was made. The more
current the backup copy of the data, the less data you will have to re-enter.
NOTE:
Daily backups of your
Alexandria data are
highly recommended!
All Alexandria data is stored in the Data folder, which makes it easy to backup your
data on a regular basis. You should have a backup strategy in place to ensure that you
always have a current backup of your Alexandria data files. With adequate backup
procedures in place, only small amounts of information will be lost, even after the worst
conceivable failure.
Your backup procedure for Alexandria should copy the Data folder. Some library
systems only backup your transactions on a daily basis. Although this technique results
in a fast backup, it’s not complete, and recovery can take much longer than a full
backup.
If you make a backup copy of the Data folder every day, you’ll be able to recover all the
changes you’ve made through the end of each day. You can then recover the data easily
and rapidly, should it be required.
Backup Hardware
Although you can use any computer mass storage device for backups, the most reliable
and cost effective choices are tape (DAT, DLT, etc.) and removable media (Zip, Jaz, CDR, CD-RW, etc.) media. COMPanion recommends that you DO NOT backup on floppy
disks or any hard disks connected to your computer. For the best reliability, backup
media should be stored away from your computer in case of theft, fire or other physical
loss.
If you have a large amount of data, tape backup is the most reliable, cost effective and
efficient method. With tape drives, you can set backup procedures to run at a
predetermined date and time without operator interaction. More so, modern tape drives
hold several gigabytes of data on a single tape cartridge. If you have smaller amounts of
data, removable media devices, such as COMPanion’s Workstation Backup, provide
ease of use and security.
Your choice of backup hardware will depend on your budget, the amount of data you
need to backup, and the policies and procedures within your district or library.
Alexandria User’s Manual — 5
Preparing for Alexandria
Backing Up Your Data
Guidelines for Your Backup Strategy
The following are general guidelines to follow regardless of the specific backup strategy
you use.
• Before using a new system, perform an initial backup to create a permanent
archive of your data.
• Backup your data before and after you make any major changes, such as taking
inventory in the library. Use Utilities to make general updates such as grade
changes and updates to library cards.
• To minimize data loss due to bad backup devices (such as a damaged tape)
avoid using the same tape, disk, or CD-RW for consecutive backups.
• Keep more than one backup copy of data and store older copies off-location.
This protects your data in case of fire or theft in the library.
• To ensure you are using your backup hardware and software correctly, practice
restoring data from a backup device. Don’t wait until you have lost data and
need your backup to learn how to restore your data or discover a flaw in your
backup procedures.
Sample Backup Strategy
The following is a sample strategy for routine backup during normal operations. It
requires a minimum of eight tapes or cartridges.
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Step 6.
6 — Alexandria User’s Manual
Label four tapes: Monday, Tuesday, Wednesday, and Thursday.
Label four additional tapes: Friday-1, Friday-2, Friday-3, and Friday-4.
Backup Monday through Thursday at the end of the day, using the
assigned tape. Use the same tape for the same day of each week. For
example, use the Monday tape every Monday, copying over last week’s
Monday backup with this week’s Monday backup.
Backup Friday at the end of the day using a new tape every Friday. Use the
tapes labeled Friday-1, Friday-2, and so on. Do not copy over the previous
Friday’s backup.
If you have more tapes or cartridges available, use these to keep more
than four Friday backup tapes.
Store your Friday backup tapes or cartridges in a location other than the
library. This guards against loss of data in case of fire or theft.
Preparing for Alexandria
Barcode Your Collection
Barcode Your Collection
Each item and patron in your library is assigned a unique number that Alexandria uses
for identification. These numbers appear as barcode numbers on library items and
patron library cards.
Library Name
Wand-Readable Number
User-Readable Number
A typical barcode label consists of three pieces of information:
• The name of the library, school, or company
• The barcode, usually printed in the middle of the label
• The barcode number written in numerals at the bottom of the label
A barcode can be read quickly by powerful, low-cost scanning devices that you can
purchase from COMPanion Corporation. Using a barcode reader makes your job easier
and reduces the chance for errors. If you don’t have a scanner, you can type the UserReadable number in the command line.
The format of the barcode is called its symbology. The symbology COMPanion uses,
Code 39 (also known as Code 3 of 9), is the industry standard for industrial and
commercial applications––including libraries. This symbology provides a high level of
data security with error rates between 1 in 3 million and 1 in 70 million characters
scanned. Code 39 does not require a check character in normal commercial and
industrial applications. It is also bi-directional, which means it can be scanned from left
to right or from right to left.
You need barcode labels on all the items in your library that will be managed with
Alexandria. You may also want to barcode objects such as audio visual equipment,
computers, desks, and tables, so you can use Alexandria to inventory these items.
You can also keep temporary records of items such as magazines and newspapers.
Temporary items can be assigned a barcode number and then circulated like permanent
items. A barcode number is assigned to a temporary item only while it’s checked out.
Guidelines for Choosing Barcode Numbers
You can setup barcode numbers (according to your needs) using up to 14 digits. The
following are general guidelines for determining your barcode numbering:
• Use the same number of digits for items and patrons.
• Consider using an employee ID or student number for patron barcodes (be
sure employee IDs or student numbers do not coincide with item numbers).
• If you have more than one library in your system, use a unique barcode numbering scheme for each library’s collection. This will make it easier to manage
a central catalog with holdings from all libraries within the system. If items are
moved between collections, the barcodes will remain unique and do not interfere with existing item barcodes.
• Use the simplest numbering scheme possible that still meets your needs.
Alexandria User’s Manual — 7
Preparing for Alexandria
Barcode Your Collection
Sample Barcode Numbering Scheme
The following is a sample barcode numbering scheme. This scheme supports
management of up to 899 libraries with each library having up to 300,000 patrons and
700,000 items. You can vary this scheme to handle more libraries, groups within a
library, or independent items.
- N
O T E
-
It is recommended that you avoid starting barcodes with zero (“0”) as the
first digit. Barcodes can contain letters and numbers; spaces and
punctuation are not allowed.
This sample scheme uses a 9-digit barcode number for items and patrons.
• Digits 1 to 3 identify the library. For example, 100 is Eastside Library, 200 is
Westside Library, and so forth.
You can use the three digits within this group to further breakdown the libraries. For example:
110 — Eastside Elementary School’s library
130 — Eastside Middle School’s library
150 — Eastside High School’s library
210 — Westside Elementary School’s library
230 — Westside Middle School’s library
...and so on
If you have more than one library in your system, using unique barcodes for
each library’s collection makes it easier to manage a central catalog with holdings from all libraries in the district. If items are moved between collections,
the barcodes are unique and do not interfere with barcodes for the existing
items.
• Digit 4 can tie a barcode to a patron group such as students or staff, to a
medium type or vendor, or to an item group such as fiction or reference. For
example, if you use 0 through 2 for patrons and 3 through 9 for items, you will
have unique barcode numbers for 3 patron groups and 7 item groups.
• Digits 5 through 9 identify the individual patrons or items in the group.
NOTE:
The spaces between
numbers in the barcode
example to the right are
for readability. The
actual barcode would
be entered as:
110200361.
Using the above scheme, you would have barcodes like the following. The bold digits
identify the library, the underlined digit identifies the patron or item group, and the
remaining digits identify the particular patron or item.
110 2 00361
110 identifies the library
2 identifies the patron or item group
00361 is the specific patron or item’s number
If you have a smaller number of patrons, you can choose a simpler code with fewer
digits. The main objective is to keep the number of digits the same for items and patrons
to ensure that each library in a district has a unique range of barcode numbers, and to
use the most straightforward numbering scheme that meets your needs.
8 — Alexandria User’s Manual
Preparing for Alexandria
Barcode Your Collection
Classes of Barcode Labels
There are two classes of barcode label.
• Photocomposed labels are made using a photographic process to create
high-quality, long-lasting labels. Rather than printing ink on paper, the photocomposed process makes the barcode image an integral part of the label. These
labels usually come with high-quality lamination and adhesives that make
them durable and easy to attach. You should use photocomposed labels on all
permanent items.
• Printed labels are made using a printing process that places the ink on top of
the label. These labels require protection of some kind to keep the ink from
rubbing off. An extra protection label of transparent Mylar can be placed on
these to extend their lives. Although the cost of these labels is less than photocomposed labels, the protection and labor they require can cause them, in most
cases, to cost more. Printed labels without extra protection are most cost-effective when printed by you in your library and used for temporary items such
as magazines and newspapers.
One and Two-Part Labels
You can purchase either one or two-part barcode labels, depending on how you plan to
use them. One-part labels include the library name, barcode, and written number.
If you want to place a barcode label in two different locations on an item, you can order
two copies of these one-part labels.
Two-part labels include the same information as the one-part label. The two-part labels
also include a second portion on the label, which display the written barcode number.
Part 1. Main Label
Part 2. Number only
The second part of the label is useful to attach to a shelf list card or placed in the book in
a different location than the upper portion.
Two-part labels provide the benefits of having two labels for each item, at a lower
overall cost.
Alexandria User’s Manual — 9
Preparing for Alexandria
Barcode Your Collection
Where to Place Barcode Labels
You can place barcode labels on the inside or outside of items. A label on the outside is
easy to locate, but is subject to much greater wear and tear, therefore shortening its life.
Most Alexandria users place their labels on the inside back cover of books and on the
outside of items such as records, tapes and CDs.
If you plan to place barcode labels under a clear jacket cover, test your barcode reader to
make sure it can read the labels through the jacket cover.
Placing barcodes vertically on the back cover next to the spine can make inventory
easier since you wouldn’t need to fully remove the books from the shelf to scan them
with a barcode reader.
When to Label Items
You can label items either before or after you enter item information.
For an existing library, it’s usually easier to purchase your barcode labels early and
place them on the items before the item information is entered into the computer. Use
two-part labels for this method. As you place the barcode on the item, place the second
label on the shelf list card that will be used for entering item data into the computer.
If you are starting a new library, be sure to purchase bibliographic information for your
items in a computer-readable format (Marc or MicroLIF). Either order your books with
barcode labels attached, or tell your supplier which numbers to assign (in the Marc/
MicroLIF records). Have the numbers assigned in call number order so it’s easy for you
to locate the item for each barcode label you have to apply.
Barcode Readers
To read a barcode, your computer needs a special device designed to read the barcode
and enter the value into the computer. This device is called a barcode reader or scanner.
There are a number of different types of barcode readers available, including light pen
readers, laser readers and portable readers. The device you choose for your library
depends on your budget and your library’s requirements.
Wand or pen-type readers are the least expensive devices for reading barcodes. CCD
Wedge or laser scanners are more expensive but do a better job reading the labels,
especially in those hard-to-reach item places.
Portable readers give you the freedom of going to your bookshelves to scan labels,
rather than having to take the books to the Librarian Workstation to be scanned.
Portable readers are especially useful during inventory.
10 — Alexandria User’s Manual
Preparing for Alexandria
Enter Item Data
Enter Item Data
The process of taking existing catalog information (usually on card catalogs) and
converting the information into a machine-readable format is called retrospective
conversion. This process takes time and effort. It is usually a good time to examine your
collection and remove unused and outdated items.
There are several methods of converting your data for Alexandria.
• Retrospective Conversion—You can hire a retrospective conversion company
to create MicroLIF and Marc records for all items in your collection.
Before sending your shelf list to the conversion company, assign barcode numbers to the items in your collection and record the barcode and other local
information on the catalog cards. The Marc records you receive and import
into Alexandria will be complete, and you will have no additional data to
enter.
This process can be time-consuming and expensive, but it is the most complete
retrospective conversion method available.
• Create your own Marc records using a Marc record database—COMPanion
offers SmartMARC™, which includes (and reads) Brodart’s Precision One
CD-ROM database of Marc records; or various Z39.50 libraries accessible with
an Internet connection. You input minimal information (i.e. title, author, ISBN
and/or LCCN) and then SmartMARC searches for Marc records matching the
brief information you enter.
Once the process is complete, you can add local information such as call number (tag 852_h), barcode number (tag 852_p), price (tag 852_q), item type (tag
949_a), special funds (tag 852_i), and volume (tag 949_d) to your Marc records.
This process can save many hours in your retrospective conversion. If you
plan to do your own retrospective conversion, this is the best alternative.
• Import item records into Alexandria from another source—You can enter
information using any database program that can create a TEXT file in a tabdelimited format.
• Enter the information directly into Alexandria—This direct approach is more
time-consuming, but is also cost-effective.
Many book Vendors offer Marc/MicroLIF records on disks or CD-ROMs for the items
they sell. Conveniently, Alexandria can read Marc or MicroLIF records directly, saving
you the time and energy of typing item information directly into the computer. If you
are automating a new library, ask for these records when you order items.
Alexandria User’s Manual — 11
Preparing for Alexandria
Enter Patron Data
Enter Patron Data
In the same way that you must enter item information into Alexandria, you must also
enter information about the patrons who use your library. Patron information can be
entered one patron at a time from the Patrons window or imported from another
source.
Imported patron data can come from any source that provides a tab-delimited file format.
In many cases, patron data is available in machine-readable format in your school’s
office or at the district office. Check with your school or district office to find out how
patron data is stored.
Set Your Library Preferences
All libraries have rules that govern how patrons use the library, how items are managed
and how the library operates. The Alexandria system uses preferences to establish and
apply these rules.
School libraries, for example, can set preferences that allow tenth grade students to
check items out for a longer period of time than second grade students. The check out
period for reference items can be set for one day, while fiction and nonfiction works can
be set for two weeks.
Alexandria collects statistics on each group of patrons, such as the types of the items
they check out and when they check the items out. These statistics are generally used to
determine usage patterns for the library to help schedule staff and make management
decisions.
For each group of patrons and items for which you collect usage statistics, you should
assign a separate policy. For example, if each grade level of students has its own policy,
the statistics generated are more useful than if you have only one policy for all students.
See the related preference chapters for information about how to apply and set rules for
your library.
Develop a Machine Maintenance Strategy
Although computers today are very useful tools, they can experience damage through
excessive use, power fluctuations, crashes, and incorrect operations. To discover and
postpone such damage, you should run maintenance utilities such as Scandisk or Disk
Defragment on Windows and Norton Disk Doctor on Macintosh. Alexandria should
not be running during these maintenance operations.
In addition, you should regularly perform a virus scan with products such as Norton
Anti-Virus or McAfee Virus-Scan. Again, Alexandria should not be running when
performing such virus scans.
Develop an Alexandria Maintenance Strategy
Corruption can occur for any database of information via hardware or operating system
mishap. It is recommended that you use Alexandria’s Rebuild utility on a regular basis
(once a month is usually sufficient). However, hardware or system failure may
neccesitate using the utility more often. The Rebuild utility disables all services while it
is cleaning your data and can take several hours depending on the size of your data and
speed of your machine. You should backup or archive prior to running Rebuild, just as
you should with any other utilities.
12 — Alexandria User’s Manual
Evaluate the Security of Your Data Station
Preparing for Alexandria
Evaluate the Security of Your Data Station
Some libraries may not have the funds or hardware necessary to have a dedicated Data
Station. If your Data Station is accessible to the general public, you may want to enable
additional security that would prevent unauthorized users from deleting, renaming, or
moving your Alexandria application or Data folder. Some file security may be built into
your operating system; some operating systems have no such security and would
require purchasing third party software to provide that file security.
If you don’t have file security on your Data Station, you should be extra vigilant in
backing-up your Data folder.
Alexandria User’s Manual — 13
Preparing for Alexandria
14 — Alexandria User’s Manual
Evaluate the Security of Your Data Station
Installing Alexandria
This chapter describes how to install the Alexandria Data Station and other standard
Alexandria clients. The instructions in this chapter assume you have a working
knowledge of your computer operating system.
Before you install Alexandria, make sure you have the registration letter that came with
your program. This letter contains information required during the installation process.
Hardware and Operating System Requirements
Alexandria can operate with MacOS and Windows based systems. With the exception of
minor differences between the controls at the top of windows and minor differences in
the operating systems, the program operates identically across both platforms.
The following are the hardware and operating system requirements for Alexandria:
Table 1: Hardware & System Requirements
Alexandria
(Data Station)
Alexandria District
Librarian
Alexandria WEB
G3 PowerPC with MacOS 8.6 or later.
or
Pentium II processor with Windows 98 or later.
64MB RAM suggested, 32MB minimum.
1A fixed TCP/IP address is required (single
user systems do not require networking).
Alexandria WEB requires a Web browser for access
and TCP/IP active on the Data Station. Use the Data
Station’s TCP/IP address in your web browser to
search your collection.
Alexandria Librarian
PowerPC with MacOS 8.6 or later.
or
Pentium II processor with Windows 98 or later.
32MB RAM
NOTE:
68K Researcher will not
auto update with new
releases. This client is
provided on an “as-is”
basis.
Alexandria Researcher
PowerPC with MacOS 8.1 or later.
or
Pentium II processor with Windows 95 or later.
32 MB RAM.
Alexandria 68K
Researcher
68040 Processor with MacOS 7.55 or later.
16MB RAM
Alexandria User’s Manual — 15
Installing Alexandria
Alexandria Communication Systems
Alexandria Communication Systems
Alexandria uses TCP/IP to communicate between the Data Station and its clients.
W
A R N I N G
!
If you use TCP/IP, the Alexandria Data Station must have a fixed address.
The address for the Alexandria Data Station cannot be dynamically
allocated and must be static.
If you have questions during installation, contact COMPanion's Technical Support
Services at (800) 347-4942 or (801) 943-7277, by Fax at (801) 943-7752, by Toll-Free Fax at
(888) 515-3883, or by Email via “[email protected]”
If you have a full time Internet connection, you can send Email directly to COMPanion
from Alexandria if you have a personalized return Email address (see “Email tab” on
page 85). To Email Technical Support, choose Tech Support under the Apple Menu on
Macintosh, or under the Help menu on Windows.
16 — Alexandria User’s Manual
Installation Summary (read this first)
Installing Alexandria
Installation Summary (read this first)
If it doesn’t already exist, the installer creates an Alexandria v5 Folder and installs the
Alexandria program inside this folder. This is where all your valuable library data will
be saved. Once installed, the Alexandria program (also called the Data Station) will then
create all the other client installers.
The Data Station is where all data is saved. The Data Station can also perform all the
functions of the Alexandria Librarian and Alexandria Researcher clients.
If you have a single user license, you’ll only be using the Data Station and no further
clients will be created.
If you have only a few computers, you may want your main Circulation machine to also
be your Data Station. In this case, you wouldn’t typically install another Alexandria
Librarian. Your Data Station will be used by the Librarian for Circulation and reporting.
In a middle-sized configuration, you may have a machine in the “back room” for
infrequent librarian use only. Install the Data Station on this machine and use other
machines for Alexandria Librarian and Alexandria Researcher.
If you are planning to have a large number of clients, you’ll want to install your Data
Station on a dedicated machine, i.e. the machine will only be running the Data Station
and will not typically be used by an operator. In this configuration, you’ll be running
Alexandria Librarian and Alexandria Researcher on other machines.
The following are the general steps required to install Alexandria. More detailed
instructions are included in the remaining sections of this chapter.
Step 1.
On the machine you are going to use for your Data Station, insert the
Alexandria CD-ROM and double-click on the Alexandria v5 folder. The
Alexandria v5 Installer is located inside this folder. You can also visit
COMPanion’s Web site (www.goalexandria.com) and download the
latest Alexandria v5 Installer.
Step 2.
Once Alexandria is installed, double-click on the Alexandria program
icon. Enter your registration information. Once registered, Alexandria
will create a folder called Installers in the same folder as the Alexandria
program. Inside this folder are the installers for the clients you’ve
licensed. If your system doesn’t have the necessary resources to create the
installers, Alexandria will attempt to download them from COMPanion’s
update server. In this case, installers may not be created until the next
time you launch Alexandria.
Step 3.
Use the client installers inside the Installers folder to install your clients
on other machines. Clients can be cross platform if purchased as such.
Step 4.
If you’ve licensed Kid’s Catalog, install it according to its separate
installation instructions.
Step 5.
If you’ve licensed Alexandria WEB, your activation code turns it on—all
you need to do is set Alexandria WEB Preferences.
Step 6.
If you’ve licensed Alexandria WAN capabilities, your activation code
turns it on—all you need to do is set Address Books in Administration
Preferences.
Step 7.
If you’ve licensed Z39.50 Server, Alexandria Explore, or Z39.50 Clients,
your activation code turns them on—all you need to do is set their
preferences.
Alexandria User’s Manual — 17
Installing Alexandria
Installation Summary (read this first)
Installing a Macintosh Alexandria Data Station
Use the following instructions to install Alexandria or Alexandria District Librarian on
the Macintosh. If you are installing the Alexandria District Librarian, follow these
directions using the District Librarian Installer instead.
Step 1.
On the machine you are going to use for your Data Station, insert the
COMPanion CD and double-click on the Alexandria v5 folder. The
Alexandria installer is located inside this folder. You can also visit
COMPanion’s Web Site (www.goalexandria.com) and download the
latest Alexandria Installer.
Step 2.
Double-click the Alexandria v5 Installer icon. When the Alexandria
Installer splash screen appears, click on Continue.
Step 3.
Next, The COMPanion Electronic End User License Agreement appears.
Read the license carefully and click the Accept button if you accept the
terms of the license. If you do not accept the terms of the license, click on
the Decline button.
18 — Alexandria User’s Manual
Installation Summary (read this first)
Installing Alexandria
Step 4.
When the following window appears, verify that the Install Location
specifies where you want Alexandria installed. The default is the hard
drive where the currently active System Folder is located. This is usually
the best location to install the program. Click Install.
Step 5.
During installation, a window similar to the following displays the
installer’s progress. To stop installation, click the Stop button.
Step 6.
When the installation is complete, a confirmation window appears. Click
Quit.
Step 7.
Eject the CD by dragging its icon to the TrashCan icon. Store the CD-ROM
in a safe place for future use.
Alexandria User’s Manual — 19
Installing Alexandria
Installation Summary (read this first)
Step 8.
An Alexandria v5 folder is now installed. The following is a sample of
the window that appears when you install the Data Station.
Step 9.
Note: The user documentation is included on the Alexandria CD-ROM
(in “.pdf” format) but is not installed with the application. You can
double-click the documentation icon on the CD-ROM to open it directly
or you can copy it to your hard drive and open it there. If the
documentation is copied to the Link Menu folder, you can access it from
within Alexandria.
If you don’t have Adobe’s Acrobat Reader installed on your machine, an
installer is included in the Utilities folder of the COMPanion CD or from
Adobe’s web site:
“http://www.adobe.com/products/acrobat/readstep.html”
Step 10.
Double-click the Alexandria icon to start the program.
W A R N I N G !
If you have PPP installed, but not running, the Alexandria Data Station
may try to connect through PPP. If the connection window appears, click
Stop to keep the Data Station from connecting through PPP.
20 — Alexandria User’s Manual
Installation Summary (read this first)
Installing Alexandria
Step 11.
When you start Alexandria, the following Startup window appears. If
you have not yet registered Alexandria, a registration window appears
(described in Step 12). Otherwise, the Circulation window appears.
Step 12.
The first time you start the Data Station, the following registration
window appears. Enter your Library Name, Product Codes, Serial
Number and Validation Code from your registration letter and click OK.
Step 13.
That’s it. You’ve installed your Alexandria Data Station. If you’ve
purchased a single user license, you’re finished installing. If you’ve
licensed additional clients, skip to “Installing Alexandria Clients” on
page 27.
Alexandria User’s Manual — 21
Installing Alexandria
Installation Summary (read this first)
Installing a Windows Alexandria Data Station
Use the following instructions to install Alexandria or Alexandria District Librarian on
Windows. If you are installing the Alexandria District Librarian, follow these directions
using the District Librarian Installer.exe instead.
Step 1.
On the machine you are going to use for your Data Station, insert the
COMPanion CD-ROM, locate it using the My Computer icon on your
desktop. Double-click the CD icon and then double-click on the
Alexandria v5 folder. The Alexandria installer (Alexandria v5
Installer.exe) is located inside this folder. Or go to COMPanion’s Web
site (www.companioncorp.com) and download the latest Alexandria
Installer.
Step 2.
Double-click the Alexandria v5 Installer.exe icon. When the Alexandria
Installer splash screen appears, click Next to continue.
Step 3.
The “Welcome” window. Click Next to continue.
22 — Alexandria User’s Manual
Installation Summary (read this first)
Installing Alexandria
Step 4.
The COMPanion Electronic End User License Agreement appears. Read
the license carefully and click the Yes button if you accept the terms of the
license. If you do not accept the terms of the license, then click the No
button.
Step 5.
Verify that the Destination Directory specifies the location where you
want Alexandria installed. The default is the Program Files directory.
This is typically the best location to install the program. Click Next.
Alexandria User’s Manual — 23
Installing Alexandria
Installation Summary (read this first)
Step 6.
Now the “Ready to Install” window. Click Next to continue.
Step 7.
During installation, a window similar to the following shows the
installer’s progress. To cancel installation, click the Cancel button.
24 — Alexandria User’s Manual
Installation Summary (read this first)
Installing Alexandria
Step 8.
When the installation is complete, a confirmation window appears. Click
Close.
Step 9.
Eject the CD-ROM and store it in a safe place for future use.
Step 10.
An Alexandria v5 folder is now installed. The following is a sample of
the window that appears when you install a site license.
Step 11.
Note: This user documentation is also included on the Alexandria CDROM but is not installed with the application. You can double-click the
documentation icon on the CD-ROM to open it directly or you can copy it
to your hard drive and open it there. If the documentation is copied to the
Link Menu folder, you can access it from within Alexandria.
If you don’t have Adobe’s Acrobat Reader installed on your machine, an
installer is included in the Utilities folder of the COMPanion CD or from
Adobe’s web site:
“http://www.adobe.com/products/acrobat/readstep.html”
Alexandria User’s Manual — 25
Installing Alexandria
Installation Summary (read this first)
Step 12.
Double-click the Alexandria icon to start the program.
W A R N I N G !
If you have PPP installed, but not running, the Alexandria Data Station
may try to connect through PPP. If the connection window appears, click
Stop to keep the Data Station from connecting through PPP.
Step 13.
When you start Alexandria, the following Startup window appears. If
you have not yet registered Alexandria, a registration window appears
(described in Step 14). Otherwise, the Circulation window appears.
Step 14.
The first time you start the Data Station, the following registration
window appears. Enter your Library Name, Product Codes, Serial
Number and Validation Code from your registration letter and click OK.
Step 15.
That’s it! You’ve installed your Alexandria Data Station. If you’ve
purchased a single user license, you’re finished installing. If you’ve
licensed additional clients, continue to the next section.
26 — Alexandria User’s Manual
Installing Alexandria
Installing Alexandria Clients
Installing Alexandria Clients
If you have a license that supports multiple users, you can install clients on other
computers.
- N
O T E
-
Alexandria Data Station must be running in order to install clients. If you
are installing an Alexandria Librarian on a different OS than your Data
Station, you will have to call COMPanion for special instructions on how
to install your cross platform Librarian client.
Both Macintosh and Windows Researcher client installers are created
automatically by the Data Station if you’ve purchased cross platform
licenses.
NOTE:
Step 1.
If they don’t already exist, when you launch the Data Station, an
Installers and an Installer Resources folder are created in the
Alexandria v5 Folder. If your system doesn’t have the necessary
resources to create these installers and licensed clients, Alexandria will
attempt to download them from COMPanion’s update server. In this
case, installers may not be created until the next time you launch
Alexandria. The resources necessary to create the installers, and for the
installers to create your clients, are stored in the Installer Resources
folder which is (further documented on page 27).
Step 2.
Double-click the Installers folder to display the installers you’ve licensed.
In most cases you’ll see Librarian Installer and Researcher installer
folders.1
Step 3.
Copy each Librarian Installer or Researcher Installer folder onto a
floppy disk or onto a file server. Then copy the installer folder onto the
desktop of any machine on which you want to install the client.
Step 4.
Double-click on the installer program icon inside one of the installer
folders. The COMPanion Electronic End User License Agreement is
displayed. Read the license carefully and click the Accept button if you
accept the terms of the license. If you do not accept the terms of the
license, click the Decline button.
Step 5.
During installation a status dialog is displayed; you may press the
Cancel button to stop installation.
Step 6.
When installation is complete, an Alexandria Researcher folder or
Alexandria Librarian folder is opened on your desktop. The client is
now installed.
Step 7.
Double-click on the Alexandria Librarian or Alexandria Researcher
icon to start the client program.
In order for the
installer to work, the
Data Station must be
running.
Client Installer Resources
If you have a permanent Internet connection, Alexandria will automatically verify that
you have the necessary Client Installer Resources and if any are missing, they will be
automatically downloaded from our COMPanion server or created by the Data Station.
However, if this process fails, you’ll have to manually place these resources into your
1. Inside the folder is an Installer program and an “.acf” configuration file. The “.acf” file
tells the Installer program the location of your Data Station and which client to install.
The “.acf” configuration file AND Installer program are required to install an Alexandria
client.
Alexandria User’s Manual — 27
Installing Alexandria
Installing Alexandria Clients
Alexandria Folder following the rules specified below. Copies of these files can be found
on COMPanion CDs or the COMPanion Web site (www.goalexandria.com).
These resources should be located inside the Installer Resources folder inside your
Alexandria folder.
Mac Installer.caf—Contains the resources necessary to create a Macintosh Installer for
Macintosh Data Stations. A Macintosh installer can only be created by Macintosh Data
Stations. When this installer is used with an “.acf” file, Alexandria will install the proper
client.
If you need Macintosh installers for Windows Data Stations, you’ll need to copy the
Macintosh Installer program (found on your COMPanion CD or downloaded from the
COMPanion Web site) and the appropriate “.acf” files from your Windows Data Station
Installers folder onto your Macintosh systems in order to install Macintosh based
clients.
Win Installer.caf—Contains the resources necessary to create a Windows Installer.
Windows installers can be created by both Windows and Macintosh based Data
Stations. When this installer is used with an “.acf” file, Alexandria will install the proper
client.
Mac Researcher.caf—Contains the resources necessary for client installers to create a
Macintosh Researcher Client. If you don’t have this file, you will not be able to install or
update Macintosh based Researchers.
Win Researcher.caf—Contains the resources necessary for client installers to create a
Windows Researcher Client. If you don’t have this file, you will not be able to install or
update Windows based Researchers.
Mac Librarian.caf—Contains the resources necessary for client installers to create a
Macintosh Librarian Client. If you don’t have this file, you will not be able to install or
update Macintosh based Librarian Clients.
Win Librarian.caf—Contains the resources necessary for client installers to create a
Windows Librarian Client. If you don’t have this file, you will not be able to install or
update Windows based Librarian Clients.
Using 68K based Macintosh Computers
If you are using 68040 based computers running System 8.1 or later you can still install
an Alexandria Researcher as long as these machines have at least 16MB or more of
RAM.
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68K researchers will NOT automatically update as other clients will. No
future enhancements are scheduled for the 68k client. However, 68k
machines can still use Alexandria WEB via a browser to get any new
capabilities added in Alexandria WEB.
Copy the Alexandria Researcher 68k program and Mac Researcher.acf files onto
the 68k Macintosh. Put the Mac Researcher.acf file into the folder containing the
Alexandria Researcher 68k program icon. When the researcher program launches, it
will configure the 68k Researcher for your Data Station and delete the “.acf” file.
28 — Alexandria User’s Manual
Installing Alexandria
Configuring Alexandria WEB
Configuring Alexandria WEB
Alexandria WEB is an optional feature of Alexandria. This feature is activated by
information you enter on the Registration window during installation.
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Step 6.
Under the Edit menu select Preferences.
In the Preferences window select Web in the field.
Use the Web preference window to set preferences for Web access users
(see “Alexandria WEB” on page 223).
To use Alexandria WEB, launch your web browser (for example,
Netscape Navigator or Microsoft Internet Explorer).
In the URL field on your browser window, enter the TCP/IP address of
your Data Station (the TCP address is displayed in the transaction log
when you first launch the Data Station) or DNS name assigned to that
TCP/IP address by your system administrator. The URL field is usually
at the top of the browser window. On the Netscape Navigator screen, the
field is labeled either Location or Go To.
If you changed the port value when setting the web preferences, type a
colon followed by the port number at the end of your WWW address. For
example, if the location of your Data Station is (www.alexweb.com) and
you changed the port value to 81, type “www.alexweb.com:81/” in the
Go To field without the quotation marks.
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If you are not familiar with browsers, domain names, IP addresses and
other information referenced above, see your system administrator or
other qualified individuals in your organization to help you get setup.
Alexandria User’s Manual — 29
Installing Alexandria
Installing NetLink III
Installing NetLink III
NetLink III is a set of catalog websites available in Marc format1. If you’ve purchased
this option, Alexandria will perform the following additional functions.
You MUST have an internet connection to install or update your NetLink III records. To
do this, select Utilities under the File menu. Under the Utility Type pull-down menu,
select Check For Updates and then under Operation pull-down menu, select Get
Updates. To install or upgrade your NetLink III records, click on the Run button to
finish installation.
Updated records are available once a month. You can choose to update your database at
any time it’s convenient for you.
Please note that if your NetLink III Subscription is not current, you will not be able to
upgrade your records, but will be able to continue using your existing records.
Additional utilities are enabled to allow you to remove all NetLink III records if you no
longer want to use them.
Additional NetLink III reports are available so you can view the saved data.
You will NOT be able to export NetLink III records, Alexandria will always filter them
out during any export operation.
If you’ve purchased the NetLink III option, you’ll need to import the NetLink III records
into your Alexandria Data Station2. Drag and drop these files onto your Circulation
window. Alexandria will recognize them as NetLink III records and automatically
import them. There is no need to adjust any of the import preferences. NetLink III
records are imported without copy information and are displayed in results lists as
“WEB” rather than “IN” or “OUT.”
NetLink III records are licensed for use on one Data Station at a time. If you have two
copies of Alexandria, you need to purchase two NetLink III licenses.
Installing Z39.50 Server
If you’ve purchased the Z39.50 Server option, your Alexandria Data Station will accept
Z39.50 queries from standard Z39.50 clients. Use the TCP/IP address of your Data
Station for the Z39.50 Server Address. The Z39.50 server will use Port 210.
There are no Z39.50 Preferences or other settings you need to configure.
1. You can confirm you have this option if you see a “G4” in the activation code.
2. If you have not been licensed for NetLink III, NetLink III records will not import into
your Alexandria System.
30 — Alexandria User’s Manual
Transferring data from Alexandria v3
Installing Alexandria
Transferring data from Alexandria v3
If you are upgrading from Alexandria v3, follow these simple instructions to transfer all
your data into Alexandria v5.1
Step 1.
Backup your Alexandria v3 Data.
Step 2.
Start Alexandria v3 in Single User mode by holding down the <shift> key
when Alexandria is launching. Confirm you are using Alexandria version
3.89 or later for the best conversion results. If not, update to the latest
version of Alexandria v3 before converting data.
Step 3.
Just to be sure your Alexandria v3 data is in perfect condition, following
the instructions in your User’s Manual, perform the Reorganize and
Optimize procedure on all files.
The confirmation dialog should indicate you are optimizing 20 files. If
you didn’t select all the files, click NO and try again.
Step 4.
Once you’ve reorganized your data, run the Verify Patron Status, Verify
Item Status and Verify Transactions utilities.
Step 5.
Select Utilities from the File menu.
1. COMPanion offers an Alexandria v3 to v5 conversion service. Send your Alexandria
v3 data to COMPanion with a PO for part number D5399 and we’ll convert your data for
a flat $200. This includes full conversion from v3 to v5—you’ll receive back a CD-ROM
via Federal Express with an Alexandria v5 folder ready to drag to your desktop. Your
data will be imported and your system registered. All you have to do is drag an icon.
Alexandria User’s Manual — 31
Installing Alexandria
Transferring data from Alexandria v3
Step 6.
Select Transfer Data to v4.0 and click on the Continue button.
Step 7.
During export, a window will be displayed giving you status on the
export of your data.
Step 8.
When the export is complete the window will display “Finished
Exporting Record. Press OK to Continue.” Click on OK.
Step 9.
All your v3 data has been exported and can be found in the same folder
as your Alexandria program with the name Alexandria v3 Data.
Step 10.
Copy this file to your Alexandria v5 folder.
Step 11.
Drop the file on top of the Alexandria Data Station Circulation window
or program icon. Or, select the Alexandria v3 Data file using Import
from the File menu.
Step 12.
The Data Import window is displayed.
Step 13.
Click on the Start Import button to begin the data transfer process. As
your data is getting imported, you’ll see the transaction log updated. For
the best performance, don’t use your computer for other activities until
the import is complete.
Step 14.
You should save your Alexandria v3 Data and v3 backup file for archive
purposes.
Step 15.
Congratulations! When the import is completed, you are ready to use
Alexandria v5 to manage your library.
Step 16.
It is recommended that you review and renew all of your preferences, as
there are several new options, calendars, and passwords that do not
transfer from Alexandria v3.
32 — Alexandria User’s Manual
Transferring data from Alexandria v4
Installing Alexandria
Transferring data from Alexandria v4
If you are upgrading from Alexandria v4 follow these simple instructions to transfer all
your data into Alexandria v5.1
Step 1.
Backup your Alexandria v4 COMPanion Data folder.
Step 2.
Update to Alexandria version 4.44 or later.
Step 3.
Run the Reorganize datafile utility on All Groups.
Step 4.
Run Verifies on Items, Patrons and Transactions.
Step 5.
Copy the Alexandria v4 to v5 Conversion program from a COMPanion
CD or download the latest from the COMPanion Web site into your
Alexandria v4 folder.
Step 6.
Double-click on the Alexandria v4 to v5 Conversion program icon.
Step 7.
To begin the conversion process, click the Convert button.
Step 8.
During conversion, the utility will display status in the Status and
Details panes. The conversion program creates an Alexandria Data
folder and copies all your library data from your Version 4 COMPanion
Data folder. Your Version 4 data is not modified in any way. Save it for
archive purposes.
Step 9.
Unless you already have, install Alexandria v5 according to the
instructions in this chapter—don’t register the program right now, you’ll
do that after you move your converted data.
Step 10.
Copy the Alexandria Data folder created by the Alexandria v4 to v5
Conversion program into your Alexandria v5 folder replacing the
empty folder created by the installer.
Step 11.
That’s it! Your Version 4 data has been converted and moved into Version
5. Launch Alexandria v5 and enter your registration information to begin
using the new system.
Step 12.
For archive purposes, save your old COMPanion Data folder until you’ve
confirmed that all your data was correctly processed. If you have any
problems, call COMPanion technical support.
1. COMPanion offers an Alexandria v4 to v5 conversion service. Send your Alexandria
v4 data to COMPanion with a PO for part number D4399 and we’ll convert your data for
a flat $200. This includes full conversion from v4 to v5—you’ll receive back a CD-ROM
via Federal Express with an Alexandria v5 folder ready to drag to your desktop. Your
data will be imported and your system registered. All you have to do is drag an icon.
Alexandria User’s Manual — 33
Installing Alexandria
Transferring data from AfW
Transferring data from AfW
If you are upgrading from AfW (Alexandria for Windows) v5.33 or later, follow these
simple instructions to transfer your item data into Alexandria v5.1
Should you have questions or encounter problems, call the COMPanion Windows
Technical line at 1-800-320-5830 or Email us at “[email protected]”.
Step 1.
Backup your LOASIS folder!
Step 2.
Make sure you have upgraded to AfW 5.33. You can find which version of
AfW you are currently running by looking on the main menu of AfW at
the second folder from the top. It will say “Alexandria 5.xx.” If you do not
have AfW v5.33, upgrade to this version before following these
instructions.
Step 3.
Verify that Alexandria v5 has been installed according to the instructions
in this chapter.
Step 4.
Prepare AfW to export your data for transfer to Alexandria v5.
Locate the Oasis/Loasis/LMarc.d file in your Oasis directory. Doubleclick on LMarc.d and wait for the two tone DOS window to appear. Press
<esc> once on your keyboard, so that the entire screen is now a dark
blue. Press <F6> on the keyboard and scroll down using the keyboard to
the word Zap. Press <enter> and press <Y> for Yes. You should see
confirmation that the file is Zapped. Press <F6> again, scroll down to
Pack. Press <enter>, then press <Y> for Yes. You should now get
confirmation that the file is Packed. Press <esc> twice, then press <Y> for
Yes. The Marc file is now Zap/Packed, so it will export your data
correctly.
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When importing your AfW data, Alexandria will automatically create new
Alexandria v5 policies based upon the AfW Resource Loan Categories
exported by AfW. On import, Alexandria v5 expects policy codes up to 4
characters long so when your AfW data is imported, the first 4 characters
of the Resource Loan Categories are considered the Policy Code for v5.
Although you can correct policy import problems after import, it’s easier to
check your AfW Resource Loan Categories to ensure that the first 4
characters of the description are unique.
1. COMPanion offers an AfW to v5 conversion service. Send your Alexandria AfW data
to COMPanion with a PO for part number D7399 and we’ll convert your data for a flat
$200. This includes Item and Patron conversion from AfW to v5—you’ll receive back a
CD -ROM via Federal Express with an Alexandria v5 folder ready to drag to your desktop. Your data will be imported and your system registered. All you have to do is drag
an icon.
34 — Alexandria User’s Manual
Transferring data from AfW
Installing Alexandria
Step 5.
Rebuild your AfW data to ensure that the database is in good shape.
Launch AfW, then go to System, then Parameters, and select Shutdown.
Place a check mark in the Rebuild box and perform a full shutdown of
the system.
Step 6.
Launch AfW 5.33, and then go to System, then Utilities, and open up
Export to Marc.
Alexandria User’s Manual — 35
Installing Alexandria
Transferring data from AfW
Step 7.
From the top drop down menu, select 03 SLKMARC export with copy
information. Click on the printer icon, then select export to a Text file
(“*.txt”) and click the little green check mark. Once AfW is through with
the export, exit AfW.
Step 8.
To find your exported data, select My Computer from the Windows
Desktop.
Inside My Computer, select the drive that AfW is installed on (this is
usually a mapped drive, often called the “L Drive,” but could be called
almost anything). If you are having problems locating the drive or
directory in which you installed Alexandria, talk to your network
administrator or try the following: close or minimize everything and do a
right-click on your AfW icon. On the new window that comes up, leftclick the Shortcut tab. On this tab you should have a field that is called
Target.
36 — Alexandria User’s Manual
Transferring data from AfW
Installing Alexandria
The Target field contains the correct path to your data and should appear
similar to “C:\OASIS\AfW.exe” if your data is on the C drive (note: C is
a variable which represents the hard drive that AfW was installed to—it
may not be the same on your computer). If the Target Field starts with
slashes (i.e. //), you may need to contact your network administrator.
On your drive, open the OASIS folder and then look for a folder named
REPORT. In the example of the “C drive,” your path would look as
follows: C:\OASIS\REPORT (where C:\ is the hard drive that AfW is
installed to), OASIS is the install directory, and REPORT is the directory
that Alexandria uses for storing reports generated to Text files.
Inside the REPORT folder, you may have several files, or you may have
only one. Look for a file named MARCXB**.DAT, where the asterisks
represent the order of multiple exports. If this is your first Marc export,
this file will normally be called MARCXB00.DAT. If you’ve run several
reports, including other Marc exports, you may need to search for this
file.
Alexandria User’s Manual — 37
Installing Alexandria
Transferring data from AfW
Step 9.
To import your item data, do the following: minimize the My Computer
window and launch Alexandria v5. Once Alexandria is open, go back to
the My Computer folder. Drag the file MARCXB**.DAT from My
Computer and drop it on the Alexandria Circulation window. This
should cause Alexandria to open the Import window.
Step 10.
Since you are importing from an existing AfW data file, you don’t need to
select any import options. Click Start Import. Alexandria will do your
import and log everything that occurred during import on the Circulation
window.
Step 11.
Verify your data and make backups.
Verify that your data was correctly imported. Check a few of your books
using the Alexandria Items window to make sure that everything looks
correct. Finally, make a backup of your new data by opening My
Computer and then selecting the Alexandria v5 folder. The default path
is C:\Program Files\Alexandria. From there copy the Data folder
to your backup media. Also, make one last copy of your OASIS folder
from AfW for archiving purposes. Store the old data in a safe place.
Step 12.
Read your Alexandria v5 User’s Manual. Review your new Alexandria v5
Preferences to make sure they meet the needs of your library. Since
Alexandria v5 and AfW are very different programs you should spend a
few hours exploring the program.
38 — Alexandria User’s Manual
Alexandria Basics
This chapter describes menus and basic operational rules used in Alexandria.
Menus in Alexandria follow operating system standards for Macintosh and Windows.
For example, the File and Edit menus in Alexandria are very similar to the File and Edit
menus in other applications. Additional menu items have purposes specifically related
to library management.
Alexandria looks and operates almost exactly the same on Macintosh and Windows.
However, the operating systems are dissimilar, and there are some minor differences
between environments. For example: on the Macintosh you press the <command> key
for menu shortcuts, and in Windows you select the <ctrl> key. Windows and
Macintosh have different controls for minimizing, closing, and resizing windows. In
order to keep the documentation as clear as possible, this manual will generally discuss
actions rather than operating system specific commands or controls. Therefore, rather
than say “click the close box at the upper right of your window,” the manual would say,
“close the window,” and let the user select the operating system specific commands
required to control Alexandria.
This manual contains images from both Windows and Macintosh versions of the
Alexandria.
Macintosh vs. Windows command differences
Macintosh
Command Key
Windows
Command Key
Usage
<command>
<ctrl>
Perform Menu shortcuts.
<option-tab>
<ctrl-tab>
Perform Authority Control.
<option>
<ctrl>
Display Tool Tip.
<option>
<alt>
Used to modify commands.
The following sections describe the basic operational elements found in Alexandria.
Alexandria User’s Manual — 39
Alexandria Basics
About/Help Menu
About/Help Menu
On Macintosh there is an “Apple Menu”() which contains the About Alexandria and
Tech Support selections. There is also a “Help Menu” which contains help selections.
On Windows, these selections are located under the Help menu.
About Alexandria—shows copyright and version information.
Tech Support—This opens the Technical Support window, allowing you to
send Email to COMPanion if you are connected to the Internet—even if you
don’t have a personal STMP address configured.
If you have an open connection to the Internet, you can use the Send Email tab
to send questions to COMPanion’s Technical Support group. Describe the
nature of the problem you need help with or a question you need answered.
Click Send Message to send the notice directly to:
“[email protected]”
If you haven’t entered a Library Email address in your preferences (see “Email”
on page 88), you will not be able to send Email to Technical Support. However,
Alexandria doesn’t check to see if this address is valid, so any address that
looks good will be accepted by Alexandria. If you are using this technique to
fool Alexandria, don’t forget to explain this in your message, and provide your
return contact information—otherwise Technical Support will respond to your
made up Email address and you won’t receive the help you need.
The System Configuration tab contains information about your system. This
information is automatically attached to your Email messages so that our
Technical Support staff has all the basic information possible to help solve your
problems and questions.
Alexandria Help—If the Alexandria Help documents are installed in your
system, this selection brings up the “Help Index.vwp” document. Alexandria
Help documents are installed in the Help folder inside your Alexandria folder.
Open Release Notes—If the Alexandria release notes are available, this
selection shows them. If available, this document is in your Alexandria folder
and is named Alexandria Release Notes.txt.
40 — Alexandria User’s Manual
Alexandria Basics
File Menu
File Menu
The Alexandria File menu provides the following selections.
New Document—Opens a new VWP document. VWP stands for Virtual Word
Processor, Alexandria’s integrated word processor.
Open—Shows the standard operating system window to locate a file. When you
select a document in this window, Alexandria opens it. Use this command to
open VWP documents, TEXT documents, Marc documents, MicroLIF documents
and other files for viewing.
Close Window—Closes the top window.
Close All—Closes all windows except for the Circulation window.
Save—Saves the contents of the top window.
Save As Text—Saves a copy of the currently visible word processing document in
a TEXT format.
Save As—Allows you to save “.vwp” documents to other locations on your hard
drive.
Revert—Changes to the current record are discarded and the original record is
displayed in the window.
Import—Shows an open dialog for selecting an import file. Import files can also
be “dropped” on the transaction window. The Import and Open commands are
different in that the Import command ASSUMES you want to import data if the
selected file is a valid import file. The Open command ASSUMES you want to
view the data file, even if it’s a valid import file (see “Data Import” on page 351).
Utilities—Utilities are used to export data or make global changes on information
in the Alexandria data file (see “Alexandria Utilities” on page 329 for more
information).
Page Setup—Operating System standard function which sets the page up for
printing.
Print—Prints the information in the top window. For example, if the Patron
window is on top, information for the Current Patron is printed when this
command is selected. If the Circulation window is on top, then the Circulation
log is printed.
Alexandria User’s Manual — 41
Alexandria Basics
Edit Menu
Restart—Logs out the current users, closes all windows, restarts the Alexandria
program, and if security is turned on, brings up the login dialog. If no security
has been activated, Alexandria just restarts.
Quit/Exit Alexandria—Quits the Alexandria program.
Edit Menu
This menu includes standard editing functions. You can cut, copy and paste text, clear a
field, select all text, and paste from a file. Information about commands which are
specific to Alexandria are included below.
Undo—This command only undoes typing or cut and paste operations in
individual fields or in the word processor. It does NOT undo operations from
other menus, commands and controls.
Redo—An Undo for the Undo.
Cut, Copy and Paste—You can cut, copy, and paste text from certain fields to
others within Alexandria. For example you can cut text from the Title field and
place it in the Notes field. You cannot cut and paste entire library records. If you
need to transfer entire records into another application, use the Export function to
save the records you need in a format compatible with other programs.
Clear—Clears the selected text or selected list elements.
Select All—Selects all the text in the current edit field, current word processor
document, or list.
Speak Text—If your machine has speech enabled, this menu is active when
applicable. This command speaks the contents of the currently selected text, line,
or record using the speech preferences you’ve selected.
Find—This selection opens the Find window. Depending upon what window is
on top, Find can be used to locate a specific record from your database or text in a
word processing file.
Find Again—Finds the next matching record or data in the word processor.
Paste From File—Allows the user to paste information from a file.
Preferences—This selection opens the Preferences window. Preferences are
used to customize Alexandria for your needs (see “Preferences” on page 57).
42 — Alexandria User’s Manual
Alexandria Basics
Show Menu
Show Menu
Use this menu to move between various Alexandria functions such as patrons, items,
and Circulation. For example, if you need to manage patron information, select Patrons
from the Show menu. To check out items or perform other transactions, select
Circulation.
Each option in the Show list has a corresponding chapter in this manual. Refer to the
specific chapter for more detailed information about the function.
Bulletin Board—Used to create an electronic library Bulletin Board. Librarian can
“post” items on the Bulletin Board, which all patrons can view via Alexandria
Researcher. The Bulletin Board also allows the librarian to associate notes or
library maps with item call numbers. Thus, when circulated item details are
displayed, if an associated note or library map is available, it’s automatically
included (see “Library Bulletin Board” on page 52).
Patrons—shows the Patron window. Select this command to examine, add,
modify, or remove patron records.
Items—Shows the Item window. Select this command to examine, add, modify,
or remove items, titles, or copy records from your library.
Circulation—Shows the Circulation window. Select this command if you want
to check out, check in, place holds, charge fines, place reservations, accept
payments, perform inventory and other Circulation functions. The Circulation
window is always open while Alexandria is running (unless logged-in for
Researcher-only privileges); use this menu command to bring it to the forefront.
Search—Shows the Search window. Select this command to search your library
collection.
Orders—Shows the Orders management window. Select this command to
examine, add, modify, or remove order records.
Budgets—Shows the Budgets management window. Select this command to
examine, add, modify, or remove budget records.
Vendors—Shows the Vendors management window. Select this command to
examine, add, modify, or remove Vendor records.
Subscriptions—Shows the Subscriptions management window. Select this
command to examine, add, modify, or remove subscription records.
Routes—Shows the Routes management window. Select this command to
examine, add, modify, or remove route records.
Alexandria User’s Manual — 43
Alexandria Basics
Reports Menu
Reports Menu
Use the Reports menu to select a report category such as Patron Reports, Item Reports
or Circulation Reports. To read more about reports see:
“Introduction to Reports” on page 273
“Item Reports” on page 287
“Circulation Reports” on page 297
“Order Reports” on page 309
“Subscription Reports” on page 315
“Special Reports” on page 319
When you make a selection from this list, the report window appears with a list of
reports available in that category.
To access a list of frequently used reports that do not require you to choose any sort or
search values, choose Quick Reports from the Reports menu. The following window
appears.
You can double-click or select a report and click on Print to generate the report without
further data entry.
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You create the reports that are shown in the Quick Reports dialog. To create
a quick report, choose a report (with options) and then click on the Create
Quick Report button (see “Creating Quick Reports” on page 276).
44 — Alexandria User’s Manual
Alexandria Basics
Links Menu
Links Menu
The Link menu provides an easy way for you to quickly jump to other programs and
resources that you may need for your work. Alexandria includes a link to the
Declaration of Independence and the United States Constitution as example defaults.
A Link Menu folder is automatically created in the same folder as your Alexandria
program. Any document or program you place in this folder gets displayed in the Link
Menu. When you select an item on this menu, that document or program is launched.
The contents of the Link Menu folder on the Data Station are automatically copied to the
Link Menu folder of Alexandria Workstations the first time the workstation client is run.
After the Link Menu Folder has been created, any changes made to a particular
workstation are for that workstation only. However, if the Link Menu Folder is deleted, the
workstation will create a new one the next time it’s launched and the default documents
will again be copied automatically from the Data Station.
Window Menu
As you open different windows within Alexandria, the Window menu will display a list
of all currently active windows. This example shows that the Circulation window is
open and active and the Preferences and Patrons windows are also open.
To choose a window, select it from this menu. The window you choose is displayed and
becomes the active window.
When you close a window, it is removed from this menu.
Alexandria User’s Manual — 45
Alexandria Basics
Management Command Menus
Management Command Menus
The main window for each Alexandria management function includes a command
menu. The commands within these menus are not always the same for every function,
but many commands are used throughout the program. The following section describes
how to use the standard functions in most of the management command menus.
The following sections describe how to use the command menu selected from the
Patrons menu, which is active when the Patron window is the topmost window. Use
these menus to browse, find, add, and remove records. Other windows have similar
controls.
The First, Previous, Next, and Last commands display the indicated record (first,
previous, next, last) based on the order of the records shown in the Browse By field. The
arrows to the left of the Browse By field perform the same action as the Next and
Previous commands.1
First—Shows the first record according to the current Browse By order.
Previous—Shows the previous record according to the Browse By order.
Next—Shows the next record according to the Browse By order.
Last—Shows the last record according to the Browse By order.
Finding Records
The Find command under the Edit or Command menu can be used to locate a specific
record. Alexandria searches for a record that matches the information you enter and
shows the complete record in the main window.
For example, if you search for a patron with the name Anderson, Alexandria finds the
first patron record with that name and shows it as the Current Patron in the Patrons
window. The Browse By selection is automatically set to match your Find field.
When you choose the Find command, the following window appears.
Click the arrow at the end of the Last Name field to choose to search other fields2. Click
the arrow at the end of the field to choose to search for an item that starts with the string
you enter or exactly matches the string you enter. If no record can be located, Alexandria
will sound an audio alert and the current record will not be changed.
Click the Find button to locate the record, or click the Cancel button or close box to
cancel the Find operation.
1. Shortcut—Hold the <shift> key down when you click on the left arrow to select the
First record and <shift>-click on the right arrow to get the Last record.
2. Note—Because the terms shown in this menu can be customized by the user, your
choices may have different names.
46 — Alexandria User’s Manual
Management Command Menus
Alexandria Basics
Browsing Records
As an alternative to the Find command, use the Browse command (Show, Patrons,
Patron menu, Browse) to locate the record you want to view. The initial window shows
records before and after the currently selected record.
Use the up and down arrow keys on your keyboard to move the selection bar through
the list. To display more items, click on the More buttons on the top right of the
window.
To position the browser elsewhere, enter text in the empty field to the left of Go and
then click on the Go button. For example if you enter “Sch” for a Patron name, a list of
names that begin with “Sch” will be displayed. You can then select a specific record
from the list.
To select an item in the list, either double-click on the item or click on the item once then
click on Select—or press <enter> or <return> on your keyboard.
When you select a record in the Browse window, that record is displayed. To exit the
Browse window without changing the current record, click the close box or Cancel.
The Browse window shows entries in the order specified by the Browse By setting of
the initial record management window.
In this example, records displayed in the window are sorted by Name, the value
displayed in the Browse By field at the top of the Patron window.
Changing the Browse By field also changes the index pull-down menu on the Find
menu.
Alexandria User’s Manual — 47
Alexandria Basics
Management Command Menus
Changing Records
Before records can be changed, they must be unlocked. Use the Unlock Record
command in the control menu to Unlock the current record. Display Setting preferences
can be set to automatically lock or unlock records for modification (see “Display Settings
Preferences” on page 81).
Adding Records
Use the New command to add records to your Alexandria database.
When you select this command, a window pops up—prompting you for information.
The following example shows the New Vendor display window.
Type over the grayed-out data entry fields in the window (such as Name, Address, and
so forth in the example above) to add a new record.
To move to the next data entry field (pull-down menu or button), press the <tab> key.
To move to the previous data entry field (pull-down menu or button), press <shifttab>. To edit a data entry field, click in the corresponding field. To change a selection in
a pull-down menu using only your keyboard, use the <up> and <down> arrow keys
when the pull-down is outlined. When a button is outlined and you wish to perform
that action, press the <spacebar>.
When you enter any type of specially formatted information such as dates, phone
numbers, and social security numbers, you can enter values in a wide range of formats.
For example, you can enter the date December 1, 2002 as: “Dec 1, 2002” or
“12/1/02”1 or “12.1.02” or “12 1 02”. If the year is 2002, you can just enter
“12/1”. If the current month is December, you can just enter “1”.
1. When you enter a two digit date, values between 0-30 are assumed to be 2000-2030
and values between 31-99 are assumed to be 1931-1999.
48 — Alexandria User’s Manual
Alexandria Basics
Management Command Menus
When you have entered all the information for this record, click the Save button in the
upper right-hand of the window. The record has now been saved. If you want to
disregard the information you have entered, click the Revert button and the previous
record information will be restored.
If you try to select another record or leave the window without saving your changes, the
following warning message will be shown:
If you click on Cancel, you’ll return to the previous window with your newly entered
information intact. Click the Discard button if you want to disregard the data you just
entered. Otherwise, click the Save button to save your input.
Duplicating Records
Use this command to copy information from the current record into a new record. You
can then modify the record to create a new one. This will save the time when you add
records that are similar.
Removing Records
Use this command to permanently delete a selected record.
In most cases, a warning window will ask you to verify that you want the record
permanently removed.
Click the Remove button to permanently remove the record or the Cancel button to
ignore the request to remove the record.
W
A R N I N G
!
You cannot undo a remove!
When a record is removed, all associated information is also removed. For example,
removing a patron also removes any holds or reservations the patron has pending.
Alexandria User’s Manual — 49
Alexandria Basics
The Alexandria Word Processor
The Alexandria Word Processor
Integrated into Alexandria is a powerful word processor. In this day and age, everyone
owns at least one word processor, so why is the Alexandria approach to an integrated
Word Processor so much better? Here are a few reasons...
• The word processor is used throughout Alexandria to display reports and
other information windows. In most programs, this information is displayed
in a standard window.
• Allows users to save reports for future reference. Word processor documents
can be viewed, saved and printed.
• Allows users to customize reports. You can pick the font, eliminate unwanted
information, enter notes, change the font size, update the heading, and much
more. You can have your reports done YOUR WAY.
• Quickly create your OWN reports by cutting and pasting information from
Alexandria reports.
• Send reports to others via Email attachments—since you can Save reports, you
can electronically send them.
• The Alexandria word processor can open HUGE files that many word processors can’t open. Thus, you can view large import files before you import
them—even 100MB files!
• Since all reports are created as word processor documents, you can preview
each report before you print them. Mother Nature, as well as your printing
budget, will thank you. Other word processors might allow you to view
reports on-screen, but usually only one page at a time, or a very limited page
range. With Alexandria’s virtual word processor, you can see it all.
• The Alexandria virtual word processor can provide your institution with a
standard cross platform tool for creating and exchanging reports. All documents are supported across both Macintosh and Windows systems.
• Alexandria can prepare several reports for printing simultaneously. Most systems won’t let you print more than one report at the same time—after all, in
what order would the pages come out of the printer? With the Alexandria
approach, all reports are prepared in the virtual word processor and can be
printed at a later time.
The Alexandria word processor is named VWP (Virtual Word Processor) since it uses a
highly efficient virtual memory scheme, which allows it to support very large
documents in a limited amount of memory.
VWP is available integrated within Alexandria, and as a stand-alone product. VWP is
available for both Macintosh and Windows-based operating systems. VWP documents
are fully cross platform—a document created on one can be viewed on the other.
VWP has the ability to support pictures files created in drawing or paint programs—just
paste them into your document.
Special support is specifically provided for code 39 barcodes so that they are printed at
the highest possible resolution your printer is capable of handling. Therefore, with
barcodes, what you see isn’t exactly what you’ll get. When printed, barcodes are printed
at the highest possibly quality setting.
50 — Alexandria User’s Manual
The Alexandria Word Processor
Alexandria Basics
To create a new word processor document, select New Document from the File menu.
You’ll see a window similar to this one.
As you move your cursor over window controls, hot tips are displayed on the top right
of the window. Since most people are familiar with word processors, VWP basic
operations will not be documented. However, here is an overview of some of the special
features available within the Virtual Word Processor.
• Use the icon above the vertical scroll bars to hide/show the word processor
controls.
• Click on the ruler icon to show or hide the graphical ruler.
• Click on the lock icon to lock or unlock the document. Locked documents can
not be modified.
• Use the other icon controls to find text, save a document, print your document,
set a page break, insert the date, insert the time, insert the current page number.
• Indents, margins, left, right, center and decimal tabs are supported.
• Left, Center and Right aligned paragraphs are supported.
• Font, Size and Style controls are available for any character. Style includes colored text.
• Paragraph “keep together” controls are supported.
• Supports headers and footers. To create a header or footer, drag the controls
above and below the vertical scroll bars to create a header or footer area.
• Supports restricted column viewing for tabbed columns. When this is turned
on, text that might overflow into another column is visibly truncated so that
printed columns look nice. Since the data is still in the report, adjusting column
width will expose more data. This is a very useful feature for viewing tabulartype reports.
• Supports URL links—<command>-click on a URL in VWP to display the link
in your selected browser.
• Supports internal hot links for URL, VWP links and multi-media display. This
capability is only available (right now) for documents created by Alexandria.
It’s mentioned here because it’s a valuable capability of virtual word processing that makes using Alexandria much more enjoyable and powerful.
Alexandria User’s Manual — 51
Alexandria Basics
Library Bulletin Board
Library Bulletin Board
The Bulletin Board is used to create an electronic Bulletin Board for your library. A
librarian can “post” items on the Bulletin Board, which all students can view via
Alexandria Researcher. The Bulletin Board also allows the librarian to associate notes or
maps with item call numbers. Thus, when item details are displayed, if an associated
note or map is available, it’s automatically included. Select Bulletin Board from the
Show menu to view the Bulletin Board.
To remove an item from the Bulletin Board, select it and click on the Remove Bulletin
button.
Bulletins can be any Alexandria virtual word processing document. You can even post
Alexandria reports as Bulletin Board entries. Thus, rather than posting an overdue
report to the wall of the library, you could post it to the Alexandria Bulletin Board.
To print the contents of a Bulletin, select Print from the File menu, or click on the Printer
icon in the word processor control bar.
52 — Alexandria User’s Manual
Alexandria Basics
Library Bulletin Board
To add a new Bulletin Board entry, click on the New Bulletin button.
Enter the name of the new Document Bulletin and an optional Expiration Date. If you
enter an Expiration Date, the item will be automatically removed on that date. To create
a new Map Bulletin, select Map in the Bulletin Type pull-down menu.
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Bulletin Board documents are standard word processing documents. They
may contain text and/or graphics. Use a drawing program to create your
library map and paste it into the word processing document. If you want to
add additional text with rules or additional hints on locating items, you
can include anything you want.
Although Bulletin Board documents are standard word processing documents, they are
transmitted frequently over the network—you’ll want to limit yourself to short
documents.
Only Librarian Workstations can Add or Remove entries from the Bulletin Board.
Alexandria Researchers can only view entries. However, since Bulletin Board
documents are standard Alexandria word processing documents, librarians can easily
accept postings from students who have created their own bulletins using Alexandria
Researcher.
Alexandria User’s Manual — 53
Alexandria Basics
Maps
Maps
To create a new Map Bulletin, select Map in the Bulletin Type pull-down menu.
Design your map in a program outside of Alexandria, such as Microsoft Paint,
MacPaint, Micrografx Picture Publisher, or Adobe Photoshop. When you are finished,
Copy or Cut the image you have draw to your OS clipboard. When you open a new
Bulletin Board Map VWP document, you can just Paste the image you have draw into
the document. The Virtual World Processor supports a majority of simple image file
types, such as .PICT, .JPEG, and .GIF. Regardless of your operating system,
COMPanion recommends that you have QuickTime installed on your computer.
Your new map may look like this.
Maps are always displayed at the bottom of the Bulletin Board list of items.
The icon at the top right of the window is used to copy Bulletin Board entries for use
outside Alexandria. Click and drag on this icon to move clipping documents to your
desktop of the text found in the Bulletin (graphics are not shown in the clipping).
If you double-click on the icon you can save the Bulletin Board entry as an Alexandria
Word Processing document complete with text and pictures.
54 — Alexandria User’s Manual
Maps
Alexandria Basics
When a user looks at details for an item with a call number in this range, they might see
something like this.
Click on the Show Map link for the specific copy to see the map as shown below.
Alexandria User’s Manual — 55
Alexandria Basics
56 — Alexandria User’s Manual
Maps
Preferences
You can use preferences to customize Alexandria to meet the specific needs of your
library. For example, you can customize security settings, colors, sounds, determine
default values for barcodes and policies, choose settings for cataloging, and set
restrictions for the Alexandria Researchers in your library.
With Alexandria preferences you can also configure your library policies (the rules that
govern how your library is used). For example, you can set policies to determine how
each type of item in your collection circulates and how certain types of patrons can use
your library. You can also set policies to determine how long an item can be checked out
by a patron, how long a hold request is kept, and so forth.
The following section demonstrates how to set and change librarian workstation
preferences. The remaining sections in this chapter describe each preference window
and how to use it.
To set librarian workstation preferences, select Preferences from the Edit menu. The
Preferences window appears. Click the pull-down menu in the upper left corner of the
window to view the list of the preferences.
Alexandria User’s Manual — 57
Preferences
The following is a summary of Alexandria preferences. The subsequent sections
describe each preference in detail.
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Not all preferences are available for every client. The Data Station has more
preferences than the Librarian, which has more than the Researcher. Some
preferences are only active if you have licensed those features. If you have
not licensed the feature, the preference isn’t visible.
Administration—Setup users and access levels; activate passwords. Configure
Address Books for wide-area or multi-collection access (see “Administration
Preferences” on page 57).
Advanced Bookings—Available only for those who have the licensed
Advanced Bookings option. Documented in the Advanced Bookings chapter
(see “Settings” on page 196).
Alexandria Researcher—Define initial settings for your Alexandria
Researchers (see “Alexandria Researcher Preferences” on page 67).
Archive—Alexandria will automatically create a copy of your data at
predefined times throughout the week (see “Archive Preferences” on page 72).
Calendars—Setup calendars for use in your library. Calendars are used to
schedule open days, closed days, period due dates and notes (see “Calendar
Preferences” on page 71).
Circulation—Configure information about temporary barcodes and set how
often the Circulation log is saved. Create body text for inclusion in patron
notices (see “Circulation Preferences” on page 73).
Display Settings—Choose color schemes for the Alexandria appearance and
window settings (see “Display Settings Preferences” on page 78).
Item Management—Configure information about items such as Next
Barcode, Barcode Leaders, Default Policy, terminology and various settings for
cataloging—including Leading Articles to automatically ignore (see “Item
Management Preferences” on page 80).
Library Information—Configure general information about your library (see
“Library Information Preferences” on page 84).
Orders—Set defaults for the Orders Management window (see “Orders
Preferences” on page 87).
Patron Management—Configure information about patrons such as Next
Barcode, Barcode Leaders, Default Policy, and terminology (see “Patron
Management Preferences” on page 89).
Policies—Set guidelines for library operation (see “Policies Preferences” on page
91).
Routes—Add default settings for your routes (see “Routes Preferences” on page
99).
Sounds—Assign Alexandria sounds for events such as check out, check in and
program shutdown (see “Sounds Preferences” on page 100).
Web—Determine settings for Alexandria WEB (see “Web Preferences” on page
211).
Word Processor—Add default settings for new word processor documents (see
“Word Processor Preferences” on page 102).
58 — Alexandria User’s Manual
Administration Preferences
Preferences
Administration Preferences
Use this preference to assign access levels for users. A user’s access level determines
what operations the user is allowed to perform.
Many access levels are available from District Administrator to Researcher. District
Administrator is the least restrictive and allows unlimited access to Alexandria
preferences and settings. Researcher is the most restrictive access level, only allowing
the ability to search.
Until you setup an Administrator name, Alexandria starts with Administrator access.
This is the only access level that lets you setup users. Once you’ve setup an
Administrator name (if no other security level is selected), Researcher access is used.
If Use Passwords/Security is checked, you may select Restart from the File menu to
register at a different access level.
The New User and Remove User buttons setup and change Alexandria users. To edit
user information, double-click on the user’s name. You can set any number of user
names within each access level. You cannot input duplicate user names.
Alexandria User’s Manual — 59
Preferences
Administration Preferences
Adding Users
Click New User to add new users to Alexandria. A window will ask you for user
information.
Enter the user name and password1, and then select the access level for the user. If you
have not added any users previously, the Access Level field is set to Library
Administrator and you cannot change it. Once you add a Library Administrator, you
can add other users with different access levels. The District Administrator setting is
only meaningful for multi collection licenses (WAN, etc.), for other licenses it acts the
same as the Library Administrator.
When you click OK, the name is displayed on the Administration window.
Removing Users
To remove a user from Alexandria, select the user in the list and click Remove User.
1. Passwords are NOT case sensitive. Upper and lower case characters match.
60 — Alexandria User’s Manual
Administration Preferences
Preferences
Activating Security
Check the Use Passwords / Security box on the Administration window to activate the
security features of Alexandria. The default setting for new libraries is OFF. When this
box is checked and passwords are setup, Alexandria asks for a name and password
when starting the system. You should select Restart from the File menu to activate
security.
The user name entered during registration is recorded to the Transaction Log.
Access Levels
The following are the access levels available.
District Administrator—Full access to every control and setting within
Alexandria, including the ability to examine and change registered users. For
multi-library collection licenses, users at this level can edit district level
preferences and have access to all library preferences. All other access levels can
only modify records from their assigned library collections.
NOTE:
User names and
passwords are NOT
case sensitive.
Library Administrator—Full access to every control and setting within
Alexandria, including the ability to examine and change registered users. For
multi-library collection licenses, users at this level can only edit preferences for
their assigned collection.
Librarian—Full access to every control and setting within Alexandria except the
ability to examine registered users and Address Books.
Library Staff—Access to all system functions and reports except Preferences,
Import and Utilities.
Library Aide—Access to Alexandria Researcher capabilities and standard
Circulation commands, with the authority to allow restricted actions. For
example, if a patron has too many books checked out, a warning message
appears when the patron tries to check out another book. With this access level,
the library aide can override the message and allow the patron to check out
another book.
Student Aide—Access to Alexandria Researcher capabilities and standard
Circulation commands, but no authority to allow restricted actions. See the
above description of Library Aide access for information about restricted
actions.
Researcher—Access to Bulletin Board and Search under the Show menu.
Report menu is disabled. Preferences under the Edit menu are disabled.
Import & Utilities under the File menu are disabled. Circulation menu and
Circulation window commands are disabled.
Self Service Check Out—Supports Researcher privileges with the addition
of check in and bookdrop Circulation commands. There is a shortcut for
entering this mode (see “Set Self-Service” on page 189).
Self Service Bookdrop—Supports Researcher privileges with the addition of
the bookdrop capability—Circulation window allowed in bookdrop mode only.
At this level, overdue fines are automatically recorded with no opportunity to
accept payment, or forgive/adjust fines. Fines are still displayed in the log.
There is a shortcut for entering this mode (see “Set Self-Service” on page 189).
Alexandria User’s Manual — 61
Preferences
Changing the User Name
Changing the User Name
Sometimes you may need to access Alexandria as a different user so you are authorized
to perform certain tasks. For example, if you setup the Librarian Workstation for use by
a Student Aide, you may need to log in as the Administrator to do a task the student
aide does not have authorization to do.
To access Alexandria with a different user name than the one you started the system
with, choose Restart from the File menu. On the pop-up window, enter the user name
you want to access Alexandria and then enter the associated password. Click OK.
62 — Alexandria User’s Manual
Preferences
Changing the User Name
Address Books
Use the following steps to setup Address Books so your workstations can communicate
with other Alexandria Data Stations. With the optional wide-area network feature of
Alexandria, you can access different library data collections connected through a widearea network.
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This preference is only available on Alexandria Data Stations and District
Librarian Workstations! Standard Librarian workstations can not edit the
Address Book preferences.
If your Data Station has only one collection, and you are not using a wide-area license,
you don’t need to setup any Address Books—the defaults are set to the recommended
configuration.
Alexandria User’s Manual — 63
Preferences
Changing the User Name
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In order to host or use wide-area access, you must purchase a wide-area
network license. Once you purchase this license, all your Researcher
workstations can search other collections, and authorized workstations
from other sites with wide-area network license can search your location.
Every Data Station has an Address Book called the Standard Address Book. This
Address Book contains entries for each library collection in the local database—if there
are more than one, a default group that consists of all entries. If you have a multi-library
license, this Address Book contains an entry for each library collection. The user may
not edit this Address Book.
You can specify which Address Book is to be used as default for your Researcher
workstations. At each Researcher workstation, you can further select specific Address
Books to be used for that workstation (see “Address Books” on page 68 for more details).
In the Researcher, the local collection is always shown at the top of the list followed by
groups, then by individual entries. If you don’t want an item to be shown, set the “Don’t
show in Researcher” check-box (see “Don’t Show in Researcher” on page 137 for more
details).
Adding New Address Books
You may add as many different Address Books as you need to manage your Alexandria
collections. Since you can specify which Address Book your Researchers will use,
additional Address Books are used for this purpose. Click on the New button under the
Books & Groups list to add a new Address Book.
The local collection is automatically added to this Address Book. You can add additional
Data Stations to an Address Book by dragging them from separate Address Books1 and
dropping them onto any other Address Book—or you add them manually, one at a time,
using the instructions that follow.
1. When you drag an address from one Address Book to another, the address is always
copied. If you want an address removed from an Address Book, use the Remove button.
64 — Alexandria User’s Manual
Preferences
Changing the User Name
Defining Groups
Using the Address Books window, you can create a group of Data Stations and include
that group in an Address Book. When a patron chooses a group and then searches for an
item, all Data Stations in the group are searched. This makes it easy for patrons to search
multiple collections. For example, you could select a group of every high school in the
district, or every high school within a certain zip code.
To create a new Group, do the following:
Step 1.
Step 2.
Click on an Address Book name.
Click on the New button and enter the name of the group you want to
add.
Step 3.
Add Addresses to the group following the instructions that follow.
Alexandria User’s Manual — 65
Preferences
Changing the User Name
Adding New Addresses to an Address Book or Group
Step 1.
Click on the name of the Address Book or Group where you want to add
a new address.
Step 2.
Click the Specify IP button.
Step 3.
Enter an IP Address and a Friendly Name.
Step 4.
If you are going to be adding additional addresses, click on the Keep
window open after adding check-box.
Step 5.
Keep adding addresses to your Address Book as necessary. Click on
Cancel to close the Add IP Address window.
Step 6.
Once all Address Book changes have been made, click the Save button to
save all changes, or Revert to undo all changes.
Adding Existing Addresses to an Address Book or Group
If an address has already been entered into an Address Book, you can copy to another
Address Book or Group List by dragging it from the Data Station and dropping it onto
the name of the Address Book/Group List.
Editing a Data Station in an Address Book or Group
Click once on the Address Book, then double-click on the Data Station. Make the
changes you desire, then click Save to keep the changes or press Revert to reset them to
default.
Removing a Data Station from an Address Book or Group
To remove a Data Station from the Address Book and all groups, click once on the
Address Book, then click on the Data Station you want to remove. Click Remove under
the Data Station column. Press Save to keep the changes or click Revert to restore them
to default.
To remove only a Data Station from a group, click once on the group. Click on the Data
Station that you want to remove, then click on Remove under the Data Stations
Column. Click the Save button to keep your changes or click on Revert to restore them.
66 — Alexandria User’s Manual
Changing the User Name
Preferences
Updates
Alexandria can be updated automatically over the Internet. For convenience, large
organizations may license the use of an Alexandria Update Server.
There are two ways you can perform software updates from within Alexandria. If you
have an Internet connection, you can check for Alexandria updates from COMPanion’s
server. If you use File, Utilities, Check For Update, and an update is available, a
description of the update is shown under the Get Read-Me selection. From there, you
can choose to update your Alexandria Data Station or wait for a future date. If you are
sure you want to update to the newest version on Alexandria, an easier method is to use
the Updates tab in the Administration window under Edit, Preferences. This Utility is
only available for the Data Station; Librarian Workstations do not offer this selection.
You can also download the newest COMPanion and Alexandria software updates from
the official website (www.goalexandria.com). Just follow the Products and Software
Updates hyperlinks. You must enter your Alexandria registration Name, Email
Address, School/Company and Serial Code in order to proceed with the download.
If you don’t have an Internet connection or cannot download the newest updates, you
can contact COMPanion (via email or tech support) and request an Alexandria Update
CD-ROM be sent to your location.
Alexandria User’s Manual — 67
Preferences
Changing the User Name
Services
This preference allows the administrator to disable licensed services.
Only the services which you’ve licensed can be enabled (or disabled). If they are not
licensed, they will appear grayed-out. Changes will not take effect until Alexandria
restarts. Default is to enable all licensed services.
68 — Alexandria User’s Manual
Alexandria Researcher Preferences
Preferences
Alexandria Researcher Preferences
Use this preference to select the default settings for Alexandria Researcher.
Unless overwritten by a specific Researcher workstation, these preferences will be used
for every Researcher workstation. If you change these settings on a specific Researcher
workstation, those settings are changed for that workstation ONLY.
Alexandria Researcher Timeout—You can select the number of minutes the
Alexandria Researcher remains inactive before resetting. If a patron abandons
the workstation, the screen will contain his/her work until the time (set in the
preferences) resets the screen to its initial state. The default setting is Three
Minutes.
Thirty seconds before resetting, a window will appear, allowing the patron to
cancel the reset. If the patron fails to respond, the reset will occur as scheduled.
If the patron cancels the reset, the timer is started again.
If you do not wish the Alexandria Researcher to reset when idle, select Never
from the pull-down menu.
Alexandria Researcher Configuration Password—Enter a password in this
field to restrict patrons’ access to preferences on Alexandria Researchers. If no
password is entered, Alexandria Researcher security can be configured on a
workstation-by-workstation basis. If you set a password in this field and a
patron selects Preferences from the Edit menu on an Alexandria Researcher, a
pop-up window appears, asking the patron to enter this password. If the user
does not know this password, the user cannot change the preferences on the
Alexandria Researcher. The default password is “Configure”.
Alexandria User’s Manual — 69
Preferences
Alexandria Researcher Preferences
Alexandria Researcher Quit Password—Enter a password in this field to
restrict patrons from quitting Alexandria Researcher. If you set a password in
this field and the patron chooses Quit from the Edit menu on an Alexandria
Researcher, a pop-up window appears, asking the patron to enter this
password. There is no default password, thus allowing all users to quit.
Address Book—This pull-down menu lets you select the Address Book which
will be used for this workstation. The default entry is the Standard Address
Book.
Default Language—This setting allows you to set the language used when the
workstation starts up or is reset. The default is set by your activation code; in
the USA it’s set to English.
Maximum Hits—Specifies the maximum number of titles to return during a
search. Default is 500.
User Options—These settings determine what a user can do from an
Alexandria Researcher.
Sounds Like Prompt—Select this option to display a reminder message if a
search finds no matches. The message reminds the patron about the
Sounds-Like search, which sometimes finds matches when other searches
do not. The default setting is OFF.
Click OK to start a Sounds-Like search or Not Now to return to the search
window. The OK button is the default.
Allow Holds and Reservations—Select this option to allow patrons to
place hold requests or make reservations from Alexandria Researchers.
Users have to enter their barcode and password to place the hold or
reservation. The default setting is ON.
Allow Printing—Select this option to allow patrons to print from Alexandria
Researchers. Generally, you’ll allow printing for patrons outside the library
and then customize workstations within the library to disable printing. The
default setting is ON.
Allow Patron to Check Status—This option allows patrons to check their
status from Alexandria Researchers. The patron status report includes
information such as items checked out, on hold, and reserved. If this setting
is enabled, patrons will be able to change their own password. The default
setting is ON.
Allow Patron to Edit Personal Info—Select this option to allow patrons to
modify their address and phone number. The default setting is ON.
Allow Patron to Edit Email Address—Select this option to allow patrons to
modify their Email address. The default setting is ON.
Allow Patron to Renew Items—Select this option to allow patrons to
renew items they have checked out. The default setting is ON.
Hide Desktop—Select this option to hide the desktop on Alexandria
Researchers. This keeps users from accessing other applications on the
desktop. The default setting is ON.
Search Style—This option selects the default search pane. This is the
interface that patrons will see when performing a catalog search. The
default setting is Simple.
70 — Alexandria User’s Manual
Alexandria Researcher Preferences
Preferences
Details Display—These settings determine the level of standard details
displayed for a search on an Alexandria Researcher. Each setting includes more
detail than the previous setting. You can select one of three display types, and
also select to show citation references and Marc records.
Brief Display—Shows only minimal title information.
Standard Display—Shows all useful title information. Default setting.
Full Display—Shows all title information, which is more than most want to
see.
Show Citation References—Shows citation references for creating quick
bibliographies. Default is ON.
Show Marc Display—Shows a hyperlink to the title’s Marc record. Default
is OFF.
Alexandria User’s Manual — 71
Preferences
Archive Preferences
Archive Preferences
The Archive window allows you to schedule automatic backup copies of your valuable
Alexandria Data. The default settings are Mon, Tue, Wed, Thu & Fri at 11PM at “:47”
minutes after the hour. This default keeps 3 inside the Archive folder, located under the
Alexandria v5 folder.
When it’s time for an archive, all data in the Alexandria Data folder is copied to a
folder in the archive folder. During archiving, library services on the Data Station are
disabled.
Although you can disable the automatic archiving function, this is not recommended.
Your most recent archives, combined with your off site backup, are invaluable in
securing the safety of your very valuable data.
- N
O T E
-
The Data Station must be turned on and running when you have the
Archive scheduled to take place. Thus, if a librarian doesn’t want to leave
the computer running overnight, they should change the default time that
the program is set to archive.
72 — Alexandria User’s Manual
Preferences
Calendar Preferences
Calendar Preferences
Use this preference to create custom calendars for your library.
You can assign a separate calendar to each patron or Circulation policy. This lets you use
different calendars for different groups of patrons who may be operating on different
school levels or schedules.
The month and year of the current calendar are shown in the two fields directly under
the Calendars tab. To change the month or year, use the pull-down menu. You can also
use commands to change the month or year. Press <command-] > to go forward a
month and <command-[ > to go back a month.
Alexandria includes a calendar for the current year, one previous year, and three years
in the future.
You can mark days on the calendar as Period Due dates and as Closed dates by
clicking on the actual day. The choices cycle from Open (nothing displayed), Closed,
Period Due, and then back to Open.
Period Due—A period due date is the last day an item is due if you set the Circulation
policy to apply period due dates. For example, if you set a period due date of September
30, 1997, all books checked out before September 30th (that normally would have had a
due date AFTER the 30th), will be assigned a due date of September 30th.
Closed—These are dates on which the library is closed. Due Dates are computed so
that they never fall on Closed Dates, only on Open or Period Due dates.
You can change the settings for the same day each week for the month by clicking on the
day-button at the top of the calendar. You can change the setting for all days for the
future year by holding the <alt>|<option> key down and clicking on the day-button
at the top of the calendar.
Alexandria User’s Manual — 73
Preferences
Calendar Preferences
<Option-click> (or use the <alt> key with Windows) on a date to add a note. Notes
can be used to display automatic reminders for both Librarians and Researchers, as well
as provide private notes for the librarian. Alert notes are only active for the Standard
Calendar and are ignored on other calendars. General Notes are available for all
calendars.
Changes to the calendar are saved when you leave the calendar preference window. You
can also use the Save and Revert commands in the File menu to save or ignore changes.
To create a new calendar, click the New button. Enter a name for the calendar you want
to add.
NOTE:
Once you enter the
calendar name on this
window, you cannot
change it.
If you want to duplicate an existing calendar as a template for a new one, click the
Duplicate Current Calendar check-box.
To delete a calendar, make it the current calendar and click the Remove button. Any
policy using the deleted calendar is assigned to the standard calendar. You cannot delete
the standard calendar.
74 — Alexandria User’s Manual
Circulation Preferences
Preferences
Circulation Preferences
Use this screen to set preferences relating to Circulation.
Circulation
Beginning Temporary Barcode Number, Ending Temporary Barcode
Number—Enter the first and last numbers of the barcode range you have
dedicated to temporary items. If you enter a barcode in this range, Alexandria
will treat it as a temporary item (if it hasn’t already been assigned to a patron or
item). Default range is 90000000 through 99999999
Default Temporary Item Policy—This pull-down menu lets you select the
policy used for temporary circulation items. Default is Standard Item.
Alexandria User’s Manual — 75
Preferences
Circulation Preferences
Circulation Log Save Frequency—Select Daily, Weekly, Monthly or Never.
Archived logs are placed in the Log folder. Default is Weekly.
The Librarian Workstation also creates an Log folder, where archived logs are
saved. The Circulation log contains everything displayed on the Circulation
window, and additional special notes which may be useful. The Circulation log
contains a history of everything that has occurred on that workstation. It can be
a valuable document if you want to examine a workstation’s history.
The following choices are available.
Daily—The Circulation Log resets at the beginning of each day and is
placed in the Log folder with a name such as Circ Log for day yyyymmdd
(for example, Circ Log for day 19990730).
Weekly—The Circulation Log is reset every week (a week starts on
Monday) and is placed in the Log folder with a name such as Circ Log for
week yyyymmdd (for example, Circ Log for week 19990729).
Monthly—The Circulation Log is reset at the beginning of every month and
is placed in the Log folder with a name such as Circ Log for month
yyyymm (for example, Cir Log for month 199907).
Never—The Circulation Log is saved, but never archived. Under this
option, the Circulation log can grow to be very large.
Look for Follett Interleaved 2 of 5—If you have any items with Follett
interleaved 2-of-5 labels, check this box. This setting looks for all barcodes that
are exactly 10 digits long and removes the last three digits which Follett uses as
check digits. Default is OFF.
Charge Late Fees on Lost Books—If this option is ON, then late fees continue
to accumulate on lost books up to the max fee limit. To stop charging fees on a
particular item, Remove the copy or assign it as Discarded. Default is OFF.
Enable Email notifications—Check this box if you want Alexandria to
automatically send Email confirmations and notices to patrons. If selected,
Alexandria will send Email to patrons with valid Email addresses when the
following events occur: Hold placed, Hold expires, In-Stock Hold available, InStock Hold expires, Item became overdue, and Recall issued. Default is OFF.
Repair Trailing Alpha Check Digit—If this is box is checked, items that would
match a scanned barcode if they had the exact same trailing alpha check digit
are repaired so that their barcodes match exactly.
Repair Trailing Numeric Check Digit—This is the same as above, only for
numeric check digits.
Barcode Incrementing
Increment Rightmost Numerics—When this option is selected, incremented
barcodes only modify the rightmost numeric digits. This is the default setting.
OR
Increment Entire Barcode Including Alphas—When this option is selected,
incremented barcodes modify both numeric and alpha characters.
76 — Alexandria User’s Manual
Circulation Preferences
Preferences
Statistics
Alexandria keeps a number of general statistics for your library. These counters can be
reset any time. Most libraries will reset these on a yearly basis. Counters are
incremented as follows.
Total Activity—Increments with every command (failed or successful) entered
into the command line of the Circulation window.
Total Item Activity—Incremented every time a new Item is made Current on
the Circulation window.
Total Patron Activity—Incremented every time a new Patron is made Current
on the Circulation window.
Total New Items Added—Incremented every time a new Item Copy is added
through the Items window or by import.
Total Lost Book Count—Incremented every time a copy is checked out to the
Lost Patron.
Total Items Removed Count—Incremented every time a copy is removed
from the database.
Counters Last Reset On—The date the counters were last reset to zero.
Alexandria User’s Manual — 77
Preferences
Circulation Preferences
Letters
Use this window to customize the body text of letters (in patron notices) sent from the
library.
Use the Restore Default button to restore your text with the default text. Default text is
as follows:
Overdue Notice—“The following items are overdue. Please
return them to the library as quickly as possible so that
others may use these resources.”
In-Stock Hold—“An In-Stock item is being held for you.
Please pick it up by the specified date or it will be
returned to general circulation.”
Recall—“The following item is required at
Please return it as quickly as possible.”
the
library.
Reservation Notice—“Please note that you have a reservation
on the following items. Reservations should be picked up in
the morning of the reservation start date and returned by
the evening of the due date.”
78 — Alexandria User’s Manual
Circulation Preferences
Preferences
Misc
Additional Circulation preferences.
Allow Renewals When Holds Are Pending—When ON, this option allows
users to renew books which have hold requests pending.
Show Patron Name in Reservations window—When OFF, patron barcode is
displayed in the reservations window. When ON, the patrons last name is
shown in the reservations window.
Allow reservations to begin on closed dates—When ON, this option allows
users to place reservations that begin on closed dates.
Allow reservations to end on closed dates—When ON, this option allows
users to place reservations that end on closed dates.
Days to look ahead when checking out reservations—This sets the number
of calendar days that Alexandria looks ahead for reservations when items are
checked in. During check in, if a reservation is detected within this time period,
Alexandria displays a notice for the user. The GG and GPP Circulation
commands also take this date into account before checking reservation items
out to Patrons. Default is 5 days.
Print receipts on check out—When ON, Alexandria will automatically print a
receipt (similar to the Current Item Details button) for every item that is
checked out. When OFF, receipts can be printed manually using the “D” or
“QP” command in the Circulation window at the end of a transaction.
Print In-Stock Hold Slips—When ON, Alexandria will print a receipt when an
item becomes an In-Stock Hold.
Print receipts for payments and refunds—When ON, Alexandria will print
receipts for payments and refunds.
Ask before printing receipts—When this box is checked, Alexandria will
prompt you before printing out any receipts.
Alexandria User’s Manual — 79
Preferences
Check Out Options
Check Out Options
This pull-down menu is a new feature to Alexandria. It allows librarians to limit
the capabilities of the Check In/Out Circulation mode.
These three options are:
Allow check in during check out—If Alexandria is in check out mode, this
option allows items to be checked in to the Circulation window as well.
Allow check in with confirmation during check out—If you try to check in
items while the Circulation window is in check out mode, Alexandria will
prompt you for permission before checking-in an item.
Don’t allow check in during check out—This will not allow items to be
checked in from the Circulation check out window. For example, your library
may require separate Data Stations, some that only allow items to be checked in
and others that only check out.
80 — Alexandria User’s Manual
Display Settings Preferences
Preferences
Display Settings Preferences
NOTE:
After you leave the
Display Settings
preference window, the
color scheme you select is
applied to new windows
as you open them.
To customize a color setting, double-click the line that you want to change. The standard
operating system color window displays.
If you already have
Alexandria windows open
when you set this
preference, those windows
will not show the new
color scheme until you
close them and re-open
them.
The Circulation window
will change when
Alexandria is restarted.
Customize the color as you choose, then click OK.
Click the Set Defaults button beside Pre-Defined Color Scheme to set the selected
color scheme as a default pull-down menu selection. Now, you can further customize
these settings. The Default color scheme is General.
Color schemes are local for each workstation. When a workstation is first launched, it
will use the Library Preferences from the Data Station. Any future changes to that
workstation are applied solely for that workstation.
Alexandria User’s Manual — 81
Preferences
Display Settings Preferences
Miscellaneous Display Settings
Use these controls to further customize the look of your Alexandria program.
Default Text Setting—Selects the general size of displayed text. Default is
Large.
Tool Tip Delay—Selects delay time for tool tips (those short pieces of
descriptive text that appear when you move your mouse cursor over buttons
and such). Default is Medium.
Automatically Save...— When this box is checked, Alexandria automatically
performs the Save operation, rather than asking for user confirmation. Default
is OFF.
Database management windows locked by default— When this box is
checked, the user must unlock the current record in order to begin making
changes. A locked record can not be modified. Default is ON.
82 — Alexandria User’s Manual
Item Management Preferences
Preferences
Item Management Preferences
Use this preference to configure general information about Next Barcode, Default Policy,
and other settings for catalog settings.
Ignore Barcode Leader—If you are using barcode numbers not designed for
Alexandria, you can specify leading characters to be automatically ignored by
Alexandria. For example, your item barcodes may have the text “ITM” in front
of each barcode, enter “ITM” here. Alexandria will ignore the “ITM” at the
beginning of the barcode label. If you don’t need this feature, leave the field
blank.
Next Barcode—The next available item barcode number. When you enter a
new copy record, Alexandria automatically assigns the next available barcode
(unless you assign a number manually). You should set this field when you first
configure Alexandria, so any copies added are assigned an item barcode
number that coincides with your numbering strategy. Default is “1300000”.
Unused Barcodes—Runs a list of all unused barcodes in the range you select.
Barcode range cannot exceed “100,000”.
Alexandria User’s Manual — 83
Preferences
Item Management Preferences
Default Policy—Using this pull-down menu, you can set the default policy for
newly added item records. The default is Standard. If you assign an item policy
which is later removed, the Default Policy will return to Standard.
Default Medium—Using this pull-down menu, you can set the default
Medium for newly added item records. Default is Book.
Caption for Special Funds—This preference allows you to customize the
terms used for the Funds field. Because you can change the term, this manual
uses the generic term “Funds.” Use this field to keep track of where funding for
an item came from. For example, if you have to report the status of items
purchased with government grants or special funds, enter the grant number or
special fund name in this field. You can then generate reports using this field.
Default setting is Funding Source.
Local Call Number Tag—If your Call Numbers are not in the customary
location within the Marc record, use this preference to configure where
Alexandria should check first for a call number.
If you enter a valid “Tag_subfield,” Alexandria will scan that point in the Marc
record to find the call number. If your call numbers are typically at 900a, enter
“900a” in this field. The default setting is blank.
Preserve Existing Call Numbers—When this check-box is set, existing call
numbers are never modified during import or automatic SmartMARC
updating. Default is ON.
Require Matching Library Code on Import—When this box is checked, only
copy information with your library code in 852_a is imported. All other library
codes are ignored. Default is OFF.
Some districts keep a central union catalog with all district holdings. When
these records are transferred to an individual library, each title may contain
holding information for each library in the district. This option allows each
library to import holding records which belong to that library. Other holding
records are automatically removed from the Marc record before it’s saved.
Prefer LC Call Numbers—When this check-box is set, Alexandria looks first for
an LC Call Number when looking for call numbers in an imported Marc record.
Default is OFF.
Show Statement of Responsibility in the Title—When this box is checked,
Alexandria shows the Statement of Responsibility 245_c in the Title field of the
Item Management window. Default is OFF.
Enable Authority Control—When this check-box is set, Alexandria forces
Authority Control when adding or editing item records (see “Authority Control”
on page 126 for more information). Default is OFF.
84 — Alexandria User’s Manual
Preferences
Item Management Preferences
Cataloging—This portion of the window sets the rules for cataloging items.
These options tell Alexandria which subject headings you want cataloged. Since
cataloging only occurs during importing or modification of records, your changes will
only be reflected in new records unless you rebuild your database.
Catalog LC Subject Headings—Default is ON.
Catalog LC Juv Headings—Default is ON.
Catalog National Library of Medicine Headings—Default is OFF.
Catalog National Agricultural Library Headings—Default is OFF.
Catalog Source not Specified Headings—Default is ON.
Catalog Canadian subject Headings—Default is OFF.
Catalog French Subject Headings—Default is OFF.
Catalog Sears Headings—Default is ON.
Index 700_t as a Title—Default is OFF.
Alexandria User’s Manual — 85
Preferences
Item Management Preferences
Leading Articles—This preference allows the administrator to specify which leading
articles are to be ignored for cataloging and searching purposes. Since leading articles
vary from language to language, this preference gives the librarian total control of how
they are defined.
Where is this preference used?
• Titles beginning with these words will be sorted by the next word. The second
indicator of the 245 tag is automatically set to the correct Marc standard value
for the skipped leading article.
• Series beginning with these words are sorted by the next word. The second
indicator of the 440 tag is automatically set to the correct Marc standard value
for the skipped leading article.
• When searching for titles, queries beginning with leading articles will automatically skip the term. Thus, the query “The Cat in the Hat” will actually
search for “Cat in the Hat.”
• When searching for a series, queries beginning with leading articles will automatically skip the term. Thus, the query “The Wizard of Oz” will actually
search for “Wizard of Oz.”
86 — Alexandria User’s Manual
Library Information Preferences
Preferences
Library Information Preferences
Use this preference to personalize Alexandria with information about your library.
Library Name—Enter the name of your library. The default is your library
license name.
Address, City, State, Postal Code, Country, Telephone and Fax—This data is
used for return addresses on Patron Notices and for information shown on
Alexandria WEB.
Librarian—This is the name that appears at the bottom of form letters. Enter the
librarian’s name here. Default is Librarian.
Librarian Title—The librarian’s title. For example, Librarian, Director of Media
or Library Specialist, can also be included on form letters. Default is blank.
Library ID Code—This is the library location identification code. This is a short
code that is used for the Marc location code at 852_a in the Copy Collection
field. Default is the first four characters of your Library Name. If you change
this value, all matching copy records are automatically updated to the new
value.
Date Format—Select the date format you want Alexandria to use. Default is
Use System Setting.
Money Format—Select the money format you want Alexandria to use. Default
is Use System Setting.
Language—Select a default language from the list of available languages.
Default is English unless otherwise set by activation codes.
Alexandria User’s Manual — 87
Preferences
Library Information Preferences
Email
Library Email Address—This is the library’s Email address, which is used as the return
mail address for overdue notices and other Email messages sent by Alexandria. You
must enter an Email address to use most Email services. Default is blank.
SMTP Server—This is the TCP/IP or DNS address of your library’s mail server.
Typically, this will be “mail.” followed by your domain name. You must enter a valid
SMTP Server address to use Email services. Default is blank.
Activate TCP/IP on startup—When this setting is OFF, Alexandria will not activate
TCP/IP. This prevents Alexandria from activating PPP connections when running
without clients. If you are using TCP/IP for communications, this setting should be set
to ON. Default is OFF.
88 — Alexandria User’s Manual
Library Information Preferences
Preferences
School
Starting—Use the pull-down menu to select the starting grade level of your
school. Default is Kindergarten.
Ending—Use the pull-down menu to select the ending grade of your school.
Default is 12th Grade.
Last Date of School is—Identifies the last date of the current school year. On
this date, all patrons graduate to the next grade level. Default is July 1st of the
current year.
This is a School Library—When this box is checked, Alexandria uses defaults
and settings which assume school library settings. Turning this option off either
hides school elements or changes them into non-school related terms. Default is
set based upon your activation codes. If your activation code contains “H1,” it
will default to ON.
Alexandria User’s Manual — 89
Preferences
Orders Preferences
Orders Preferences
Use to set preferences for the Orders management window.
Bill To—Enter the Bill To address for your orders. If you fail to enter an address,
when you print an order, the library address will be used.
Ship To—Enter the Ship To address for your orders. If you fail to enter an
address, when you print an order, the library address will be used.
Sales Tax%—Enter the default sales tax rate for your orders. Default is 0%.
Add items to Collection on Receipt—Use this preference to set the default
value for new orders. Default is OFF. If you typically receive Marc records from
your Vendor for import when your items are received you will want to leave
this setting OFF.
Sort Order Line Items by Title—Use this preference to set the default sorting
order of line items. Select ON to sort by Title. Select OFF to sort in the order
items that were added. Default is OFF.
Financial Year from—Use this preference to set the financial period for your
budget. Budgets are computed only for the current financial period. Default is
blank. A blank financial period includes all dates.
The Financial Year is also used for computing Lost and Discarded items in the
standard Super Summary. Only items Lost or Discarded within this financial
year are counted on the Super Summary.
90 — Alexandria User’s Manual
Orders Preferences
Preferences
Claim Letter
Enter text for order claim letters in this window. Claim letters can be printed by the
librarian for incomplete orders. A claim letter is addressed to your Vendor and includes
the Claim Letter text and a list of all items that have not been received for the order in
question. Claim letters are only printed for Issued orders; Open or Closed orders can
not generate a Claim letter.
The default Claim Letter is “The following items were ordered but not
delivered. If you can not deliver them within 4 weeks, consider
them removed from the order.”
Alexandria User’s Manual — 91
Preferences
Patron Management Preferences
Patron Management Preferences
Use this preference to configure general information about patrons such as Next
Barcode, Default Policy, and terminology.
Default Policy—This pull-down menu shows the default policy for newly added
patrons. Use the pull-down menu to choose a different default policy. If you later
remove a patron policy, the Default Policy will revert to Standard Patron.
Next Barcode—The next available patron barcode number. When you enter a
new patron, Alexandria assigns them the next available barcode (unless you
assign a number manually). The default value is 1100000.
You should set this field when you first configure Alexandria, so that any added
patrons are assigned a patron barcode number that coincides with your
numbering strategy.
Ignore Barcode Leader of—If you are using barcode numbers not designed for
Alexandria, you can specify leading characters to be automatically ignored by
Alexandria. For example, if your patron barcodes have the text “PAT” in front of
each barcode, enter “PAT” in this field. Alexandria will ignore the “PAT” at the
beginning of the barcode label. If you don’t need this feature, leave the field
blank.
Keep History for all Patrons—Check this box if you want Alexandria to keep a
transaction history for all patrons. Default is OFF.
92 — Alexandria User’s Manual
Patron Management Preferences
Preferences
Terminology—This preferences let you determine terms for use in Alexandria.
Term for Location Field—This preference lets you configure the term used for the
Location field. For example, you may want to use the term “Homeroom” rather
than “Location.” The term you choose appears on the Personal Info tab in
Patron Management and wherever else Alexandria shows this information.
Although you can change this term, this manual uses the generic term
“Location.”
For school libraries, this defaults to “Homeroom”; for other libraries, this defaults
to “Location.”
If numeric ranges are going to be used in this field, they need to be padded with
zeros in order to be sorted and selected correctly. For example, instead of a “1”,
“2”, “402”, you’d insert “001”, “027”, “402”. Basically, all entries with a
numeric range need to have the same number of characters.
Term for SubLocation Field—This preference lets you configure the term used
for the SubLocation field. The SubLocation field appears under the 2nd
Location field on Personal Info in the Patron Management window.
You can use this field for whatever extra information you may need to enter. For
example, you may want to use the term “Last Period” to identify an alternate
location below the primary Location field. The term you choose appears
wherever Alexandria displays this information.
Although you can change this term, the generic term “SubLocation” is used by
this manual. Default value is “2nd Location.”
Term for Level Field—This preference lets you configure the term used for the
Level field. For example, you may want to use the term “Year” rather than
“Level.” The term you choose appears on the Personal Info tab in Patron
Management and wherever else Alexandria shows this information.
Although you can change this term, this manual uses the generic term “Level.”
For school libraries (those with an “H1” in the activation code), this defaults to
“Grade.” For other libraries, this defaults to “Level.”
Government ID—This field is used for National ID numbers. In the United
States, this is typically the Social Security Number. Default value is “SSN.”
Community ID—This field is used for Community or Local ID purposes. For
school libraries, this defaults to “Student #”; for other libraries, this defaults to
“ID #.”
Unused Barcodes—Runs a list of all unused barcodes in the range you select.
Barcode range cannot exceed “100,000”.
Alexandria User’s Manual — 93
Preferences
Policies Preferences
Policies Preferences
Policies set rules that govern how patrons use your library, how items circulate, and
how circulation periods and rules are computed. Policies are important for circulation
purposes, reports, and statistics.
Use the Policies preference to customize these rules for your library. The Policies
preference window includes preferences for patrons, items, and circulation.
To choose preferences for items or circulation, click on the appropriate tab across the top
of the window. The preference window for that category appears. The subsequent
sections describe each category of preferences.
Patron Policies
Patron policies are the general rules that govern how patrons use your library. For
example, eighth grade students can be given more privileges than second grade
students. Use the Patron Policies preference to customize these rules for your library.
Alexandria automatically creates two patron polices: a System Patron policy (SYS) and
a Standard Patron policy (STD). These policies cannot be removed from the system.
The system policy is for special patrons with barcodes under 50. If you don’t assign a
policy to a patron, Alexandria uses the Standard Patron policy unless otherwise
defined in the Patron Management preferences.
94 — Alexandria User’s Manual
Policies Preferences
Preferences
To add a policy, click on the New or Duplicate button. The following window appears
asking you for information about the new policy.
Enter a Policy Name and Short Code (between 1-4 characters) then click OK to create
the new policy using these values. If you selected Duplicate, the currently selected
policy rules are copied. Otherwise, the Standard Patron rules are copied. You can then
edit these values to customize the newly created policy to meet your needs. Short
Codes and Policy Descriptions must be unique.
To remove a policy, click the Remove button. You can not remove a policy that is in use
by existing patrons. The Remove and Edit Name buttons are hidden for the Standard
and System Patron policies—as they cannot be removed or renamed.
If a patron exceeds the values you enter, a warning message appears. For example, if the
patron tries to check out more books than the value entered in the Maximum number
of items checked out field, a warning message appears.
When a warning message appears, you usually have the option to override the policy.
To change the settings for an existing policy, change values in the fields on the
preferences window. The following list explains the fields.
Policy—This field shows the currently selected policy. Click on the field to
select other policies you’ve defined for your library. You can edit this name by
clicking on the Edit Name button.
Short Code—The Short Code is a short name for policies. These are used in
reports and other places where long names don’t fit well. Short Codes must be
between 2-4 characters and must be unique. Default is the first 4 characters of
the Policy Name—adjusted to make it unique (in case two policies start with
the same 4 letters).
Maximum number of items checked out—This is the maximum number of
items that patrons (under this policy) can check out. Default is 5.
Maximum number of items overdue—This is the maximum number of items
that patrons (under this policy) can have overdue and still be allowed to check
out additional items. Default is 2.
Maximum number of Items placed on hold—This is the maximum number
of pending hold requests for patrons (under this policy) can be active at any one
time. Default is 5.
Maximum fine for an overdue item—This value limits the maximum fine that
can be charged for an overdue item. If you select the “Fines limited by item
cost” check-box, the maximum fine is this value or the book cost (whichever is
lower). Otherwise, this value alone is used. If you want to allow unlimited fines,
enter a large value here. Default is $20.00.
Number of days patron’s card is active—This value is used as the default
card expiration date for newly added patrons. Default is 365 days.
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Preferences
Policies Preferences
Number of days to keep a hold request—Hold requests that exceed the time
limit in the patron’s policy are automatically removed from the system. Default
is 28 days.
Number of days to keep an in-stock hold request—In-stock hold requests
that expire are automatically removed at the beginning of each day. A notice is
prepared so that items may be returned to the shelves, or held for another
patron. Default is 5 days.
Total fines alert value—If the patron’s total fines exceed this value, an alert
will appear when this patron becomes the Current Patron. If you want an alert
for any patron with fines, set this value to “$00.01”. If you only want alerts for
patrons with larger fines, set that value here. Default is $20.00.
Apply period due dates—Choose whether to apply period due dates to
patrons under this policy. If you decide to apply period due dates, due dates for
items are automatically adjusted at check out. Default is ON.
Charge fines on closed dates—If this box is checked, patrons under this
policy are charged fines on both open and closed dates. Otherwise, fines are
only charged on dates that the library is open. Default is OFF.
Fines limited by item cost—If you check this box, a fine for a particular item is
limited to its Replacement Cost (if available), Copy Cost (if available), or the
policy average cost (if available). Otherwise, an item’s “value” is set at $20.00. If
you don’t set this, fines can exceed the cost of the item. Default is ON.
Items are due on—This field configures the day of the week that items are
due. Use the pull-down menu to choose a day. If you choose Anyday, items will
be due on their calculated due days. If you choose a day of the week, all patrons
on this policy will have their items due on the day you set. Default is Anyday.
For example, if you set this field to Tuesday, books are due the first Tuesday
after the calculated due date. If the day of the week is closed, due date will
advance to the next closest open day.
Use calendar—This field shows the calendar used under this policy. Use the
pull-down menu to choose a different calendar for this policy. If you remove a
calendar that is being used by a policy, the Standard calendar automatically
replaces it. Default is Standard.
Policy notes—This field is used to enter a short note about the policy. This is
only for the use of the librarian, as Alexandria doesn’t use this information.
Default is blank.
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Policies Preferences
Preferences
Item Policies
Item Policies are the general rules that govern how items are circulated in your library.
For example, you can set policies to allow fiction works to be checked out longer than
reference works. Use the Item Policies preference to customize these rules.
Alexandria automatically creates a Standard Item policy (STD) for items. The
Standard Item policy is the default item policy. If you don’t assign a policy to an item,
it is assigned the Standard Item policy.
Click the Item tab on the Policies preference window to edit item policies.
To add a policy, click on the New or Duplicate button. The following window appears
asking you for information about your new policy.
Enter a Policy Name and Short Code (between 1-4 characters) then click OK to create a
new policy using these values.
If you selected Duplicate, the currently selected policy rules are copied. Otherwise, the
Standard Item rules are copied. You can then edit the values to customize the newly
created policy to meet your needs. Short Codes and Policy Names must be unique.
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Preferences
Policies Preferences
To remove a policy, click the Remove button. You can not remove a policy in use by
existing items. Note that the Remove and Edit Name buttons are not selectable for the
Standard Item policy.
If a patron exceeds the value you enter, a warning message appears. For example, if a
patron tries to renew more times than the value you have entered in Number of times
item can be renewed, a warning message appears.
When a warning message appears, you usually have the option to override the policy.
To change settings for an existing policy, change values in the fields on the preferences
window. The following list explains the fields.
Policy—This pull-down menu shows the currently selected policy. Use the pulldown menu to select other policies you’ve created for your library. You can edit
these names by clicking on the Edit Name button.
Short Code—The Short Code is a short name for policies. These are used in
reports and other places where long names don’t fit well. Short Codes must be
between 1-4 characters. Default is the first 4 characters of the Policy name.
Number of days these items can be loaned—Enter the number of days
items of this policy can be loaned. For example, to set a loan period of three
weeks, enter 21. Default is 14 days.
For items that you do not want checked out, set the loan period to 0 days.
Grace period allowed before an item is subject to fine—Enter a value to
set the grace period allowed for overdue items before fines are computed. For
example, if you set the grace period for 2 days, patrons are not charged fines
until the third calendar day an item is overdue. At this point, they are charged
fines for 3 overdue days. It doesn’t matter if the library is open or closed on
those days, the Grace Period is only computed on calendar days.
For easy check in, set the grace period one day longer than your commonly
closed periods. For example, if you are commonly closed on Saturday and
Sunday set the grace period for three days. Therefore, if the book is due on
Friday, and it’s turned in through the bookdrop on Saturday, when you check it
in on Monday no fines will charged.
The default Grace Period is 3 days.
Fine rate for these items—Set the fine rate for items with this policy. The fine
rate is computed daily. If you don’t charge fines, enter $0.00. The default
setting is $0.10.
Amount of loan fee—If you charge patrons a fee for checking-out items, enter
a value here to set the fee amount for items with this policy. This fee is charged
automatically when the item is checked out. The fee is recorded as “Loan Fee
for {item title}.” The default setting is $0.00.
Default replacement/Purchase value—Set the average replacement cost for
items with this policy. This policy is used to assign replacement costs for items
which you haven’t specified a cost for in the copy record. The default is
$20.00.
Number of times item can be renewed—Enter a value to set the number of
times items under this policy can be renewed. If you don’t allow items to be
renewed, set the number to 0. The default is 1.
If a patron tries to renew an item that has already been renewed the maximum
number of times, a warning message appears at the Librarian Workstation
indicating that the patron has exceeded the policy limit for renewals.
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Policies Preferences
Preferences
Maximum reservation period for these items—Enter a value to set the
maximum number of days an item can be reserved. If items aren’t allowed for
reservation, set the period to 0 days. If none of the copies allow reservations, the
reservation window will not open and a message appears in the transaction log.
If some copies allow reservations and some don’t, the reservation window will
open, but only copies which allow reservations are shown in the copies pulldown menu. The default setting is 14.
Days required between reservations—If your library requires time to
process an item that has been returned, this setting will enforce the processing
time between reservations. For example, certain equipment may need to be
calibrated after each use. If the calibration time takes two days, and you put two
days in this preference, Alexandria will make sure that reservations are
separated by at least two days. Default is 0 days.
Hard due date—You can set a fixed due date for all items with this policy. If
the date entered here is AFTER today’s date, it is used as your due date.
Otherwise, Alexandria computes a due date according to other policy settings.
Default is blank.
Hold requests for these items are allowed—Check this box to allow patrons
to place hold requests on items. If you don’t check this box, patrons cannot
place hold requests on items under this policy. Default is ON.
Policy notes—Enter notes about this policy. Notes are only for the librarian’s
use, they are not used for any policy calculations. Default is blank.
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Preferences
Policies Preferences
Circulation Policies
Circulation Policies are the specific rules used when patrons perform transactions with
items in your collection. Alexandria creates a Circulation policy for every combination
of patrons and items, using values entered into individual patron and item policies.
Use the Circulation Policies preference to customize these settings with your circulation
exceptions. For example, you can configure Circulation policy so teachers can check out
reference books but students cannot.
Click the Circulation tab on the Policies preference window to change Circulation
policies.
You can edit a Circulation Policy by selecting a Patron and Item policy from a pulldown menu. For example, you can select Standard Patron and Standard Item to
display the Circulation policy for this combination. This policy will display the rules
used when a standard patron performs a transaction on a standard item.
Each Circulation policy is a combination of one patron and item policy. The original
settings for a Circulation policy come from combining these patron and item policies.
• If you change a patron or item policy, the default Circulation policy (which is
a combination of the policies), is changed to match unless you’ve entered an
exception into the Circulation policy window. If you enter an exception, it’s
used rather than the standard patron or item policy values.
• If you modify settings in a Circulation policy, those values are used until you
change them back to the default values. Patron and item policies are not
affected by changes you make in the Circulation policy.
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Preferences
Policies Preferences
The following examples show how policy changes take effect:
Example 1—A loan period is 14 days under a particular item policy and you
have not changed this value in the Circulation policies window. If you change
the setting in the item policy window from 14 to 21, all Circulation policies
using this item policy are updated.
Example 2—A loan period is 14 days under a particular item policy but you
changed this value in the Circulation policies window to a custom setting to
allow teachers a loan period of 30 days. If you change the setting in the item
policy window from 14 to 21, the 30-day setting remains in the customized
Circulation policy; only those records you didn’t customize would be changed.
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Preferences
Routes Preferences
Routes Preferences
Allows the librarian to specify Route preferences.
Default Route Instructions—The default text for new routes. Default is “The
attached materials are being supplied as a service of this
library. To ensure that all patrons can be serviced on a
timely basis, please review these attached materials and
pass them on as quickly as possible.”.
Default Route Period—Sets the new default route period. Default is 14 days.
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Preferences
Sounds Preferences
Sounds Preferences
Use this preference to set what sounds play when certain events occur.
The subsequent section lists the sounds you can associate with an event.
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If you don’t want Alexandria to play sounds, check OFF in the Enable
Event Sounds check-box. Default is ON.
Click on an event to select it, then click on the sound you want to play when that event
occurs. For example, if you want the sound of a sax to play when a book is checked in,
choose Check In from the Event column and choose Saxes in the Sound to Play
column.
Event—These are the events to which you can attach a sound.
Alert—Indicates that the user’s attention is required by Alexandria. Default
sound is Alert.
Check In—Indicates that an item was checked in. Default sound is Check In.
Check Out—Indicates that an item was checked out. Default sound is Check
Out.
Circulation Exception—Default sound is Alert.
Circulation Fine—Default sound is Serious Alert.
Hold Placed—Default sound is Hold Placed.
Inventory—Default sound is Inventory.
New Patron—Default sound is New Patron.
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Preferences
Sounds Preferences
Patron Alert—Default sound is Serious Alert.
Program Quit—Indicates that Alexandria has quit. Default sound is Saxes.
Report Complete—Default sound is Report Complete.
Reserve Placed—Default sound is Reserve Placed.
Reservation Placed—Default sound is Reservation Placed.
Reset Occurred—Indicates that a reset is about to occur. The Alexandria
Researcher is reset after the sound is played. Default sound is Very Serious
Alert.
Reset Soon—Indicates that the reset alert window is displayed. Default Sound
is Serious Alert.
Search Complete—Default sound is Search Complete.
Search Failed—Indicates that the search was unsuccessful in locating any
matching items. Default sound is Try Again.
Serious Alert—Indicates that the user’s attention is wanted for a serious event.
Default sound is Serious Alert.
Utility Complete—Default sound is Report Complete.
Very Serious Alert—Default sound is Very Serious Alert.
Welcome—Indicates that Alexandria has launched. Default is Welcome.
Use the Default button to reset all sounds to their default values.
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Preferences
Word Processor Preferences
Word Processor Preferences
This preference window is used to set defaults when a new word processor document is
opened.
Default Font—Selects the default font selection. Default is Geneva.
Default Size—Selects the default font size. Default is 12 point.
All margins are from the edge of the paper. Since most printers can’t print to the very
edge of the paper, you should use a margin of at least “.25” inches.
Left Margin—Set the default left margin. Default is 1 inch.
Right Margin—Set the default right margin. Default is 1 inch.
Top Margin—Set the default top margin. Default is 1 inch.
Bottom Margin—Set the default bottom margin. Default is 1 inch.
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Preferences
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Word Processor Preferences
Patron Management
This chapter includes a general description of managing patrons using the Patrons
window and how to Add, Remove, Modify, Browse, Find, and Display patron
information (see “Patron Management Preferences” on page 89).
Patron Management Window
The Patrons window displays information about patrons in your library. To display the
Patrons window, select Patrons from the Show menu.
The top portion of the window contains primary information about the Current Patron.
This includes the patron barcode (1001), policy (9th Grade), status (Active), sex
(Female), and patron sequence (#9) as well as name and address information and an
optional picture of the patron.
More information about the patron is contained on the bottom-half of the window on
individual tabs. Click on a tab to display more information.
The patron you are presently in the progress of viewing is called the Current Patron.
Selecting the Circulation window automatically reveals the Current Patron. Likewise, if
you have a Current Patron displayed on the Circulation window and select the Patrons
window, the same Current Patron is displayed.
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Patron Management
Using the Patrons Menu
Using the Patrons Menu
You can view, modify, add and remove patron information using the Patrons window
and the commands in the Patrons menu. When the Patrons window is the foremost
window, a Patrons menu becomes available in the menu bar.
The First, Previous, Next and Last commands display the indicated record (first,
previous, next or last) based on the order of the records shown in the Browse By field.
The arrows to the left of the Browse By field perform the same action as the Next and
Previous commands.
First—Displays the first record according to the Browse By order.
Previous—Displays the previous record according to the Browse By order.
Next—Displays the next record according to the Browse By order.
Last—Displays the last record according to the Browse By order.
Use the Browse command to view a quick list of patrons starting with the currently
selected record.
Use the up and down arrow keys to move through the list. To display more patrons,
click on the More buttons on the top right of the window or press the up or down arrow
key to move upwards or downward at the ends of the list. To position the browser at
another patron, information in the empty field to the left of Go and then click on the Go
button.
To select a patron in the list, either double-click on the patron or click on the patron once
and click on Select or press the <enter> or <return> key on your keyboard.
When you select a record on the Browse window, the selected record is activated and
displayed. To leave the Browse window without changing the current record, select
Cancel.
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Using the Patrons Menu
Patron Management
Finding Records
The Find command under the Edit menu can be used to locate a specific record. For
example, if you are looking for a patron with the last name “Andersen,” Alexandria
finds the first patron record with that name and displays it as the Current Patron in the
Patrons window.
The first field menu allows you to select where to search for the data. The second field
allows you to select Closest match or Exact match.
Click on Find to locate the record, or click Cancel to stop the Find operation and return
to the most recent Patron record. If a Find is performed, the Browse by selection is
automatically set to the same selection as the Find key.
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Patron Management
Using the Patrons Menu
Modifying Patron Information
You can edit information directly in the Patrons window or in any of the tabs on the
window. You can edit information in these windows the same as you would in other
application. For example, you can place the cursor in an existing value and type
additional values or you can highlight a value and type over it. Before records can be
changed, they must be unlocked by using the Unlock command (see “Changing Records”
on page 46).
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If your preferences are set to lock records, you’ll have to unlock the record
first by clicking on the lock icon or selecting Unlock from the Preferences
menu before you can make changes to the record.
To move to the next data entry field, press the <tab> key. To move to the previous data
entry field, press <shift-tab>. To select a data entry field to edit, click in the field. To
select from a pull-down menu, <tab> until the pull-down menu you desire is
highlighted and use the <up> and <down> arrow keys to make your selection.
When you have modified all the information you want in the record, click the Save
button in the upper right of the window. The record is saved. If you want to ignore the
information you have entered, click the Revert button to display the previous record
and throw away your changes.
If you try to select another record or leave the window without saving your input, the
following warning message appears.
Click the Cancel button to return to the window with your input still displayed. Click
the Discard button if you want to ignore the data you entered. Click the Save button or
the <enter> key to save your changes.
If you try to save a record with a barcode that is already in use (say, 1001), the following
window appears. You will have to change the barcode to a unique barcode or discard all
changes.
If you want to modify the information for a group of patrons, use the appropriate utility
(see “Patron Utilities” on page 338).
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Using the Patrons Menu
Patron Management
Adding New Patrons
Use the New Patron command to add a new patron to your database. When you select
the New Patron command, the Patrons window will appear with fields where you need
to add information.
Fill in all the data fields in the window (such as First, Last, Address, and so forth) to add
a new record. Alexandria automatically copies the City, State, Postal Code and
Country from your library address (see “Library Information Preferences” on page 84) for
the new patron.
To move to the next data entry field, press the <tab> key. To move to the previous data
entry field, press <shift-tab>. To select a data entry field to edit, click in the field. To
select from a pull-down menu, <tab> until the pull-down menu you desire is
highlighted and use the <up> and <down> arrow keys to make your selection.
The Barcode and Last Name fields are required to add a new patron. Alexandria
automatically displays a barcode number based on the value you entered in the Next
Barcode field in the Patron Management Preference window (documented on
page 89). You may type over this value to change it.
When you have added all the information you need for this patron, click the Save
button in the upper right of the window. If you want to ignore the information you have
entered, click the Revert button. The previous patron is displayed.
You can add many patrons quickly if you have their data in electronic format (see “Data
Import” on page 351 for complete instructions).
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Patron Management
Using the Patrons Menu
Duplicating a Patron
Use the Duplicate command to make a copy of an existing patron. You can then modify
the information to create a new patron. This will save the data entry time when you add
patrons who have similar information such as location, graduation date, policy and
status.
When you select the Duplicate command, the Patrons window appears with a copied
version of the Current Patron information. This window will automatically select the
next available barcode for patrons rather than copying the barcode from the duplicate
record. Type over the information on the window with the appropriate information for
the new patron.
Removing a Patron
At times you need to remove a patron from your system. Removing patrons who no
longer use your library helps ensure the accuracy of your reports.
W A R N I N G !
Before you remove a patron, backup your data files. Removing patrons is
permanent and cannot be undone! If you erroneously remove a patron,
you will have to re-enter all their information or recover the information
from a backup copy of your data.
Use the Remove command to permanently remove the Current Patron.
When a record is removed, all associated information is also removed. For example,
removing a patron also removes any holds or reservations that the patron has pending.
A patron with items checked out cannot be removed until all items have been returned
to the library or recorded as lost.
Take Patron Picture
If you have the correct software installed, you can use a digital camera to snap a
Patron’s picture. Use this command to begin the process.
Paste Patron Picture
If you have a picture on your computer clipboard, this command will paste it into the
patron picture field.
Remove Patron Picture
Clears the Current Patron picture.
Show Details
Shows details for the current patron. Displays the same report as the Details button on
the Circulation window.
Show History
Shows the history of patron transactions. When history is turned OFF, only payment
and fine history are maintained and displayed.
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Patron Management
Special Patrons
Special Patrons
When you start Alexandria, it creates several special patrons using barcodes 1 through
6. These patrons are used to track items with a special status such as lost, archived, On
Order or out for repair. Barcodes numbered 1-19 are reserved for Alexandria usage. If
you attempt to add barcodes in these ranges, they will automatically be reassigned by
the system. You can not Add, Remove or Modify records in this range.
Special patrons are generally not shown in browse lists, reports or other areas of the
program. In order to view them, they must be selected via barcode number in either the
Circulation window, or Patron Find window.
Barcode numbers 20-49 are reserved for the librarian’s special usage, and (similar to 119 barcodes) are not generally shown to the user unless specifically requested. However,
the librarian can Add, Remove or Modify these records.
For example, when you send an item out to be repaired, you can check the item out to
On Repair (Barcode 4). This leaves the item inventoried but prohibits another from
checking it out when it’s not available. When the item is returned, you simply check it
back into the library and it’s available for circulation again.
If you accidently assign some of your patrons with system barcodes, all you need to do
is go back and change their barcodes to fit your specified barcode range.
The following is a summary list of special patrons Alexandria creates. You can also
create your own special patrons for tracking particular items.
• Lost Items (Barcode 1) to identify items you cannot find in your collection.
• Discarded Items (Barcode 2) to identify items you no longer want used in your
library.
• For Library Use (Barcode 3) to assign items for use within the library.
• On Repair (Barcode 4) to track items you have sent out of the library for repair.
• On Order (Barcode 5) to track items you have on order but have not yet been
received or shelved.
• Archived Items (Barcode 6) to identify items kept in the library and generally
not checked out.
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Patron Management
Patron Information Fields
Patron Information Fields
The following section describes the data fields in the Patrons window on each tab.
When a field has an obvious meaning or use (such as City or Phone), it will not be
included in the explanation unless there are special notes about how it is used.
Primary Patron Information
The top portion of the Patrons window contains information about the patron. This
includes the patron barcode, policy, status and sex, as well as name and address
information, and a picture of the patron.
These are fields that cross the top of the Patrons window:
Patron Barcode—Each patron will have a unique barcode number that is
either assigned by the system or entered manually. This barcode can contain up
to 15 digits and must be unique. It may contain numbers or letters, but no
punctuation characters or spaces.
Patron Policy—The policy you assign to a patron determines the library rules
that this patron must follow. To select a policy for a patron, click the arrow at the
end of the Policy pull-down menu and choose a value. The default policy for
new patrons is automatically assigned based upon the Patron Management
Preferences (see “Patron Policies” on page 91 for more information).
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Patron Management
Patron Status—The third field across the top of the Patrons window is the
patron status field. A patron’s status identifies Active patrons and those with
special circumstances such as a Lost Card, Suspended or Transferred.
To select a status for a patron click on the arrows at the end of the patron status
pull-down menu. The following values are available:
• Active—A patron whose status is active can use the library (check in and
check out books) according to the rules of the assigned patron policy.
• Lost Card or Suspended—This status causes a message to display at the
Librarian Workstation when the student ID/barcode is entered. The message
recognizes a patron’s status and asks the librarian to verify that it’s okay to
continue with this patron.
• Transferred, Inactive, Other—These status options are for generating patron
reports for patrons with specific statuses. For example, you could generate a
list of all patrons that have transferred or are inactive. These statuses cause a
message alert at the Librarian Workstation when the student ID/barcode is
entered.
Sex—Click on the arrow at the end of this pull-down menu to select the
patron’s sex. The default is Unknown until the patron’s sex is identified.
First—Enter the patron’s first name or the first name and middle initial.
Last—Enter the patron’s last name. This field is required, you can not save a
patron record without a last name.
Address, City, State, Postal Code, Country—Enter the patron’s mailing
address. Notices and letters are sent to this address.
Patron Picture—You can add a patron picture to the patron record. The picture
will appear in the box under the gender menu in the Patron window and in the
Current Patron section of the Circulation window. There are several ways to
add a picture to the Patrons window:
• Drag and drop—Open the picture of the patron in the application where it was
created. Drag the graphic from the desktop or program onto the Patrons window in Alexandria. As you drag the picture, a box outline shows where the
picture is to be placed to help you align it properly.
• Copy and paste—Open the picture of the patron in the application where it
was created. Select the graphic and copy it to the clipboard (this is usually
done with commands such as Select All and Copy and Cut under the Edit
menu in the program). Go back to your Alexandria Patrons window and
choose Paste Patron Picture from the Patrons pull-down menu at the top of
the window. The picture appears in the area under the gender button.
• Take a picture—If you have a digital camera and it’s attached to your computer, you can take a picture and place it directly in this window using the
Take Patron Picture command under the Patrons menu.
• Sequence #—A unique number assigned to the patron by Alexandria. This
number is useful for browsing by order of entry.
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Patron Management
Patron Information Fields
Personal Info
Here is a brief description of the fields located on the Personal Info tab:
Government ID, Community ID1—(Shown as ID# in the sample window).
These are alternate unique ID codes you may want to use with Alexandria. If
you plan on updating patron information automatically from a central
administration system (or you want to locate patrons by alternative codes, enter
data in these fields).
In the United States, the Government ID is typically the Social Security Number
(SSN); other countries may use other formats. Community ID is designed to be
used for your local ID. This could be a Student Code, Phone Number, Parcel
Number or any other unique identification code. Duplicate values are not
allowed; if a duplicate code is entered, Alexandria will automatically modify it
to make it unique.
Location—(Shown as Homeroom in the sample window). The location of a
patron in a school is typically the student’s homeroom or first period class. You
can change the name of this field in the Terminology section of the Patron
Management preference window. To ensure the accuracy of reports, be consistent
when entering information in this field. Reports can be generated and sorted by
this field. For example, you may print an overdue list of all students in a
homeroom with overdue items.
Phone and Fax—Enter the phone number and fax number that should be used
to notify the patron of special events, overdue items, in-stock holds, and other
official library business.
1. This term can be customized by the librarian (see “Patron Management Preferences” on
page 89 for instructions).
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Patron Information Fields
Patron Management
Email—Enter the Email address for the patron if you plan to use Email for
notification purposes such as overdue notices. If you choose Email as the type
of report when printing overdue notices, the notice is sent to the specified Email
addresses. If you don’t enter a valid address or leave the field blank, Email
messages will not be sent to patrons.
Password—An optional password can be entered for the Patron. For security
reasons, passwords are shown as “*” characters and are used by the patron to
identify themselves when performing remote transactions. The password will
default to the patron’s Last Name without spaces or punctuation.
Graduation Date—Enter the date the patron will graduate. This field is used to
compute the patron’s current grade. Patrons automatically graduate to the next
grade level on the date you enter as the last day of school on the Library
Information preference window. Graduated patrons are given grade level
“graduated”.
Level1—This field identifies the patron’s level in school. If this is a school
library and a graduation date has been entered, Alexandria will assign the level
based on your preferences. If you enter a level and this is a school library,
Alexandria will calculate the graduation date for you. Alexandria will advance
patrons one level after the last day of school if the level is set to either “JK”
(junior/kindergarten), “PS” (pre-school), “K” (kindergarten), or “1-12”.
Option2—(Shown as 2nd Location in the previous sample window) Use this
field to group patrons by a second location or to track any other useful data.
You can enter letters, numbers, as well as spaces in this field.
Reports can be generated and sorted by this field. Therefore, to ensure the
accuracy of reports, be consistent when entering information in this field. You
could, for example, use this field to classify the ethnicity of patrons for
government or internal reports.
Card Exp. Date—Enter the date the patron’s library card expires. If you leave
this field blank, Alexandria will calculate the expiration date based on the
patron’s policy when the patron record is first added to the system. For
example, if a Patron Policy in Preferences is set for 365 days, the card will expire
365 days from the date the patron was entered.
Birth Date—Enter the patron’s birth date. This information is used solely for
reference.
Parent/Guardian—Enter the patron’s parent or guardian. This information is
used solely for reference.
1. This term can be customized by the librarian (see “Patron Management Preferences” on
page 89 for instructions).
2. Authority Control is available for Location and SubLocation by pressing <optiontab> on Macintosh or <ctrl-tab> on Windows.
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Patron Information Fields
Notes
The Notes tab includes information about the patron’s emergency contacts as well as
groups the patron belongs to and general notes about the patron.
Contact Notes—Identifies the parent or guardian you need to contact in case
of emergency. Enter the contact name, address and phone number if it is
different from the patron’s address and phone number. You may enter more
than one name and address.
Categories—Enter information about groups the patron belongs to. Such as,
special reading programs, at-risk students, special education students, gifted
students, library contest students, or any other group you find useful. The
categories can be used to select patron records for reports.
Alert Note—This field is used to make the librarian aware of special
circumstances regarding a patron. For example, you can enter an alert message
to pass on to the patron next time the patron is in the library. The alert message
automatically appears on the Circulation window when you enter the patron’s
barcode number.
General Notes—This field is used for additional comments about a patron.
These comments can be viewed only from the Librarian Workstation. When any
notes exist for a patron, a Notes button appears under the patron’s picture on
the Circulation window when he/she is the Current Patron. Click the Notes
button to view the notes entered for this patron.
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If any notes exist for a patron, a plus sign (+) appears next to the patron’s
name on the Circulation window. You can enter a plus sign <+> on the
command line in the Circulation window to display the note when the
patron is the Current Patron.
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Patron Management
Statistics
The Statistics tab includes statistics about the patron’s use of the library. Alexandria
automatically generates this information and you cannot modify it.
Keep Patron History—When this box is checked, Alexandria keeps a history of this
patron’s transactions. You can view the transaction history data by using the Show
History selection on the Patrons menu or the button that appears when this option is
checked (activated).
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Patron Management
Patron Information Fields
Attachments
You can associate web pages, multimedia and other documents to a patron using the
Attachments tab. To add attachments, use the icons on the right of the window, or drag
and drop documents into the attachment list. To edit an attachment, double-click on its
name in the list. To view the attachment, <option>-double-click on its name in the list.
Attachments are shown in the Patron Details window.
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Item Management
This chapter explains how to manage information for the items in your library.
Maintaining information about items includes viewing, adding, modifying, and
removing item records.
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If you are using a multi-collection license of Alexandria, all libraries share
the title information, and thus, all other libraries view any changes you
make.
The Alexandria Librarian workstation allows you to view and edit titles
from all the collections, but only your title statistics and copy information
can be modified at your workstation.
The District Librarian Workstation allows viewing and editing of all the
information in the database across all collections.
About Marc records
All Alexandria item data is saved in Marc1 (Machine-Readable Cataloging) record
format, the standard for bibliographic data around the world. If you don’t know Marc
standards, Alexandria has an easy entry editor that lets you view and edit Marc data
without any technical Marc knowledge.
For those who are familiar with Marc standards, a powerful Marc Editor is available for
viewing and editing your data. You can switch between the two editors using a menu
selection or keystroke.
Although it’s hidden from you, Alexandria saves additional information in the Marc
record for performing its library automation duties. This information is Alexandriaspecific and is NOT shown in the Marc editor. However, if you copy records for transfer
to another Alexandria system, the export routines include this Alexandria-specific
information.
The Marc standard is complex and ever changing. Thus, there may be information in
your Marc records which is a valid Marc data, but unused by Alexandria. It may be that
new versions of Alexandria could use this data, so it’s carefully saved with the rest of
the Marc data. If you have Marc information that you’d like Alexandria to process, send
a written request to:
Alexandria Marc Suggestion
COMPanion Corporation
1831 Fort Union Blvd.
SLC, UT 84121
Or, send an Email to: “[email protected]”
Your request will be examined and you’ll receive a response.
1. To learn more about Marc tags and subfields, visit the Library of Congress’
website at “http://www.loc.gov/marc/”
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Item Management
About Marc records
Item Management Window
The Items window displays information about items in your library. All items that
circulate, such as books, magazines, audio and videotapes, are accessible through the
Items window.
The term “item” can also be called title, issue, or copy depending on the context. An
item can be a book, video, filmstrip, newspaper, or any other form of media in your
collection. Each title can have many copies. Title Information consists of data that is
identical for all copies of a particular title, including author, publication, and notes.
Copy Information consists of data specific to a given copy. You can double-click on an
item in the copy list to display detailed information about the copy.
Under the Show menu, select Items.
The top portion of the window contains primary information about the current item.
This includes the call number, title policy, medium, title, author, and other publishing
information. Other information about the item is displayed at the bottom of the window
on separate tabs. Click on a tab to show the information it includes.
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Using the Items Menu
Using the Items Menu
You can view, modify, add and remove item information using the Items window and
the commands under the Items menu. When the Items window is the foremost
window, an Items menu is available in the menu bar.
The First, Previous, Next and Last commands display the indicated record (first,
previous, next or last) based on the order of the records shown in the Browse By pulldown menu.
The arrows to the left of the Browse By field perform the same action as the Next and
Previous commands.
First—Displays the first record according to the Browse By order.
Previous—Displays the previous record according to the Browse By order.
Next—Displays the next record according to the Browse By order.
Last—Displays the last record according to the Browse By order.
Finding Records
The Find command under the Edit menu can be used to locate a specific record. For
example, if your are looking for an item with a title starting with the word
“Biographical,” Alexandria finds the first item record with that title and selects it as the
current item shown in the Items window.
The first pull-down menu allows you to select where to search for the data. The second
pull-down menu allows you to select Closest match or Exact match.
Click the Find button to locate the record, or click the Cancel button to Stop. The Find
window will automatically be set to the same selection as the Browse by window. If a
Find is performed, the Browse by selection is automatically set to the same selection
you entered in the Find field.
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Using the Items Menu
Browsing Records
Use the Browse command from the Items menu to view a quick list of items starting
with the currently selected record.
Use the up and down arrow keys on your keyboard to move the selection bar through
the list. To display a new page of items, click on the More buttons on the top right of the
window or use the up and down arrow key at the ends of the list. To position the
browser at another item, text in the empty field to the left of Go button and then click
Go.
To select an item in the list, either double-click on the item or click on the item once and
then click Select or press <enter> or <return> on your keyboard.
When you select a record on the Browse window, the selected record is displayed. To
leave the Browse window without changing the current record, click the close box in the
upper left corner or the Cancel button.
The records displayed in the Browse window are sorted by any title value selected in
the Browse By field at the top of the Item window. To change the order in which the
records are displayed, click the arrow at the end of the Browse By field and choose a
different value.
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Using the Items Menu
Changing Item Information
You can edit information directly on the Items window or in any of the tabs within the
window. Just as you would in any other application. For example, you can place the
cursor in an existing value and type additional information. You can also highlight a
value and type over it. Before records can be changed, they must be unlocked by using
the Unlock command see “Changing Records” on page 48.
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If your preferences are set to automatically lock records, you’ll have to
unlock the record by clicking on the lock icon or selecting Unlock from the
Items menu before you can make changes to the record.
To move to the next data entry field, press the <tab> key. To move to the previous data
entry field, press <shift-tab>. To select a data entry field to edit, click in the field. To
select from a pull-down menu, <tab> until the pull-down menu you desire is
highlighted and use the <up> and <down> arrow keys to make your selection.
To modify copy information, double-click on the copy line. The Item Copy Data
window appears. When you have modified the copy information you want to change,
click OK to return to the Items window.
NOTE:
Copy changes are not
saved until the entire
item has been saved.
When you have modified all the record information you want, click the Save button in
the upper right of the window. The record is now saved. If you want to ignore the
information you have entered, click Revert to display the prior record and discard your
changes.
If you try to select another record or leave the window without saving your input1, the
following warning message appears.
Click the Cancel button to return to the window with your changes still intact. Click
the Discard button if you want to ignore the data you’ve entered. Click the Save button
or <enter> to save your changes.
1. You can set a preference to automatically save changes. See “Automatically Save” on
page 79 for more information.
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Using the Items Menu
Authority Control
Authority Control is available for the following Item fields: Title, Authors, Publisher,
Series, Subject Terms, Categories (Bibliography, Curriculum, Interest), Copy Collection
and Copy Location (see “Item Management Preferences” on page 83).
When Authority Control is enabled, every time the user tabs out of an Authority
Control field, Alexandria checks to see if the current data has been defined before. If it
has, the cursor moves to the next field. If it has not, an Authority Control selection list
appears. The user can choose to add the current entry, or select a previous entry by
double-clicking on the selection.
When Authority Control is not enabled, the user can still check their entry by exiting the
field with an <option-tab> on Macintosh or <ctrl-tab> on Windows. If the term is
not set, the Authority Control selection list appears. If the term is set, the cursor moves
to the next field.
The example above is a Series Authority Control window. It gives a list of terms close to
the one in the current entry field. The user can select an item in the list by doubleclicking on it or by clicking the Select button. If the new term isn’t in the system (but is
valid) the user can add it by clicking Add to List.
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Using the Items Menu
Adding New Titles or Copies
Use the New Title command to add a new Title to your database. When you select the
New Title command, the Items window appears with blank fields for you to add
information.
Type over the prompts in the window (such as Call Number, Title and so forth) to add a
new record.
To move to the next data field, press the <tab> key. To move to the previous data entry
field, press <shift-tab>. To select which data entry field to edit, click on the field. To
select from a pull-down menu, <tab> until the pull-down menu you desire is
highlighted and use the <up> and <down> arrow keys to make your selection.
A Title is required to add a new item. Items may be added with or without copies.
Use the Add Copy command to add new copies for this title. Remember, copies are part
of the title record and are not saved until the title is saved.
When you have added all the information needed for this item, click the Save button in
the upper right of the window. If you want to discard the information you have entered,
click the Revert button.
Removing a Title or Copy
Items that have been discarded, given to other libraries, sold, or permanently lost must
be removed from the system to keep reports and searches from becoming cluttered with
obsolete information. However, be certain that the items you are removing from the
system have been permanently expunged from your collection.
For example, a lost item may eventually be found or returned. In this case, it is better to
record specific items as Lost, Discarded, On Repair, On Order, or Archived. These
special item categories allow you to keep track of items that may eventually return to
your library. Only remove those items that will never return to your collection.
Use the Remove Title command to permanently remove the current title and all its
copies.
When a title is removed, all associated information is also removed. A title that has a
copy checked out to a patron can not be removed. Copies that are checked out to the
Lost, Discarded, On Repair, On Order or Archived patrons can be removed. The
Remove Copy command removes the selected copy record.
W A R N I N G !
Removing items is permanent and cannot be undone. If you remove an
item in error, you will have to re-enter the information or recover the information from a backup copy of your data. If you need to report on items
that are lost or discarded for the year, you should check those items out to
the corresponding Special Patron. Run all necessary reports (such as Super
Summary or Special Item lists) before removing these items. Once they are
removed, they are unavailable for any other reports.
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Item Management
Using the Items Menu
Move Copy to this Title
Use this feature when a copy is mistakenly imported or added to another title but
should be on this title. Enter the barcode and click More. If the copy being moved is the
last copy on the previous title and you would like that title to be removed automatically,
leave the Remove source titles with no copies box checked.
Duplicating an Item
Use the Duplicate command to make a copy of an existing title. You can then modify
the information to create a new item. This saves data entry time when you are adding
items that have similar information such as author, publisher and series.
When you select the Duplicate command, the Duplicate Item window appears.
Click one of the selection buttons to choose to add Duplicate Title or Duplicate Copy.
Alexandria automatically displays a barcode number based on the value you entered in
the Next Barcode field in the Item Management preference window see “Item
Management Preferences” on page 83. Clicking Duplicate Copy changes number of
volumes read as number of copies. Enter the number of additional copies you need on
this title. You can type over this value to change it.
Type over the value in the Number of volumes field if the title you are duplicating has
more than one volume. Each new title will be assigned a new volume number.
After you enter the information on this window, click OK. A progress window appears
to show the record is being duplicated.
If you chose to duplicate the title, the Items window appears with a copy of the current
title. Type over values on this window to create your new title.
If you chose to duplicate a copy, the Items window appears with the duplicate copy
added. Double-click the new item copy if there are values you need to edit.
Be sure you edit all the fields to reflect the correct information for the new item. If you
forget to change a particular field, the new item will have the same information as the
previous item which was duplicated.
Show Details
The Show Details selection on the Items menu brings up the same window as the
Details button on the Circulation window.
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Item Information Fields
Item Information Fields
The Items window includes three major parts: the primary item information, the copy
information, and the tabs.
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Alexandria updates the Marc record with the information you enter on the
Items window.
Primary Item Information—The top portion of the window shows the primary
information such as Call Number, Policy, Medium (formally called the General
Materials Designator—GMD, or media type), Title and Author. This portion of the
Items window is visible regardless of the tab you have displayed at the bottom of the
window
Copy Information—The middle portion of the window shows information about each
copy of the title.
Tabs—The bottom portion of the window shows tabs that you click on to display more
information about this item.
The following section describes fields contained within the Items window. When a field
has an obvious meaning or use (such as City or Phone) it is not documented unless there
is a special note about how it is used.
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Item Information Fields
Primary Item Information
The top portion of the Items window contains primary information about the item. This
includes the Call Number, Policy and Medium type, as well as Title, Author, Volume,
Edition, ICCN and ISBN.
The fields in the top portion of the Items window are as follows.
Title Call Number—Each title is assigned a call number. The call number
designates the location of an item in the library. Because call numbers are sitespecific rather than universal (such as LCCN and ISBN), you must enter call
numbers specific to your library. The Title Call Number is saved in Marc Field
900_a.
Depending on their source, imported Marc records may or may not include a
call number for your item. Alexandria formats call numbers to remove control
characters and double spaces, thus correcting incorrectly formatted numbers.
Copies “inherit” the title call number unless a specific copy call number is
changed.
Item Policy—The policy determines the Circulation rules for a particular group
of items. Every title is given a policy. In addition to specifying Circulation rules,
the item policy is used to group items for statistical analyses and reporting
purposes.
Copies “inherit” the title policy unless a specific policy is assigned.
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Item Information Fields
Medium—The medium identifies the type of title record. The pull-down menu
lets you choose from existing mediums that have been used so far in your
library. The default is Book. The medium is saved in Marc field 245_h. You can
create a new medium by selecting Add NEW medium in the medium pulldown menu.
Volume—The volume field distinguishes multiple-volume works such as
encyclopedias, certain periodicals, and books. Enter only a number in this field
(the word Volume automatically appears when volume is referenced on an
Alexandria window).
If the item isn’t part of a multiple-volume work, leave the field blank. The
Volume is saved at Marc Tag 092_v or 440_v.
Edition—Enter edition information as you want it to appear in reports. For
example, “2nd Ed.” or “2nd rev. Ed.” The edition is saved in Marc Field
250_a.
LCCN—Enter the item’s Library of Congress Control Number. The LCCN is a
unique 8-digit identifier assigned to an item’s bibliographic record. You may
enter the LCCN with or without punctuation, however, only numeric digits are
saved. Saved in Marc Field 010_a.
ISBN—Enter the item’s International Standard Book Number. The ISBN is a
unique identifier. A title may have more than one ISBN (e.g., the ISBN for the
hardback edition differs from the paperback edition). Alexandria only displays
the first ISBN found in the Marc record. Saved in Marc Field 020_a.
You can enter an ISSN rather than an ISBN. If the number you enter is 8 digits,
Alexandria assumes the number is an ISSN and saves it at Marc Field 022_a. If it
has 10 digits, Alexandria assumes it is an ISBN.
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If you enter an invalid ISBN number, a question mark (?) appears
at the beginning of the number to indicate it is not a valid number.
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Item Management
Item Information Fields
Adding Audio Visual Equipment
Your library might prefer to circulate audio visual Carts that include specific items as
one group and barcode. Then again, it might require Patrons to check out individual
items (i.e. VCR’s and Televisions) separately. Regardless of how your library functions,
there are several ways you can add or check out Audio Visual Equipment using
Alexandria1.
To add Audio Visual equipment to your database, go to Show, Items, then Items, New
Title. You must enter a default Call Number (i.e. AV, AVS, EQ, EQU, see “Super Summary
Call Number Prefix definitions” on page 327), Policy (Audio Visual), Medium, and Title.
If you are creating an AV Cart (or group), then you can detail what’s included with the
Cart in the Content Notes field and specify any distinctive functionality of the
equipment in the General Note window. When you print this Cart’s barcode, you may
want to print several to place on each item contained within.
If you have several AV Carts with similar equipment, you can Add Copies just as you
would with books. However, be sure to detail any differences in the Item’s Copy Notes.
For example, you might have five AV Carts with exactly the same television and two
more with completely different brands/makes/models. Make sure to list any relevant
Alert Notes for items that a patron/teacher might forget (i.e return the remote controls).
If you are adding all AV equipment as separate components, you only need to create a
New Title for every television, VCR, slide projector, or Compact Disc player you have in
your inventory so that they each have their own unique barcode. Even if you are using
the AV Cart method, it is still a good idea to barcode each component individually for
inventory purposes.
1. Remember to be consistent in how you circulate audio visual equipment using Alexandria. There is not one set way to do this, it’s essentially up to you and your library.
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Item Information Fields
Item Management
Title Editor
Alexandria includes a Title and Author editor under the Items window. This feature
allows Marc savvy librarians to easily select what Tags and Subfields they would like to
use to enter information, without having to use an actual Marc editor. The subsequent
sections first explain how to enter Marc record information in the Title and Author
fields, and is then followed with a description on how to use the Title and Author Editor.
Title—A title is required; the record will not be saved unless you enter a value in
the Title field. The title is saved under Marc Field 245_a.
In the Title field, if you enter a title that is longer than the line, the text wraps to
the next line. To enter a subtitle, press <return> on the keyboard and enter a
colon (“=”) followed by the subtitle. When you save the record, it is displayed
with the colon and subtitle on the second line. This is saved under Marc Field
245_b. You can also use the colon (“:”) in the 245_b tag to designate a subtitle.
However, the (“:”) is mainly for Spanish titles.
For example:
If you want to continue manually entering or editing Marc information from the
Title field, you can enter statements of responsibility and general material
designation. Begin Statements of Responsibility (245_c) with a front slash (“/”)
and enclose the medium in brackets (“[]”). All subfield information must
begin on a new line in the Title field.
If you enter a medium, it will be saved, but not shown in the title field, only in
the pull-down menu. If you enter a statement of responsibility, and preferences
are set to not show this, it will be saved, but not displayed. If you <optiontab> on Macintosh or <ctrl-tab> on Windows out of this field, or you have
Authority Control turned on in Item Preferences, a Title Authority check
window will appear, allowing you to see if this title is already in your collection.
If it is, it’s automatically selected and the Authority Control will not display.
Underneath the Title field is the Indicator Two pull-down menu with the digits
0-9. Use this drop down menu to specify the number of characters in the title to
ignore when indexing the title. Thus, the title The Wizard of Oz should have a
“4” selected so the book is sorted (indexed) as “Wizard of Oz”. The final
character to ignore must be either a space or punctuation character. If this
indicator is set incorrectly, Alexandria will revert this setting to zero rather than
ignore a partial word.
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Item Information Fields
If you want a quicker, easier method of editing Title Marc fields, click the Title
Editor icon to the left of the Title field. The following window appears:
Title Editor
Delete Tag
Delete Subfield
Add Tag
Add Subfield
Using the Tag terminology learned from the previous page, enter or edit your
Marc record information. The Title Editor allows you to easily enter multiple
detailed subfields and add new Tags to any item title. This method of entering
information is far superior to that of the Title field. Click on the four icons to the
left of the Tag field to Delete or Add Tags and Subfields.
The order you have for Subfields within a tag is saved as displayed. Tags will
be saved in numerical order.
Author—Enter “Last name, First name” in the author field. This is the
primary author saved in Marc Tag 100_a. To add/edit additional authors, use
the Author Editor, or Marc editor and add them as repeating 700_a or other
appropriate tags.
If you <option-tab> (on Macintosh) or <ctrl-tab> (on Windows) out of
this field, or you have Authority Control turned on in Item Preferences, an
Author Authority check window will appear, allowing you to see if this author
is already in your collection. If they are, the Authority Control selection list will
not display.
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Item Management
Author Editor
When you have more than one Author, click on the Show Author Editor option under
the Items menu or click the Author Editor icon. Use this editor to Add, Modify or
Remove authors. Please note, the first Author is stored in Marc Tag 100, additional
Authors are usually stored in Marc Tag 700.
When you click on the Author Editor, the following window appears:
Author Editor
Delete Tag
Delete Subfield
Add Tag
Add Subfield
The Author Editor allows you to easily enter multiple detailed subfields and add new
Tags to any item title. Click on the four icons to the left of the Tag field to Delete or Add
Tags and Subfields.
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Item Information Fields
Copy Information
The middle portion of the Items window shows copy information for each copy of the
current title that you have in your collection. To view detailed information about a copy,
double-click on the copy in the list. The Item Copy Data window appears.
This window includes tabs with various kinds of copy information. Click on a tab to
view the information in the tab window.
The following sections describe the information on each tab window.
Copy Info
Barcode—Each copy has a unique barcode number. Barcodes can be up to 15
digits. Alexandria assigns these numbers based on the value you enter in the
Item Management preference window. You can type over the number to change
them. The copy barcode is shown at 852_p in Marc records.
Copy #—Alexandria assigns each copy a number when it is added. You can
type over the copy number to change it. Duplicate copy numbers are allowed.
The copy number is simply an alternative identification number for the library’s
use. Alexandria uses the barcode number to uniquely identify copies. If you
import items, the copy number will not change, even if the number is already
used by another copy in the system. The Copy number is shown at 852_t in
Marc records.
Call #—The call number for a copy is “inherited” from the title Call Number
unless it’s replaced with a Copy-specific call number. The Copy call number is
shown at 852_h in Marc records.
Volume—The volume for a copy is “inherited” from the title Volume Number,
unless it’s replaced with a Copy-specific volume number. The Copy Volume
number is shown at 852_v in Marc records.
Policy—The Copy Policy is “inherited” from the Title Policy unless it’s changed
by the librarian.
Condition—Allows the librarian to specify a condition for the copy. You can
create a report to track copies by their condition.
Vendor—Allows the librarian to specify the vendor from whim the copy was
obtained.
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Item Management
Accession Date—This is the date the copy was entered into Alexandria. The
default for this field is the current date. You can generate reports and search
based on this accession date.
Collection—This code specifies which collection a copy is associated with.
Typically, this is used only for multi-collection systems. The Collection is shown
at 852_a in Marc records. When this value matches the collection code for your
library, its considered part of your library collection. The library ID code on the
Library preference window is used as the Collection code for all copies in your
library.
Location—This information appears at the Research Workstations to help the
patron find an item. Patrons look for items in your library by call number. If you
have items outside the library or in an unusual place in the library, enter the
location here. For example, you might enter “Computer Lab” for computer
disks or “Music Room” for audio tapes. The Location is shown at 852_b in
Marc records.
Purchase Cost—The cost is used for recording purchase costs of the copy. If
you do not enter a cost, Alexandria uses the Item policy’s default average for
determining the cost of an item. The Copy Cost is shown at 852_9 in Marc
records.
Replacement Cost—In many libraries, patrons are charged a replacement cost
for a lost item rather than the library’s purchase cost. The Replacement Cost
defaults to the Purchase Cost, but can be later modified by the librarian as
replacement costs change.
When the “value” of a copy is required, Alexandria first checks to see if a
Replacement Cost is available. If the Replacement Cost is $0.00, then Alexandria
checks to see if a Purchase Cost is available, if that’s also $0.00 then Alexandria
tries to use the Average Replacement Cost of the copies policy. If that value is
also $0.00, then a value of $20.00 is used.
Funding Source—This identifies the funding source for the copy. It can be used
when you generate reports, including reports that list all items purchased from
a specific funding source.
Inventory Date—This is the date the copy was last inventoried or circulated.
Alexandria automatically inventories items when they are circulated. You can
print a report of all items that haven’t been circulated (inventoried) since you
last inventoried your collection, then inventory only those items.
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Item Management
Item Information Fields
Copy Notes
Copy Notes—Enter general comments about this copy. When an item has copy
notes, a Notes button appears in the Current Item section of the Circulation
window. For example, if a copy is damaged, you can document the damage in
this field. Click the Notes button to view the copy notes. The Copy Notes are
shown at 852_z in Marc records.
Alert Notes—This field is used to make the librarian aware of special
circumstances regarding a specific copy. When a copy circulates with multiple
parts, the Alert Notes will remind on check out and check in that it includes
multiple parts. When the copy is accessed from the Circulation window, an
alert note appears. The Alert Note is shown at 852_x in Marc records.
If a copy has any notes at all, two plus signs (“++”) appear next to the item
name in the Current Item section of the Circulation window. Enter the “++”
command on the command line to view that item’s copy notes.
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Copy Statistics
The Copy Stats tab includes statistics about the item’s use. Alexandria automatically
generates this information and you cannot modify it. This screen also includes the item
history, the names and barcodes of the last three patrons who borrowed this copy.
Title Publication
The data fields in the Publication tab contain item publication information.
Publisher—Enter the name of the publisher. Saved in Marc Field 260_b.
Place—Enter the place of publication. Saved in Marc Field 260_a.
Year—Enter the year of publication. Omit ending punctuation. Estimated dates
are enclosed in brackets. Saved in Marc Field 260_c.
Series—If the item is part of a series, enter the series name here. Otherwise,
leave this field blank. Saved in Marc Field 440_a.
If you <option-tab> on Macintosh or <ctrl-tab> on Windows out of this
field, or you have Authority Control turned on in Item Preferences, a Series
Authority check dialog will appear allowing you to see if this series is already
in your collection. If it is, the Authority Control selection list will not be
displayed.
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Item Information Fields
Extent—Enter physical information about the item, such as the number of
pages, total playing time, number of slides, illustration information and so
forth. You can specify which subfield the extent data is saved in by following
AACR2 rules of punctuation.
300_a (Extent), has no proceeding punctuation.
300_b (Other Physical Details, such as illustration info), preceded by a colon.
300_c (dimensions), preceded by a semicolon.
300_e (Accompanying Material), preceded by a plus sign.
For example: 300_aFilmstrip_bColor_c35mm_eSound cassette.
is shown as: “Filmstrip: Color; 35mm +Sound cassette.”
Another example: 300_a161 pp._c22 cm._e161 pages with ills.
is shown as: “161 pp.; 22 cm.+161 pages with ills.”
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Subjects
Subjects
This tab leads to the Subject Editor and defines the item’s subject entries.
Delete Tag
Add Tag
Add Subfield
The Subjects tab allows the user to catalog these subjects:
Delete Subfield
650 General Topic
651 Geographic
Each new subject you add will default to the 650 _a_x_y_z. You can change the tag only
to those listed above. Any others can only be added from the Marc view. You can also
change any tag or subfield as desired. Tags will always sort in numerical order when the
title is saved. Subfields save in the order they are displayed or entered. There is no
sorting for Subfields.
Information that you enter in this window is used when patrons search the collection.
For example, if you add “Mythology” in the 650_a column, patrons can search the
collection for “Mythology” and this item will be included in the results.
The subjects you enter must have at least two characters and can be a single word or
phrase. Click in the different Subject categories to edit subfields.
To remove a subject, highlight it and press the <delete> key on your keyboard or use
the Delete Tag icon to the left side of the Tag# field.
The Subjects tab allows the librarian to edit and create any Tag. For each Tag you add, a
separate line is created with the Topical data at _a, the General data at _x, Chronological
data at _y and Geographic data at _z.
General Topic (_a)
Geographic (_x)
Chronological (_y)
Geographic (_z)
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Every term in Marc subject fields are cataloged by Alexandria and can be
searched by Alexandria Researcher.
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Subjects
Categories
This tab provides a way to group items into custom categories specific to your location.
Category groupings make it easier for patrons to access related items in your collection.
When you add text to the categories in this window, patrons can search the text and find
items in your collection. For example, you can create a group in the Curriculum column
for a particular teacher’s class. You can then catalog the books for that class with that
Curriculum value. When students search on the curriculum group, the search results
will display all the books required for that teacher’s class.
Bibliography—Used to create bibliographies of interest to patrons. An item
may belong to several different bibliographic categories. Since this is an
Alexandria-defined field, it’s not displayed in the Marc editor.
Curriculum—Contains curricula information for a title. For example, items that
Ms. Andres is using in her Geography 212 class can include Curriculum
categories such as “Geography 212” and “Ms. Andres”. From the
Alexandria Researcher, students can search for the items by the teacher or
course name. Reports can be sorted by Curriculum. Since this is an Alexandriadefined field, it’s not displayed in the Marc editor.
Interest Code—Contains information regarding the item’s intended audience.
Be consistent in how you enter the values in this field and be sure your patrons
know what values to search for (e.g. if you enter “8th grade” as an interest
category, be sure your patrons know to enter “8th grade” rather than
“Eighth Grade”).1 Interest Level data is saved in Marc Tag 521_a.2
1. The interest code is not always so specific. Another example would be 7-10 (meaning
age) or Junior High School to College Students.
2. Depending on the Marc indicator, it can be more specific. 521 00_a could be reading
level [3.4]. 521 10_a could be interest age level [7-10]. 521 20_a could be interest grade
level [K-3].
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Subjects
Notes
This tab contains content and summary notes.
Content Notes—Contains notes about the item’s content. For example, a
Content Note for an anthology may list the works included within the
anthology.
Separate contents by pressing the <return> key. Only the first 505_a content
note in the Marc record is displayed in this window.
General Notes—Contains the first General Note for this title.
Only the first 500_a note in the Marc record is displayed in this window.
Summary—Contains a summary of the item. The summary appears in the item
detail screen and can be viewed for easy reference. If a patron knows what a
book is about but not the title or author, the patron can search for the item by
words in the summary.
Only the first 520_a summary note in the Marc record is displayed in this
window.
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Subjects
Statistics
The Statistics tab shows information that is collected automatically during Circulation.
This information helps assess library and item usage. It can be used for ordering
additional copies of items in high demand or weeding out infrequently used items. The
information displayed is a summary for all copies, and cannot be modified.
If you have a multi-collection Alexandria License, and are using the District Librarian
Client, an additional window will be visible showing all the collections available in your
database. Each collection has its own Statistics information.
Don’t Show in Alexandria Researcher—Use this check-box if you don’t want an item
to show when a patron does a search. When you search from the Librarian Workstation
and this item is found, it is displayed in the results list followed by an asterisk (“*”).
This informs you that it’s in the collection, but patrons will not be able to see it in their
results lists. This setting is for all copies from all collections within the database.
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Subjects
Attachments
The Attachments tab shows documents, videos, URLs and other items that are
attached to the item record. Item attachments also appear on the Details window when
an item is found through a search. The patron can click an attachment to view or launch
it from the Details window.
You may attach URLs, Files, Sounds or Movies by dragging their icons to the
attachment list or clicking on the associated icon and selecting the file. To add an URL,
click on the icon and enter the full URL.
Double-click on any item in the list to edit the attachment specifications. <Option>double-click (Macintosh) or <ctrl>-double-click on any item in the list to view the
original document or URL.
When you have added attachments, click the Save button at the top of the Items
window to save the attachments. To remove an attachment, select the attachment in the
list and click Remove or press the <delete> key.
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Subjects
SP
The SP tab (Study Program) is used to record information for special programs
such as Accelerated Reader and Reading Counts. For example, if you are
using the Accelerated Reader program, select it from the pull-down menu and
edit data for this entry. This data is stored in the 526 Tag according to Marc
standards for study programs. If you are using a study program other than
Accelerated Reader or Reading Counts, you can create your own by selecting
Other from the pull-down menu and filling in the Study Program name in the
box provided.
Program Name—Choose either a default Study Program or select Other to
create a title for your own study program.
Interest Code—These two pull-down menus allow you to select the grade
level interest range. For example, if your Study Program is for patrons with a
level of 7 through 10, enter “7” in the first pull-down menu and “10” in the
second.
Reading Level—This is the estimated reading level of the item (i.e. 3.4 means
4th month of the 3rd grade)
Point Count—The number of points received for passing a test on an item.
Test Number—This is the number of the test for an item.
Holding Code—This is the Location of the item (i.e. Library Code).
Indexed—This check box allows the user to indicate that they currently have
the test for this item and want this information searchable.
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Marc Editor
Marc Editor
Select Switch to Marc View in the Items menu. When you do this you’ll see a window
like the one below, and the Items menu will now appear as shown to your left.
The Marc Editor is designed to allow Marc-knowledgeable librarians the ability to
modify information in the Marc record. You can Edit, Add or Remove Tags, indicators,
and subfield data. The Marc editor confirms that any changes you make are
syntactically correct (i.e. that they are still in a valid Marc format). However, the editor
provides no checking for Marc standards in the data you enter. Although Alexandria
will allow you to enter any data you like, only specific Marc data is used by Alexandria.
Any additional information is retained for reference or future purposes only.
Before records can be changed, they must be unlocked by using the Unlock command.
see “Changing Records” on page 48.
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Changes to the Marc record are ONLY saved if you press the Save button
at the top of the window. If you select Revert, all changes are discarded
and the record reverts to its previous state.
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Item Management
Marc Editor
• To add a New Tag, click on the New Tag button. The following window
appears:
In this example a new 008 Tag will be created if you click on OK.
• To remove an existing Tag, click on the Tag number. All the data in the Tag
will be highlighted so you can see which Tag is selected. Click on the Remove
Tag button to remove the Tag.
• To Edit an existing Tag’s subfield data, click on the data. A pull-down menu
will ask you to confirm that you really want the tag removed
• Subfields are shown in the third column and are limited to a single letter or
number. No punctuation or spaces are allowed in the Subfield column. Use the
buttons at the top to create a New Subfield. The data for the Subfield is shown
and can be edited or entered in the fourth column.
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Item Management
• To Edit a Tag’s indicators, click on the indicator. The indicators can be modified using the following window.
• Tags between 001 and 009 have no indicators or subfields. They can be edited
as a stream of characters. A special editor is available for the 008 Tag.
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Item Management
Marc Editor
• To edit the 008 Tag, click on it. If the Record type is “a” then the following editor is available to make syntactically correct changes.
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Item Management
If the Marc record is not specified as “Language Material,” then an alternative
008 editor is displayed.
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Marc Editor
Circulation
This chapter describes the Circulation window and how to use it to complete daily
activities in your library.
The Circulation Window
The Circulation window is the main window at the Librarian Workstation. Use this
window to enter library transactions such as check books in and out, place hold
requests and reservations, process fees, fines, payments, and renew books. You can also
complete special functions such as inventory, cataloging, record updating and viewing.
Use any of the following methods to display the Circulation window.
• Select Circulation from the Show menu.
• Press <command-t> on the keyboard.
• Select Circulation from the Windows menu.
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Circulation
The Circulation Window
Modes, Commands and Help
The top portion of the Circulation window shows the active mode, the command line,
and the Help button.
• A mode is simply a function for which you may want to enter many patrons
or items. For example, Bookdrop, Check In/Out, Hold, and Renew are all
modes.
• The Command Line is where you enter a barcode for a patron or item, or you
may enter a command. If you enter only a barcode, the displayed mode determines the action that is performed.
• Click the Help button to display a list of available commands and an explanation of how to use each one.
Current Patron and Current Item Information
The middle portion of the Circulation window displays general information about the
Current Patron and Current Item.
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Many Alexandria functions depend on the Current Patron or Item. For
example, you must have a Current Patron to check out, hold, or reserve an
item.
• Click the Details button in the patron/item section to view more detailed
information about the Current Patron/Item.
• Click the Notes button in the patron or item section to view notes entered for
a particular patron or item. You enter the notes for a patron in the Notes tab
in the Patrons window. You enter notes for an item in the Copy Notes tab in
the Items window.
You can also select Show Patron Details or Show Item Details from the Circulation
menu to view the same information as the Details button.
Transaction Log
The bottom portion of the Circulation window displays a transaction log. This log
shows information for each transaction you complete and other operations you
perform.
Select Print from the File menu to print the transaction log. The transaction log is
automatically saved to disk by Alexandria according to the preferences you’ve selected
(see “Circulation Preferences” on page 75). Logs are saved inside the Log folder.
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Using the Circulation Window
Using the Circulation Window
This section describes how to use commands, command help, and the Circulation
menu to complete transactions in your library.
Using the Command Line
There are several ways to use the command line.
• Enter a barcode. You can enter a barcode manually by typing the number and
then pressing <enter>, or scan a barcode using a barcode reader.
When you enter only a barcode, the action taken depends on the current mode, which is
displayed to the left of the command line. For example, if the displayed mode is Check
In/Out and you enter barcode “13456”, item 13456 is checked out to the Current
Patron.
If you enter the same barcode number twice in a row, a warning message appears.
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When you enter barcodes via portable readers, Alexandria ignores
duplicate entries that appear side by side.
• Enter a command and a barcode. For an action other than those displayed in
the mode field, enter a command followed by the barcode and press <enter>
for additional actions. This will apply the action only to the barcode you enter.
It does not change the mode. Thus entering a command of “B 13456” performs a bookdrop command only for item 13456.
• Enter a command without a barcode. If you enter a command without a barcode, the current mode changes. For example, if you enter H and press
<enter>, the current mode is set to Hold. You can then enter a barcode for
each item you want placed on hold for the Current Patron.
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H O R T C U T
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You can enter an equal sign “=” as a shortcut for the current item barcode.
Thus “H=” places a hold on the current item.
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Circulation
Using the Circulation Window
Using Help for Commands
Click the Help button to the right of the command line on the Circulation window to
display information about commands and how to use them.
When you select a command from the list in this help window, it displays information
about that command. It also displays the command letter and a blank field where you
can enter the barcode or any additional information for that command.
Type or scan a barcode; this executes the command for the barcode that you entered.
The Circulation window then appears.
If you select a command and click Enter without entering a barcode, the action taken
depends on the command you selected. For example:
• If the command you select is a mode, Alexandria changes the current mode to
the mode you select and displays the Circulation window under this mode.
• If the command you select is to locate something (for example, T to locate a
title or C to locate a call number), a browse window appears. You can then
make a selection from the browse window.
• If the command you choose performs a Circulation function, then the function
is performed, the Circulation window appears, and the transaction log shows
the results. For example, if you select the Hold Request command and enter a
barcode, Alexandria puts a hold on the item and the Circulation window
appears with an appropriate entry in the transaction log.
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Using the Circulation Window
Using the Circulation Menu
Additional Circulation commands are available from the Circulation menu. This menu
appears at the far right of the menu bar across the top of the Circulation window. You
can either select a command from this menu or use the hot-keys shown in the menu to
execute the command.
Some of the commands in this menu require a Current Patron or Current Item. For
example, you must have a Current Patron to select Show Patron Status.
The menu shows the available commands in bold text. For example, if the Current
Patron does not have any holds or reservations, the Remove Patron Holds and
Remove Patron Reservations selections are not bold in the menu and therefore, nonselectable.
The following commands are available in the Circulation menu.
Start Bookdrop—Sets the current mode to Bookdrop. In Bookdrop mode, you can enter
barcodes for items you want to check in.
Start Check In/Out—Sets the current mode to check in/check out. The menu toggles
between Start Bookdrop and Start Check In/Out modes.
Make Charges-Payments—Add fines, remove fines, accept payments for fines
incurred and issue refunds for payments made. You must have a Current Patron
displayed to select this item.
Show Patron Details—Shows the complete details of the Current Patron; includes all
transactions, fines, requests, and so forth. You must have a Current Patron displayed to
select this item. Performs the exact same function as the Details button.
Remove Patron Holds—Shows the items the Current Patron has on hold. To remove a
Hold request, click on the request you want to remove and click on Remove Hold. You
must have a Current Patron with hold requests displayed to select this item. To remove
an in-stock hold, let it expire, or bookdrop it. The next patron in the hold queue will be
assigned the item.
Remove Patron Reservations—Shows the items with reservations pending for the
Current Patron. To remove a reservation request, click on the reservation and click on
Remove Reservations. You must have a Current Patron with reservations displayed to
select this item.
Show Item Details—Shows the complete details of the current item, including the
status of all copies of that title. You must have a current item displayed to select this
item. Performs the exact same function as the Details button.
Adjust Item Holds—Shows all patrons who have hold requests for the current title. You
can remove a request from the queue (or move it up or down in order). You must have a
current item with hold requests displayed to select this item.
Remove Item Reservations—Shows all forward reservations for the current item. To
remove reservation requests, click on the reservation and click on Remove
Reservation. You must have a current item with reservations displayed to select this
item.
Renew Patron Items—Shows all items currently checked out to the Current Patron.
Either click on the Renew All button to renew all of the items or highlight the items to
renew and click on the Renew button. The Current Patron must have items checked out.
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Circulation
Using the Circulation Window
Broadcast Message to Clients—Displays a text box for entering and sending
messages to other Librarian and Researcher applications connected to the Data Station.
This message will only display to currently connected clients.
Display All Connected Clients—Lists in the transaction log all the Librarian and
Researcher applications that are currently connected to the Data Station. The type of
application and the machines’ IP address are visible in the log.
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Alexandria Circulation Commands
Alexandria Circulation Commands
The following are the commands that control the Circulation window:
Command
Result
*
Read Transaction File
.
Clear Override Date and Mode
..
Resets and clears transaction window
. {date}
Set Override Date
+
Show patron notes
+ {comment}
Append a Patron Note
# {comment}
Put Comment in Log
+#
Clear a Patron Note
+# {text}
Replace a Patron Note
++
Show item copy notes
++#
Clear a copy general note
++ {text}
Append a copy general note
++# {text}
Replace a copy general note
+++
Print transaction log
/ {old barcode=new barcode}
Change barcode number
AS or ASB
Set Self Service
B {optional barcode}
Bookdrop command
C {call number}
Find an item by Call Number
D
Print Transactions for Current Patron
E {subscription code}
Receive Subscription
F
View Charges and Payments command
F
{charge amount} {description}
Charge a Fee
G {item barcode}
Reservation command
GG {item barcode}
Reservation check out by Item
GP {patron barcode}
Reservation by Patron
GPP {patron barcode}
Reservations check out by Patron
H {item barcode}
Hold command
I {B} {inventory date}
Take Inventory
J {item barcode}
Reserve command
K
Recall copy
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Circulation
Alexandria Circulation Commands
M
160 — Alexandria User’s Manual
KM
Recall copy with Email notification
L {patron name}
Locate a patron by name
{route name} {=Item barcode}
Issue Routing Slip
NC
Charge Copy location
NP
Change Patron Location
O
Overnight check out
P {patron barcode}
Make patron current
Q {barcode}
Display status of patron or item
QF
Renew Patron Items from List
R {item barcode}
Renew command
RA {patron barcode}
Renew all for Current Patron
T {title}
Find an Item by Title
UI {new policy code}
Change Item Policy
UP {new policy code}
Change Patron Policy
V {type} {word}
Classification command
X
Clear Current Patron and Item
X {barcode}
Make patron or item current
Y
Statistics command
Z
Clear transaction log
Alexandria Circulation Commands
Circulation
Alexandria Circulation Commands
Command:
Z
Clear the Transaction Log—This command removes all entries in the visible
transaction log. The log entries saved to disk are not affected by this command.
Command:
..
Reset Mode—Use this command to clear any special mode in effect and prepare the
window for check out. This is the same as the period command, except it clears the
Current Patron/Item and doesn’t clear the override date setting.
Command:
+++
Print the Transaction Log—The transaction log is a list of each transaction you have
completed. This log appears at the bottom of the Circulation window. Use the “+++”
command to print the transaction log. You can also select Print from the File menu to
print the transaction log.
Command:
X
Clear Current Patron/Item Mode—Use this command to clear the Current Patron,
Current Item and override date.
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Alexandria Circulation Commands
Command:
.{date}
Set an Override Date—Typically, due dates are computed based on the policies you
specify under Preferences. You can use this command to set different due dates for
items you are checking-out, book-dropping, reserving, showing used, or performing
inventory on. For example, to set the due date to June 3, 2005, type “.Jun 3 05”
(including the period) and press <enter>. Until you clear or reset this command using
either “.” or “x”, the following changes will be performed.
• Books you check out will be due on June 3, 2005.
• When you bookdrop, the system will record the book as having been checked
in on June 3, 2005.
• When you perform Inventory, the inventory date used will be June 3, 2005.
• When you are in Statistics mode, this date is used.
• The Override Date you set is shown on the Circulation window, at the bottomright corner of the transaction log. A transaction log entry also shows that this
date was manually set.
The date you set is in effect until you clear it. To clear the Override Date, type a period
without a date. The “.” command also clears special modes (such as Bookdrop or
Inventory) that are in effect. The period command without a date is a quick way to
prepare the window for check out.
Command:
.
Clear Override Date Mode—Use this command to clear the override date and reset
the mode to Check In/Out.
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Circulation
Command:
+
Show Patron Notes—You can enter general notes for a patron on the Notes tab in the
Patrons window. When general notes have been entered, a Notes button will appear in
the Current Patron field on the Circulation window. To view the patron notes, click on
the Notes button or enter a “+” on the command line.
Command:
+ {text}
Append a Patron Name—You can add more to the Current Patrons general notes
from the Circulation command line rather than having to go into the Patron
Management window to change the note.
Command:
+# {text}
Replace Patron Notes—You can use this command to completely replace the Current
Patron general note with the text you enter. Entering the “+#” command without any
text will clear the Current Patron’s general note.
Command:
++
Show Item Copy Notes—You can enter notes for an item copy on the Copy Notes tab.
This tab appears on the Item Copy Data window when you select Add Copy on the
Items window.
When notes have been entered for a copy, a Notes button appears in the Current Item
section on the Circulation window.
Enter two plus signs “++” on the command line, or click on the Notes button to view
the general notes for the current item.
Command:
# {comment}
Put Comment in the Log—Use this command to put a note in the transaction log.
Notes can be very useful for making a permanent record of special events that happen
in the library. For example, enter “# Lights flickered, battery backup
saved our machine!” when the power goes down. You then have a permanent
record of when this event occurred. Or “# Fire Drill started” when you return
to the library, it’s clear if there has been any activity while you were gone!
Command:
++ {text}
Append a Copy Name—You can add more to the Current Item general notes from the
Circulation command line rather than having to go into the Item Management window
to change the note.
Command:
++# {text}
Replace Copy Notes—You can use this command to completely replace the Current
Item general note with the text you enter. Entering the “+#” command without any text
will clear the Current Item’s general note.
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Circulation
Alexandria Circulation Commands
Command:
X {barcode}
Make a Patron or Item Current—Use this command to make the item or patron
barcode the Current Item or Current Patron. For example, “X100” makes patron 100 the
Current Patron and “X110034” makes item 110034 the Current Item. If you enter an
“X” without a barcode, the current item and patron setting are cleared and the window
is ready for check out.
Command:
P {patron barcode}
Make a Patron Current—Use this command to make a particular patron the Current
Patron. For example, to make patron 100 the Current Patron, enter “P100”. This
command is useful if you have an overlap in patron and item barcode numbers.
Alexandria checks the item codes before the patron codes, so if you enter the patron
code on the command line or use the “X” command, Alexandria finds the item rather
than the patron.
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Locating Patrons and Items
Circulation
Locating Patrons and Items
Use the commands in this section to locate patrons and items for which you don’t know
the barcode number. For example, if you want to check out a book to a patron, but you
don’t have that patron’s barcode, you can use a locate command to find the patron by
name.
When you enter a locate command, a list of patrons or items appears in a Browse
window. The list begins with the first patron or item that is the closest match to the
value you entered. When you select a patron or item from the list, they become the
Current Patron or Item and appear on the Circulation window.
Use the up and down arrows on the keyboard to move through the list.
Double-click a name in the list or select it and press the <enter> key. When you select a
name from this window, it becomes the Current Patron and appears on the Circulation
window.
You can enter a new name in the Browse From field at the top of the window and press
<enter> to display a new list starting with the name you enter.
If the list has more patrons than can be viewed on one window, use the More buttons to
examine additional patrons. To view more patrons, select the last name in the list and
click the down arrow at the top of the window (see “Browsing Records” on page 47).
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Circulation
Locating Patrons and Items
Command:
L {patron name}
Locate a Patron by Name—Use this command to find a patron by name and to make
it the Current Patron. For example, to find a patron with the last name Smith, enter L
SMITH.
The browse window appears starting near the patron whose name matches the name
you entered.
Command:
C {call number}
Find an Item by Call Number—Use this command to locate a copy, searching by the
copy’s call number. For example, to locate a title with call number 150, type “C 150”
and press <enter>. The browse window appears, starting with the first item in the
collection that matches the call number you entered.
Command:
T {title}
Find Item by Title—Use this command to search for the first copy of an item by title or a
portion of the title. For example, to locate an item with a title beginning with Foundation,
type “T foundation” and press <enter>.The browse window appears starting with
the first item in the collection close to the title you entered.
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Checking Patron and Item Status
Checking Patron and Item Status
Command:
Q {barcode}
Checking Patron and Item Status—Patron status includes information such as loaned
items, due dates, reserved items, reservations, and library card expiration dates. The
item status includes the Circulation status, holds queue, and reservations queue for all
copies of the specified title. This makes it very easy to find the status of a particular copy
or the total status of the title.
Use the Q command to display the status of a patron or item.
• To display the status for a patron, type Q then enter or scan the barcode number for the patron and press <enter>. If you do not enter a barcode, the status
of the Current Patron is displayed.
If you don’t know the patron’s barcode, use the locate command (L {patron name})
to find the patron and the patron’s barcode.
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Checking Patron and Item Status
• To view an item’s details, type “Q” then enter or scan the barcode number for
the item and press <enter>.
If you do not know the item barcode, use one of the find commands (C call number
or T title) to find the item and its barcode.
There are two other ways to view the status of the Current Patron or Item.
• Use the Show Patron Details and Show Item Details commands on the Circulation menu.
• Click the Details button in the Current Patron or Current Item section of the
Circulation window.
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Checking Items Out and In
Checking Items Out and In
Alexandria makes it easy to check items out and in. Alexandria automatically
determines whether a barcode belongs to a patron or item and whether an item is
checked out or in. Because of this, Alexandria can usually determine the appropriate
action to take.
In addition, while you are performing transactions, Alexandria automatically computes
due dates, adjusts for closed dates, verifies policies, and collects statistics.
The subsequent sections detail checking-out and checking-in. Other sections in this
chapter describe special kinds of checkouts, such as temporary items, renewing,
reserving, and making reservations. It also covers tracking “special status” items such
as lost, archived, and on order.
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You can use the equal sign instead of the barcode for the current item in
any command. For example, if the current item is 3000, then H= is the same
command as H3000.
Checking Items Out
Use the following steps to check an item out.
Step 1.
Enter or scan the barcode of the patron who is checking-out an item. This
makes the patron the Current Patron.
If you do not know the patron’s barcode, use the locate command (L {patron name})
to find the patron and their barcode.
Step 2.
Alexandria sets the due date for items using the Circulation Policies
established for your collection. To enter a different due date, use the Set
Override Date command (.date) detailed on page 162.
As you check out items, the item details appear on the Circulation window. A line is
also added to the transaction log to show that this item has been checked out.
Step 3.
Enter or scan the barcode for the item you want to check out to the
Current Patron.
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Circulation
Checking Items Out and In
Special Conditions When Checking Out Items
When you are checking items out, Alexandria will alert you to special conditions that
may affect check out.
• If you enter a barcode for a book that is already checked out, a message
appears.
You can choose to check this book in, or cancel the request to check it out.
• If checking-out an item to the patron violates a set policy, Alexandria shows
you a warning message. For example, if a patron exceeds the limit for the number of items they can check out, or exceeds the overdue limit, a warning message appears. If more than one policy setting is violated, the messages will
appear in a single window.
If you have authority to override policies, the window includes the “Do you wish to
allow this check out anyway?” option. You can choose to let the patron check out the
item (even though it exceeds the specified limit) or cancel the request to check it out. If
you do not have authority to override policies, only a warning message is displayed and
you will not be allowed to check out the item to the patron.
If the item barcode you enter is not assigned to an already existing item and is not in the
temporary barcode range defined in your preferences, the following window appears.
You can choose to Ignore Barcode if you entered it incorrectly, or you can select one of
the other options.
If a copy is designated as an in-stock hold for another patron, an error message will
appear. If you have authority, a Cancel / Override button will appear at the bottom of
the screen. Clicking Override will check the copy out to the Current Patron with the instock hold back at the top of the hold queue. If you do not have authority, no override
options will be available and item check out will be denied.
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Checking Items Out and In
Circulation
Using Special Patrons
There are several special patrons that are created automatically by Alexandria. You can
use these patrons to track items with a special status such as lost, archived, or out-forrepair. For example, to track items that have been lost, you can check them out to the
Lost Patron, which has barcode #1.
Special patrons use the System Policy, which has no restrictions on number of items
checked out.
The following are the special patrons in Alexandria:
Lost Items (Barcode 1)—To keep track of items in your collection that have been
lost, check them out to this patron. Unlike other items, an item checked out to
the Lost Item Patron does not have its inventory date updated. If the item is
found, simply check it in and it’s available for check out by real patrons.
If the item is already checked out to real patron, when you check it out to the
Lost Item Patron, a window appears so you can charge a fine to the patron who
has the item checked out. The lost item appears on the patron’s status report.
Although you can remove an item from the Alexandria system when it’s lost,
items are often found later. Checking a lost item out to Lost Item Patron makes
it easier to put it back in to the system because you simply check the item back
in when it’s found.
Using Lost Item Patron also makes it easy to keep track of which items have
been lost so you can order new copies.
There are utilities available to remove lost items according to your policies and
the criteria you select.
Discarded Items (Barcode 2)—To track of items in the library which are not to
be used, but have not yet been removed, check them out to this patron. To
change a Discarded item back into an “in-stock” item, simply check it in.
To permanently remove discarded items from your collection, use the Item
Utility for this purpose.
For Library Use (Barcode 3)—To keep items available for use only within the
library, check the items out to this patron. For example, you might want to keep
holiday books available in the library and not allow them to be checked out
during the holiday season. Check these items out or place a reservation on these
items using the For Library Use Patron.
On Repair (Barcode 4)—To keep track of an item sent for repair and not
available to patrons, check the item out to this patron. When the item is
returned from being repaired, check it in to make it available again.
On Order (Barcode 5)—To keep track of items on order, add the item to your
collection when you order it and check it out to this patron. Enter an override
date that matches the scheduled delivery date for the item. When you receive
the item, check it in to make it available to real patrons.
Archived Items (Barcode 6)—To mark certain items as archived and not
available to patrons, check the items out to this special patron. For example,
check out items to this patron if they are items kept in a special room and not
generally available for Circulation.
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Checking Items Out and In
You can create and remove your own special patrons to track items with a unique status
as needed for your library. Use barcodes 50 or under for special patrons. These patrons
are assigned the System policy, which does not restrict the number of items they can
check out.
The following are examples of uses for special patrons you create:
• Instead of using the Library Patron to reserve holiday books, create a Holiday
Patron and check out holiday books to this patron.
• Instead of using the On Repair Patron, create a special patron for each Vendor
who repairs your items. When you send an item to that Vendor for repair,
check it out to that Vendor for the period of time the Vendor will have the item.
• Instead of using the On Order Patron, create a special patron for each Vendor
from whom you order items. When you order an item from the Vendor, check
it out to that Vendor and enter an override date that matches the scheduled
delivery date.
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Checking Items Out and In
Circulation
Checking Items In
Use the following steps to check in items for a patron.
Step 1.
Enter or scan the barcode of the patron who has the item checked out.
This makes that patron the Current Patron.
If you do not know the patron’s barcode, use the locate command (L
patron name) to find the patron’s barcode.
Step 2.
Enter or scan the barcode of the item you are checking-in.
If you are checking-in a number of items, use the Book-drop mode described on the next
page.
If the item you check in is overdue and has a fine, a window appears with information
about the fine.
On this window, you can enter a payment, forgive the fine, forgive a portion of the fine,
or record the fine to the patron’s record to be processed later. If you want to forgive part
of the fine, enter a value in the Forgiven Amount field. If you want to charge an
additional amount, enter the value in the Additional Charge field. To record a
payment, enter it into the Payment field. To forgive the entire fine, click on the Forgive
Fine button. To charge the fine, click on the Charge Fine button (see “Handling Charges
and Payments” on page 185).
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Circulation
Using Bookdrop Mode
Using Bookdrop Mode
Command:
B {optional barcode}
Using Book-drop Mode—Use the Bookdrop command to check in items for one or
many patrons. In Bookdrop mode, all the item barcodes you scan (or enter) are checked
in. This provides a quick way to check in a large number of books without worrying
about the patrons. For example, this mode provides a quick way to check in the books
left in the bookdrop slot overnight.
• To check in one item, type “B” followed by the item’s barcode number and
then press <enter>.
• To check in many items, type B and then press <enter>. This switches the program in Bookdrop mode (you can also start Bookdrop mode by selecting Start
Bookdrop from the Circulation menu.)
While in Bookdrop mode, Alexandria assumes you are only checking items in. If you
enter or scan a barcode for an item that is not checked out, a message appears in the
transaction log. If you enter a patron barcode, Alexandria switches to Check In/Out
mode and makes this patron current.
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Circulation
Temporary Items
Temporary Items
You can use Alexandria’s temporary item check out function to keep track of items in
your library that are borrowed, but you don’t want entered as part of your inventory.
For example, you may want to keep track of when newspapers, brochures, magazines,
and other items are borrowed and returned, but not inventory them because of their
limited shelf life.
A temporary item is recorded at check out and checked in the same as any other item.
Temporary items may be renewed and have fines charged against them. However, once
the item is checked in, the transaction record and temporary item information is
removed from Alexandria.
While they are checked out, temporary items show on loaned item reports, overdue
lists, fine lists, and lost item lists. Because they are not inventoried, they do not show on
inventory reports or shelf list reports. A temporary item cannot be searched using the
catalog. If these items circulate frequently, it may be better to catalog them in Item
Management; otherwise they will need to be re-entered each time they circulate.
Setting Up Temporary Check Out Items
(see “Circulation Preferences” on page 73) for information on setting up temporary
barcode defaults.
Checking Out Using Temporary Items
There are a number of ways to use the temporary item check out function.
You can prepare several temporary check out cards with temporary barcode numbers
established in your preferences. When a temporary item is going to be checked out,
attach one of these cards. When the item is returned, remove the card and return it to the
stack of temporary check out cards to reuse again for other temporary items.
Another way to use temporary check out is to place a temporary barcode within the
range specified in your preferences on all temporary items that might be checked out.
The barcode is then used only for that item, but never permanently entered into
Alexandria. For example, as newspapers are received, you put a temporary barcode
number on the newspaper.
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You can print temporary barcode labels from Alexandria. Choose Special
Reports from the Reports menu, then select Custom Barcode Labels.
When you enter a barcode number in the command line, Alexandria checks the
following:
• Alexandria first checks if the number is used by an existing item.
• If it is not used by an existing item, Alexandria checks to see if the number is
being used by an existing patron.
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Circulation
Temporary Items
• If it is not used by an existing patron, Alexandria checks to see if the number
is within the range determined for temporary items in Circulation preferences
(on page 73). If the number is within this range, Alexandria displays the following window.
Follow these steps to check out the temporary item.
Step 1.
Step 2.
Step 3.
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Enter a description of the item in the Description box.
If you want to specify a due date, enter it in the Due Date field. If you do
not enter a due date, Alexandria computes a due date based on the
policies you assigned for temporary items.
Click OK.
Circulation
Renewing an Item
Renewing an Item
Command:
R {item barcode}
Renewing an Item—Use this command to renew an item or begin Renew mode. You
can specify the number of times an item can be renewed in your Circulation policies
(documented on page 97).
• To renew an item, type “R” and scan (or type) the barcode number for the
item and press <enter>. If your Circulation policies allow, this item is
renewed to the patron who has it checked out. That patron also becomes the
Current Patron.
If you do not know the item barcode, use one of the find commands (C call number
or T title) to find the item’s barcode.
• To start Renew mode, type “R” and press <enter>. All item barcodes you
type or scan while in this mode are renewed. To exit Renew mode, enter a
patron barcode number or use the “X” or <period> command.
If the renewal is not allowed, a message appears to inform you. A renewal is not
allowed when the Circulation policy is set to not allow renewals or when renewing an
item would take the item into a reserved date range.
Command:
RA
Renewing an Item—When you have a current patron, this command renews all items
for that patron.
Command:
QE
Renewing an Item—Brings up a list of all the books checked out to the Current Patron,
allowing you to choose which books to renew (this is also a menu option).
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Circulation
Reserving an Item
Reserving an Item
A reserve is a special type of check out. Use the reserve function when you want to keep
items available for use in the library. Also use the reserve function when you want items
only available for certain patrons such as teachers or department managers. For
example, a teacher may want to place a number of items on reserve for students in a
class. Another example would be that a librarian wants to create a special group of items
temporarily available for use in the library, but not available for check out.
An item that has been checked out using the Reserve command has a due date in the far
future, is never charged fines, and does not count as a checked out item. However, the
system does record summary information on reserves, which is displayed in the Patron
statistics window and in all Patron Transaction reports.
If you want to reserve items for a short period of time, use the Reservations function.
Command:
J {item barcode}
Reserve an Item—Reserve an item for the Current Patron or to start Reserve mode.
• To reserve an item for the Current Patron, type J then enter or scan the barcode number for the item the Current Patron wants to reserve and press the
<enter> key.
If you do not know the item barcode, use one of the find commands (C call number
or T title) to find the item and its barcode.
• To start Reserve mode, type “J” and press <enter>. All item barcodes you
enter or scan while in this mode are reserved for the Current Patron. To exit
Reserve mode, enter a patron barcode number or use the “X” or “.” command.
Reserved items can only be checked in when the patron who checked them out is the
Current Patron and Alexandria is in Check In/Out mode. This makes it more difficult
for a reserved book to be checked in by another patron or be accidentally checked in
with the Bookdrop command.
Hold Requests
When an item is not available, a patron can place a hold request for that item. When the
item is returned to the library, a message appears at the Librarian Workstation asking to
hold that item for the requesting patron. An item waiting to be claimed is shown in the
hold list as an In-Stock item1.
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A hold request is different than a reservation. A hold request puts your
name on a list to check out an item when it becomes available. A
reservation checks out a specific copy in advance for a particular time.
If more than one patron requests a hold for the same item, Alexandria keeps a list of the
patrons in the order they requested the item.
Your circulation policies determine how long a hold request can stay active. The
expiration date for the hold is shown in the transaction log when you place the hold.
1. An In-Stock “hold” is actually a special type of check out for the requesting patron. To
remove the In-Stock hold, either check out the item to the requesting patron, or Bookdrop the item. When performing a Bookdrop, if other hold requests are pending, an InStock hold is created for the next patron in the hold list.
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Placing a Hold Request
Alexandria updates hold queues each day. If a held item is not claimed within the
circulation policy limit, it is assigned to the next patron in the request queue. If no other
patrons are waiting for the item, it is released for general circulation. This activity is
recorded in the transaction log.
You can print a list of In-Stock items using Circulation Reports in the Reports menu.
Placing a Hold Request
Command:
H {item barcode}
Placing a Hold Request—Use the “H” command to place a hold on an item for the
Current Patron or to begin Hold mode.
• To hold an item for the Current Patron, type “H” and then scan (or type) the
barcode number for the item which the Current Patron wants to hold and press
<enter>.
If you do not know the item barcode, use one of the find commands (C call number
or T title) to find the item’s barcode.
• To start Hold mode, type H and press <enter>. A hold request is placed on
each item whose barcode you type or scan while in this mode. To exit Hold
mode, type a patron barcode number or use the “X” or “.” command. A current Patron is necessary.
- S
H O R T C U T
-
You can enter an equal sign “=” as a shortcut for the current item barcode.
Thus, “H=” places a hold on the current item.
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Placing a Hold Request
Removing Patron Holds
Use Remove Patron Holds from the Circulation menu to remove hold requests for the
Current Patron.
To remove a hold request, select the line you want to remove and click the Remove
Hold button.
W A R N I N G !
When you remove a hold request on this window, you cannot undo the
remove. The only way to restore the hold is to place a new hold for the
patron whose request was incorrectly removed.
Adjusting or Removing Item Holds
Use Adjust Item Holds from the Circulation menu to adjust or remove hold requests
for the current item. The Holds tab shows items that are checked out, but have a hold
placed on them by another patron.
To remove a hold, select the item and click the Remove Hold button.
To change the order of the hold requests, click on a hold request and drag the line up or
down. To save the results, click the Save button. To ignore any changes, click on the
Cancel button.
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Reservations
Reservations
Use the reservations feature when a patron wants to check out an item from the library
for specific dates. When this item has a reservation, it’s only available for check out by
the requesting patron during the specified dates. If another patron tries to check out this
item during the reservation period, Alexandria rejects the request or adjusts the check
out period to accommodate the reservation.
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A reservation is different than a hold request. A reservation checks out a
specific copy in advance for a particular time. A hold request puts your
name on a list to check out an item when it becomes available. A reserve is
just for use in the library.
Reservations are displayed on patron status and item status reports. Unlike hold
requests, reservations are placed on specific copies in the collection. If you have multiple
copies of an item, you place the reservation on one copy. Alexandria automatically
removes expired reservations.
A patron can have an unlimited number of reservations. Your circulation policies
specify the maximum number of days for a copy reservation. To prohibit reservations,
set the maximum number of days to zero.
You can select more than one set of dates for a reservation.
You can also use reservations and the special For Library Use Patron (Barcode 3) to
ensure that an item is available for use in the library during a specific time period. For
example, you can make a reservation for the For Library Use Patron on all Thanksgiving
books for November 15th through the 30th. No other patrons can check out these books
while those reservations are active.
Placing a Reservation
Command:
G {item barcode}
Place a Reservation—Place a reservation on an item for the Current Patron or to begin
Reservation mode.
• To place a reservation on an item for the Current Patron, type “G” and then
scan (or type) the barcode for the item which the Current Patron wants to make
a reservation for and press <enter>.
If you do not know the item barcode, use one of the find commands (C call number
or T title) to find the item’s barcode.
• To start Reservation mode, type “G” and press <enter>. A reservation for
the Current Patron is placed on each item whose barcode you type or scan
while in this mode. To exit Reservation mode, enter a patron barcode number
or use the “X” or “.” command.
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Circulation
Reservations
When you enter the G command, Alexandria displays a calendar for you to mark the
days in which you want to place a reservation for the Current Patron. The calendar will
show the current month.
You cannot make reservations on days marked with the lock icon. This calendar will
mark days as follows:
• Days that the library is closed show the word CLOSED. In the above example,
the library is closed Saturdays and Sundays.
• Days that the item is already reserved for another patron are marked with a
lock icon. The barcode number or name of the patron who has the reservation
is shown. Select different days for the Current Patron, or select a copy of the
title (if available) from the pull-down menu in the upper left of the calendar.
To make a reservation for the Current Patron, click on those days you want to reserve
the item. You can drag across days to choose more than one for a reservation. Days you
select will be marked with the patron’s barcode or name. To omit a day you have
already selected, click on it again.
You can select any available days, as long as it does not exceed the number of days
specified in the circulation policy for both patron and item. If your Circulation
Preferences allow, you can select closed days to start and end the reservation.
NOTE:
Make sure the reservation
dates are correct before
you save. They CANNOT
be changed later. To
change dates, you must
remove the incorrect
reservation and place a
brand new reservation.
When you have selected the days for the reservation, click the Save button. You can
make more than one reservation on the calendar for single or multiple copies.
Use the Cancel button if you want to leave the window without placing a reservation.
To print reports for copies with reservations, select Circulation Reports from the
Reports menu and choose the Reservations report. Using the selection options, you can
specify which reservations to print.
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Reservations
Reservation by Patron
Command:
GP {patron barcode}
Reservation by Patron—Use the GP command to place reservations on a Current Item
for several different patrons. The current item isn’t cleared and each command entered
brings up the Reservations window for the Current Item. This command is useful for
when you have a popular item that many patrons want to place a reservation on.
Reservations Check Out, by Item
Command:
GG {item barcode}
Reservations Check Out by Item—Use the GG command to check out items which
have reservations that begin “close” to the current date. In this mode, all you need to do
is scan the barcodes of the copies with reservations. If there is a pending reservation,
Alexandria will check out the item to the correct patron. The “close to” preference is
days to look ahead when checking in reservations in Circulation Preferences.
Reservations check out, by Patron
Command:
GPP {patron barcode}
Reservations Check Out by Patron—The GPP command takes a Patron Barcode and
attempts to find pending reservations that begin “close to” the current date. If a
reservation is found, it’s checked out to the Current Patron. The “close to” preference is
days to look ahead when checking in reservations in Circulation Preferences.
Removing Patron Reservations
Use Remove Patron Reservations from the Circulation menu to remove reservations
for the Current Patron. The patron’s name is shown in the title of the window and a list
of reservations for that patron is also shown.
To remove a reservation, select the line you want to remove and click the Remove
Reservation button.
W A R N I N G !
When you remove a reservation on this window, you cannot undo the
remove. The only way to restore the reservation is to place a new reservation for the patron whose reservation was incorrectly removed.
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Circulation
Reservations
Removing Copy Reservations
Use Remove Copy Reservations from the Circulation menu to remove reservations
for the Current Item. The item appears in the title of the window and a list of patrons
who have reservations this copy is also shown.
To remove a reservation, select the line you want to remove and click the Remove
Reservation button.
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Handling Charges and Payments
Handling Charges and Payments
Use the charges and payments function to view the charges assigned to a patron for
overdue items and fees assigned for special circumstances (such as lost items or loan
fees). Alexandria calculates the amounts for overdue charges and fees based on the
values entered in your circulation policies.
You can also use the charges and payments function to charge miscellaneous fees to a
patron, to record the payments a patron makes, or amounts you have forgiven.
Viewing Charges and Payments
Command:
F
Viewing Charges and Payments—To view the charges and payments for the Current
Patron, type “F” and press <enter>, or choose Make Charges-Payments from the
Circulation menu.
This window includes three tabs: Charges, Payments, and Refunds.
The Charges tab shows the charges currently assessed against the patron. Alexandria
uses the following charge types.
• Overdue—Charges for overdue books that are still checked out. These
charges are updated daily because the charge amount increases each additional day the book is overdue. You can enter a payment against this kind of
charge without checking the book in.
• Fee—Charges for overdue books that have been returned, loan fees as specified in your circulation policies, or any additional charge such as reading club
membership, damage to library books, etc.
• Lost—Charges for losing a library book.
The Payments tab shows the total payments received from this patron.
The Refunds tab shows the total refunds received by this patron.
Forgiving a Charge
To forgive an entire charge, select the line and click the Forgive Charge button.
If you want to forgive only a portion of a charge, use the Forgive Charge button and
enter the amount to forgive.
Alexandria User’s Manual — 185
Circulation
Handling Charges and Payments
Recording a Payment
Use the following steps to process a payment or pay a portion of the charge.
Step 1.
Select the line and click the Make Payment button. The Payment
window appears.
Step 2.
In the Payment Notes field, enter notes concerning the payment.
Perhaps if you reduced the charge (by modifying the Total Charges
value), you would want to enter this information.
Step 3.
Enter the amount the patron is paying in the Payment Amount field.
Step 4.
Click Process to record the payment or Cancel to stop.
Charging a Fee
You may also Charge a Fee to the Current Patron by clicking on the Charge Fee button.
Charging a Fee
Command:
F {charge amount} {comment}
Charging a Fee—Use the “F” command with an amount and optional comment to
issue a charge against the Current Patron. For example, to assign a $10.00 charge for a
library Reading Club membership, type “F10.00 Reading Club” and press
<enter>.
Once you enter a charge, you can edit it if you make a mistake. In the Make Charge
Payments window, select the Charge to edit and click on the Edit button. You can
modify either the fee description or the amount except for overdue fees which are still
accruing.
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Circulation
Inventory Control
Inventory Control
Use the inventory function in Alexandria to keep track of your collection. An inventory
identifies what items are contained in your library collection, which have been lost and
which have been found.
Every item in your collection identified with a barcode number has an associated
inventory date. This is the date on which you last noted that the item was seen in your
library.
Alexandria automatically updates the inventory date for an item when it is checked out
or checked in.
Taking Inventory
Command:
I{B} {inventory date}
Inventory—Use the “I” command to update the inventory date on items. You can use
the current date or you can enter a different date.
• To update items with today’s date, type “I”, then <enter>. To Inventory
items, scan (or type) the barcode for the item and press <enter>. Each item
whose barcode you enter or scan is updated with today’s date.
• To update items with a date other than the current date, type “I” and the date
you want to use for the inventory date, followed by the <enter> key. For
example, to update items with an inventory date of September 1, 2000, enter
I 9/1/00. Each item whose barcode you type or scan is updated with the
date you entered.
• To perform automatic bookdrop on all checked out items scanned during
inventory, use the optional “B” parameter. Thus, “IB” performs inventory
using today’s date. If a checked out book is inventoried, it’s automatically
book-dropped.
As you enter barcode numbers during Inventory mode, the transaction log displays the
item and call number. If a call number is out of call number order, the transaction log
marks those items with an “Inv ??-->” before the call number.
To exit Inventory mode, use the “.” command (type a period and press <enter >).
Notes about Inventory
• You can inventory portions of the library at different times. When you run
inventory reports, specify the date range over which you took inventory. All
items inventoried during this date range will be included.
For example, if you take inventory over Spring break (April 21st through 25th), specify
this date range when you run an inventory report. All items inventoried between April
21 and 25 will be included in the report. If you don’t specify a date range, the reports
will return all items regardless of when they were inventoried.
• You do not have to close the library to take inventory. Because the inventory
date for an item is updated when the item is checked out, items checked out
while you are taking inventory will have dates within the inventory date
range. This is also true for items checked in during the inventory period.
• Items returned after you have completed inventory will automatically have
their inventory date adjusted to the check in date, which will be after the date
you take inventory. If you prepare an inventory report for all items with dates
on or after the date you took inventory, these items will be included.
Alexandria User’s Manual — 187
Circulation
Inventory Control
• To identify items missing from your collection, prepare an inventory report of
non-inventoried items with the same dates as when you performed the inventory.
• If you are not using a portable reader when taking inventory and you enter an
item barcode that Alexandria does not recognize, a window appears to let you
add the new item.
Enter the Title and any other desired fields and click Save. This provides a quick way to
add the new item and continue with your inventory task. You can add additional
information for this item later using the Items window.
Inventory Reports
You can prepare inventory reports based on the inventory date and other criteria (see
page 292 for a list of Inventory reports). For example, you can generate an inventory report
showing:
• Items inventoried or not inventoried within a specified date range.
• Lost items inventoried (which means the item is actually in the library even
though it is marked as lost).
• Items within a specific section of your library.
• Items with a specific Funding Source.
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Other Circulation Commands
Other Circulation Commands
The following commands are available on the Circulation window.
Set Self-Service
Command:
Command:
AS
ASB
This command logs out the current user and sets the user mode to Self Service Check
Out (AS) or Self Service Bookdrop (ASB). To exit this mode and security level, select
Restart from the File menu and log in under a different level. This mode can not be
exited by using the “.” command—it’s a shortcut to change user levels.
Change Patron Location
Command:
NP {new location code}
Change Patron Location—Use this command to change the location code for a
number of patrons.
For example, to change a group of patrons to location code 1001, type “NP 1001” and
press <enter>. This begins Change Location mode. You can now enter patron barcodes
for those whose location code you want to change.
The transaction log will show the patrons for whom you’ve changed the location code.
When you have entered all the patrons for whom you want to the change location code,
use the “.” command to exit Change Location mode.
Change Copy Location
Command:
NC {new location code}
Change Copy Location—Use this command to change the location code for a number
of copies.
For example, to change a group of copies to location LibLab, type NC LibLab and
press <enter>. This will begin Change Copy Location mode. You can now enter
barcodes for the copies whose location code you want to change.
The transaction log shows the copies for which you have changed the location code.
When you have entered all the items for which you want to the change location code,
use the “.” command to exit the Change Copy Location mode.
Change Copy Collection
Command:
NO
Change Copy Location—Use this command to change the collection code for a
number of copies.
For example, to change a group of copies to location LibLab, type NC LibLab and
press <enter>. This will begin Change Copy Collection mode. You can now enter
barcodes for the copies whose collection code you want to change.
The transaction log shows the copies for which you have changed the collection code.
When you have entered all the items for which you want to the change collection code,
use the “.” command to exit the Change Copy Collection mode.
Alexandria User’s Manual — 189
Circulation
Other Circulation Commands
Change Barcode Number
Command:
/ {old barcode=new barcode}
Change Barcode Number—Use this command to change barcode numbers for
patrons or items while performing other tasks within Alexandria. For example, if you
are checking-out items, you can change their barcode numbers as you check them out. If
you are performing inventory, you can change the barcodes as you inventory the items.
This command changes the barcode number and then enters a new barcode number in
the command line. This means you can change the barcode number and continue with
the activity you were performing.
For example, suppose you are checking in items and come across one with barcode
number 3009, but the barcode label is damaged. You can place a new barcode label on
the item with barcode number of 9000. To do this, while still in Check In/Out mode,
type “/3009=9000” in the command line. Alexandria changes barcode 3009 to 9000
and enters 9000 into the command line, which will check in the book.
You can use this command to change patron barcodes as well as item barcodes.
Start Statistics Mode
Command:
Y
Start Statistics Mode—Use this command to record items as being used, without
checking them out. If certain items in your collection are often used without being
checked out, use this command to collect better statistics about library usage.
As Alexandria collects statistics on an item, it counts a check out as usage of an item.
However, there are many times when an item is used, but is not checked out. For
example, books left on tables in the library at the end of the day were probably used
even though they were not checked out. You can enter these item barcodes before reshelving them and they will be marked as used for the purpose of collection statistics.
When you enter a barcode under this command, the item usage statistics and timebased statistics are updated, and the item is marked as “used” in the transaction log.
To use a portable reader to record used items, enter “Y” on the command line and then
scan the used item’s barcodes.
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Circulation
Other Circulation Commands
Change Item Policies
Command:
UI {new policy code}
Change Item Policies—Use this command to quickly change the policy codes for a
number of copies. For example, suppose you want to mark a number of copies for
overnight check out exclusively during the next two weeks. You could quickly create a
policy for overnight check out and then use this command to change the policy for those
special copies.
Alexandria saves the old policy so you can restore it later using the Restore Previous
Policy command. In the above example, at the end of the two weeks, you could restore
the original policy.
Change Patron Policies
Command:
UP {new policy code}
Change Patron Policies—Use this command to quickly change the policy codes for a
number of patrons. This command works for patron policies exactly like the “UI”
command (explained above) works for copy policies.
Restore Previous Policy
Command:
UR
Restore Previous Policy—Use this command to quickly change patrons or copies back
to their previous policy.
Start Classification Mode
Command:
V [Type] [Keyword]
Start Classification Modes—Use this command to quickly add searchable terms to the
items you scan.
Let’s say you want to create a reading list on Utah skiing. You would enter the
command “V B Utah Skiing” in the Command Line and press <enter>.
Alexandria would display B*Utah Skiing above the Command Line. Any item you enter
when in this mode would have the Bibliographic keyword “Utah Skiing” assigned to it.
To end the Classification mode, enter the “.” command in the Command Line. Once an
item is classified, it can be searched for using the Search window.
You can further examine and manipulate keywords you’ve added using the Utilities
command under the File menu.
Valid types include:
S — Subject
R — Study Program
C — Curriculum
P — Point Count
I — Interest/reading level
T — Test Number
B — Bibliography
H — Holding Code
Select Search from the Show menu to search for the items you’ve classified using this
command. In fact, if a patron were searching for items on “Utah skiing,” those items
would appear on any search performed after you classify the item.
Alexandria User’s Manual — 191
Circulation
Other Circulation Commands
Receive Subscription
Command:
E [Subscription Name]
Receive Subscription—Use this command to record that the library has received a
subscription. If the subscription name doesn’t exactly match the name you used in the
subscription management window, you’ll see the following window:
In this example, Alexandria is selected.
This item is recorded as Received and we can see how many issues remain in the
subscription by reading the transaction log. The item will be added into inventory and
assigned a barcode number if is set for that subscription.
Using the Receive Subscription command is the best way to record that you’ve
received subscriptions.
Renew All Items
Command:
RA
Renew All Items—When you have a current patron, this command renews all items for
that patron.
Renew Query
Command:
QE
Renew Query—Brings up a list of all the books checked out to the current patron,
allowing you to choose which books to renew.
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Other Circulation Commands
Issue Routing Slip
NOTE:
Since this command
prints a routing slip,
you should have
your printer turned
on when you use this
command.
Command:
M [Route Name] {=Item barcode}
Issue Routing Slip—This command will issue a routing slip with the given route name.
Thus, the command “M STAFF=3092” will issue the STAFF routing slip for item 3092.
In other words, Alexandria will check out item 3092 to the responsible patron and print
STAFF routing slip.
If you don’t include an item barcode number, a TOC (Table of Contents) routing slip will
be printed.
This command can be used to print a routing slip for any item in the collection.
Normally, routing slips are only issued when a new subscription is received. With this
command, you can print a routing slip for any item.
For example, let’s say you’ve been asked to route a number of items on a particular
topic. You would first create a route with the appropriate people assigned. You can then
locate all the items and use the Routing Slip command for each item.
Read Transaction file
Command:
*
Read Transaction File—In addition to entering transactions by typing or scanning
them into the transaction command line, Alexandria allows users to process
transactions saved in a text file. These text files can be created by COMPanion’s portable
readers or by any program that creates a text file.
Use this command and select the file to read. When the file is imported, Alexandria
processes the commands in it as if the user entered them one at a time.
- N
O T E
-
While processing commands via a transaction file, Alexandria does not
alert you to unusual circumstances. Instead, Alexandria takes whatever
action it determines is the most appropriate. After reading a transaction
file, be sure to check the transaction log for any possible problems or alerts.
Since this function is typically used for recording inventory scans, Alexandria defaults
all transaction files to begin with the Inventory command. If you are using a transaction
file for purposes other than inventory, you MUST use an appropriate command in the
file.
You can also drag and drop these files into the transaction window or use the Import
command if they have the proper transaction file header1. Alexandria “recognizes” they
are transaction files and will process them automatically.
1. Alexandria headers begin with “###” for example, SmartScan files begin with “###
SmartScan...”
Alexandria User’s Manual — 193
Circulation
Other Circulation Commands
Importing Portable Laser Scanner Inventory Files
If you’re using a portable laser scanner for inventory purposes and have HotSynced
(downloaded) that inventory data to your hard drive, use the following steps to import
the data into Alexandria (refer to your SmartScan User’s Manual for more details).
Step 1.
Step 2.
Firstly, make sure to backup your current Alexandria data.
Use the “*” command followed by <enter> in the Circulation Window
to open the Import Commands window.
Step 3.
Use the Add File button to add inventory files to the Script files to
process field. If you are downloading several inventory files before
importing them (see the example below), make sure you are renaming the
files or moving them to different directories so that they do not have the
same name and they do not get replaced.1
Step 4.
Once the inventory file you want imported from the Script files to
process field is highlighted, click the Run button to begin import.
Step 5.
Your data is now imported into the Alexandria database.
1. Refer to the SmartScan manual.
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Advanced Bookings
This chapter describes the Advanced Bookings feature supported in Alexandria.
Advanced Bookings capabilities are available as a separately priced Alexandria module.
- N
O T E
-
Advanced Bookings is an optional feature of Alexandria. You must
purchase a separate license to use this feature.
Advanced Bookings greatly enhances the reservations capabilities provided within
Alexandria. This feature is valuable when Alexandria is used for managing centralized
media centers that process numerous requests each day. When you have purchased the
Advanced Bookings module, there will be two changes to your Alexandria program.
1. You’ll have the Advanced Bookings preferences activated. As part of the
Advanced Bookings enhancement, this preference allows the administrator to
customize the reservation notices sent.
2. Two new selections will appear at the bottom of your Circulation menu.
These will provide all the advanced capabilities supported in the Advanced
Bookings option.
To use Advanced Bookings, place reservations using Alexandria as you normally
would. Patrons can place their own reservations, or librarians at a central site can place
them.
The Bookings administrator will run the Advanced Bookings process once every day.
They will also run the Process pending Bookings function to “catch” Bookings that
could not be processed during standard processing.
Alexandria User’s Manual — 195
Advanced Bookings
Settings
The Email Return Address you enter in this window is used for all Advanced Bookings
Email notifications.
Check the Send Reservation Return Requests box to automatically send notification to
patrons who have items checked out, letting them know when they’re due back. Use
Days Before Item is Due to Send Out Notices to set how many days before the item’s
due date to send out a message.
Check the Send Reservation Shipping Notices box if you want to automatically send
Email notification to users that their item reservation is in route to them. When selected,
Alexandria will send an Email notification for each reservation checked out to a patron.
This Email will contain the Reservation Shipping text you created in the Advanced
Bookings preferences.
Other preferences that affect Advanced Bookings:
Policies
Calendars
Circulation
Library Information
Alexandria WEB (if purchased)
Alexandria Researcher (if used)
196 — Alexandria User’s Manual
Advanced Bookings Preferences
Advanced Bookings
Advanced Bookings Preferences
If you have purchased the Advanced Bookings options, this preference will be available.
Notices
This preference allows the Administrator to customize the text used on various
Bookings notices. If you click the Set Default button, the current Notice will be used as
the Alexandria default.
Packing List Note—This note is placed at the top of the Advanced Bookings packing
list.
Reservation Return Request—This notice is used as the body of the letter for a
Reservation Return Request. When Email notification is turned on, these requests are
automatically sent via Email.
Reservation Placed—This notice is used as the body of the notification sent to patrons
who have placed reservations.
Reservation Shipping—This notice is used as the body of the notification sent to
patrons who have reservations pending. This notice is sent out when a reservation has
been filled.
Alexandria User’s Manual — 197
Advanced Bookings
Advanced Bookings
Advanced Bookings
Every day that reservations begin, the administrator will select Advanced Bookings
from the Circulation menu.
The Advanced Bookings process is performed for reservations that begin on, or
between, the dates selected. In order for the system to know when items are returned,
all returned items must be checked in before they are put away. Use Alexandria’s
Bookdrop to return items.
NOTE:
Reports are prepared
based upon
Reservation Requests
only. Once an item is
checked out to a
patron, it will not
appear on these
reports.
Check the desired options and click the Process button. Once the process is completed,
reports can be examined, saved, and/or printed. If you’re unsure about what reports
you need, prepare them all until you find a report that works best for your operation.
Prepare Picking List in Call Number Order—This option prepares a list of
reservervations in Call Number order. Use this list to quickly fetch items from your
collection.
Prepare Picking by Patron Location/Call Number Order—This option prepares a list
of reservations by Patron Location, then Call Number order. For each Patron Location or
Call Number, the list is further sorted by Patron. This report is useful for larger
operations, where more than one person may be filling orders. It also helps with sorting
the reservations for delivery.
Prepare Packing Lists for Each Patron—This option prepares a packing list for each
patron with a reservation beginning within the specified dates. If customers often place
reservations several items, the packing list will help in making sure each patron receives
the items requested. The packing list also contains the Packing List Note which you
specify in the Advanced Bookings preference.
Prepare Packing Lists for Each Location—This option prepares a packing list for each
Patron Location. Each Location begins on a new page and is then further sorted by
Patron for that Location. This allows central sites to collect items for shipping to a
common location.
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Advanced Bookings
Advanced Bookings
Prepare Booking Labels—This option prepares booking labels (for attachment) to each
item shipped. Standard Alexandria labels are supported to reduce confusion and cost.
Booking labels are prepared in a three-across format: Address Label — Item Info —
Patron Info
NOTE:
Run any Reservation
Reports under
Circulation Reports
before you run
Advanced Bookings
with the Automatic
Check Out selected.
Booking labels are used to address items for delivery to the requesting patron. Each row
of labels contains unique information. The first label contains delivery information, such
as the Patron, their Location and Address.
The second label contains Item Information, Call Number, Barcode Number, Barcode
Image, Reservation Begin/End dates. The third label contains Patron Information,
Name, Location, Barcode Number, Barcode image, Item Barcode Number, Item
Reservation Begin/End dates.
Automatically Check Out Items to Requesting Patrons—When selected, Alexandria
will automatically check out each available reservation to the appropriate patron.
Once a reservation has been checked out, it’s no longer a reservation; it becomes a
loaned item. Alexandria doesn’t differentiate between items which have been loaned via
reservation, walk in, or a satisfied hold, or any other way an item can be borrowed.
Thus, if Alexandria checks-out an item that should be in inventory, but can’t be found, an
exception occurs.
If these exceptions happen frequently, another way to process reservations is to print all
the reports, and once the items are physically allocated to a patron, check them out
using Alexandria’s standard Circulation commands (see “Reservations Check Out, by
Item” on page 183).
Unavailable items report—This report is always generated for Advanced Bookings
when items are unavailable for check out. It contains a list of all items sorted by Call
Number, for which a reservation is pending, but the item has not yet returned to stock.
Alexandria User’s Manual — 199
Advanced Bookings
Advanced Bookings
Exceptions Happen, what do we do?
With any automated process, there are always things that go wrong. Use the following
section to help deal with these conditions.
If the item is not available at the time of processing or the system shows that the copy
requested is not available for this reservation, perhaps the previous patron did not
return it. Or perhaps it was returned, but not checked in.
In any case, Alexandria doesn’t know anything other than the item isn’t available.
If an item is unavailable when your lists are prepared, Alexandria will mark all
unavailable items. When you run the Process Pending Bookings command,
Alexandria checks to see if any of the unavailable items have become available. If they
have, they’re automatically assigned to the requesting patron.
If an item doesn’t become available, and no alternatives are located, there is nothing
Alexandria can do but wait. The reservation will remain pending until its end date; after
which, it’s removed by the system.
Another problem occurs when an Item is not located at the time of reservation.
Alexandria thinks the item is available, but it’s not. This can only be discovered when
someone tries to find the physical item for the requesting patron. The item could be
misfiled, lost, or borrowed without check out. In any case, the item should be checked in
so the requesting patron isn’t responsible for returning something they never received;
and then the item should be declared Lost so that other patrons will not place
reservations on it. Hopefully, an alternative selection can be located for the patron.
200 — Alexandria User’s Manual
Searching
This chapter explains how to search Alexandria library collections. Using the search
window, users can search a local collection or authorized sites over a wide-area
network.1
Searching functions are available on the Alexandria Data Station, Librarian Workstation,
Researcher Workstation, and various Web Browsers.2
The Search Window
Because Patrons have different skill levels and requirements, the Alexandria search
window has numerous interfaces for searching. You can select a default Search interface
via the Alexandria Researchers preference window that best meets the needs of your
Patrons((see “Alexandria Researcher Preferences” on page 69)).
• Using the Boolean interface, patrons can choose the collection to search, the
search type (e.g. subject or title), enter a search string, use Boolean operators
to narrow the search, and use the Dictionary button to list the items in the collection that closest match the search values. This is Alexandria’s primary Catalog Query tool. If you are an experienced user, you’ll typically want to use this
interface for all your searching ((see “Boolean Search” on page 206)). This is the
only interface that is used for Alexandria WAN.
• The Simple tab is for younger patrons or those who do not have strong English
language skills. It requires the user to enter a search string, then click a graphic
to perform the search ((see “Simple Search Window” on page 209)).
• The Dictionary tab is useful for patrons who want to “browse” categories for
things that interest them. Type a term, click on the search button, then select
the terms you want from the list ((see “Dictionary Search Window” on page 210)).
• The Study Program tab is useful for patrons who are using study programs
such as Accelerated Reader or Reading Counts. It allows the user to search the
collection based on the study program name, reading levels, points, subject,
and keywords ((see “Study Program Search Window” on page 211)).
• The Explore tab provides a fully iconic interface that can be created by the
Librarian for quick access to specific library resources. Since this option must
be purchased separately, it’s documented in the "Alexandria Explore" starting
on page 231.
• The Z39.50 tab provides access to other collections provided you have an internet connection. The other collections must also have Z39.50 server capabilities.
The Librarian must configure the Z39.50 entry for each library with the catalog
address, name, and port.
1. Access to Wide-area Network sites requires an Alexandria WAN license and must be
configured on your Data Station.
2. If you’ve purchased Alexandria WEB, your patrons can search your collection via web
browser by entering the IP address of the Data Station as a URL into the browser location
field.
Alexandria User’s Manual — 201
Searching
Boolean Search, Overview
Boolean Search, Overview
Use the Boolean tab to search your collection or other collections for which you have
access. To view the Boolean tab, select Search from the Show menu.
The following is the general procedure for Boolean searching. The remaining sections
of this chapter provide more detailed information about different searching procedures.
Step 1.
Choose the collection to search.
The pull-down menu in the upper left corner of the window displays
your local collection. To search a different collection, click the arrow in
this pull-down menu and make a selection. Unless you’ve purchased the
WAN option (or are using a multi-collection license), only your library
(Local Collection) will be listed in the field.
Step 2.
Choose the type of search.
Use the Search All Words pull-down menu on the left of the window to
choose the kind of search you want to perform. For example, you can
choose to search Authors, Titles, or Series.
Step 3.
Enter a search word or phrase.
In the field next to the search pull-down menu, enter your values. For
example, if you want to search by Title, enter all of the title (or the first
part of the title) which you want to search. You can use special characters
or Boolean operators (And, Or, and And Not) to narrow your search. You
can also use the Dictionary button to show a list of items in the collection
that match your search values.
202 — Alexandria User’s Manual
Searching
Boolean Search, Overview
Step 4.
Use the results of the search.
The search results are shown in the Search window.
NOTE:
If you notice that you have
some mistakes in a title or
record, you can hold down
the ALT (PC)/ Option
(Mac) key on the title and
double-click to have the
Item Management
window open.
• To change how the list is sorted, click on the column heading (i.e. Call#, Title, Author,
Media, etc).
• To view details for an item (including attachments), double-click on an item in the
Results List or select the item and then either press the <enter> key or click the Details
button.
• To save items from the Results List, select them and click the Save List icon shown
below (see (see “Creating your own Custom Results Lists” on page 213) for more details).
• To place a Hold or Reservation on an item, select it and click the Hold - Reservations
icon shown below (see page 216 for more details).
• To print the search results list, click the Print icon shown below or select Print from the
File menu (see (see “Result List Printing Options” on page 205) for more detials).
Alexandria User’s Manual — 203
Searching
Boolean Search, Overview
Search Window Control Icons
Home
Resets the window for a new search.
Big 6™ information
Displays information on the Big 6™ research
method.
Print
Prints the contents of the search window.
Duplicate Window
Duplicates the current window.
Save List
Creates a Save List for the selected titles of a Results
List.
Hold or Reservation
Use this icon to place a Hold or Reservation on a
selected item.
Help
Shows Searching Help information.
Back
Returns to the previous window.
Previous - Next
Shows the Details for the Previous or Next record in
the results list.
204 — Alexandria User’s Manual
Searching
Boolean Search, Overview
Result List Printing Options
When you select Print from the File menu or click the Print icon when a Search Results
List is showing, the following window appears.
If you’ve selected items from the Results List, you have the option to click the
“Selected Results Only” radio button if you want your report to include only the
selected items from the Results List. Otherwise, the report will include All Results from
the Result List. Printing formats include:
• Simple List—Shows only the data in the Results List.
• Bibliographic Format—Shows a numbered Bibliography.
• Citation Format—Shows Titles in a Citation format.
• Short Details—Shows key data for each title.
• Title Details—Shows all Title information.
• Marc Records—Shows Marc records for each title. These Marc records may
be saved and imported into Alexandria.
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Searching
Boolean Search
Boolean Search
Use the Search All Words pull-down menu on the left of the window to choose the type
of search you want to perform. For example, you can choose to search Authors, Titles, or
Series.
Alexandria searches the values of Marc records saved for each title. For example, when
you choose to search Authors, Alexandria searches for Authors in the 100 and 700 Tags.
A search returns a maximum of 500 items unless holding down the <alt> or
<option> key when clicking on Search. If the item you are looking for isn’t found in
the list, you may have to further narrow your search criteria (see page 70 for information
on changing this preference).
Use the More Options and Fewer Options buttons to display menus for additional or
fewer search values. Alexandria supports up to 6 levels of searching using this interface.
When searching by single words or phrases, you can use the following special
characters to narrow the searching criteria.
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Searching
Boolean Search
• End a word with a period (“!”)—this tells Alexandria to perform an exact
match search for the word.
• Start a word with a question mark (“?”)—this tells Alexandria to look for
words that sound like the word you’ve entered.
If you enter a single word, Alexandria searches for words or phrases beginning with the
text you enter. However, if you end the text with a period (“!”), Alexandria only
searches for data that matches your text exactly. For example, if you enter “child”,
Alexandria searches for all words beginning with “child”, which includes “child” or
“children.” If you enter “child!”, Alexandria only searches for the word “child.”
If you don’t know how to spell a word, enter the word preceded by a question mark.
Alexandria then performs a “Sounds-Like” (phonetic) search.
You can set preferences in the Librarian Workstation to automatically prompt Patrons to
do a “sounds-like” search if the initial search fails to find results (see “Alexandria
Researcher Preferences” on page 69).
When you enter more than one word as an All Words search, Alexandria does the
following:
Step 1.
Alexandria will perform a search with each word in the phrase, looking
for any item that includes all the words. If no match is found, Alexandria
will ask you (if the preference is turned on) if you would like a “SoundsLike” search. If selected, this performs a phonetic search for the words
you’ve entered.
When performing searches other than Search All Words, Alexandria will search for
items that begin with the term you’ve entered. If nothing is located, Alexandria will ask
you if you’d like to perform an All Words search. If you answer Yes, Alexandria will
look for records which contain all the words in your query. Finally, if your preferences
allow, it will prompt you for a sounds-like search.
Using Boolean Operators
Alexandria supports Boolean operators (And, Or, and And Not) for all selections; and a
range operator (Through).
It is recommended that you start with the most general searches first (usually joined
with Or) and more specific searches last (usually connected with And).
Alexandria builds its Boolean query from the top down. Thus, entering “Animal”
AND “Fish” OR “Cat” creates the Boolean expression: (Animal AND Fish) OR
(Cat). If what you want is (Fish OR Cat) AND (Animals), enter “Fish” OR
“Cat” AND “Animals.”
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Searching
Boolean Search
Using the Dictionary
To the right of the search criteria field is the Dictionary button.
Click the Dictionary button to show a list of items in the collection you are searching
that match the search values you entered for the selected index. If you have not entered
values in the Search Criteria Field, the list will begin with the first item in your
collection.
To copy a word from this window to the Search Criteria Field on the Search window,
double-click on the word. The word you select appears in the Search Criteria Field of the
Search window.
For example, if you select “Asimov, Issac” (Author) in the above window, the Search
window appears with “Asimov Issac” in the search value field.
If you are searching for a particular index-type, only entries of that type display in the
list. For example, if you select Search Subjects, only index-type Subjects appear.
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Simple Search Window
Searching
Simple Search Window
Use the Simple tab to search your collection using an easier interface than the Boolean
search.
Enter a search string in the Search For field, then click a graphic to choose the search
type. The Results List appears with all items in your collection that match the search
string and type. In general, the Results List for the Simple Search operates exactly like
the Boolean Results List; however, you can change it to a different results list format in
your preferences.
If you type a value and press <enter>, Alexandria will perform an All Words search.
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Searching
Dictionary Search Window
Dictionary Search Window
Use the Dictionary tab to search your collection using specific terms.
To perform a Dictionary search, perform the following steps:
Step 1.
Enter a term in the field provided. In the above example, “asimov” was
entered.
Step 2.
Click on a index-type button. In the above example, Author was clicked.
Step 3.
Examine the results. Alexandria shows a list of terms centered around the
one you selected. In the above example, Authors are shown with Asimov
in the middle.
Step 4.
Highlight the term(s) you want to search by clicking on their line(s). You
can <command>-click more than one line.
Step 5.
To perform a search, press <enter> on your keyboard, click the Author
button again, or double-click one of the selected terms.
Step 6.
Alexandria will perform the search and display a Simple Results List ((see
“Simple Search Results List” on page 215)).
Dictionary searching is useful when you don’t know the exact terms that you want to
search. It allows you to view a term before performing a search.
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Searching
Study Program Search Window
Study Program Search Window
Use the Study Program tab to search your collection for items which have been
classified in a study program such as Accelerated Reader.
To perform a Study Program search, perform the following steps:
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Step 6.
Step 7.
Select a Study Program name from the Program Name pull-down menu.
Any selects all items with study program tags. Other selects programs
other than Accelerated Reader or Reading Counts.
Select a range of interest codes. If you don’t care about interest codes,
select None.
Enter a range of reading levels. If you enter only one value, only that
value will be searched.
Enter a range of point counts. Only those items with a point count range
you select will be chosen.
You can additionally select study program items with a specific Subject
term, or enter any Other Words you want in the selected records.
Click the Search button, or press <enter>.
Alexandria will perform a search and show a Results List containing all
the records which contain all the specifications you’ve provided ((see
“Simple Search Results List” on page 215)).
Alexandria User’s Manual — 211
Searching
Standard Search Results List
Standard Search Results List
Depending on the type of search performed and your preferences, Alexandria will show
a Results window when your search is completed. The top portion of the window
displays a summary of the search, followed by the number of items found. Alexandria
may display the Results List before it completely puts all the results in the list.
The above window is shown when performing a Boolean search. The Search Results
List shows the Call Number, Title, Author, Media and Availability for all titles that
match your search. The window shows the results of your search in the order which
items are located. Click the column headers to sort the list.
Use the up and down arrows on the keyboard or click on items to select them. To
remove lines from the list, highlight them and select Cut from the Edit menu or press
<delete> on the keyboard. To select several sequential items, hold down <shift>
while you click to select items, or select the first and last item you want. To select
multiple non-sequential items, hold down the <ctrl>|<command> while you click to
select items.
To print the contents of the Results List or Saved List, chose Print from the File menu or
click on the Print icon.
If you are using Alexandria Librarian, hold down <alt|option> or the
<ctrl>|<command> and double-click an item in the list to quickly go to the Items
window with that title record. The Items window opens with the item you selected.
If you are using Alexandria Librarian, an asterisk symbol (“*”) appears at the end of
the row when the item is marked as Don’t Show in Alexandria Researcher.
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Standard Search Results List
Searching
Creating your own Custom Results Lists
To create a list of items from the Results List, select the items in the list you want to save
and click the Save List icon. In the example below, the gray-highlighted items were
saved from the Results List.
Alexandria User’s Manual — 213
Searching
Standard Search Results List
When you click the Save List icon with items selected, a new Save List window appears
with the items you have selected to save.
You can move items from list to list by selecting them and using standard editing
functions (i.e. drag and drop, Cut, Copy, and Paste). You can also copy lists into a word
processing document. Use <ctrl>|<command>-click to select non-adjacent items and
<shift>-click to select groups. Use <delete> or the Edit menu Clear command to
remove items. You can also use the Cut/Copy/Paste commands under the Edit menu
to move items from list to list, or from list to a word processor. You may also drag and
drop items or item groups between lists.
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Simple Search Results List
Searching
Simple Search Results List
Depending on your Preferences, you may get the following results window:
To view more results, click on the up or down arrows.
To sort the list, click on the word “Title,” “Author,” or “Call#” in the Sort Results By
area. The current sort order is shown in bold.
To view details for one of the items, click on it once. The simple details window will be
shown ((see “Viewing Item Details from a Simple Search Results List” on page 220)).
Alexandria User’s Manual — 215
Searching
Simple Search Results List
Placing Holds and Making Reservations
Patrons can place holds or make reservations on items from Research Workstations if
you’ve set the Allow Holds and Reservations preference ((see “Alexandria Researcher
Preferences” on page 69)). Holds and reservations can be placed from the Results List, or
the Details window.
Use the Hold or Reservation icon to place a hold or reservation. If you highlight more
than one item, Alexandria only processes the first selected item. On the Details window
there is also a Place Hold and/or Place Reservation link at the bottom.
• Hold requests are placed on titles rather than individual copies. A patron who
places a hold on an item is alerted when a copy of the title becomes available.
If an item is currently available, an In-Stock hold is placed. Otherwise, a standard hold request is placed.
• Reservations are placed on individual copies. The patron must find a copy that
is available on the days the patron wants to reserve the item.
To place a Hold, do the following:
Step 1.
Step 2.
Select the Hold icon from the Results List, or Place Hold on a Details
window.
Enter your Patron Barcode and Password, then the Place Hold button.
Your password must match your master record, or access will be denied.
The default password is the patron’s last name. Patron’s can change their
password using the Change Password window in Alexandria
Researcher. No spaces or punctuation is allowed in the password.
Therefore, if a last name is hyphenated, enter the name as one long word.
Step 3.
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If you choose OK your hold is placed and a confirmation document is
shown. You may print or save it just like any other Alexandria document
by selecting Print from the File menu. To cancel, close the window using
the close box or click the Cancel button.
Searching
Simple Search Results List
To place a Reservation, do the following:
Step 1.
Step 2.
Select the Reservation icon from the Results List, or Place Reservation
link on a Details window.
If you choose Place Reservation, the Reservations window appears.
Enter your Patron Barcode and Password, then the Place Hold button.
Your password must match your master record, or access will be denied.
The default password is the patron’s last name. Patron’s can change their
password using the Change Password window in Alexandria
Researcher. No spaces or punctuation is allowed in the password.
Therefore, if a last name is hyphenated, enter the name as one long word.
Step 3.
Select the days you want to reserve the book and click OK. Alexandria
attempts to locate a copy which will be available during that time period.
If no copy is available, a further selection window will appear.
Once a reservations has been placed, a confirmation document appears,
you may print or save it just like any other Alexandria document by
selecting Print from the File menu.
Alexandria User’s Manual — 217
Searching
Displaying Patron Details
Displaying Patron Details
Patrons can view the status of items they have checked out, Holds and Reservations
they have placed, and other status information from Alexandria Researcher. Patrons
can only check their own status, not that of other patrons. This is also where Patrons can
change their password by using the Change Password button. You must enter the new
password twice to confirm the change. Passwords are never shown on the screen, all
you will see are filler characters.
Patrons use the following steps to check their status:
Step 1.
Select Patron Details from the Show menu.
Step 2.
Enter your Patron Barcode and Password, then click Get Status. Your
password must match your master record, or access will be denied.
Use the Change Password button to change your password. You must
enter the new password twice to confirm the change. Passwords are
never shown on the screen, all you will see are filler characters.
Step 3.
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A Patron Details window appears with patron information. The user
may print or save it just like any other Alexandria document.
Searching
Viewing Item Details from a Standard Search Results List
Viewing Item Details from a Standard Search Results List
To view complete, detailed information for an item in the results list, highlight the item
and double-click the line or select the line and click the Details button.
If you use the Duplicate icon with the Details display, the data is copied into a standard
word processing window. You can print it, save it, or copy information into any other
word processing window using standard editing functions from the Edit menu.
To launch an attachment for this item, click on the Details window.
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On a Macintosh, you must have INTERNET.CONFIG installed to launch a
URL attachment. This is part of the standard Mac OS. QuickTime is
required to launch multimedia.
To see an attachment, click its name.
You can set a preference to determine how much detail appears on the Details window
((see “Alexandria Researcher Preferences” on page 69)).
If your preferences allow viewing of the Marc record, a View Marc Record link is
shown. In the same way, if Holds or Reservations are allowed, links are shown at the
bottom of the Detail Information.
Alexandria User’s Manual — 219
Searching
Viewing Item Details from a Simple Search Results List
Viewing Item Details from a Simple Search Results List
To view information for an item in the Simple Results List, single-click the line of the
item you want to view. The Simple Details window is a simplified version of the
Standard Details window.
Use the arrows at the bottom of the window to view details for each Title in the Simple
Results List.
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Searching
Changing Patron Information
Changing Patron Information
Although librarians can quickly change patron information using the Patron
Management window (see "Patron Management" starting on page 107), it’s often necessary
for the patrons to manage changes in their own records. This interface also provides
librarians with an easy way to change some patron information. Depending upon the
preference settings (see“Alexandria Researcher Preferences” on page 69), the user may be
restricted from making some changes.
There are two primary ways to activate this interface. The fastest way is to click the
“Edit Patron Information” hyper-link at the bottom of the Patron Details window.
Another way is to select Simple Patron Edit from the Show menu.
First, identify yourself. If you haven’t already, you’ll need to enter the Patron Barcode
and Password.
Once you’ve identified yourself as someone authorized to change a patron’s data, you’ll
see the Patron Edit window.
This window allows you to change certain Personal Information.
Alexandria User’s Manual — 221
Searching
Changing Patron Information
Click the Change Password tab to change the Patron’s password.
To change the password, enter the Old Password once, and the new password twice. If
the Old Password you enter matches the current password, and if both New Passwords
were identical, the password will be updated. If the information isn’t entered correctly,
Alexandria will not change the password.
This interface also allows the user to renew some (or all) of their items. Click the
Renewals tab.
To renew an item, click on an item, then click the Renew button. To renew all items,
click on the Renew All button. If a renewal is allowed, the new Due Date appears in the
list. If the renewal was not allowed, Alexandria will pop up a window explaining why
the renewal failed. Renewals are rejected if the Patron has reached their renewal limit, if
there is a hold pending for the title, or if a Reservation is pending for that specific copy.
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Alexandria WEB
This chapter demonstrates how to search Alexandria media collections using the
Alexandria WEB interface.
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Alexandria WEB is an optional feature of Alexandria. You must purchase a
separate license to use this feature.
Web Preferences
If you have licensed Alexandria WEB, these preferences are available to customize the
interface for your library.
Port ID—Sets the port number used for Web interface (default is 80).
Institution Link Description—A description (and only visible text) shown on
the web page for a link to the institution’s home page.
Institution URL—The actual URL for the institution’s home page
(e.g. “http://www.goalexandria.com”).
Heading Text—Allows you to customize the text shown at the top of the web
page.
Footing Text—Allows you to customize the text shown at the bottom of the web
page.
Alexandria User’s Manual — 223
Alexandria WEB
Web Preferences
About Text—Allows you to customize the text shown at the bottom of the Web
About window.
Hold Comment Text—Allows you to customize the text shown for patron
holds. Can contain library rules or other short note.
Reservation Comment Text—Allows you to customize the text shown for
patron reservations.
Patron Status Text—Allows you to customize the text shown for checking
patron status.
Require ID and Password—If ON, web access requires patron ID (barcode)
and password. When off, any Internet user has the ability to peruse the catalog
collection. The Default is OFF.
Allow Web Holds—When OFF, hold requests via the web are disabled. Hold
requests require a patron ID (barcode) and password. The Default is ON.
Allow Web Reservations—When OFF, reservation requests over the web are
disabled. Reservation requests require a patron ID (barcode) and password.
Default is ON.
Allow Web Patron Status Checks—When OFF, patron status requests over the
web are disabled. Patron status requests require a patron ID (barcode) and
password. Default is ON.
Default Search Style—Use this pull-down menu to select the default search
interface for Alexandria WEB queries. Default is Simple.
Maximum Search Results—This preference allows you to set the maximum
number of items returned during a Alexandria WEB search query. Valid ranges
are from 50 to 500. The default is “500”.
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Searching with Alexandria WEB
Alexandria WEB
Searching with Alexandria WEB
With Alexandria WEB you can perform several Researcher functions using a standard
World Wide Web browser such as Netscape Navigator or Microsoft Internet Explorer.
Use the following instructions to search for items in your Alexandria collection using
Alexandria WEB.
Step 1.
To connect to the Alexandria WEB-search interface, enter the IP address
of the machine running the Alexandria Data Station (or click on a link
which contains this address).
Step 2.
Follow the instructions on the Web page. Searching with Alexandria WEB
is similar to searching with the Alexandria Researcher.
Alexandria WEB supports a Simple Search, a Boolean Search, Results, and Details (just
like Alexandria Researcher). You can even place Holds, Reservations, and display
patron Details. You can also change the Alexandria WEB interface to display in a
different language.
Alexandria User’s Manual — 225
Alexandria WEB
Alexandria WEB sample windows
Alexandria WEB sample windows
Here are some sample windows from the Alexandria WEB interface.
Alexandria WEB, Patron Log In
Alexandria WEB Patron Details
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Alexandria WEB Patron Details
Alexandria WEB
Alexandria WEB Boolean Search.
Alexandria WEB Results
Alexandria User’s Manual — 227
Alexandria WEB
Alexandria WEB Patron Details
Alexandria WEB Title Details
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Alexandria WEB Patron Details
Alexandria WEB
Alexandria WEB Reservations
Alexandria User’s Manual — 229
Alexandria WEB
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Alexandria WEB Patron Details
Alexandria Explore
This chapter explains how to configure and search Alexandria collections using the
Alexandria Explore interface.
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Alexandria Explore is an optional feature of Alexandria. You must
purchase a separate license to use this feature.
Alexandria Explore provides an attractive iconic interface through which patrons can
search the local collection and perform other activities.
The librarian configures the iconic interface. Each button can be arranged with an
attractive icon and short text label below it. Alexandria Explore supports multiple
languages, so the text labels shown below the icons will dynamically change depending
upon your language settings.
Each icon/button can be configured to do one of the following actions.
• Display a message—Clicking on a button will display a message. Use this
capability to configure simple messages for library patrons.
• Perform a search—The search is configured using the standard Alexandria
Boolean search interface, so any search supported by Alexandria can be performed by clicking on an icon.
• Go to another pane—Display another pane. This allows the librarian to configure a powerful iconic interface tree.
• Launch a URL—Perhaps you have cataloged a number of useful web sites for
your patrons. These sites can be configured into Explore so that clicking on an
icon will take the user to that site.
• Launch a file or application—Any files that you can double-click on in your
standard operating system interface can be launched when you click on an
Alexandria Explore icon. Use this capability to show pictures, play movies,
play soundtracks, open utility programs, mount file servers, or anything else
your imagination can come up with.
• Open an Alexandria help file—Provide an additional help directly from
within Alexandria Explore. Any Alexandria help file can be opened.
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The Alexandria Explore interface allows users to import and export
Alexandria Explore panes. Thus, you can share your own creations with
other librarians in your district, or around the world.
Alexandria User’s Manual — 231
Alexandria Explore
Alexandria Explore Preferences
Alexandria Explore Preferences
If you’ve purchased the Alexandria Explore option, a new Explore tab will appear on
the Alexandria Researcher Preference window. This tab allows you to fully
configure the Explore interface.
The Alexandria Explore interface consists of a number of panes which contain a number
of icons/buttons. Each icon has a text label and an action associated with it. The text
label is shown below the icon, and the action is performed when the icon is clicked by
Alexandria Explore patrons.
When you license Alexandria Explore, you receive a fully configured sample iconic
interface with sample icons you can use to create your very own interface. To create an
interface for your library, you can:
• Remove the sample panes and start with a clean slate. Build the entire interface
from scratch by yourself.
• Use the sample interface as a starting point, and then customize it to meet your
library’s specific needs.
• Import a ready-made Explore interface created by someone else.
• Import panes created by you or someone else and use them to quickly configure your own custom interface.
• Do any combination of the above.
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Alexandria Explore
Alexandria Explore Preferences
Add Pane—Create a new pane by clicking on the Add pane button. Enter a name for
the new pane (this is required). The name can be changed later, so call it anything. If you
are configuring your interface for multiple languages, you’ll need to provide a Pane
name for each Language you want to support. If you don’t specify a name for the
other language, the name you’ve entered in your default language (the one you are
using now) will be used.
Remove Pane—This button removes the selected pane.
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There is no Undo for recovering deleted panes! However, you can use the
Export button to save panes for backup purposes.
Alexandria User’s Manual — 233
Alexandria Explore
Alexandria Explore Preferences
Edit Pane—If you have an existing pane, you can edit it by double-clicking on the pane
name or selecting the Edit pane button.
Click on a Button to select it. To edit the Button, double-click on it, or click the Edit
Button. You can drag a Button to another location. If that location is blank, the icon will
take its place. If there’s another Button at the destination location, the Buttons will trade
places. If you hold the <option> key down during the drag, the Button will be copied.
You can also modify Buttons using contextual menus. For Macintosh, hold the <ctrl>
key down and click a mouse button. For Windows, use the right mouse button.
Contextual menus (as shown to the left) let you perform all iconic-Button commands.
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An icon is the picture shown on a Button. You can Cut, Copy and Paste
icons. A Button consists of a Button Icon, a Button Name and a Button
Action. When you copy or move a Button, all these attributes move along
with them.
For convenience, you can drag, drop, or paste icon images directly onto buttons.
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When viewing the panes, place the cursor over a button and wait for the
tool tip to come up. The tool tip will display which action will be
performed when that button is clicked by library patrons. To force the tool
tip to appear, use the <option> key for Macintosh or the <ctrl> key for
Windows.
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Alexandria Explore
Alexandria Explore Preferences
To configure the pane for another language, select the language in the Language pulldown menu.
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When you switch languages you can customize the Pane name, the text
label below a Button, and the message for the Display Message action. If
you don’t provide text for the new language, the default language text will
be used..
Other actions (as shown below) do not change for each language.
Alexandria User’s Manual — 235
Alexandria Explore
Alexandria Explore Preferences
Set Default Pane—When you click on this button, the currently selected pane will
become the default pane. The default pane is always shown in bold. The default pane is
the first pane shown when a user looks at the Explore interface in Alexandria
Researcher.
Import Pane—Click this button to import an exported pane. A pane can also be
imported by dragging and dropping it on the pane list. Each pane has an unique
internal ID that Alexandria identifies. If you are importing a pane with an ID that
already exists, you’ll get this message:
If you Skip the pane, it won’t be imported. If you select New ID, the pane will be
imported and assigned a new ID. If you select Overwrite, the imported pane will
replace the existing pane with the same ID.
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Alexandria Explore uses the internal ID to link panes to one another. If you
change a panes ID, existing panes which are designed to link to it won’t be
able to. If you are building a new interface from pieces supplied by others,
it’s worth checking each icon/button to verify it’s correctly configured.
However, if you overwrite a pane during import, all imported panes which
are linked to the old ID are automatically updated.
Export Pane—Click this button to export the currently selected pane.
Export All Panes—Click this button to export all the panes in this system. The entire set
of panes can be imported using the Import Pane button, or by dragging the file to the
list of panes. This command can be useful when configuring the Alexandria Explore
interface for a large number of users. Configure the interface in one central location and
share it with others by exporting the panes and then sending the export file to those
who want to use your interface.
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Alexandria Explore Preferences
Alexandria Explore
Placing and configuring button/icons
Each pane can hold a fixed number of button/icons in a grid pattern. An empty button
is shown for each unused position on the grid. To edit the button, double-click it or
select it and click Edit Button.
A button definition window appears. Paste or drag an icon into the icon holder position
at the top left of the window. If you enter text for the Button name, it’s shown below
the icon in the pane.
You can add an icon by selecting the icon box and Paste in the Edit menu (if you have a
picture on the clipboard), by using the icon contextual menu, or dragging and dropping
a picture file onto the icon position.
When this button is clicked by your patrons, Alexandria Explore will perform the
Action you’ve configured in the Action pull-down menu.
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Alexandria Explore
Alexandria Explore Preferences
Button Actions
None—No action is performed. The button does nothing.
Display a message—The button will display a message. Enter the message you want
displayed when this button is clicked.
Search—The button will perform an Alexandria search. Enter the search criteria.
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Alexandria Explore Preferences
Alexandria Explore
Go to another pane—The button will cause Alexandria to display another Alexandria
Explore pane window.
Launch a URL—The button will launch a specified URL in your system’s default
internet browser.
Launch a file or application—The button will launch any specified file or application.
Alexandria will bring up a standard open window to select the file or application you
want launched.
Open a help document—The button will open an Alexandria help document if you
select one from a list of currently installed help documents.
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Alexandria Explore
Searching with Alexandria Explore
Searching with Alexandria Explore
If you’ve purchased the Alexandria Explore option, your search window will contain a
new Explore tab. Click on this tab to view the default Explore pane.
To search using the Alexandria Explore interface, click on an icon. Some pictures will
take you to new panes; others will perform an Alexandria search. Some will launch a
URL in your systems default web browser, and others will open files on the local hard
disk. The entire interface can be customized to meet the needs of your library.
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Alexandria Explore
When the user is exploring panes beyond the default pane, they can navigate by using
the back button or return to the default pane window by clicking on the Home icon.
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Searching with Alexandria Explore
WAN Searching
This chapter demonstrates how to search Alexandria collections using Alexandria WAN
(Wide-area Network) access.
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O T E
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Alexandria WAN access is an optional feature of Alexandria. You must
purchase a separate license to use this feature. If you have not purchased
this option, WAN capabilities will not be active in your system.
Configuring your system for WAN access
With the WAN (wide-area network) feature of Alexandria, you can access different data
collections residing on COMPanion Data Stations connected through a Wide-Area
Network.
The following are general steps required to gain access to COMPanion Data Stations.
For more detailed instructions, (see “Installing Alexandria Clients” on page 27)
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Define address books that contain a list of addresses for machines
running a COMPanion data station to which you want access (see
“Address Books” on page 63).
Create groups of Data Stations as needed.
Set the Research Workstation preference by selecting one of the address
books you have defined (see “Alexandria Researcher Preferences” on page 69).
Choose a data station on the Researcher Workstation or Search
window (see “Boolean Search” on page 206).
Perform your search as described in the next section.
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WAN Searching
Wan Searching
Wan Searching
To perform WAN searching do the following.
Step 1.
Select a particular collection or collection-group to search from in the
pull-down menu on top of the Boolean search window.
In the example above, the first group of entries refer to individual
collections in the Elementary, High and Middle school. If you select one
of these Data Stations, the results will look exactly as they do when
searching the Local Collection.
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Step 2.
If you’ve selected a group search, an intermediate results window is
displayed.
Step 3.
To view the search results for one of the collections in the list, double-click
on the collection. A standard Alexandria result window is displayed.
To examine results from other collections, click on another collection
name.
Step 4.
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Z39.50 Client
This chapter explains how to search Alexandria collections using the Alexandria Z39.50
Server interface.
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O T E
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The Z39.50 Server is an optional feature of Alexandria. You must purchase
a separate license to use this feature.
Configuring your system for Z39.50 access
Z39.50 is an international standard for communication primarily between computer
library and information related systems. Z39.50 is becoming increasingly important to
the future development and deployment of inter-linked library systems.
If you’ve purchased the Z39.50 Server option, your Alexandria Data Station will accept
Z39.50 queries from standard Z39.50 clients.
The following are general steps required to gain access to other Z39.50 servers.
1. Select Preferences under the Edit menu.
2. Once in the Preferences window, select the Address Books tab.
3. If you’ve licensed use of the Z39.50 server, there will be a selectable Z39
Address Book button in the bottom left corner of the window. Click on it.
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Z39 Address Book
4. The following window will appears, including a list of all available servers.
5. At this point, you can select and edit individual Z39.50 servers or add entirely
new ones.
Z39 Address Book
NOTE:
Use the TCP/IP
address of your Data
Station for the Z39.50
Server Address. The
Z39.50 server will use
Port 210..
Listed below are your options for configuring a Z39.50 Server. Remember that you need
to Save after adding or changing information for each Server. Click the Revert button to
restore the information to its previous format.
Name—The name of the Z39.50 Server; usually listed as institution name and/
or location.
IP Address—The IP address of the Z39.50 Server. This field is required if you
wish to connect to a specific Server.
Port—Default is Port 210. Most Z39.50 servers will require use of this port.
Database—The directory location database name where files are stored.
Username—Some Z39.50 Servers require an access username and password.
Password—Some Z39.50 Servers require an access password and username.
Show in Z39 Server List—This checkbox allows you to add a specific server to a
quick-access Server List located on the Address Books tab in the main
Preferences window. The list appears as a pull-down menu located in the
bottom-right corner of the window below the Data Stations field. This pulldown menu will remain blank until you add Servers from the list.
Add—Add a new Z39.50 Server to the list.
Remove—Remove one of the Z39.50 Servers from the list.
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Orders, Vendors & Budgets
This chapter describes how to use Alexandria’s Orders, Vendors, and Budgets functions.
• Orders—You can quickly order existing items and automatically add received
items into your inventory.
• Vendors—You can define as many Vendors as you need in Alexandria. As you
process orders, Alexandria keeps track of how much you’ve ordered from each
Vendor.
• Budgets—You can define as many budget categories as you need in Alexandria. As you process orders, Alexandria keeps track of the amounts remaining
in your various budgets.
The subsequent sections provide an overview of how to use these functions in
Alexandria. Following the overview section, additional detail is provided.
Orders Management
Under the Show menu, access the Orders window. This window is used to manage
purchase orders.
These powerful features will help you quickly and easily manage ordering and
budgeting.
The ordering process works like this.
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Create a new Order. Its status is Open. Enter the items you want to order.
You may have as many open orders as you like to help keep track of
purchase requests.
Once you’ve completed the entry of an order, use the Print command
from the File menu to print the current purchase order and mark it as
Issued. When the order is issued, budgets are then Committed with the
amounts on the purchase order. You cannot modify line items of issued
orders.
Wait to receive your order. If the entire order arrives in one shipment, use
the Receive Entire Order menu command. If you receive a partial
shipment, receive each line item separately.
If you get impatient with your Vendor, print a Claim Letter demanding
that outstanding items be delivered on a timely basis.
If all the items in your order are received, the order is automatically
Closed. However, if you believe that some items will NEVER be
received, you may manually Close the order. Items that are not received
are removed from the Budget and Vendor Total Purchases calculations.
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Primary Information
Order Sequence Number—Alexandria assigns this number in the order that you
create new orders. It’s displayed in the top right side of the window and can not be
modified by the user. In the window above, the sequence number is “1”.
PO Number—Your purchase order number can contain up to 25 alphanumeric
characters. Use it to identify your orders.
Vendor—Use the Vendor field to select the Vendor for this order. The Vendor’s address
is entered automatically in the Order tab. You may modify the order address if
necessary. Add new vendors in Vendor Management ((see “Vendors Management” on
page 258)).
Order Status field—The order status is displayed in a pull-down menu at the top right
of the order window. A new order has the status of Open. You may make changes to an
Open order. Once the order has been printed or an item received, the status is
automatically changed to Issued. Issued orders may not be modified except to receive
items and adjust Discounts or shipping charges. Once the order is completed, it’s given
a status of Closed. Closed orders can’t be modified.
Orders can be manually removed using the Orders menu. When an order is Closed, it’s
assumed that any remaining items are never going to be received. The amounts are
removed from the committed budgets.
You may change the status of a Closed order to Issued or Open. If you do this, the
budgets are adjusted to reflect the change. If you have not yet received any items for an
order, its status may be reverted back to Open so that you can make changes. However,
these types of changes should be done with care, since the original order may have
already been sent to the Vendor.
Alexandria automatically keeps track of various statistics for you. As you add line items
to an order, the budgets are updated to reflect a commitment of funds. When an order is
Closed, the spent amount is updated for the associated budget and the amount is also
added to the Vendor record to keep track of total purchases for each Vendor.
Opened—The date the order was first created. You cannot modify this date.
Issued—The date the order was issued to the Vendor. This date is set automatically
when an Open order is printed. You can print an Issued or Closed order without
modifying this date.
Closed—The date the order was last Closed. If a Closed order’s status is changed to
Issued or Opened, when you Close it again, this date is updated with the new Closed
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date. A Closed order is considered complete. Any items that were not received are
assumed never to be received and are removed from budget and Vendor totals as if those
items were never in an order.
Add Items on Receipt—Click this box if you want Alexandria to automatically add
items to the inventory when received. When items are added, you can assign them
barcode numbers and other information. If you receive a diskette of Marc records for
items purchased, do not check this option.
Order
Click the Order tab to view or modify the Vendor’s address.
Vendor Name—The Vendor name you want used on this purchase order.
Vendor Address—The Vendor address you want used on this purchase order.
Vendor City—The Vendor City you want used on this purchase order.
Vendor State—The Vendor State you want used on this purchase order.
Vendor Postal Code—The Vendor postal code you want used on this purchase order.
Vendor Country—The Vendor country you want used on this purchase order.
Notes
Click the Notes tab to enter notes about the order.
Notes to Vendor—These special instructions will be printed at the top of the purchase
order. For example, “specify beginning barcode numbers” or “close order after 90
days.”
Comments—These notes are for library use only and are not printed on the purchase
order. Use this space to make notes to yourself regarding this particular order.
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Order Summary
The Summary tab displays summary information about the order.
Subtotal—The total amount of all line items in your order. You can not modify this
value.
Shipping/Misc—If additional costs are involved, enter them here.
Discount—If the order is discounted, enter the amount of the discount. This value will
be subtracted from the Subtotal. If you want discounts itemized, enter them as line
items with negative costs.
Sales Tax—The sales tax rate charged. The rate entered in the Order Preferences
window (see “Orders Preferences” on page 90) is automatically entered. You may change it
for each order.
Tax—The Sales Tax on this order. Computed as Sales Tax% x Sub Total.
Order Total—The total amount of the order. This is calculated as Sub Total - Discount +
Shipping/Misc + Tax.
Order Budget Allocations
When an order status is changed from Open to Issued, the line item values are
Committed for each associated budget. Thus, if you have 3 items worth $30 on order
from your Books budget, then when the order is Issued, your Books budget committed
value will increase by $90 (3 x $30).
When an order status is changed to Closed, budgets are updated using the following
rules.
• Committed funds are removed.
• The subtotal is updated to match Received line items ONLY. Since you will not
pay for unreceived items, they are removed from the total.
• A new Order Total is computed based upon Sub Total - Discount + Shipping/
Misc + Tax
• Each received item’s cost is adjusted by the ratio Order Total/Sub Total and
this value is recorded as Spent for each associated budget.
In summary, when an order is issued, the line item cost associated with each budget are
Committed. When an order is closed, the cost for each received item is adjusted to
reflect discounts, shipping costs and taxes before they are recorded as Spent in the
appropriate budget category.
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Line Items
Click the Line Items tab to view information about a particular line item on an order.
This tab is used to add, remove, receive, and examine the individual ordered items. To
see the details of each line item, either double-click on the line or select the line and
select Modify Line Item from the Orders menu. Depending upon the status of the
order, certain commands may be disabled in the Orders menu. You can view line items
sorted by the order they were added, or by Title. Simply click on the corresponding
column header to sort.
If the order is Open, you may use the Remove Line Item button to remove the
currently selected line item. The Add Line Item button can be used to add another line
item. If the order is Open or Issued, you can use the Receive Line Item button to
receive the items on the selected line.
The other buttons won’t be active because you can’t modify an Issued order. If you
receive an item from an Open order, its status is automatically set to Issued. If you
make a mistake in receiving a line item, Alexandria allows you to specify a negative
Quantity Received to “undo” the receipt of items1. If the order is Closed, none of
these buttons are active.
1. Thus, you can only “unreceive” as many items as you have already received. Thus, if
you receive 10 of the 15 items and then discover this entry was in error, you can receive 10 of these items to “undo” the receipt which was recorded in erroneously.
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Line Item Details
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H O R T C U T
-
If you hold down the <alt|option> key and click on a line item, it will
be recorded as received, just as if you clicked the Receive Line Item
button and received all the copies ordered!
Once you’ve received an item, Alexandria will not allow you to modify or remove that
line item. If you received the item in error, you can receive a negative quantity to reverse
the entry.
Line Item Details
When an order is open, double-click a line item on the Line Items tab to view that item’s
details.
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Line Item Details
This window is used to enter information for each line item of your order. Except for the
Title information, the rest of the fields can be filled in optionally. If you want to order a
second copy of an item you already have in your collection, use the Order Existing Title
button to locate the item you wish to order. When this button is clicked, Alexandria
brings up the Item Lookup by Title window by which you locate the title you want to
order. Alexandria will then automatically fill in most of the information on this window.
You should always use this technique when you are ordering duplicate copies of items
in your collection. This way, Alexandria knows you’ve ordered multiple copies and can
add the new item information correctly when it’s received.
When you add a new item to an order, you can specify the following information:
Title—Enter the title of the ordered item into this field. You must enter something in this
field, otherwise the Vendor won’t know what you are ordering. As you <tab> out of
this field, Alexandria checks your local database, and if the title already exists, the
system assumes you are adding additional copies to your library. You can also locate
existing titles by using the Order Existing Title button at the bottom of the window.
Author—Enter the author of the ordered item into this field.
Quantity—The number of copies you’re ordering. This number defaults to one.
Unit Cost—The cost of each copy.
Total—Cost of all copies as computed by Alexandria. You can’t modify this number.
Budget—Select the budget code you want used for this line item purchase.
Policy—The policy code for this item once it’s been added to the collection. The
Standard policy is automatically selected. You may select any policy from the policy
pull-down menu.
Publisher—This field is used to enter the publisher of this item.
Vendor’s Order #—The Vendor order number of the item you’re ordering.
ISBN—The International Standard Book Number. Many Vendors use this number for
ordering purposes; however, it’s optional for your ordering purposes.
LCCN—The Library of Congress Control Number. Some Vendors use this number for
ordering purposes; however, it’s optional for your ordering purposes.
Requesting Patron—You may enter the barcode number of the requesting patron if
there is one. When the order is received, Alexandria will print a letter to that patron
letting them know that the library has received the item. If the item is placed into
inventory, the system will also automatically place an in-stock-hold on that specific item
for the requesting patron. If you don’t know the barcode of the patron, you can use the
Find Patron button to search for the patron.
Notes—Comments for this line item. These are not printed on the order. The librarian
can use these for any additional information.
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Line Item Details
Receiving Your Order
If you selected Add Items on Receipt in the Order Entry window, Alexandria will
automatically display the item window so that you can add additional information for
the received title. If you don’t want to add the item shown, just click the Cancel button
rather than the OK button.
If you don’t select the Add Items on Receipt option, none of the received items are
added into Alexandria’s inventory. If you are receiving Marc records for these items,
those would be added via import routines rather than this window.
If you are receiving an entire order, you’ll get this window for each title in the order. If
you click Cancel, you’ll only be canceling the addition of the current title, the other
titles will still be displayed. If you make mistakes after the order is received, you can use
the Items window to modify the information you’ve entered.
If you are receiving an order for an existing title, the Items window for the existing title
will be displayed and Alexandria will automatically add another copy for the newly
received item.
The Vendor will automatically be identified on each copy entered into Alexandria, so it‘s
not necessary to specify it in this window. Alexandria automatically places the order
price as the cost of the item.
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Line Item Details
Order Commands
The Orders command menu at the top of this window includes commands to browse
through your orders and to add or remove orders.
(see “Management Command Menus” on page 46) for information about the browsing
commands: First, Previous, Next and Last.
Browse—Brings up the Browse Orders window.
Find—Brings up the Find Record window so the user can locate a specific Order record.
Unlock Record—Unlocks the current record for modification.
New Order—Select this command to create a new order.
Duplicate—Select this command to make a duplicate of the existing order. This is a
very useful command. For example, if you want to split one order into several,
duplicate it and then remove the line items you don’t want from each order.
Remove Order—Select this command to remove an entire order. If the order is within
the current financial year, Budget and Vendor statistics are immediately updated. In
general, for most accurate reporting, you should only remove Orders outside the
current financial year.
New Line Item—Select this command to add a new line item to the order.
Modify Line Items—Select this command to modify a selected line item. Performs the
same action as double-clicking on a line item.
Remove Line Item—Select this command to remove a selected line item.
Receive Line Item—Select this command to receive the selected line item.
Receive Entire Order—Select this command to receive all items on a current order.
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Vendors Management
Vendors Management
Under the Show menu, access the Vendors window for managing Vendor records. You
can setup as many different Vendors as you require.
Primary Information
A Vendor record consists of the following information:
Vendor Sequence Number—Alexandria assigns this number in the order that you
create new Vendors. It’s displayed in the top right side of the window and cannot be
modified by the user.
Vendor Code—Enter a short name for this Vendor. This is the name that is displayed in
pull-down menus throughout the system for the selection of Vendors. Vendor codes
must be unique; that is, they may not be repeated for other Vendors.
Company Name—The full name of the Vendor company.
Address—The Vendor order street address. This is the address that all P.O.s are
addressed to.
City—The city where the Vendor is located.
State—The state or province where the Vendor is located.
Postal Code—The Vendor’s postal code.
Country—The country where the Vendor is located.
Status—Vendors that you are currently using should have an Active status of. If a
Vendor has an Inactive status, its code will not be displayed in any of the Vendor
selection pull-down menus used in the system. Note: you won’t be able to refer back to
this Vendor record except for this window.
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Start Date—The date from which the Purchases value is computed. When you first
add a Vendor, this contains the date they were added. However, should you ever clear
Vendor purchase statistics, this date will be reset to the date the purchase statistics were
cleared.
Purchases—The dollar amount of the completed (i.e. Closed) purchases (using the
Closed date) since the Start Date. You can not modify this field except by using the
Recompute button or placing orders. Thus, when an order is Closed, and its Closed
date is AFTER the purchased Start Date, the received total is added to the Vendor
Purchases total.
Use the Recompute button to force Alexandria to examine all Closed orders for this
Vendor and total the values since the Start Date. Typically these calculations are
performed automatically as orders are added or removed—and when the Start Date
value is changed. However, in the event that these calculations could be wrong, the
Recompute button forces Alexandria to compute new values.
Contact Info
This tab contains information about the person to contact at the Vendor site.
Contact Name—The name of your contact person.
Title—The title of your contact person.
Phone—The contact person’s phone number.
Fax—The contact person’s Fax number.
Email—The contact person’s Email address.
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Vendors Management
Notes
This tab contains additional Vendor information. Enter as much information as
necessary regarding the salespeople, managers, product quality, specialization, and
ordering information.
Vendor Commands
The Vendors menu at the top of the window includes commands to browse through
your Vendors and to add or remove them.1
Browse—Brings up the Browse Vendors window.
Find—Brings up the Find window so the user can locate a specific Vendor record.
Unlock Record—Unlocks the current record for modification.
New Vendor—Select this command to add a new Vendor.
Duplicate—Select this command to add a new Vendor based upon the same
information from the current Vendor. Note: Start Date and Purchases will not be
copied.
Remove Vendor—Select this command to remove an existing Vendor. Vendors that are
used by Order or Subscription records can not be removed.
1. (see “Management Command Menus” on page 46) for information about the browsing
commands: First, Previous, Next and Last.
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Orders, Vendors & Budgets
Budgets Management
Under the Show menu access the Budget window. This window is used to manage
budget records. You can select as many different budget categories as you require for
your library. The total library budget is always displayed at the bottom of the window
for reference purposes.
Budget records consist of the following information:
Budget Sequence Number—Alexandria assigns this number in the order that you
create new Budgets. It’s displayed in the top right side of the window and can not be
modified by the user.
Budget Code—Enter a short name for the budget. This is the name that is displayed in
pull-down menus throughout the system for the selection of budgets. Budget codes
must be unique; that is, they may not be repeated for other budgets.
Budget Name—A full description of the budget. For example, if money comes from an
individual, enter the individual’s name here. If the money comes from the general fund,
type in “General Fund”.
Status
Budgets that you are currently using should have an Active status. If a budget has an
Inactive field status, its code will not be displayed in any of the budget selection pulldown menus used (i.e. you won’t be able to refer to this budget record).
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Budgets Management
Notes—Enter any comments or notes regarding the budget entry.
Budget Details
Budget Amount—The total dollar amount budgeted for code. The percentage
displayed below this number represents the portion of the total library budget that this
entry uses.
Committed—The total dollar amount of the current budget committed. Money is
committed when purchase orders are Issued. This number cannot be modified from this
window. The percentage displayed below it is the percentage of its budget which is
currently Committed.
Spent—The total dollar amount of the budget that has been spent. When an order is
Closed, all the committed values for received items from this order are moved to Spent.
This number cannot be modified from this window. The percentage displayed below it
is the percentage of its budget which is currently Spent.
Balance—The remaining amount in the budget category. It’s computed by taking the
budget amount minus the amount committed and spent. The percentage displayed
below it is the percentage of the budget remaining (for more details on how these values are
computed, (see “Order Budget Allocations” on page 252)).
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Total Budget
The total budget for your library is displayed at the bottom of the budget window.
Typically, your library budget is set once—but can be changed at any time.
The Total Budget tab includes the following information.
Total Budget—The total dollar amount of the library budget. You may change this
value at any time. The percentage displayed below is the percentage of budget which is
currently allocated to budget categories.
Total Committed—The total dollar amount committed by all purchase orders. This
amount is automatically updated as purchase orders are Issued. This number cannot be
modified from this window. The number displayed below is the percentage of your total
budget which is currently Committed.
Total Spent—The total dollar amount spent. This amount is automatically updated as
purchase orders are Closed. This number cannot be modified from this window. The
percentage displayed below this is the percentage of your total budget which is
currently Spent.
Total Balance—The remaining amount in the library budget. It’s computed by taking
the library budget minus the amount committed and spent. The percentage displayed
below is the percentage of the total budget which is currently remaining.
Click on the Recalculate All Budgets button to force Alexandria to rebuild all budget
values from orders within the specific financial year ((see “Orders Preferences” on page 90)
for more information). Typically, budget calculations are automatically updated as orders
are added, modified or removed. However, in the event that these values are wrong,
this button forces a recompute of all values.
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Budget Commands
The Budgets menu at the top of the window includes commands to browse through
your budgets and to add or remove budgets.1
Browse—Brings up the Browse Budgets window.
Find—Brings up the Find window so that the user can locate a specific Budget record.
Unlock Record—Unlocks the current record for modification.
New Budget—Select this command to add a new budget.
Duplicate—Select this command to add a new budget based upon information from
the current budget. Committed and Spent balances will not be copied.
Remove Budget—Select this command to remove an existing budget. Budgets that are
used by existing Subscription or Order records can not be removed.
1. (see “Management Command Menus” on page 44) for information about the browsing
commands: First, Previous, Next and Last.
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Subscriptions & Routes
Most libraries have subscriptions to periodicals. Alexandria’s subscription management
features help you keep track of your library’s subscriptions—including their cost,
frequency, location, and the patrons who request them.
Subscriptions Management
Under the Show menu, access the Subscriptions window. This window is used to help
keep track of all the subscriptions for your library.
When a subscription is received, Alexandria will record that you’ve received it; if you’ve
selected Inventory on Receipt, Alexandria will automatically add the item into your
current inventory.
When an item is received, you can instruct Alexandria to automatically print a routing
slip for the item.
Every time an item is received, Alexandria reduces the number of issues remaining and
keeps the receipt in the subscription’s History Log. You can confirm the receipt of all
issues by examining the History Log.
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Subscriptions Management
Subscription Primary Information
Subscription Code—Enter a short name for the subscription here. If you receive more
than one copy of a particular subscription, number each one. For example, if you receive
two subscriptions of National Geographic, number them “NationalGeo1” and
“NationalGeo2”. This code is used throughout Alexandria when selecting
subscriptions. Subscription codes must be unique and can’t be used for other
subscription records.
Subscription Description—This field contains the full description of the subscription.
The librarian may enter any further information regarding the subscription. This
information will be used as the initial title when you inventory or receipt.
Frequency—Use this pull-down menu to select the subscription frequency.
Receive Subscription—Click on this button to receive the subscription. Typically,
you’ll receive the subscription from the Circulation window; this control is available for
convenience (see “Receive Subscription” on page 192 for more information).
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Subscriptions & Routes
Subscription Info
The Subscription Info tab includes general information about the subscription.
Starting Date—Enter the starting date of the subscription here. This information is used
solely for your reference; it is not used for any Alexandria reports or calculations.
Expiration Date—Enter the date the subscription expires. This information is used
solely for your reference; it is not used for any Alexandria reports or calculations.
NOTE:
The last receipt date is
most likely NOT the
same as the issue date
of the item.
Last Receipt Date—This field records the date the last issue was received. This is
updated when the “Receive Subscription” command is used. Alexandria uses this
date to determine if an issue is past due.
Next Issue Expected—This field contains a date based on the subscription frequency
and shows when the next issue is expected. This information is used solely for your
reference—it does not impact any Alexandria calculations.
Issues Remaining—This field contains the number of issues remaining in the
subscription. As you receive issues, this number is decreased to reflect the correct
number of issues remaining. If you renew a subscription early, add the number of issues
purchased to the Issues Remaining number.
Renewal Date—Enter the date you should renew the subscription. Alexandria uses this
date in renewal reports as a reminder of when subscriptions need to be renewed.
Renewal Cost—Enter the cost of the subscription renewal. Use this cost to help manage
library budgets. This information is used solely for your reference and is not used for
any Alexandria calculations.
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Subscriptions & Routes
Subscriptions Management
Subscriptions Item Info
Click the Item Info tab to view information about a particular item.
Collection—When an issue is received, it is assigned this Collection code.
Location—When an issue is received, it is assigned this Location code.
ISBN / ISSN—Enter the ISBN or ISSN for the periodical here. This information is used
solely for librarian reference and is not used for any Alexandria calculations.
NOTE:
The Policy can be
changed after the item
is received.
Policy—Use this pull-down menu to select which policy will be assigned to an issue
when it’s received.
Vendor—Use this pull-down menu to select the Vendor from whom the subscription
was purchased. Use it to order and renew subscriptions. If you don’t want to track the
Vendor, select None. If you wish to add a new Vendor, select Add New Vendor from
the pull-down menu and a window will appear from which you can add new Vendors
to your system.
Route—Select the routing slip you want printed when the issue is received. If you don’t
want a routing slip printed, select None. The issue is checked out to the Route’s
Responsible Patron automatically when the routing slip is printed.
TOC Route—Prints a Table of Contents routing slip when an issue is received. This is
used to attach a photocopy of the items Table of Contents (or for any other purpose the
library would need a routing slip). It’s assumed that the item isn’t circulating so the item
is not checked out to the Responsible Patron.
Medium—Medium code to assign to this record.
Inventory on Receipt—When this box is checked, Alexandria will ask you to add the
received item into inventory. If you don’t select this, received items are not
automatically prompted for addition when they are received. Many libraries don’t
inventory high frequency items and instead use the temporary check out capability if
those items need to be checked out. Alexandria will automatically place the Receipt
Date after the Subscription Name when the new record is added.
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Subscriptions Management
Subscriptions History
Click the History tab to view the subscription’s receipt history. The receipts are listed
with the most current at the top of the list.
History information includes the date received, the Alexandria user who received it,
and the number of remaining issues. To edit the history, double-click on the history
entry to change.
Step 1.
You can clear history lines by selecting them and pressing the <delete>
key on the keyboard. Use the Clear command under the Edit menu to
clear all History lines.
Alexandria User’s Manual — 269
Subscriptions & Routes
Routes Management
Routes Management
Under the Show menu, access the Routes window. This window is used for managing
routing records. You can set as many different routes as required for your library.
Routing lists are used to direct items supplied by the library to a specified list of readers.
Many times, the librarian will need to route an item to a number of different patrons.
Alexandria’s Routing List Manager helps the librarian keep track of these various lists.
Every routing list has a responsible patron associated with it. When items are routed,
Alexandria checks out the item to this responsible patron. Routes are also assigned a
routing period, the time period that the librarian expects the item to be circulating
before it’s returned to the library.
Routes contain a routing list, which contains the names and addresses of the people on
the route list. An additional instruction field is included so the librarian can enter
additional instructions for the route.
Routes can be assigned to subscriptions so that they are issued when the subscription is
received. However, any collection item can be routed using the Circulation window (see
“Issue Routing Slip” on page 193 for more information).
Routes Primary Information
A route record consists of the following information:
Route Name—The name you’ve selected for this route.
Responsible Patron—The Responsible Patron is the barcode of the patron responsible
for this route. When an item is distributed it’s checked out to the Responsible Patron.
Default is Patron #3, the For Library Use Patron; however, items routed with this
patron will be filtered off all reports unless explicitly requested. Use the Lookup button
to find patron barcodes based upon their names.
Routing Period—The Routing Period is used to compute a due date for the route. If
something that is routed is not returned to the library, it is reported as an overdue item
for the Responsible Patron.
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Subscriptions & Routes
Route List
Click the Route List tab to view and edit the list of patrons on the route list. Use the Find
/ Add Patron button to add a patron to the route list. When you click this button, the
Pick Route Patrons window appears. Double-click a patron in the list or select them
and click on the New button to add them to the route list. As you add patrons, they are
displayed on the bottom of this window. When finished, press the Done button to add
all the selected patrons to the routing list.
Once added, you can remove patrons from the routing list by selecting them and
pressing the <delete> key on the keyboard, or using the Remove button.
To add a patron who is not in the Alexandria system, use the Add Manual Entry button.
Alexandria User’s Manual — 271
Subscriptions & Routes
Routes Management
Route Instructions
Click the Instructions tab to add special instructions with your routes. Instructions are
printed at the top of the route form.
Routing forms are automatically printed when the library receives a subscription with a
route specified or issued a route from circulation; however, you can print the current
form at any time by selecting Print from the File menu. If you want to print more than
one routing list, use Subscription Reports in the Reports menu.
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Introduction to Reports
Alexandria’s reporting function provides a simple-to-use interface to generate hundreds
of reports for nearly all the data saved within Alexandria.
This chapter provides an overview of the report preparation process and instructions on
how to create and use Quick Reports. For specific report information see the
subsequent chapters.
How to Create a Report
To generate a customized report in Alexandria, choose the report type you want from
the Reports menu. In the example below, Patron Reports was selected from the
Reports menu. This sample shows the general form of the report window for all types
of reports. The specific fields on any report window vary depending on the report and
format you have selected.
Use the following general steps to prepare a report.
Step 1.
Step 2.
Select a specific report type from the Reports menu.
Once the window has opened, select a specific report type from the
Report Name pull-down menu.
Alexandria User’s Manual — 273
Introduction to Reports
How to Create a Report
Step 3.
If the report you have selected has more than one format, a Format pulldown menu will appear. For example, some reports have a 1-Line and
Detailed format. Select a format from the Format pull-down menu.
Step 4.
Select a sort order from the Sort By field1. The sort order determines how
records are included in the report. For example, on Patron Reports you
can sort by Name, Barcode, Policy, and other values. Some sort selections
sort by two values. For example, for a Patron List you can choose a sort of
Level/Name and the report will be sorted by level and then by name.
Step 5.
Use the pull-down menus below the Report Name pull-down menu to
select which records are to be included in the report. You can make as
many selections with AND, OR, and AND NOT (Boolean logic) as you
require for your report. However, you’ll need a large monitor to see all
your choices since the window will continue to grow downward with
every choice.
When you choose values in the selection pull-down menus, other fields
may appear and prompt you for other required information. For example,
if you select Level in the selection pull-down menu, the window asks for
you to enter a starting and ending value.
If you enter only a Starting with selection, Alexandria will select all
1. Since Alexandria allows you to customize certain terms for Patrons and Items, the
term names you use may not be reflected in this manual. For purposes of illustration, the
sample library we’ve used in this manual is a School Library and thus Community ID =
Patron Number, Location = Homeroom, Level = Grade and so forth.
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How to Create a Report
Introduction to Reports
records where the Grade begins with the entered text. For example,
entering “GR1” would select “GR100”, “GR10” and “GR1B37”.
Step 6.
Step 7.
Click the Print button. As Alexandria builds your report, the status of the
report appears at the top of the Report Results window as the report is
created.
As the report is processing, you can perform other tasks within
Alexandria. For example, you can check items in and out or even prepare
another report. Click the Cancel button to stop the report from
processing.
If the Report window is hidden behind other windows, select the Reports
window option from under the Windows menu.
When the report is complete, it appears in a standard word processing window. Since
the report is a standard word processing document, you can:
NOTE:
The settings for the
window are initially set
to “locked” so you
can’t accidently modify
the report.
• View and edit the report on the screen using standard word processing commands.
• Choose Save on the File menu to save the report.
• Highlight text in the window and copy it to other programs or onto your desktop.
• Select Print from the File menu to print the report. Due to operating system limitations, you may only print one report at a time.
Alexandria User’s Manual — 275
Introduction to Reports
Creating Quick Reports
Creating Quick Reports
Alexandria includes a Quick Report capability to make it very easy to save the most
frequently-used reports. This saves the specifications that were used to prepare the
report, however, and does not save the results of a previous report. Since all reports are
standard word processing documents, you can save the actual report like any other
document.
Use the following steps to create Quick Reports.
Step 1.
Step 2.
Select a report from the Reports menu.
Select all the options you want for this saved report template.
Step 3.
Click on the Create Quick Report button. When the following dialog
comes up, give the Quick Report format you just created a name.
Step 4.
Click on OK to save the Quick Report you just created, otherwise click
Cancel.
NOTE:
You can not change the
name of a Quick Report
although you can
remove the one with
the “bad” name and
create another.
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Creating Quick Reports
Step 5.
Introduction to Reports
To view your saved report formats/templates, select Quick Reports from
the Reports menu.
Alexandria User’s Manual — 277
Introduction to Reports
Using Quick Reports
Using Quick Reports
Use the following steps to use the Quick Reports you’ve saved.
Step 1.
Select Quick Reports from the Reports menu.
Step 2.
Double-click on one of the report names or select a report and click Print
or select Print from the File menu to prepare the saved report.To remove a
Quick Report, select it and click the Remove Report button.
To edit a Quick Report, select it and click the Edit Report button. Make
the necessary changes and click Save.
Step 3.
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Patron Reports
Preparing Patron Reports
Patron reports give you immediate access to information about the patrons who use
your library. Patron reports include Lists, Notices, Cards and Labels. To prepare a
Patron Report, follow these steps:
Step 1.
Choose Patron Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Alexandria User’s Manual — 279
Patron Reports
Preparing Patron Reports
Step 3.
Choose whether you want to have your Report Format Simple or
Detailed by selecting the desired display.
Step 4.
Choose the order by which you want this report sorted under the Sort By
pull-down menu.
Step 5.
Use the Select By pull-down menu to select what patron record
information to include in this report.
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Preparing Patron Reports
Step 6.
Step 7.
Step 8.
Click on the Print button to prepare the report.
A window similar to the one above should appear, depending on
individual selection.
Make any desired changes using the Word Processor tools.
To send to the printer, either click on the printer icon or choose Print
under the File menu.
Alexandria User’s Manual — 281
Patron Reports
Preparing Patron Reports
Patron Report Formats
This section describes each of Alexandria’s patron report formats and shows a sample of
each. See the subsequent sections for Sort and Selection options.
Patron List—This report prepares a wide range of information about the patrons using
your library.
There are two formats for the patron list.
1 Line—This format provides minimal information for each patron you select,
including only the patron’s Name, Level, Barcode, Community ID and
Location.
Detailed—This format includes all available information for the patrons that
you select. This includes Name, Address, Phone Number, Status, Card
Expiration Date, Date of Last Use, Policy, Patron ID, Birth, Sex, Location, Level,
Sublocation, Graduation Year, Contact and Contact’s Phone Number.
Patron Desk Reference—This report acts as a desk reference for the librarian. It
contains a printed Barcode and patron information about each selected patron,
including Name, Address, Location, and Phone Number. This report is useful if patrons
do not have (or have lost) a library card with a printed Barcode. The printed Barcode on
the desk reference can be scanned to make the patron current.
You can use the Sort Options on this report to make it more useful. For instance, if
patrons visit your library by Location (i.e. Homeroom), you can sort the desk reference
by Location. As the children visit the library, you can quickly locate the students on the
desk reference under their Location and scan the Barcode label.
Patron Payment History—This report is a detailed list of all payments made to the
library by patrons. It includes the patron’s Name, Barcode Number, and information
regarding each Payment Date, Type of Payment, Amount of Payment, and the Barcode
Number of the item against which the payment was made.
Monthly Usage—This report shows the patrons’ life-to-date library usage by month.
Use this report to see the usage pattern for all patrons or a group of patrons. For
example, to compare the library usage of Eighth graders against that of the Ninth
graders, sort this report by Policy. More so, to discover how often suspended patrons
used the library in the past year, compile a report using all suspended patrons.
There are two formats for the monthly usage report.
1 Line—This provides a 1-line summary of selected patrons’ life-to-date library
usage by month and totals all the usage for the selected patrons.
Detailed—This provides a detailed summary of the selected patrons’ library
usage by month and their total life-to-date usage. The report includes each
patron’s Name, Barcode Number, Patron ID, and Monthly usage total for the
past year, and a life-to-date usage total.
Patron Counts—This report provides an exact number of patrons who are suspended,
how many patrons have expired cards, or how many patrons fall under a particular
policy. The only information this report provides is the total number of patrons meeting
the selected range criteria.
Barcode Labels—This report prints a Barcode label for each selected patron. The label
includes the patron’s Name, the Barcode Number, and the Barcode.
Mailing Labels—This report prints a mailing label for each selected patron. This form is
designed for page printers with three labels across and down.
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Preparing Patron Reports
Rolodex Cards—This report prints a Rolodex card for each selected patron. The
Rolodex cards show the patron’s Name, Barcode, Barcode Number, Level, Location,
Phone Number, and Address.
Contact COMPanion for paper pricing and stock.
Sorting Options for Patron Reports
Use the Sort by pull-down menu to select the order in which you want the patrons
included in your report. For example, you can sort the report by Name or by Barcode
Number.
The following is a list of Sort by values for patron reports.
Last Name—The report is sorted by the patron’s full Name in “Last Name, First Name”
format.
First Name—The report is sorted by the patron’s full Name in “First Name, Last Name”
format.
Community ID—The report is sorted by the patron’s Community ID field.
Government ID—The report is sorted by the patron’s Government ID.
Barcode—The report is sorted by the patron’s Barcode number.
Homeroom, Name1—The report is sorted by the patron’s Location (typically
Homeroom for schools), and within each Location, by the patron’s Name. Each Location
will begin on a new page.
Option, Name2—The report is sorted by the patron’s Sublocation, and within each
Sublocation by the patron’s Name. Each Sublocation will begin on a new page.
Grade, Name3—The report is sorted by the patron’s level, (typically Grade in schoolbased systems), and within each level, by the patron’s Name. Each level begins on a
new page.
Policy, Name—The report is sorted by the patron’s Policy Name, and within each
Policy Name by the patron’s Name. Each new Policy Name will begin on a new page.
1. Alexandria will use your customized name for Location. In this example it’s Homeroom.
2. Alexandria will use your customized name for Sublocation. In this example it’s
Option.
3. Alexandria will use your customized name for Level. In this example it’s Grade.
Alexandria User’s Manual — 283
Patron Reports
Preparing Patron Reports
Selection Options for Patron Reports
Use the Select By pull-down menu to select which patrons you want included in the
report. For example, you can select patrons included with a certain level or patrons with
expired library cards.
You can enter as many values for selection criteria as you need using AND, OR, and
AND NOT (Boolean Logic). When you choose values in the selection pull-down menus,
other fields appear, prompting you for Starting With and Ending With values.
- N
O T E
-
Unless you specifically select them, patrons with Barcodes under the
number 50 are NOT included in the reports. If you specifically want to
include patron’s with Barcodes less than 50, use the Barcode selection
option. In addition, only Patrons with an Active status are included. If you
want to specifically include patrons with all statuses, choose All from the
status pull-down menu or choose the exact status you’d like.
The following is a list of selectable values for patron reports.
All Patrons—This report includes all the patrons for whom you have records including
those who have Barcode numbers under 50 and a Status of Active.
Activity—This report includes patrons who have used the library within specified
dates. If you enter ONLY a Starting Date, the ending date is assumed to be in the “far
future.” If you enter ONLY an Ending Date, the Starting Date is assumed to be in the
“far past.” If you don’t enter any date, the Starting Date is set for one year in the past.
Barcode List—This selection allows the librarian to enter or scan non-sequential
barcodes to appear on the report. Duplicate entries will only print once. This list can be
selected with the Select All command under the Edit menu and copied to use in
selecting for other reports.
Barcode Range—This report includes patrons with barcodes between the selectable
Starting with and Ending with ranges. If you only want information on one patron,
enter the patron’s Barcode number as the Starting with value. Also, if you don’t specify
otherwise, only Barcodes greater than the number 50 are included in the report.
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Patron Reports
Birthdate—This selection includes all patrons with birthdays in the specified range. If
you enter only an End date, it will sort every birthday ON or BEFORE that date.
Expired Card—This report includes patrons whose cards will expire as of the specified
date. If you do not enter a date, the beginning of the next month is used as the selected
date. Thus, your report would include all patrons whose cards will expire at the end of
the current month.
Level—This report includes patrons with Levels between the Starting with and Ending
with ranges. If you enter only a Starting with (or Ending with) selection, Alexandria will
select all records where the data begins with the entered text if you only enter an Ending
With level, Alexandria will select all levels before and up to the selected level. If you
enter no text, the selection is ignored. The default name for Level in a school library is
typically Grade.
Location—This report includes patrons with Locations between the Starting with and
Ending with ranges. If you enter only a Starting with (or Ending with) selection,
Alexandria will select all records where the Location begins with the entered text. For
example, entering “HR1” would select “HR100”, “HR10” and “HR1B37”. If you enter
no text, the selection is ignored. The default name for Location in a school library is
typically Homeroom.
Name—This report includes patrons with Names (in last Name, First Name 0rder)
between the Starting with and Ending with ranges. Use this to compile reports for all
patrons within a particular family, or to print lists selected from any alphabetical range
of Names. If you enter only a Starting with (or Ending with) selection, Alexandria will
select all records where the data begins with the entered text. If you enter no text, the
selection is ignored.
No Activity—This report includes patrons who have not used the library within the
specified date range. If you enter only a Starting Date, the ending date is assumed to be
in the “far future.” If you enter only an Ending Date, the Starting Date is assumed to
be in the “far past.” If you don’t enter any date, the Starting Date is set one year in the
past.
Sublocation—This report includes patrons with Sublocation between the Starting
with and Ending with ranges. If you enter only a Starting with (or Ending with)
selection, Alexandria will select all records where the Sublocation data begins with the
entered text. If you enter no text, the selection is ignored. The default name for
Sublocation is 2nd Location.
Policy—This report includes patrons with Policies between the Starting with and
Ending with ranges. For example, if you only want to select patrons under Alexandria’s
default patron policy (Standard Patron), select the report by policy and choose Standard
Patron as the Starting With (and Ending With) value.
Sequence #—This report includes patrons with Sequence numbers between the
Starting with and Ending with range. This option is helpful in identifying new patrons
or patrons added to the system in a particular order. If you enter only a Starting with (or
Ending with) selection, Alexandria will select all records where the data exactly matches
the entered text. If you enter no text, the selection will be ignored.
Status—This report includes only patrons with the status you specify. Select All to
choose All Status codes. If you don’t specify a particular status, only Active patrons are
included on the report.
Alexandria User’s Manual — 285
Patron Reports
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Preparing Patron Reports
Item Reports
Preparing Item Reports
Item reports give you immediate access to information about the items in your
collection. To prepare an Item Report, follow these steps.
Step 1.
Choose Item Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Alexandria User’s Manual — 287
Item Reports
Preparing Item Reports
Step 3.
Choose whether you want to have your report Format simple or detailed
by selecting the desired display.
Step 4.
Choose the order by which you want this report sorted under the Sort By
pull-down menu.
Step 5.
Use the Select By pull-down menu to select what item record
information to include in this report.
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Item Reports
Preparing Item Reports
Step 6.
Click on the Print button to prepare the report. A window should appear
similar to the one below, depending on your individual selection.
Item Report Formats
This section describes each of Alexandria’s Item report formats and demonstrates a
sample of each. See the subsequent sections for Sort and Selection options.
- N
O T E
-
An Item is a generic term used in Alexandria to refer to either Title or
Copy-based information. When dealing with reports, a more specific
vocabulary is required. Item information consists of Title-based
information such as Title, Author and Publisher. Copy-based information
such as Barcode, Copy Number, and Call Number.
In general, Title-based reports have one report entry for each Title and
Copy-based reports have one entry for each Copy.
However, if a report is sorted by an element which is repeated within the
item, there will be a report entry for each repeated element. For example, a
Title report sorted by Subject will have the same Title information listed
under each Subject sort element. Simple, isn’t it?
A Title-based report selected by Copy Data will only show titles and the
specified copies. Copies for a Title that are outside the selected range are
ignored. In the same way, a Copy report selected by Title information will
select all the Copies for each selected Title.
Since Alexandria allows you to quickly prepare and view your reports, it’s
easy and fun to experiment with different options to prepare a varying
range of powerful reports.
Item List—These reports are used to view Title information for the records in your
collection.
Alexandria User’s Manual — 289
Item Reports
Preparing Item Reports
1 Line—The report contains basic information about each selected Title. Use
this report when minimal information is required.
Summary—A simple report compiled in a compact format with one or two
titles per line. The report contains everything found in the 1-line report, but the
information is easier to read. Use this report when minimal information is
required.
Detailed—A report with full Title information, including each item’s Call
Number, Title, Author, Place of Publication, Publisher, Date of Publication,
Sequence Number, LCCN, ISBN, Policy. Information for each copy, including
Copy Number, Barcode Number, Accession Date, Vendor, Cost, and Location.
Two or three item records can fit on each page. Use this report to verify data
entry, or as a substitute to your card catalog.
Marc—A report showing each Title’s Marc record in MicroLIF format.
Catalog Format—These Copy-based reports are formatted for creating patron catalogs
usually used for audio visual materials.
1 Line—A summary title list in a column format. This report includes each
Copy’s Title and Barcode Number.
Titles—A single-line summary Title list in a three-column format that includes
Title information only. Title, Publication, Year, Publisher, Extent, Summary,
Series, Interest Codes, and Call Number.
Copies—A summary Title list in a three-column format that includes Title and
the copy barcode number.
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Item Reports
Copy List—These reports are used to display copy-specific information.
1-Line—A simple report with one line of information for each selected copy.
The report includes each copy’s Call Number, Title, Copy Number, Barcode
Number, Life-to-Date Use, and Date of Last Use.
Simple, with Barcodes—A two-column report that includes each copy’s Title
and Call Number in the first column, and Author and Barcode Number in the
second.
With Summary—A simple report that includes each copy’s Call Number, Title,
Copy Number, and Barcode Number. Under each title, this report also shows
the item summary.
Detailed—A detailed report that includes the following information for each
selected copy: Call Number, Title, Author, Copy Number, Barcode Number,
Vendor, Cost, Purchase & Replacement, Collection, Funding, Location, and
Accession Date. This report is similar to the Detailed Item List, but includes
information for each copy of a title.
In Alexandria v3, if you run a Copy List Detailed report it will list the fund
information (if you have it). In Alexandria v5, it does not.
Brief Bibliography—A simple report that includes Call Number, Title and Title
Summary. This is a succinct version of the With Summary report.
Monthly Usage—Use these to prepare Monthly Usage reports on how often the
selected Titles were used on a monthly basis.
1 Line—Prepares a summary report over the selected range of the title usage
within the past 12 months. Use this report to get a summary of how often titles
in this range are getting used. For example, if your management or
administration is trying to decide where to spend additional funds for new
items, you might prepare a report showing that certain areas of the collection
are experiencing heavy usage and, therefore, should get further development
funds.
Detailed—Prints all the statistical details for the prepared in the Monthly
Usage Summary report. Where the summary report only prints the totals for the
entire range, this report prints raw data for every title in the range.
Publication Date Summary—A report that includes the number of items published in
each selected year, and the number of times items of each publication year have been
checked out during the current year and life-to-date. Use this report to determine the
age of the items in your collection.
Item Copy Usage—Reports on usage levels of individual copies in the collection. This
can help determine how much each copy has been used.
Item Analysis—Counts the titles and copies within the selected range. Use this report
to determine how many titles/copies you have within selected areas of your collection.
It helps you answer questions like “How many fiction books do we have?” and “How
many books in the 100’s do we have?”
Alexandria User’s Manual — 291
Item Reports
Preparing Item Reports
Inventory
These reports are used for inventory purposes. An inventory date range is generally
required to run these reports. Items with an inventory date in the past month are
considered “inventoried.”
Inventoried Items—A report listing all items whose inventory date falls
between a specified date range. The report includes each item’s Call Number,
Title, Barcode Number, Inventory Date, Transaction Status, and Funds.
Not Inventoried Items—A report of items that have not been inventoried
within a specified date range. Every copy has an inventory date that specifies
when it was last physically known to have been in the library. Performing
inventory and checking in (or out) renews this date. For best results, be sure to
enter today’s date as the Ending Date. You can generate reports for any given
date range, but keep in mind that items have only one (most recent) inventory
date. Therefore, if an item that was missing three months ago has recently been
found, it will not appear as missing in any reports you generate for that time
period. This report includes each item’s Call Number, Title, Barcode Number,
Inventory Date, Transaction Status, and Funds.
Lost Items Inventoried—A report listing all items within a specified inventory
date range (that is, checked out to Patron #1). If the item was inventoried, it
should be somewhere in the library.
Inventory Statistics Summary—All items within the selected range are
counted, and a single page report specifies how many items have been
inventoried, how many have not, and how many lost items have been located.
Use this report to determine your current inventory status.
Barcode Labels—This prints a barcode label for each selected item. You can only print
barcode labels for items already in your collection. To print barcode labels for temporary
items, select Special Reports under the Reports menu. Other information on the label
includes the item’s Title, Barcode Number and Call Number. This report is designed for
Sheet Feed Printers. Use COMPanion’s V0055 Laser Labels for perfect results. If you
want to print more than one barcode label at a time, enter the number you want in the
Number of Duplicates field. If you want the labels to start printing in a location other
than the top left of the sheet, check Skip Some Labels.
Spine Labels—These reports are designed for sheet feed printers. Paper stock for these
forms can be purchased from COMPanion. More than one spine label can be printed at a
time; enter the number you want in the Number of Duplicates field. If you want to
print more than one barcode label at a time, enter the number you want in the Number
of Duplicates field. If you want the labels to start printing in a location other than the
top left of the sheet, check Skip Some Labels.
Spine Only, Left—Spine labels with the label text left justified.
Spine Only, Centered—Spine labels with the label text center justified.
Envelope and Spine, Left—Combination Envelope and Spine labels with the
text left justified. Barcodes will only appear on the Spine label.
Envelope and Spine, Centered—Combination Envelope and Spine labels
with the text center justified. Barcodes will only appear on the Spine label.
LOC Style Spine Labels—These labels insert carriage returns between the Call
Number prefix, major classification, subclassification, cutter and publication
date and copy number.
Normal Size—Prints to standard spine label stock.
Barcode Label Size—Prints barcode labels in a landscape orientation.
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Item Reports
Preparing Item Reports
Catalog Cards—Catalog card printing requires “sheet-feed” printers such as Laser
and Inkjet printers. Paper stock for these forms can be purchased from COMPanion.
More than one catalog card can be printed at a time; enter the number you want in the
Number of Duplicates field.
Catalog Card Set—Prints Title, Author, Subject, Series, and Shelf List cards for
each title selected.
Title Card—Only prints the Title Card for the specified titles.
Author Card—Only prints the Author Cards for the specified titles. A separate
card will be printed for each name entered into the Author field.
Subject Card—Only prints the Subject Cards for the specified titles. A separate
card will be printed for each subject listing.
Series Card—Only prints the Series Card for the specified titles. If there is no
data in the Series field, no card will be printed.
Shelf List Card—Only prints the Shelf List Card for the specified titles. If there
are several copies of the title, additional cards will automatically be printed.
Alexandria User’s Manual — 293
Item Reports
Preparing Item Reports
Sorting Options for Item Reports
Use the Sort by pull-down menu to select the order in which you want the items
included in your report. For example, if you want an alphabetic list, sort by title.
The following is a list of Sort by values for item reports.
Call Number—This selection sorts by Call Number, then Primary Author, then Title.
Call Number sorts from left to right, so a Call Number of 100 is sorted before 20. To
ensure numerical sorting works for you, all numbers must have leading zeros. For
example, a Call Number of 020 is sorted before 100.
Policy—This report is sorted alphabetically by Policy Name, and within each policy by
Call Number. Each Policy begins on a new page.
Title—This report is sorted alphabetically by Title. Articles such as ‘A’, ‘An’ or ‘The’ are
ignored when specified as such in the Marc record. For example, The Wizard of Oz will be
sorted under W.
Author—This report is sorted alphabetically. To ensure that the Author names sort
correctly, make sure all Author names are entered using the same format: “Last Name,
First Name.” If a Title has more than one Author, it will appear under each Authors
listing.
Barcode—This report is sorted numerically by Barcode.
Publication Year—This report is sorted numerically by the publication year field on the
title record. This is useful if you want to compile a list of when items in the collection
were published.
Subject—Sort by Subject and then by Call Number.
Curriculum Code—Sort by Curriculum Code and then by Call Number.
Bibliographic Code—Sort by Bibliographic Code and then by Call Number.
Interest Code—Sort by Interest Code and then by Call Number.
Accession Date—Sort by Accession Date and then by Call Number.
Inventory Date—Sort by Inventory Date and then by Call Number.
Collection—Sort by Copy Collection Code and then by Call Number. Each Copy
Collection Code starts on a new page.
Sublocation—Sort by Copy Sublocation Code and then by Call Number. Each Copy
SubLocation Code starts on a new page.
Funds—Sort by Copy Fund code and then by Call Number. Each Copy fund code
begins on a new page (note: this field can be customized in your Item Management
preferences. For this example, the Funding Source will be called “Funds”).
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Preparing Item Reports
Selection Options for Item Reports
Use the selection pull-down menus to select which items you want to include in the
report. For example, you can select items in a certain Barcode or Call Number range.
You can enter up to six values for selection criteria using AND, OR, and AND NOT
(Boolean Logic). When you choose values in the selection pull-down menus, other
selections appear and prompt you for Starting With and Ending With values.
The following is a list of selectable values for item reports:
All Items—The report includes all items.
Accession Date—This report includes copies added to your system in the date range
you specify.
Author—This report includes items with Authors in the alphabetic range you specify.
Barcode Range—This report includes copies in the Barcode range you specify.
Barcode List—This report includes all Items matching the barcode you enter or scan.
You can select all the barcodes in it later with another report.
Bibliographic Code—This report includes items classified under the bibliographic
copy codes you specify.
Call Number—This report covers copies within the Call Number range you specify.
Call numbers are ordered from left to right, so 100 comes before 20, but 020 comes
before 100.
Copy Last Used Date—This option selects copies which have been used over the
specified date range.
Copy Collection—This report includes items classified within the Collection you
specify.
Copy Policy—This includes copies within the policy range you specify.
Copy Sequence #—This report includes copies with sequence numbers within your
specified range. Copies are assigned a sequence number in the order that they are
entered into the system.
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Preparing Item Reports
Copy Status—This allows you to limit the report to items that are unavailable, lost,
discarded, checked out, on reserve, or on in-stock hold.
Copy Location—This report includes items classified with the Location you specify.
Curriculum Code—This report includes items classified with the Curriculum
keywords you specify.
Don’t Show in Researcher—This option allows you to select items based on the status
of the Don’t Show in Alexandria Researcher check-box. You can select either the
hidden or visible items.
Medium—This report includes items classified with the Medium code you specify.
Interest Code—This report includes items classified with the Interest Level or Reading
Level you specify.
Item Call Number—This report includes items with the title call number you specify.
Inventory Date—This report includes copies inventoried during the date range you
specify.
Last Used Date—This report selects copies that have never circulated.
Policy—This report includes items within the policy code range you specify.
Publication Year—Selects items with publication years between any given range.
Publication years must be specified by a four digit number such as 1979 or 2002.
Publisher—Selects items with Publishers in the given range.
Funds—This report includes items with the Copy Funds code you specify.
Series—Selects items with Series in the given range.
Subject—This report includes items classified with the subjects you specify.
Title—This report includes titles within an alphabetical title range you specify.
Title Sequence Number—This report includes items with sequence numbers between
the range you specify. Titles are assigned a sequence number in the order they are
entered into the system.
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Circulation Reports
Preparing Circulation Reports
Circulation reports gather information from Alexandria’s transactions and statistics
records and presents it in a number of different formats. The reports are grouped into
two categories.
Circulation Reports—Reports based on Circulation information. You can get lists of
Loaned Items, Overdue Items, Fines, Requests, Reservations, Lost Items, and much
more. In Alexandria terminology, Circulation Lists are designed for use by the Librarian
and Circulation Notices are designed for distribution to Patrons.
Usage Statistics—Reports on the usage of the library. This report will show when the
library is getting used. It reports by Hour, Day of the Week, or by Month. You can
discover who is using the library and when they are using it. You can find out how close
to due dates that people return items and other statistical information during a specified
date range.
To prepare Circulation Reports, follow these steps:
Step 1.
Choose Circulation Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
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Circulation Reports
Preparing Circulation Reports
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By pull-down menu to select which Patron Records to
include in the report.
Step 6.
Click the Print button to prepare the report.
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Circulation Reports
Circulation Report Formats
The following is a list of Alexandria’s Circulation reports.
Loaned Items—These reports prepare lists for library use. Only loaned items are
included in the report. Items loaned to special or inactive patrons (Barcode #’s between
1 and 50) or inactive patrons are not included in these reports.
1 Line—Includes primary transaction information for each loaned item. The
report includes each patron’s Name and Barcode, and each item’s Title, Call
Number, Barcode and Due Date. An asterix indicates overdue items.
1 Line Landscape—This report is the same as the 1 Line report, but is in a
landscape format. This allows more room for displaying the title.
Detailed—Includes full transaction information for each loaned item. All
available information is included in this report.
Overdue Listings—These reports prepare lists for library use. Only overdue items are
included in the report. Items loaned to special patrons (barcode #’s between 1 and 50) or
inactive patrons are not included in these reports.
This report includes an implicit selection of any overdue item. If you use a selection that
uses the Due Date, that selection will be used rather than the implicit values.
1 Line—Includes primary transaction information for each patron with overdue
items. It displays the patron’s Name, Barcode and Phone Number along with
the number of Overdue Items, those currently checked out and the patron’s
Current Fine Balance.
Detailed—Includes full transaction information for each overdue item. All
available information is included. This report includes each patron’s Name and
Barcode Number, Phone Number, each item’s Title, Barcode Number, Call
Number, Cost, Due Date, and the number of days the item is overdue.
Posting List—Includes Name, Number of Overdue items and Charges Due. This
report can be posted in the library to inform patrons that have overdue items
and charges.
Hold Requests—These reports prepare hold request and in-stock hold lists.
Pending Hold—Only includes Hold Requests which are currently pending. For
Pending Holds, the Request Date is the date on which the hold was placed. The
Expiration Date is the date the request expires. Alexandria automatically
removes Expired Hold Requests at the beginning of each day.
In-Stock—A report that lists selected items being held for patrons. Only instock requests are selected. For In-Stock requests, the In-stock Date is the date
on which the item first became available for a patron. The Expiration Date is the
date on which the request expires. Alexandria automatically removes Expired
Requests at the beginning of each day.
Reservations—This report prepares reservation lists.
For Reservations, the Request Date is the date on which the reservation was placed and
the Reservation Begin Date is the date on which the reservation begins. For a listing of
the reservations scheduled for today, select this report and Select by a Reservation
Begin Date of today’s date.
1 Line—Prepares a tabular report with all Reservation information.
Labels—Prepares “Reservation Labels” using the Label stock provided by
COMPanion. Includes Reservation Dates, Item Barcode, Title, and patron’s
Name and Address.
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Circulation Reports
Preparing Circulation Reports
Overdue Notices—These notices are sent to patrons to inform them that they have
overdue items and should return them to the library. You can change the text of these
notices using the Letters preference.
Overdue notices are generated for all overdue items unless you limit them by selecting a
range of due dates. For example, you can set the date range to generate overdue notices
only for items overdue by more than a week.
If you select Include Charges, Fees, Fines then Charges, Fees and Fines are included
in the reports. Otherwise, they are ignored.
The following are the formats for overdue notices:
4 per Page—Overdue slips printed 4 per page. One slip is printed for each
overdue item or charge. This is a good format to use when each patron has only
1 or 2 overdue items. The slip includes the patron’s Name, Barcode Number,
Location, Level, Sublocation, Government ID, Library Balance, and the item’s
Title, Barcode Number, Author, Call Number, Replacement Cost, Due Date,
Return Date, Daily Fine/Fee Rate, and Fine Balance for each item.
2 per Page—Overdue slips printed 2 per page. One slip is printed for each
patron with an overdue item. Up to 4 items can be included on each slip. If
patrons have several overdue items, this format is preferable over the 4 per
page format—as it saves paper. The slip includes the patron’s Name, Barcode
Number, Location, Sublocation, Government ID, Level, Policy, and Library
Balance, and the item’s Title, Barcode Number, Call Number, Date, Fine/Fee
amount by item, amount paid by item, fine/fee balance by item, and
Replacement Cost. It also includes the total number of items the patron has
overdue and the fine/fee amount due on the slip.
Self Mailer—An overdue notice in letter format designed to be folded and
mailed without an envelope. If there are several overdue items, the letter runs
onto a second page. The letter includes the patron’s Name, Address, Location,
and Barcode Number, and each item’s title, Barcode Number, Due Date, Return
Date, number of fine/fee days calculated, fine/fee rate, total balance by item
and Replacement Cost. This format is excellent if notices are mailed. Just fold,
staple and stamp—the return and patron addresses are automatically printed
on the mailer.
Overdue Letters with Summary—An overdue notice in letter format. This
letter includes all items a patron has overdue. If there are several overdue items,
the letter runs onto a second page. The letter includes the patron’s Name,
Address, Barcode Number, and each item’s Title, Author, Barcode Number, Call
Number, Due Date, Return Date, Daily Fine/Fee rate, the number of fine/fee
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Preparing Circulation Reports
Circulation Reports
days totaled, the total balance due by item, and the total balance due for all
items. After the last letter, a Summary is displayed.
Overdue Letters—Same as the previous report, but without the Summary page
at the end.
Overdue Letters to Parents—Same as the previous report, but is addressed
“To the Parents or Guardian of” rather than the actual Patron.
NOTE:
You must have your
Email preferences
correctly configured for
this to work.
Email—An overdue notice sent to the patron using the Email address in the
patron record. A summary report is prepared so you have record of which
patrons were sent Email notification.
Patron Notices—These include the following notices. You can change the text of these
notices using the Letters preference (see “Letters” on page 78)
Hold In-Stock—Notice sent to a patron to inform them that a book they have
on hold is available in the library.
Recall Letters—Notice sent to a patron, asking that they return a book they
have checked out.
Charges and Overdue Fines—Reports which include both fines and overdue records
with fines. Within specified ranges, only fines and other charges will be printed. Use
these reports to see who owes the library money. Only Circulation records where an
actual fine is due are included. Thus, an overdue item with no fine is not included.
Standard—Displays transactions for currently overdue items and unpaid
fines/charges issued against a patron.
Charges Only—Only displays transactions where a charge is due (charges are
fees that have reached their maximum limit and are no longer accruing). Does
not include fines for currently overdue items.
Fines Only—Only displays transactions where a fine is due (fines are fees that
are still accruing). Does not include other charges, such as previously overdue
items.
Reserved Items—Prints a list of reserved items. These are the items checked out using
the “J” circulation command.
Special Item Lists—These reports are designed to show items with special status codes.
Lost Items—All items which are considered Lost. This includes items checked
out to Patron barcode #1 and all items lost by real patrons.
Discarded Items—All items which are checked out to Patron barcode #2.
Library Use Items—All items which are checked out to Patron barcode #3.
On Repair Items—All items which are checked out to Patron barcode #4.
On Order Items—All items which are checked out to Patron barcode #5.
Archived Items—All items which are checked out to Patron barcode #6.
Alexandria User’s Manual — 301
Circulation Reports
Preparing Circulation Reports
Circulation Reports Sorting Options
Use the Sort by pull-down menu to select the order which you want the items listed in
your report.
The following is a list of Sort by values for Circulation reports.
Patron Name—Report sorted alphabetically by the patron’s name.
Patron Location1—This report is sorted alphabetically by Location, and within each
location by patron name. Each location begins on a separate page. This makes it easy to
distribute reports to different locations.
Patron Sublocation2—This report is sorted alphabetically by Sublocation, and within
each location by patron name. Each Sublocation begins on a separate page. This makes
it easy to distribute reports to different Sublocations.
Call Number—Report sorted in Call Number order. This sorting order makes it easy to
use the report to search the library for returned items that haven’t been recorded as
returned by Alexandria.
Due Date—This report is sorted by Due Date then by Patron Name. This sorting order
makes it easy to find transactions in due-date-order.
1. The name for Location is customized in Preferences. Your customized name will
appear.
2. The name for Sublocation is customized in Preferences. Your customized name will
appear.
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Preparing Circulation Reports
Circulation Reports
Circulation Reports Selection Options
Use the selection pull-down menu to specify which transactions should be examined for
inclusion into the report. Each circulation report has its own selection filter, but by
specifying additional selection options, you can further restrict the number of records
examined and displayed for your report.
For example, the Loaned Items report only includes loaned items, but you can further
restrict the report to only include loaned items from a specific location using the
selection pull-down menus.
You can enter up to six values for selection criteria using AND, OR, and AND NOT
(Boolean Logic). When you choose values in the selection pull-down menus, other fields
appear, asking you for Starting With and Ending With values.
The following is a list of selection values for Circulation reports:
All Transactions—All transactions are examined using the selection criteria for each
report format.
Transaction Date—This report includes transactions performed during a transaction
date range you specify. The Transaction Date is the date on which the transaction was
performed. If you enter only a Starting With Date, Alexandria will assume an Ending
With date is the “far future.” If you enter only an Ending With value, the Starting With
value is assumed to be in the very “far past.”
Due Date—This report includes transactions that have a due date within a Date range
you specify. A due date has different meanings depending on the type of transaction
involved.
• For an item checked out, the due date is the date an item is due back to the
library.
• For a hold request, the due date is the date on which the request expires.
• For a reservation, the due date is the date a reservation begins.
If you enter only a Starting with Date, Alexandria will assume an Ending with date in
the “far future.” If you enter only an Ending with value the Starting with value is
assumed to be in the “far past.”
Days Overdue—This report includes transactions with Due Dates computed between
the Starting With and Ending With ranges of days overdue. If you enter only a Starting
with selection, Alexandria will assume a “very large” ending value. If you enter only an
Ending With value, the Starting With value is assumed to be zero. For example, to select
items which are at least seven days overdue, enter “7” in the Starting With field. To find
items that are seven or fewer days overdue enter an Ending With value of “7”. To locate
items that are due in the next seven days, enter a Starting With value of “-7” and an
Ending With value of “0”. The results of this selection are exactly the same as if you put
dates into the Due Date selection criteria.
Temporary Items—This report only includes transactions for temporary items. Because
Reservations and Hold Requests cannot be performed on temporary items, this option
should not be used for those reports.
Homeroom1—This report only includes transactions for patrons in the locations you
specify. Typically, this is used for preparing overdue listings for a group of patrons in a
specified Homeroom. If you enter only a Starting with (or Ending with) selection,
Alexandria will select all records where the Homeroom begins with the entered text.
1. The name for Homeroom is customized in preferences. Your customized name will
appear here.
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Circulation Reports
Preparing Circulation Reports
Patron Policy—This report includes transactions for a specified range of Patron
Policies.
Grade1—This report only includes items with patron levels within the range you
specify. If you enter only a Starting with (or Ending with) selection, Alexandria will
select all records where the Level begins with the entered text.
2nd Location2—This report only includes transactions for patrons in the SubLocations
you specify. If you enter only a Starting with (or Ending with) selection, Alexandria will
select all records where the SubLocation begins with the entered text.
Patron Name—This report includes transactions for a specified range of Patron Names.
If you enter only a Starting with (or Ending with) selection, Alexandria will select all
records where the name matches the entered text.
Patron Barcode—This report includes transactions for a specified range of Patron
Barcodes. If you enter only a Starting with (or Ending with) selection, Alexandria will
select all records where the barcode matches the entered text.
Item Barcode—This report includes transactions for a specified range of Item
Barcodes.
Item Policy—This report includes transactions for a specified range of Patron Policies.
If you enter only a Starting with (or Ending with) selection, Alexandria will select all
records where the Policy name matches the entered text.
Reservation Begin Date—This report only includes reservations that start during a
date range you specify. If you enter only a Starting with Date, Alexandria will assume
an Ending with date in the “far future.” If you enter only an Ending with value, the
Starting with value is assumed to be in the very “far past.”
Request Expire—This report only includes Hold requests that expire during a date
range you specify. If you enter only a Starting with Date, Alexandria will assume an
Ending with date in the “far future.” If you enter only an Ending with value the Starting
with value will be assumed to be in the very “far past.”
In-Stock Expire—This report only includes in-stock holds that expire in the date range
you specify. If you enter only a Starting with Date, Alexandria will assume an Ending
with date in the “far future.” If you enter only an Ending with value the Starting with
value will be assumed to be in the very “far past.”
Discarded on Date—This report only includes items discarded during a date range
you specify. If you enter only a Starting with Date, Alexandria will assume an Ending
with date in the “far future.” If you enter only an Ending with value the Starting with
value will be assumed to be in the very “far past.”
Lost on Date—This report only includes items lost during a date range you specify. If
you enter only a Starting with Date, Alexandria will assume an Ending with date in the
“far future.” If you enter only an Ending with value the Starting with value will be
assumed to be in the very “far past.”
Archived on Date—This report only includes items Archived during a date range you
specify. If you enter only a Starting with Date, Alexandria will assume a Ending with
date in the “far future.” If you enter only an Ending with value the Starting with value
will be assumed to be in the very “far past.”
1. The term used for Grade is customized in Preferences. Your custom term will appear here.
2. The term used for 2nd Location is customized in Preferences. Your custom term will appear here.
304 — Alexandria User’s Manual
Preparing Usage Statistics Reports
Circulation Reports
Preparing Usage Statistics Reports
Usage Statistics give you insight on how your library is being used, return rates, usage
by item, and patron policies. Time and group-based statistical reports can be created.
Of course, no single library will use all these reports, so experiment with your many
choices to determine which reports are applicable to your library.
During circulation, statistics are collected on an hourly basis for each patron/item
transaction that occurs. Therefore, there may be thousands of statistical records saved
for your library. For example, when a patron of type STU checks out a book of type HBF
during the 10th hour of June 1, 2002, a statistics record is created. If more STU patrons
check out more HBF books during this hour, the statistic counts are updated. Also, if a
FAC patron checks out a book, additional statistical records are created for this policy.
Therefore, not only are statistic records time-based, but they can provide information on
which patron groups are using the library, and which item groups are getting used. For
example, using these reports, you can see which patron groups are checking out which
item groups. These types of statistics can answer questions that would be very difficult
to determine without computers.
Many statistics reports are available. After using Alexandria for a few months, you
might gain some interesting insights into the operation of your library by examining
these reports.
To prepare Usage Statistics Reports follow these steps.
Step 1.
Choose Usage Statistics from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
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Circulation Reports
Preparing Usage Statistics Reports
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order.
Step 5.
Use the Select By pull-down menu to select which records to include in
this report.
Step 6.
Click the Print button to prepare the report.
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Circulation Reports
Usage Statistics Report Formats
Usage by Period—Allows the librarian to examine library usage over different time
periods. Use these reports to answer questions, such as: “How busy are we during
certain hours of the day?”; “Which days of the week have the most activity?”; “Are
some days of the month busier than others?”
by Hour of the Day—Provides statistics on transactions during certain hours of
the day. Use this report to determine what hours of the day are the busiest for
your library.
by Day of the Week—Provides statistics on transactions during specific days
of the week. Use this report to determine which days of the week are the busiest
for your library.
by Day of the Month—Provides statistics on transactions during specific days
of the month. Use this report to determine which days of the month are the
busiest for your library.
by Month of the Year—Provides statistics on transactions during specific
months of the year. Use this report to determine which months of the year are
the busiest for your library.
by Hour by Day—Prints a grid with hours down the left side and days of the
week across the top, displaying usage in every cell. Use this report to determine
which hours of the day are busiest on which days of the week.
Return Statistics—Prints a summary report on how close to the due date items are
returned. A negative number indicates that items are returned before the due date, a
positive number indicates that items are returned after the due date. This information
can be used to help determine if your library’s loan period matches the actual return
rate of your patrons.
Usage by Item Policy—Allows the librarian to see if items with a specific policy are
used during different periods.
by Day of Week—Prints a grid with item policies down the left side and days
of the week across the top. Library usage is printed in each cell. Use this report
to determine which item groups are being used in the library on which days of
the week. This information can be used for budgeting, staffing and other uses.
by Month—Prints a grid with item policies down the left side and months of
the year across the top. Library usage is printed in each cell. Use this report to
determine which item groups are being used in the library during which
months of the year. This information can be used for budgeting, staffing and
other uses.
by Patron Policy—For each item policy, patron policies are listed along with
the types of activities performed. Use this report to determine which patrons
are using which items in the library.
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Circulation Reports
Preparing Usage Statistics Reports
Usage by Patron Policy—Allows the librarian to see if patrons with a particular policy
are used during different periods.
by Day of Week—Prints a grid with patron policies down the left side and
days of the week across the top. Library usage is printed in each cell. Use this
report to determine which patron groups are using the library on which days of
the week. This information can be used for budgeting, staffing and other uses.
by Month—Prints a grid with patron policies down the left side and months of
the year across the top. Library usage is printed in each cell. Use this report to
determine which patron groups are using the library during which months of
the year. This information can be used for budgeting, staffing and other uses.
by Item Policy—Use this report to determine which patrons are using which
items in the library.
Usage by Patron-Item Policy—Allows the librarian to examine combinations of
Patron and Item policies.
by Day—Prints a grid with patron/item policy pairs down the left side and
days of the week across the top. Library usage is printed in each cell. Use this
report to determine which combination groups are being used in the library on
which days of the week.
by Month—Prints a grid with patron/item policies down the left side and
months of the year across the top. Library usage is printed in each cell. Use this
report to determine which combination groups are using the library during
which months of the year.
Usage by Item-Patron Policy—Allows the librarian to examine combinations of Item
and Patron policies.
by Day—Prints a grid with item/patron policies down the left side and days of
the week across the top. Library usage is printed in each cell. Use this report to
determine which item/patron groups are being used in the library on which
days of the week.
by Month—Prints a grid with item/patron policies down the left side and
months of the year across the top. Library usage is printed in each cell. Use this
report to determine which groups are being used in the library during which
months of the year.
Usage Statistics Sorting Options
Typically, the subtotals returned by the reports are what you might expect; however, if
you want further monthly subtotals (providing the date range spans more than one
month), select a the Sort by option By Month, or else select the Entire Range option.
Usage Statistics Selection Options
You can instruct Alexandria to prepare reports using All Statistics or only statistics over
a specified Date Range by using the Select by selections.
308 — Alexandria User’s Manual
Order Reports
These reports print information from the Order, Vendor and Budget management
windows. Reports exist in the following categories:
Order Reports—Contains report options for Orders, Vendors and Budgets.
Order List—Provides order information in various formats. Also prints claim
letters and other management reports.
Vendor List—Provides Vendor information in various formats.
Budget List—Lists budget information in various formats.
Preparing Order, Vendor & Budget Reports
Order reports give you immediate access to information about the orders processed in
your library. To prepare Order Reports, follow these steps:
Step 1.
Choose Order Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Alexandria User’s Manual — 309
Order Reports
Preparing Order, Vendor & Budget Reports
Step 3.
Choose how you want to have your report displayed, under the Format
pull-down menu.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By pull-down menu to select which order records to
include in this report.
Step 6.
Click on the Print button to prepare the report.
Step 7.
Make any desired changes using the Word Processor tools.
Step 8.
To send to the printer, either click on the printer icon or choose Print
under the File menu and Order Report Formats
310 — Alexandria User’s Manual
Preparing Order, Vendor & Budget Reports
Order Reports
Order Lists—
1 line—Prints a one-line summary for each order that includes the PO number,
Order Number, Date Ordered, Date Received, Current Status, Number of Line
Items, and the total amount of the order.
Complete—Prints all information for the selected orders, including all line
item details.
Order Forms—Prints a complete order forms for each order. Only Open and Issued
orders are used for the report, unless you’ve specified an order status selection. If an
order is Open, its status is updated to Issued. Closed orders are generally not printed
unless specifically selected.
Claim Letter—Prints claim letters for unreceived items on all the selected orders. Only
Issued orders are used for the report unless you’ve specified an order status selection.
Patron Receipt Letter—Prints patron notification letters to all patrons whose items
have been received for the selected orders. Only Issued and Closed orders are used for
the report unless you’ve specified an order status selection.
Sorting Options for Order Reports
PO Number—Orders are sorted by PO number.
Vendor Name—Orders are sorted by Vendor name and then by Order Issue Date.
Subtotals are printed for each new Vendor.
Budget Code—Orders are sorted by budget code and then by Order Issue Date.
Subtotals are printed for each budget code.
Issue Date—Orders are sorted by Order Issue Date.
Selection Options for Order Reports
All Orders—All orders are examined for the report.
PO Number—Only orders within specified PO numbers are included in the report.
Order Issue Date—Only orders within the specified order-issue date-range are
included in the report.
Order Status—Only orders with a specified status chosen below are included.
1 - Open Orders—Only selects orders which have not yet been issued.
2 - Issued Orders—Only selects orders which have been issued to the Vendor.
3 - Closed Orders—Only selects completed (Closed) orders.
Vendor Code—Only orders with a specified Vendor code are included in the report.
Alexandria User’s Manual — 311
Order Reports
Preparing Vendor Reports
Preparing Vendor Reports
Vendor reports quickly give you information about the Vendors used in your library. To
prepare a Vendor Report, follow these steps.
Step 1.
Choose Order Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By pull-down menu to select which patron records to
include in the report.
Step 6.
Click on the Print button to prepare the report.
Step 7.
Make any desired changes using the Word Processor tools.
Step 8.
To send to the printer, either click on the printer icon or choose Print
under the File menu.
Vendor Report Formats
Vendor Lists—
1 line—Vendor information is printed on a brief one-line per Vendor format.
The Company Name, Vendor Code, Contact, Telephone, and Status are printed
for each Vendor.
Complete—All Vendor information is displayed on the report.
Sorting Options for Vendor Reports
Vendor Code—The report is sorted by Vendor code.
Vendor Company Name—The report is sorted by Vendor company name.
Selection Options for Vendor Reports
All Vendors—All Vendors are included on the report.
Vendor Code—Only Vendor codes within the specified range are included.
Vendor Company Name—Only Vendor company names within the specified range
are included.
Active Vendors—Selects Vendor records which are Active.
Inactive Vendors—Selects Vendor records which are Inactive.
312 — Alexandria User’s Manual
Order Reports
Preparing Budget Reports
Preparing Budget Reports
Budget reports quickly give you information about the budgets used in your library. To
prepare Budget Reports, follow these steps:
Step 1.
Choose Order Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By menu to select which budget records to include in this
report.
Step 6.
Click on the Print button to prepare the report.
Step 7.
Make any desired changes using the Word Processor tools.
Step 8.
To send to the printer, either click on the printer icon or choose Print
under the File menu.
Budget Report Formats
Budget Lists—
1 line—Budget information is printed on a brief one-line per budget format.
The Budget Code, Description, Status, and amount committed and spent
amounts are printed.
Complete—All budget information is displayed on the report.
Sorting Options for Budget Reports
Budget Code—The report is sorted by budget code.
Budget Name—The report is sorted by budget name.
Selection Options for Budget Reports
All Budgets—All budgets are included on the report.
Budget Code—Only budgets with codes in the specified range are included.
Budget Name—Only budgets with names in the specified range are included.
Active Budgets—Selects Budget records which are Active.
Inactive Budgets—Selects Budget records which are Inactive.
Alexandria User’s Manual — 313
Order Reports
314 — Alexandria User’s Manual
Preparing Budget Reports
Subscription Reports
These reports print information from the Subscription and Routing management
windows. Reports exist in the following categories:
Subscription Reports—Contains report options for Subscriptions and Routes.
Subscription Reports—Provides reference lists of subscription and renewal
lists. Reports include Summary Statistics that provide additional information
for budgeting within the library.
Route Reports—Provides lists of routes in summary or detailed formats.
Preparing Subscription & Route Reports
Subscription reports give you immediate access to information about the Subscriptions
used in your library. To prepare Subscription Reports, follow these steps.
Step 1.
Choose Subscription Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Alexandria User’s Manual — 315
Subscription Reports
Preparing Subscription & Route Reports
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By pull-down menu to select which subscription records
to include in this report.
Step 6.
Step 7.
Step 8.
Click on the Print button to prepare the report.
Make any desired changes using the Word Processor tools.
To send to the printer, either click on the printer icon or choose Print
under the File menu.
316 — Alexandria User’s Manual
Preparing Subscription & Route Reports
Subscription Reports
Subscription Report Formats
Subscription Lists—
1 line—A brief one-subscription-per-line report is printed. The Subscription
Name, Title and Frequency are shown.
Complete—All Subscription information is included on this report.
Renewal List—A brief one-subscription-per-line report is printed, including the
Subscription Name, Title, Renewal Date, and Cost. A total cost is printed at the
bottom of the report. Use this report to review subscriptions that are due for
renewal, or estimate the budgets required for subscriptions.
Subscription Due Dates—Track any subscriptions that are past due.
Subscription History—Lists the date when each issue was received and the number of
issues remaining. There is a page break between each subscription.
Sorting Options for Subscription Reports
Subscription Code—The report will be sorted by the Subscription Code.
Subscription Title—The report will be sorted by the Subscription Title.
Vendor—The report will be sorted by the orders’ Vendor Name.
Selection Options for Subscription Reports
All Subscriptions—Include all subscriptions in the report.
Renewal Date—Includes subscription with renewal Dates in a specified range.
Subscription Code—Include subscriptions with Codes in a specified range.
Subscription Vendor—Include subscriptions with Vendors in a specified range.
Missing Subscriptions—Include only those subscriptions that have not been received
as expected. Use this selection to ensure that the library is receiving all items.
Alexandria User’s Manual — 317
Subscription Reports
Preparing Route Reports
Preparing Route Reports
Route reports give you immediate information about the routes used in your library. To
prepare a Subscription Report, follow these steps:
Step 1.
Choose Subscription Reports from the Reports menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Step 3.
Choose how you want your report Format displayed.
Step 4.
Choose the Sort By order for this report.
Step 5.
Use the Select By pull-down menu to select which subscription record to
include in this report.
Step 6.
Click the Print button to prepare the report.
Step 7.
Make any desired changes using the Word Processor tools.
Step 8.
To send to the printer, either click on the printer icon or choose Print
under the File menu.
Route Report Formats
Routing Slips—Prints routing slips for all selected routes. Generally, Alexandria will
either print the routing slips automatically when items are received, or you’ll print them
individually from the Routing Management or Circulation window. However, if
you’d like to print several at once, this report is available.
1 line—A brief one-line-per-route report is printed.
Complete—All Routing information is included on this report.
Sorting Options for Route Reports
Route Name—The report will be sorted by the Route Name.
Responsible Patron Name—The report will be sorted by the Responsible Patrons
name.
Selection Options for Route Reports
All Routes—Include all routes in the report.
Route Name—All routes within a specified range are included in the report.
Responsible Patron Barcode—All routes within a specified range are included in the
report.
318 — Alexandria User’s Manual
Special Reports
These reports are special, because they don’t seem to fit into any other categories. They
are used for displaying and printing information about your Policies, Calendars,
Barcode Labels, and your Registration Card.
Preparing Special Reports
Step 1.
Choose Special Reports from the Reports pull-down menu.
Step 2.
Choose the type of report you want from the Report Name pull-down
menu.
Alexandria User’s Manual — 319
Special Reports
Preparing Special Reports
Step 3.
Choose how you want your report Format displayed.
Step 4.
Select the Sort By option for your report.
Step 5.
Use the Select By pull-down menu to set options for the report.
Step 6.
Click the Print button to prepare the report.
Step 7.
Make any changes to the formatting.
Step 8.
Choose Print from the File menu.
Special Report Formats
Policy Lists—Use this report to document all Policies that you’ve defined.
Patron Policies—Prints a report which includes all Patron Policies sorted by
the full Policy Name.
Item Policies—Prints a report which includes all Item Policies sorted by the full
Policy Name.
Circulation Policies—Prints a report which includes all Circulation Policies
sorted by the full Policy Name.
Library Calendar—This report prints calendars in a one-month-per-page format over a
specified date range. Only the month of the Starting or Ending Date is used, although
the program requires you enter a full date.
You can use this report to post the library’s Open, Closed and Period Due Dates for any
calendars in your system.
320 — Alexandria User’s Manual
Preparing Special Reports
Special Reports
Calendar Notes—This report prints the selected library calendar notes throughout a
specified date range.
Manual Check out Sheet—Print and create forms to use in your library in case your
computer system isn’t available. It’s a simple form that can be used to record
transactions which can later be entered into Alexandria when the system is active again.
You can also use one of COMPanion’s portable laser scanners to perform transactions
when the computer system isn’t available.
NOTE:
These command labels
can be used with the
portable reader to enter
Circulation commands
into the reader.
Command Barcodes—Prints a sheet of barcodes that can be used to scan commands
into the Circulation window.
To perform a specified command in the Circulation window, just scan the command
with your scanner. Print this sheet and attach it to your desk for quick-entry of
Circulation commands.
Preferences Report—A report of all library preferences which are not available
through other reports.
Alexandria User’s Manual — 321
Special Reports
Preparing Special Reports
Custom Barcode Labels—This report prints barcode labels, sorted by number, over a
specified range. This report will only work with Sheet Feed printers. It will print Code 3
of 9 labels (30 per page) on special laser-printer paper available from COMPanion. Enter
a starting and ending number.
When you click Print, you’ll see the following window:
This window allows you to enter the text that will be printed on the top and bottom of
the labels that you are printing.
You can use these labels for any purpose. Typically, you’ll use them for printing
temporary barcode labels and creating new item and patron labels.
However, the advantage of printing item/patron labels from the other barcode printing
reports is that patron labels will have the patron’s name on them, and item labels will
have the title and call number printed on them.
- N
O T E
-
If you are planning on using label protectors, test all your scanners before
placing labels protectors over your labels. Some combinations of
protectors/scanners don’t work well together and you don’t want to be
forced to replace your scanners or labels if there is a conflict.
322 — Alexandria User’s Manual
Special Reports
Preparing Special Reports
Authority Reports—This report provides information on the terms created in your
Catalog. This report includes the full term, its type, and how many entries contain that
term.
All Words—All entries in the Item Dictionary are included.
Title—Only Title entries are included.
Authors—Only Author entries are included.
Subject—Only Subject entries are included. Please note that Subject entries are
for Subject subfields only, not for full Subject phrases.
Bibliographic Code—Only Alexandria Bibliographic Codes are included.
Curriculum Code—Only Alexandria Curriculum Codes are included.
Interest Code—Only Interest codes entries are included.
Publisher—Only Publisher name entries are included.
Series—Only Series entries are included.
Call Number—Only Call Number entries are included.
Publication Year—Only Publication Year entries are included.
System Analysis—This report shows information about your Computer System and
Alexandria Data Files.
Alexandria User’s Manual — 323
Special Reports
Preparing Special Reports
Super Summary—This report performs a comprehensive analysis of your collection.
The default entries are called Regular Super Summary and Missouri Super Summary.
Typically, you’ll want to perform the analysis on your entire collection.
Super Summary Report Details
Super Summary reports are used to perform detailed analysis of the items in your
collection. Typically, the analysis is performed on your entire collection.
The Regular Super Summary
The Regular Super Summary performs a detailed analysis of the items in your
collection. Statistics are collected based on the Financial date range, the last calendar
month, and the last 12 months. It collects the following pieces of information:
Title Based Statistics are only collected for titles with copy records. Title records
without copy records are counted separately. Copies which are Lost or Discarded are
NOT included in the calculations except for the Lost and Discarded counts of the
current financial year (see “Orders Preferences” on page 90).
• Title Count—Total number of Titles in the selected group.
• No Copies—Count of titles that have no copies
• Copyright 2yr—Count of copies in Copyright range of 0-2 years.
• Copyright 3-5yr—Count of copies in Copyright range of 3- 5 years.
• Copyright 6-10yr—Count of copies in Copyright range of 6-10 years.
• Copyright 11-20yr—Count of copies in Copyright range of 11-20 years.
• Copyright 20+yr—Count of copies in Copyright range of 20+ years.
• No Date—Count of copies with no copyright date.
• Jan-Dec Usage—Monthly Title Usage counts for each month. These counts
come from the Title Statistics information record (12 columns of data, one for
statistics in each month.)
• YTD Usage—Title Year-To-Date usage over the last 12 months.
• LTD Usage—Life-To-Date usage counts for each title.
324 — Alexandria User’s Manual
Special Reports
Preparing Special Reports
Copy Based Statistics are computed for each copy in the selection range.
NOTE:
Date range for Lost and
Discarded and New is
specified in financial
year references under
Orders Preferences.
• Copies—Total Count of Copies in a group—except copies which are Lost or
Discarded.
• New—Count of items with Accession Dates within a specified date range.
• New Value—Total value of new copies totaled above.
• Inventoried—Count of items inventoried within a specified date range. Date
range for Inventoried is the last calendar month.
• Value—Total value of inventoried copies above.
• Lost—Count of items lost within a specified date range. Since this statistic is
only over the specified date range, more Lost items may be in your inventory.
• Lost Value—Total value of lost copies counted above.
• Discarded—Count of items discarded within a specified date range. Since this
statistic is only over a specified date range, more Lost or Discarded items may
be in your inventory.
• Discarded Value—Total value of Discarded copies counted above.
The Missouri Super Summary
The Missouri Super Summary collects the following pieces of information.1
1. Holdings—A count of the number of copies in a selection group.
2. Older—A count of the number of copies with publication dates that are 13
years old (or older) from the end of the current financial year.
3. Newer—A count of the number of copies with publication dates that are less
than 13 years old from the end of the current financial year.
4. % Newer—The percentage of items that are newer.
1. This data is NOT collected for copies that are Lost or Discarded.
Alexandria User’s Manual — 325
Special Reports
Preparing Special Reports
Super Summary Statistics Groups
Statistics are collected based on Call Number and Item Policy over the entire selection.
For Call Number Statistics, numeric sub-divisions are grouped into the following
categories for each Call Number prefix. Numbers with no prefix are shown below.
Standard Super Summary uses these numeric selections:
000-099 (less 092s)
092 Only
920 Only
100-199
200-299
300-399
400-499
500-599
600-699
700-799
800-899
900-999 (less 920s)
Missouri Super Summary uses these numeric selections:
000-319
320-329
330-339
340-359
360-369
370-379
380-389
390-519
520-529
530-549
550-559
560-569
570-579
580-609
610-619
620-629
630-999
326 — Alexandria User’s Manual
Special Reports
Preparing Special Reports
If the Call Number begins with a Numeric character, the following is performed.
• All non-Numeric characters are removed.
• The first three numeric characters are kept (up to a decimal point).
• If fewer than three digits remain, zeros are padded to the front.
• This value is considered the Numeric Call Code. Thus “45.24” gets turned
into “045” and “100.347” gets turned into “100”.
• The Numeric Call Code is then updated to match the ranges in the selection
groups shown on the previous page. Thus, “045” would map to “000-099”
in the Standard Super Summary, but in the Missouri Super Summary it gets
grouped as “000-319”.
Super Summary Call Number Prefix definitions
If the Call Number begins with an Alpha character, the Call Number prefix is computed
based on the prefix of the call number.
First, all leading Alpha characters are collected from the beginning of the Call Number.
These characters are examined and classified according to the following table (i.e. if
there is an E or EZ, it’s turned into ‘Easy’—call this the Group Name). If the numeric
characters follow the Alpha characters, they are extracted using the numeric character
extraction rules shown above. The full Group Name is then created by appending the
Group Name with the Numeric Call Code.
Thus reference books with a call number of “REF 100.000” fall into the analysis group
of Reference 100-199. If no code exists for a call number prefix, the group “•Other”
is used. Call Numbers that are counted under “.No Text” Call Numbers with no
prefix (such as 100.34) fall into group “100-199”.
- N
O T E
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Call Number Statistics Groups do not overlap. A copy is only included in
one group. Thus, “REF 100” goes into group “REF 100-199” but is not
added to group “100-199”.
NOTE:
Fiction items that do not
have a Call Number prefix
before the cutter (first three
letters of the author’s last
name) cause the Super
Summary to be unaffected
for a Call Number
analysis.
A Call Number prefix is assigned a Name based on a group of prefixes which are
mapped into the named group. Call number prefixes are not case sensitive. These
following groups are defined for all Super Summary reports. Thus, Call Numbers that
begin with “C” or “CAS” are added to the statistics group “Cassettes.”
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
AV Stand—AVS, AV
Audio Visual—AV, AUD
Biography—B, BIO, BI
CD ROM—CDR
Cassette Player—CP
Cassettes—C, CAS
Classes—CLA
Compact Disk—CD
Computer Software—CS
Computer—COMP
Data Display—DDP
Easy NF—ENF
Easy—E, EZ, EASY
Equipment—EQ, EQU, EQUIP
Fiction—F, FIC
Film Projector—FP
Alexandria User’s Manual — 327
Special Reports
Preparing Special Reports
• Filmstrip—FSP, FS, FSK, FSS
• Game—GAM
• Head Phone—HP
• Juvenile Fiction—JF
• Juvenile Non Fiction—JN, JNF
• Kits—KIT, K, KITS
• Laser Disk—LD, LSD
• Listening Station—LS
• Model—MOD
• Newspapers—NEW, NEWS
• Non Fiction—NF, NFC, N
• Opaque Projector—OPQ
• Overhead Projector—OHP
• Oversized—O, OS, BIG, LG, L
• Periodical—MAG, M, PER, P, J, JOR, JRNL
• Picture—P, PIC
• Professional—PRO, PROF
• Record Player—RP
• Recording—REC
• Reference—R, REF
• Screen—SCR
• Slide Projector—SLP
• Slides—SLI
• Story Collection—S, ST, STO, SC
• Study Print—SPR
• Television—TV
• Transparency—TRA
• Vertical File—VF, V, PAM
• Video Cassette Recorder—VCR
• Video Disc Player—VDP
• Video Disk—VD
• Video—V, VC, VID, VT, VTC
• Young Adult—Y, YA
• .No Text—empty call numbers.
• Other—Alpha call number prefixes not listen above.
- N
O T E
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At the same time that Call Number statistics are collected, the Super
Summary examines the Policy of each Copy and updates statistics across
each policy.
In the same way, a group exists which includes all sub-groups, thus
resulting in a total count over the item selection criteria.
328 — Alexandria User’s Manual
Alexandria Utilities
Most operations in Alexandria are designed to modify individual pieces of information
one entry at a time. Utilities are special functions that change large amounts of
information in your Alexandria Database with a single command.
Although they don’t modify records in your database, Utilities are used to export data
from Alexandria to other electronic systems or between Alexandria Databases.
W A R N I N G !
Before you use Utilities, Archive your data. Thus, if you discover that
you’ve performed an operation that has damaged your data, you can
recover to a previous archive.
How to Initiate a Utility
From the File menu, open the initial Utilities window.
Use the following general steps to begin a utility.
Step 1.
Step 2.
Select a utility type from the Utility Type pull-down menu.
If the utility you’ve selected has more than one option, an Operation
pull-down menu appears. Select an Operation from the Operation pulldown menu.
Alexandria User’s Manual — 329
Alexandria Utilities
How to Initiate a Utility
Step 3.
Some Operations require additional information. Fill in the specific
Operation information as required by the utility.
Step 4.
Use the Select by pull-down menu to select which records are to be
processed by the utility. You can make as many selections with And, Or,
and And Not (Boolean logic) as you require. However, you’ll need a large
monitor to see all the choices since the window will drop off the bottom
of your screen.
When you choose values in the selection pull-down menus, other fields
may appear, asking you for other required information.
Step 5.
Press the OK button. As Alexandria performs the Utility, a status window
appears. You can cancel the utility by clicking the Cancel button. Note
that this will only stop the utility; any records modified before you stop
will remain modified.
Step 6.
As the utility is processing, you can perform other tasks within
Alexandria. For example, you can check items in and out, or prepare a
report. Some Utility operations execute at a lower priority than most
Alexandria processes. Thus, if you run a Report, the Utility will rest while
the report is processing.
If the utility status window is hidden behind other windows, select it
from the Windows menu to bring it to the forefront.
Step 7.
330 — Alexandria User’s Manual
When the utility is complete, the status window automatically closes and
a “utility complete” entry is placed in the Circulation log. Many utility
functions will create entries in the log so you can monitor which records
are modified.
Alexandria Utilities
Item Utilities
Item Utilities
Item utilities are used to modify groups of items in your collection. These utilities let
you easily and quickly add, modify, and remove information for groups of items. For
example, there are utilities to remove groups of items, replace copy locations for a group
of items, and change Call Number prefixes for a group of items.
To make changes to groups of items, the group must have something in common for
Alexandria to select. For example, you can change the location for all items of a certain
material type because they have the material designator in common.
Item Utilities can be performed on many different groups of items. The selection options
available are the same as Item reports ((see “Selection Options for Item Reports” on
page 295)).
Verify Items
Use this utility to verify the internal status of a group of items. This procedure reviews
statistical information and internal database relations for the selected items. If problems
are found, they are automatically fixed. If you’ve had data damage due to power
outages or other hardware failures, you should run this utility to repair any damage.
Alexandria User’s Manual — 331
Alexandria Utilities
Item Utilities
Replace Information
Use this utility to change an existing value to a new value for a group of items. The
following options are available:
Item Policy—Replaces the Policy for the selected Copies. If you select only
Titles & Copies, all copies for that title are updated. Use the pull-down menu to
specify which Policies are modified.
Copy Collection—Replaces the Copy Collection data with whatever you
specify.
Copy Location—Replaces the Copy Location data with whatever you specify.
Don’t Show in Researcher—Sets the Don’t Show in Alexandria Researcher
check-box to ON for each Title selected.
Show in Researcher—Sets the Don’t Show in Alexandria Researcher checkbox to OFF for each Title selected.
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Alexandria Utilities
Item Utilities
Modify Call Numbers
Use this utility to modify Call Numbers for Titles and/or Copies. Only those records
selected using the Select By pull-down menu are examined or modified.
Add Prefix—Adds a specified prefix to the selected items.
Replace Prefix—Replaces a specified prefix with a new value.
Remove Prefix—Removes a specified prefix in matching records.
Use the pull-down menu to specify which Call Numbers are modified.
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Alexandria Utilities
Item Utilities
Remove Title
Use this utility to remove a group of Titles. All selected Titles are removed from
Alexandria.
This utility does not remove Titles with copies that are currently checked out. Only
copies that are not checked out are removed. When a Title is removed, all pending holds
are also removed. When copies are removed, all reservations for those copies are
removed.
Remove Copy
Use this utility to remove a group of item Copies. All selected Copies are removed from
Alexandria. This utility does not remove Copies that are checked out. If all the Copies
for a title are removed, the title will also be removed if the Remove titles without
copies check-box is selected. When Copies are removed, all reservations for the Copy
are also removed.
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Alexandria Utilities
Item Utilities
Remove Archived Copies
This utility removes all copies that had their status set to archived between the Starting
and Ending dates specified. If you leave the starting date blank, Alexandria uses
““January 1, 1900.”” If you leave the ending date blank, Alexandria uses
““January 1, 2050.”” Thus, if you leave both dates blank, all archived copies will
be removed. The title will also be removed if the Remove titles without copies checkbox is selected and there are no remaining copies for that title.
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Alexandria Utilities
Item Utilities
Remove Lost Copies
This utility removes all copies which had their status set to lost between the Starting
and Ending dates specified. If you leave the starting date blank, Alexandria uses
“January 1, 1900.” If you leave the ending date blank, Alexandria uses “January
1, 2050.” Thus, if you leave both dates blank, all lost copies are removed. The title will
also be removed if the Remove titles without copies check-box is selected and there
are no remaining copies for that title.
Remove Discarded Copies
This utility removes all copies which had their status set to discarded between the
Starting and Ending dates specified. If you leave the starting date blank, Alexandria
uses “January 1, 1900.” If you leave the ending date blank, Alexandria uses
“January 1, 2050.” Thus, if you leave both dates blank, all lost copies are removed.
The title will also be removed if the Remove titles without copies check-box is selected
and there are no remaining copies for that title.
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Alexandria Utilities
Item Utilities
Remove Copy Transactions
This utility removes all transactions for specified copies. WARNING—Do not run this
utility unless you want to lose Circulation status for the selected copies!
Match Title Call Numbers
This utility assigns the Title Call Number to all selected copies.
Match Title Policies
This utility assigns the Title Policy to all selected copies.
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Alexandria Utilities
Patron Utilities
Patron Utilities
Use Alexandria utilities to change or remove groups of patrons. For example, there are
utilities to change patron Policies, renew expired cards, and update expiration dates.
Patrons may be selected from the same criteria as Patron Reports ((see “Selection Options
for Patron Reports” on page 284)).
Verify Patron Status
Use this utility to verify the status of a group of Patrons. This procedure reviews all the
statistical Circulation Information and statistics for the Patrons selected and ensures
that it is accurate. This procedure also examines the graduation year for each Patron and
adjusts the grade to match.
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Alexandria Utilities
Patron Utilities
Replace Patron Information
Use this utility to change an existing value to a new value for a group of Patrons. The
following options are available.
Patron Policy—Replaces the Policy for the selected Patrons.
Location—Replaces the Location field for selected Patrons. In schools, this field
is typically called the Homeroom.
SubLocation—Replaces the SubLocation field for selected Patrons.
Card Expiration—Replaces the Card Expiration date with a specified Date.
Graduation Date—Replaces the Graduation Date with a specified Date.
Alexandria User’s Manual — 339
Alexandria Utilities
Patron Utilities
Remove Patrons
Use this utility to remove a group of Patrons. Use the Select By pull-down menu to
limit the Patrons you remove. This utility does not remove Patrons who have items
checked out or who have a current balance due to the library. If you select the Always
Remove check-box, Items checked out to Patrons that are going to be removed are
marked as lost and any pending fines or Charges are forgiven—the Patron is then
removed.
When a Patron is removed, all their Holds, Reservations and In-Stock Holds are also
removed. If there are any Patron History records, all but Payment History is removed.
Clear Patron History
This utility removes all Patron History Records that were created between the Starting
and Ending dates specified. If you leave the starting date blank, Alexandria uses
“January 1, 1900.” If you leave the ending date blank, Alexandria uses “January
1, 2050.” Thus, if you leave both dates blank, all lost copies are removed.
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Alexandria Utilities
Patron Utilities
Renew Patron Cards
Renews any Patrons whose Card has expired or will expire in the next two weeks. Card
is renewed for the period specified in the Patron policy.
Keep Patron History
Sets the Keep Patron History option for each selected Patron to match the status of the
Keep Patron History check-box specified above.
Remove All Transactions
This utility removes all transactions for the specified Patrons. WARNING—Do not run
this utility unless you want to lose Circulation status for the selected Patrons!
Alexandria User’s Manual — 341
Alexandria Utilities
Circulation Utilities
Circulation Utilities
Verify—Examines all Circulation records for internal consistency. Bad Circulation
records are either fixed or removed, depending on the type of problem detected. This
utility does not update Circulation records with policy changes.
NOTE:
Update will NOT
modify a manual
(period or hard) due
date!
Update—Performs the Circulation Verify function for all Circulation records, but also
updates changes in policies which have occurred since the transaction. Use this utility if
you’ve set new fine rates and want them applied to existing transactions.
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Exporting Item Information
Alexandria Utilities
Exporting Item Information
Exporting is the process of moving information out of Alexandria to use in other
software applications. You can export records for all (or a specified group) of items.
Exporting item records does not change the original record in Alexandria. Only a copy
is exported; the original record remains the same. You can export records from
Alexandria in Marc, MicroLIF and tab-delimited formats.
Use the export to archive your item information, create catalogs for selected items, or
modify item information using outside applications before importing it back into
Alexandria. Select the format of the export in the Operation pull-down menu. Marc
and MicroLIF are standard bibliographic formats.
Alexandria User’s Manual — 343
Alexandria Utilities
Exporting Item Information
The tab Separated format is unique to Alexandria. When this selection is chosen, a
Select Fields button appears. Click this button to see the following window.
Double-click on a line to exclude it from export. Click and drag lines to change the order
of the export (see “Item fields—Field Numbers” on page 362 for a description of the fields which
can be exported and imported). Alexandria automatically creates a file header that can be
used by Alexandria to import exported files without the user knowing anything about
the contents of the data.
- H
I N T
-
You can use the checkmark buttons at the bottom of the window to select
or deselect all fields. Use the Default button to configure a default list of
fields.
Selecting Print from the File menu will print a report of your selections.
Data can be sorted before export by selecting the Sort by selection. Only data for the
copies selected is exported. The tab Separated format only exports one-copy-per-line
exported. Thus, if you export a title with ten copies, you’ll end up with ten tab separated
records getting exported.
Because it’s easier to read, use MicroLIF for full Marc records rather than the Marc
(Communications) format. You can use the virtual Word Processor integrated into
Alexandria to view any file you’ve exported. To view an exported file, use Open from
the File menu to select the file (for more information on import/export formats, see “Importing
Item Information” on page 361).
344 — Alexandria User’s Manual
Exporting Patron Information
Alexandria Utilities
Exporting Patron Information
Exporting is the process of moving information out of Alexandria to use other software
applications. You can export records for all (or a specified group) of Patrons.
Exporting Patron records does not change the original record in Alexandria. Only a
copy is exported; the original record remains the same.
You can export Patron records from Alexandria in standard tab-delimited format (also
known as ASCII files). You can examine this kind of file with almost any word
processor, spreadsheet or database application.
You can export Alexandria Patron information to use in other software programs. You
can choose to export all (or some of) your Patron records.
Alexandria User’s Manual — 345
Alexandria Utilities
Exporting Patron Information
Double-click on a line to exclude it from export. Click and drag lines to change the order
of the export (see “Patron Fields—Field Number” on page 360 for a description of the fields
which can be exported and imported). Alexandria automatically creates a file header which
is used by Alexandria to import an exported file without the user knowing anything
about the contents of the data.
- H
I N T
-
You can use the checkmark buttons at the bottom of the window to select
or deselect all fields. Use the Default button to set a default list of fields.
Selecting Print from the File menu will print a report of your selections.
Data can be sorted before export by selecting Sort by selections.
You can use the Virtual Word Processor integrated into Alexandria to view any file
you’ve exported. To view an exported file, use Open from the File menu to select the
file (for more information on import/export formats, see “Importing Patron Information” on
page 359).
Export Other
This utility allows the librarian to export other Alexandria data to import into another
Alexandria database. When Run is selected, the following options are made available.
Select the data you want exported. To import it into another Alexandria database,
import as you would any other import file. Alexandria will recognize the data and
correctly import it.
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Check for Updates
Alexandria Utilities
Check for Updates
If you have an Internet connection, you can check for Alexandria updates from
COMPanion’s server. If an update is available, a description of the update is shown, and
you can choose to update your Alexandria Data Station or wait for a future date. This
Utility is only available for the Data Station; Librarian Workstations do not offer this
selection.
Database Utilities
Database utilities allow you to correct problems with the record structures saved on
disk. Unlike the Verify utility, these utilities don’t look at individual pieces of data—
only at entire records. If you’ve had a power outage (or other serious problems with
your hardware), you may need to run this utility.
Rebuild
This utility rebuilds all data files and then runs all Verify routines. If data damage is
detected, it’s automatically fixed. If unrecoverable damage is detected, you’ll be notified
and will have to restore a backup before you can continue. Alexandria tries very hard to
recover your data. If it can’t be done, there is nothing COMPanion can further do to
restore the data. Your best protection are frequent backups of your valuable data. Run
this Utility once a month to keep data in good order.
Data Scan
This utility reads all disk data structures, looking for errors. If no errors are detected,
there is high confidence that your data is secure. If errors are found, Alexandria makes
every attempt to repair the problem—which may require a full Rebuild. If you don’t
shut down your Data Station properly, a Data Scan will be initiated automatically when
you next start Alexandria. You can cancel this operation, but it’s not recommended
unless you plan on restoring a backup.
This Utility is only available on the Data Station. Librarian Workstations do not offer
this selection.
Alexandria User’s Manual — 347
Alexandria Utilities
Catalog Utilities
Catalog Utilities
Catalog Utilities allow the user to add (New), Modify, or Remove any information in a
Marc record within your collection. Only records in a selected range are examined for
modification. When an asterix “*” appears next to a menu selection, it means that only
one (of the selected) is allowed per item. For example, you can only have one Main
Author* per title and there can be only one Medium* type.
W
A R N I N G
!
Catalog Utilities permanently modify groups of records. If you are unsure
(or just want to be safe), perform an Archive of your data before you
perform this utility in the event of a huge mistake you can restore your old
data. Be extra careful when you use these routines!
Since Alexandria stores data in a Marc format, making changes involves modifying data
in Marc Tags and Subfields. The utility allows you to specify a specific subfield, or you
may specify multiple subfields within the same Tag.
When checking for data to modify, you can specify wildcard characters for matching
purposes. Use the “*” character to specify any number of characters, and the “?”
character to specify a wildcard match for only one (or none) character.
If you specify only a Tag in the Tag/Subfield area, then you must specify subfields in
the other fields.
Thus, to remove all subfields in the 260 tag, Enter only “260” in the Tag field, and in the
Value to Remove field enter “_a*_b*_c*” The wildcard character, “*”, causes
Alexandria to match all values, and since this is a remove operation, it will remove all
the specified subfields. When all subfields are removed from a Tag, the Tag itself is
automatically removed. Use “_?” to specify “any subfield.”
Thus, to look for all Author listings that begin with Asimov, enter “Asimov*” as we do
in the following example:
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Alexandria Utilities
Catalog Utilities
In this example, the user wants all author entries for Isaac Asimov to have the same
format.
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
We set the selection to only examine records where the author is Asimov.1
Specify that we want to modify only data in 100_a.
Just to be sure, we check to see that the Author begins with “Asimov”.
We replace matching 100_a’s with “Asimov, Isaac”.
Click OK to start changing your data.
Click Cancel to stop the utility.
W
A R N I N G
!
Changes already performed will not be undone! Only unprocessed records
are cancelled. Any record which was modified by the utility will stay
modified.
1. In this example, the utility would also change Janet Asimov’s entries to Isaac. We
should have specifically selected the Author as “Isaac Asimov”. Use this utility with
great care!
Alexandria User’s Manual — 349
Alexandria Utilities
Verify Utilities
Verify Utilities
Misc Utilities are used to verify data within Alexandria files. Verifying data determines
that internal relationships are valid and logical. When bad relationships are identified,
they are corrected. Verification does not rebuild database structures or indexes.
Verify Budgets—Examines all Budgets, making sure they are computed
correctly and that all statistics are valid.
Verify Orders—Examines all Orders for accuracy. The system confirms that all
related data exists in your system.
Verify Routes—Examines all Routes, confirming that the Responsible Patron
exists and that Patrons in the route lists exist in your system.
Verify Subscriptions—Examines all Subscriptions, confirming that related data
exists and that internal information is logically consistent.
Verify Vendors—Examines all Vendors, making sure that Vendor statistics are
accurate and logical.
Use the Verify All selection to verify that all data files (including Patrons, Items
and Circulation), with one command.
350 — Alexandria User’s Manual
Data Import
There are times when you’ll want to add information into Alexandria from other
sources, such as Marc records from a book purchase or Patron information from a
central database. The process of adding information into Alexandria from other sources
is called Importing.
Alexandria supports importing of Patron, Item, and Transaction Command
information.
Data Import Dialog
There are two ways of importing patron or item data into Alexandria. The first is to
select Import from the File menu. The second way is to drag the import file onto the
Circulation window. When importing patrons or items, you’ll see the following window
appear.
The same window is shown for special format, tab-delimited, Marc and MicroLIF
imports. With this dialog, you can set the following import preferences.
Alexandria User’s Manual — 351
Data Import
Data Import Dialog
Global Settings
Archive First—When this option is selected, Alexandria will Archive your data
before the import is performed. This is useful when bad data is imported and
it’s necessary to go back to a previous database. Default is ON.
Strip Leading Alphas—When this option is selected, leading alpha characters
on imported barcode are ignored. For example, “XYZ100” would be turned
to”100” if this option is ON. Default is OFF.
Item Settings
Starting Item Barcode—If a new Item Barcode number is required, Alexandria
will begin assigning numbers beginning with this value. Alexandria always
checks to see if a value is already in use, and if it is, a new number is
automatically selected. Default is 1300000.
Item Policy—If an imported item doesn’t have an item policy defined in the
record, this policy will be used. Default is Standard Item.
Copies—Specifies how copies are managed on import. Default is Always Add
Copies.
Always Add Copies—Whether a new title is created or a match is made
against an existing title, we ensure that title has (at least) one copy. This could
come from the imported record or a default copy added if the imported record
has none.
Never Add Copies—Copies in imported records are essentially ignored. Only
the title information is imported.
Add Found Copies—If you’re updating titles and a match is made, add or
update the copy as appropriate. If not updating titles, simply add a new title for
every imported record and add any copies that were included in the import
record (no matching; barcode collisions are reassigned).
Copy Location—If the Copy Location of the imported record isn’t specified,
your location value will be put into 852_b. Default is blank.
Copy Collection—If the Copy Collection for the imported record isn’t
specified, your collection value will be put into 852_a. Default is Library ID.
Funding Source—If the copy funding code for the imported item record isn’t
specified, your funding code will be put into the record. Default is blank.
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Data Import Dialog
Data Import
Use Existing Barcodes—When this option is selected, barcode numbers found
in imported records are used as is during import. When this option is not
selected, all item Barcodes are reassigned using your next available barcode
number. Default is ON.
If you know for sure that your Vendor assigned “dummy” barcode numbers
with your Marc records, you’ll want to turn this option off to force Alexandria
to assign new barcode numbers according to your system preferences.
Allow Title Updates—When this option is selected, imported data is used to
can update existing Titles if key fields match. When this option is not selected,
only new records are added. Default is ON.
Typically, you’ll want Alexandria to add new copies to existing titles, or use the
import function to update brief records. If however, you want Alexandria to
create new Title records for each Marc record imported, turn this option OFF.
ON—If title or copy data is matched, the existing title record is modified
whether that means adding copies or updating copy and title info.
OFF—Existing titles are never modified by import. If a barcode matches, it is
reassigned. Title records are added—copies may or may not be added.
Require Matching Collection—When ON, copy data is ignored for copy tags
where the 852_a collection code doesn’t match the current collection code as
specified on the Library Information Preferences window (see “Library ID Code”
on page 87). When there is no 852_a information, it is assumed to be the local
collection code. When OFF, all copies are imported—no matter what the 852_a
tag contains. Default setting is OFF.
Alexandria User’s Manual — 353
Data Import
Data Import Dialog
Patron Settings
Starting Patron Barcode—If a new Patron Barcode number is required,
Alexandria will begin assigning numbers beginning with this value. Alexandria
always checks to see if a value is already in use, and if it is, a new number is
automatically selected. Default is “1100000”.
Patron Policy—If an imported patron doesn’t have a policy defined in the
import file, this policy will be used. Default is Standard Patron.
Allow Patron Updates—When this option is selected, imported data is used to
update existing Patrons if key fields match. When this option is not selected,
only new records are added. Default is ON.
Use Existing Barcodes—When this option is selected, barcode numbers found
in imported records are used as is during import. When this option is not
selected, all barcodes are reassigned using your next available barcode number.
Default is ON.
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Data Import
Computerized Records
To view the file before it’s imported, highlight it and click on the View File
button. To add additional files for import, drag them into the File Import List
field, onto the Alexandria program icon, or onto the Transaction window.
Click Start Import to begin the import. Use Cancel to end the import. Use Pause to
halt import temporarily. During import, status is shown at the top of this window.
W A R N I N G !
Importing Statistical Information
Be careful when importing statistical information. The numbers you
import (such as copies available or January Usage) will replace the current
Alexandria library statistics and could result in loss of information. For
example, if the program calculates 25 as the January usage, and you import
the number 12, the system will now show 12 although 25 is correct.
Computerized Records
Before we go further, it will help to understand some basic concepts about
computerized records. In order to exchange information between different programs (or
even between different computer systems), one needs to get the information into a
format that many different programs can understand. The standard, called ASCII1, is
widely used to exchange information between different programs and computer
systems. Sometimes an ASCII file is called a text file (“*.txt”) because all it contains is
textual information.
ASCII files contain two types of characters: standard visible characters such as numbers
and letters of the alphabet, and special characters that are called Control Characters.2
Control Characters are used for special purposes to control the display or interpret the
information in the file. If you have computerized data, you may be familiar with the
<tab> and <return> control characters that are used to make text more legible.
Because we can’t print these characters, they are represented as <tab> and <return> in
the manual.
When dealing with computerized information systems, you often hear the terms field,
record, and file. A field is the smallest unit of information stored. An example of a field
is a book’s title. A record is a related group of fields. Many records of the same type
saved together are called a file. For example, in a file of names, a record consists of the
fields “First Name” and “Last Name”. A more complex file may include records
with other fields such as “Phone Number” and “Address”.
1. American Standard Code for Information Interchange (ASCII)
2. Since you can’t see the TAB or RETURN characters, they are represented in this document as <tab> and <return>.
Alexandria User’s Manual — 355
Data Import
Computerized Records
In other words, records contain fields filled with information, and files contain many
records.
In the library world, there is a fairly well-defined method of exchanging bibliographic
information between computers. This format is called Marc, for MAchine-Readable
Cataloging. Another format of the Marc is called MicroLIF, for Microcomputer Library
Information Format. Alexandria has been programmed to recognize both Marc and
MicroLIF files automatically during import, and can export in both formats.
In addition to importing and exporting Marc and MicroLIF records, Alexandria is
capable of importing and exporting files in a tab-delimited format. This format can be
used to exchange information with other programs that utilize more complex Marc
standards. Most database, spreadsheet, and word processing programs on personal
computers support files in a tab-delimited format.
Tab-Delimited Records
A very common method of exchanging record information between programs is the tabdelimited ASCII file. In the tab-delimited format, fields are separated by the <tab>
control character and the end of the record contains the <return> control character.
John <tab> Smith <return>
Bill <tab> Jones <return>
My First Name <tab> My Last Name <return>
Using a tab-delimited patron import file, you can transfer information about patrons
stored in another computer system. For example, a school can use this capability to
transfer student information from the school administration computer system into
Alexandria, or to transfer library information back to the administration system.
Alexandria’s Tab-Delimited Import File Format
In Alexandria, we’ve enhanced the tab-delimited format by adding special information
on the first line of the file, used to interpret the data in the file. This first line is called a
header because it’s at the head (or beginning) of the file. The header allows programs to
figure out where the data in the file belongs. Alexandria headers look like this:
###*FileCode/FieldCode/FieldCode/FieldCode/ <return>
The ###* doesn’t mean anything, but is a rather unusual character combination, and is
unlikely to be found at the beginning of a file. If Alexandria finds a file with ###* at the
beginning, it assumes that the file is in a familiar format.
The header is optional. If it’s present, Alexandria will automatically place the
information where it belongs in the specified fields. The field codes must be in the same
order as the data. If there is no header, Alexandria displays a window allowing you to
specify the order and type of data getting imported. A header is automatically created
for all export files.
- N
O T E
-
The field code numbers used for field codes don’t have any special
meaning other than acting as unique identifiers for each of the fields that
can be imported or exported.
Since the header is automatically created on export, the information can be transferred
to another copy of Alexandria and automatically imported without the user knowing
anything about the structure of the file. This makes it easy for central administrators to
transfer information to Alexandria users. In order to be consistent, Alexandria assumes
that the first line of any import file is a header. However, it only knows how to process
headers in the format stated above.
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Computerized Records
Data Import
Some fields allow multiple lines of information (such as abstract or patron notes). Any
<return> located in a field is converted into the ‘\’ character on export and on import,
the ‘\’ character is restored to a <return>. Generally, you don’t need to know about
this. However, if you were to examine an exported file, you’d see these characters. Also,
if you wanted to add a <return> into a file that is getting imported, you can use the ‘\’
character to make it happen.
Import File Example
A sample patron import or export file might look like this:
###*PT01/1000/1007/1006/ <return>
1100000 <tab> Bill <tab> Smith <return>
1100001 <tab> John <tab> Jones <return>
In the example above, the header field codes “1000, 1007, 1006” specify that the fields
are ordered by barcode, first name, last name. An item record will be in a similar format,
except that different field codes are used and different types of field information is
entered (i.e. title or author of the item).
A simple way to study these formats is to export a few records, then examine the export
file with Alexandria’s virtual word processor.
If you export from Microsoft Works, you’ll notice that Works also places a header at the
beginning of its files. The header contains the titles of the columns in the file you’ve
exported. If you want, you can open this export file with the word processor in Works
and replace the Works header with a valid Alexandria header. If you don’t do this,
you’ll have to make sure that you selected the correct fields on the Field Mapping
window in Alexandria.
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Data Import
Computerized Records
Field Mapping Window
When there is no header on a tab-delimited file, the Field Mapping window appears so
that the user can specify which data in the import file goes into which Alexandria fields.
In this example, the user has adjusted the order of the fields to match their import file.
Use the Field Type pull-down menu to specify Patron or Item fields. The data from the
import file is shown on the left of the window. Alexandria field names are shown on the
right side.
Use the arrows on the bottom left of the window to examine different records in the
import file. If you want to skip some of the records in the import file, you can specify an
Initial records to skip value—default is zero.
To adjust the order of the Alexandria fields, click and drag the field names. Put the
Alexandria field names in the correct order for your imported data. To skip a field,
double-click on its line and the arrow will change to a red X. This means the data for this
field is ignored and will NOT be imported.
Once the field order has been established, click the OK button to import the data. Click
Cancel to stop importing.
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Importing Patron Information
Data Import
Importing Patron Information
Importing is the process of moving information into Alexandria from another source.
This is usually a quicker and easier method to get information into Alexandria than
entering it manually.
Using Alexandria’s import function, you can move patron information from other
computer applications directly into Alexandria. For example, you might be able to get
patron information from the administrative office student database and import it into
Alexandria. When students graduate from elementary to middle school, you can
provide patron records that the middle school can import into its Alexandria system.
Alexandria can import patron information files in tab-delimited format. Most word
processing and spreadsheet applications support files in tab-delimited format.
Rules for Importing Patron Information
When importing patron records, Alexandria first checks if barcode numbers and ID
numbers are being imported. If they are, Alexandria makes sure these numbers are
unique and not already in use by another patron.
• Alexandria looks for a header that contains a file designation of “PT011” to
specify Patron information.
###*PT01/fieldcode/fieldcode.../ <return>
• During import, Alexandria attempts to locate an existing record that matches
the newly imported record. If an existing record is located (and Allow Patron
Updates is selected), the existing Alexandria record is updated with the
imported information. If Allow Patron Updates is OFF, the matching import
records are ignored. If no records in the system match, a new record is added.
• In looking for matching records, Alexandria first checks the Patron Barcode,
then the Community ID, and Government ID. If no matches exist, the import
record is considered a new record. New records are assigned barcodes and
policies based on the preferences you’ve entered in the Import window.
• Alexandria v5 supports Alexandria v3 patron headers for compatibility with
older data transfer systems.
Uses for Patron Import and Export
The patron import/export routine allows the library to share patron information with
other computer systems. A city library can get a list of residents from the local utility
company, or a school library can get a list of patrons from the school administration
system. Thus, library patron information can be transferred to other programs. For
example, a school may hold a final report card if the student owes fines to the library. By
giving fine information to the school administration program, others may benefit from
this library information.
Another use for export/import is to modify information in a group of records. Patron
information can be exported, opened in another computer program, modified, then
returned to Alexandria. Sometimes this is much easier than modifying records (one at a
time) in Alexandria.
1. The file designator consists of two letters followed by two numbers. The letter will
never be an “O” so you can be sure that “0” means zero and is not an “O”.
Alexandria User’s Manual — 359
Data Import
Importing Patron Information
Patron Fields—Field Number
Barcode—1000
Community ID Code—1001
Government ID Code—1002
Password—1003
Location—1004
Secondary Location—1005
Last Name—1006
First Name—1007
Middle Initial—1008
Name Index—1009 {export value only}
Level—1010
Address—1011
City—1012
State or Province—1013
Postal Code—1014
Country—1016
Phone Number—1017
Fax Number—1018
Email—1019
Contact Notes—1020
Librarian Notes—1021
Alert Notes—1022
Categories—1025 {separate category terms with \}
Status—1026 {1=Active, 2=Card Lost, 3=Usage Blocked, 4=Transferred, 5=Inactive, 6=Other}
Library Code—1027 {for multi collection databases}
Policy—1028 {Use policy short code}
Previous Policy—1029 {Use policy short code}
Current Fine Balance—1030 {export only}
Fine Payments—1031 {export only}
Sex—1032 {Unknown=0 or U, Male=1 or M, Female=2 or F}
Life to Date Usage Count—1033 {export only}
Number of items currently checked out—1034 {export only}
Life to date overdue count—1035 {export only}
Number of items currently overdue—1036 {export only}
Number of items currently on hold—1037 {export only}
Current Reservations count—1038 {export only}
In-stock Holds count—1039 {export only}
Reserves Count—1040 {export only}
Keep Patron History—1041 {Yes or No}
Last Use Date—1042 {export only}
Last Validation Date—1043 {export only}
Next Validation Date—1044 {export only}
Date of Birth—1045
Patron Accession Date—1046
Card Expiration Date—1047
Graduation Date—1048
Patron RSN—1099 {export only}
360 — Alexandria User’s Manual
Data Import
Importing Item Information
Importing Item Information
Importing is the process of moving information into Alexandria from another source.
This is usually a quicker and easier method to get information into Alexandria than
entering it manually.
Using Alexandria’s import function, you can move item information from other
computer applications directly into Alexandria. For example, you might receive item
information from Vendors and import it into Alexandria. If you move library items from
one library to another, you can provide an item record that the new location can import
into its Alexandria system.
Alexandria can import item information in industry-standard Marc or MicroLIF format,
and also in tab-delimited format. Most word processing or spreadsheet applications
support files in tab-delimited format.
Rules for Importing Item Information
When importing item records, Alexandria first determines if the item is a new record or
an existing record that needs updating.
• Alexandria looks for a header that contains a file designation of “FT011” to
specify Item information.
###*FT01/fieldcode/fieldcode.../ <return>
• During import, Alexandria attempts to locate an existing record matching the
newly imported record. If an existing record is located (and Allow Title
Updates is selected), the existing Alexandria is updated with the imported
information. If Allow Title Updates is OFF, matching imported records are
ignored. If no records in the system match, a new record is added.
• In looking for matching records, Alexandria first checks the Copy Barcode,
then the ISBN, and LCCN. If Alexandria finds an EXACT match for the Barcode, ISBN, or LCCN, then the matching record is updated. If the previous
check fails, Alexandria then checks for matching Title, Author, Medium, Call
Number. Publication Year, Publisher, Extent and Volume—if a matching
record is located, it’s updated.
• For updated records, if the imported record is MicroLIF or Marc and doesn’t
contain copy information, a new copy is added to the updated record if
Always Add Copies is selected for Item Import Settings.
Alexandria performs an analysis on each and every Marc record imported so that
information is correctly imported from a wide number of Vendors. If you find records
that don’t import correctly, send them to COMPanion and we’ll update Alexandria to
properly import them.
Alexandria correctly imports records from the following sources—
1987 MicroLIF
1991 MicroLIF
US Marc Communication & Marc 21
SunLink, WisCAT
Laser Cat
Dynix, Follett
Canadian Marc
...and many others since the printing of this document.
1. The file designator consists of two letters followed by two numbers. The letter will
never be an “O” so you can be sure that “0” means zero and is not an “O”.
Alexandria User’s Manual — 361
Data Import
Importing Item Information
Item fields—Field Numbers
Copy Barcode—2000 {852_p}
Copy Last Date Used—2001 {export only}
Copy checked out Count—2002 {export only}
Copy Days in Circulation—2003 {export only}
Copy Last Modified Date—2004 {export only}
Prior Patron Barcode—2005 {export only}
Previous Prior Barcode—2006 {export only}
Before Previous Prior Barcode—2007 {export only}
Inventory Date—2008 {852_1}
Accession Date—2009 {852_1}
Vendor Code—2016 {852_1}
Copy Condition—2017 {852_1}
Copy Number—2021 {852_t}
Replacement Cost—2011
Purchase Cost—2012 {852_9}
Current Policy short code—2013
Previous Policy short code—2014 {export only}
Copy Status—2015 {export only}
Copy Notes—2018 {852_x}
Copy Alert—2019 {852_z}
Funding Source—2022
Copy Collection—2023 {852_a}
Copy Location—2024 {852_b}
Copy Call Number—2025 {852_h}
Copy Volume—2026 {852_v}
LCCN—2010 {010_a}
ISBN—2020 {020_a}
Primary Author—2100 {from 100_a}
Full Title—2240 {Title: Subtitle—export only}
Title—2245 {245_a}
Subtitle—2246 {245_b}
Statement of Responsibility—2247 {245_c}
Medium—2248 {245_h}
Edition Statement—2250 {250_a}
Publication Place—2260 {260_a}
Publisher—2261 {260_b}
Publication Year—2262 {260_c}
Extent— 2300 {full description—export only}
Physical Description—2301 {300_a}
Other Physical Details—2302 {300_b}
Dimensions—2303 {300_c}
Accompanying Material—2304 {300_e}
Series Statement—2440 {440_a}
General Note—2500 {500_a}
Summary—2520 {520_a}
Target Audience Note—2521 {521_a}
Review Source—2522 {521_b}
First Subject—2651 {650_a--650_x--650_y--650_z}
Second Subject—2652 {650_a--650_x--650_y--650_z}
Third Subject—2653 {650_a--650_x--650_y--650_z}
Fourth Subject—2654 {650_a--650_x--650_y--650_z}
Fifth Subject—2655 {650_a--650_x--650_y--650_z}
Bibliographic Codes—2040 {separated by \}
Curriculum codes—2041 {separate by \}
Don’t Show in Alexandria Researcher—2042 {yes or no}
Copy Count—2043 {export only}
Available for check out—2044 {export only}
Title Life-to-Date usage Count—2045 {export only}
SmartMARC Matching Score—2046 {export only}
362 — Alexandria User’s Manual
Data Import
Importing Transaction Files
Title Accession Date—2047 {export only}
First Used Date—2048 {export only}
Last Used Date—2049 {export only}
Last Modified Date—2050 {export only}
Last Modified User ID—2051 {export only}
Study Program Name—2750
Study Program Interest—Code 271
Study Program Reading Level—2752
Study Program Point Count—2753
Study Program Test Number—2754
Study Program Holding Code—2755
Last Validation Date—2054 {export only}
Title RSN—2099 {export only}
Importing Transaction Files
Transaction Files are used to enter transactions using text files rather than typing them
in manually. Portable barcode readers create Transaction Files for import into
Alexandria. Transaction files can be imported by dropping them on the circulation log if
they have a recognized header; or the user can use the Read Transaction file transaction
command ((see “Read Transaction file” on page 193)).
To automatically recognize a Transaction File, Alexandria looks for these headers:
Palm Laser scanner—Header begins with: ### SmartScan...
Heavy Duty Light pen—Header begins with: ### VidexDownload...
Heavy Duty (Rugged) Laser Scanner—Header begins with: ###VIDEX-LL...
When Alexandria is asked to import files with these headers, it will think it’s a
Transaction File and start processing the contents as transactions.
Alexandria User’s Manual — 363
Data Import
364 — Alexandria User’s Manual
Importing Transaction Files
Marc/MicroLIF Records
Alexandria can read and write Marc or MicroLIF records. Alexandria will automatically
recognize which type of record you are reading. Therefore, you don’t have to worry
about the format of the bibliographic data you receive.
What Are Marc & MicroLIF Records?
Marc (Machine-readable catalogue) records are designed for computers to communicate
with each other. For the casual users, these records are difficult to read. Even if you have
the proper training, they can be hard to decipher. Most users/patrons of your library
won’t know what a Marc record is, let alone know how to read one. Alexandria takes
the information in the Marc record and converts it for “human” usage within the
program. Alexandria can save a copy of the Marc record for transfer to other computer
users. The format that Alexandria displays is called MicroLIF.
MicroLIF (Microcomputer Library Information Format) records can contain the same
information as Marc records, but they are much easier for you to read. There are some
examples of this at the end of this chapter.
Saving Marc/MicroLIF Records
Although the Marc/MicroLIF formats are industry standards, the type and location of
some information located within the Marc record varies from Vendor to Vendor. In
order to be compatible with as many different Vendors as possible, Alexandria
automatically analyzes the Marc record in order to extract the information required for
your library.
Conversion Rules
During Import, Alexandria takes an entire Marc record into memory and then searches
for matching information to use with Alexandria. Some Vendors place information for
multiple copies of an item within the same Marc record. Alexandria will locate the
information pertinent for each copy, as long as the information is in a format that
Alexandria recognizes.
During import, Alexandria will automatically match existing items with new items.
First, if a barcode matches, Alexandria replaces old title and copy information. Second,
if the ISBN and title match, Alexandria replaces the old title with the new information.
Third, if the LCCN and title match, Alexandria replaces the old title with the new
information. Fourth, if all previous options fail, Alexandria matches a title, author,
publisher, publication, date, medium, extent, and edition. When a match is detected,
information in the imported record is used to update the existing record. The
assumption is that newer records contain more accurate information.
Note that if you import new information, then any information you may have modified
in existing records is lost. For example, let us say you have a title and you add some title
notes of your own. Then, you get a Marc record for that title and import it. If that Marc
record includes a series statement, then that series statement will replace the one you
have entered. As with all imported data, blank data NEVER replaces existing data,
therefore, if the imported record had no series statement, your data would not be
disturbed.
If the input file contains records that do not conform to the published standards for that
format, the record will be skipped. Alexandria utilizes a superb system that attempts to
decode incoming records, even when they don’t conform to the published standards. If
Alexandria User’s Manual — 365
Marc/MicroLIF Records
Marc/MicroLIF Record Definition
you find records that don’t work with Alexandria, please send copies of them to
COMPanion and we will update our engine to correctly interpret the non-standard
records.
Conversion Help
If you have any problems with your data, send COMPanion a diskette with your sample
Marc or MicroLIF data, a note with the nature of your problem, and the source of the
records. We will work with the supplier of your data to ensure compatibility with
Alexandria and report our findings to you directly.
A Short Cut
If your import files are named something similar to: Marc001, Marc002, Marc003 (i.e.
they end in three digits), then Alexandria will automatically continue reading
additional files. That is, once Marc001 is read, Alexandria will continue with Marc002
and so on. This trick works for Marc, MicroLIF and Custom import formats. Using this
trick, you can read up to 100 files with one import command.
Marc/MicroLIF Record Definition
For Marc records created by Alexandria
When you type bibliographic information into Alexandria, it automatically creates a
Marc record based upon the information you enter.
A Marc header is created.
The LCCN is placed into Subfield 010_a
The ISBN is placed into Subfield 020_a
The word “Alexandria” is placed into 040_u to identify this as a record exported from
Alexandria. The version of Alexandria is placed in 040_v. This coding allows Alexandria
to correctly recognize Alexandria proprietary Marc extensions without interfering with
non-Alexandria systems.
The Author is placed into Subfield 100_a
The Title is placed into Subfield 245_a, Subtitle in 245_b, Statement of Responsibility in
245_c and the Medium in 245_h.
The Edition is placed into Subfield 250_a
The Place is placed into Subfield 260_a
The Publisher is placed into Subfield 260_b
The Publication Year is placed into Subfield 260_c
The Extent is placed into Subfield 300_a—if AACR2 punctuation is used, it’s parsed into
the correct Tag 300 subfields.
The Series is placed into Subfield 440_a
The Content Notes are placed into Subfield 505_a
The Summary is placed into Subfield 520_a
The Title Call Number is placed into Subfield 900_a
The Volume is placed into Subfield 092_v.
Bibliographic Codes are not exported.
366 — Alexandria User’s Manual
Marc/MicroLIF Record Definition
Marc/MicroLIF Records
Curriculum Codes are not exported.
Interest Codes are placed into 521_a.
Alexandria Statistics are currently not included in the Marc export.
Only URL Attachments are currently included in the Marc exported (856_u).
If a Title has copies, Alexandria will create a Marc standard 852 tag for each copy.
The Library ID code is placed into Subfield 852_a (see “Library ID Code” on page 84).
The Copy Location is placed into Subfield 852_b.
The Copy Call Number is placed into Subfield 852_h.
The Copy Barcode Number is placed into Subfield 852_p.
The Copy Condition is placed into Subfield 852_q.
The Copy Alert Note is placed into Subfield 852_x.
The Copy Number is placed into Subfield 852_t.
The Copy Volume is placed into Subfield 852_v.
The Copy Note is placed into Subfield 852_z.
The Copy Cost is placed into Subfield 852_9.
Propriety Copy Information for which a Marc tag has not been assigned by the US Marc
Corporation is stored in the 852_1. This tag requires special formatting. For example:
The Copy Funding Source is placed into Subfield 852_1 Funds: (funds).
The Copy Accession Date is placed into Subfield 852_1 Accession Date: (date).
The Copy Inventory Date is placed into Subfield 852_1 Inventory (inventory date).
The Copy Policy Code is placed into Subfield 852_1 Policy: (policy code).
The Copy Condition Code is place into Subfield 852_1 Condition: (condition code).
Alexandria User’s Manual — 367
Marc/MicroLIF Records
A Sample Marc Record
A Sample Marc Record
Note how difficult it is to read Marc formatted records:
00826cam 2200217 a
45000080039000000100013000390200015000520400025000670500025000920820010001171
00002200127245008600149260003200235300003100267520013300298650001300431650002
000444650002400464852010600488900001400594-870120s1987 nyua j
00010 enga87000565- -a0396089259- -aCCSM5.0.3-cCCSM5.0.3- -aPZ 8.1.B755-bGo 1987- 219-aE-aBrett, Jan-d1949-- 0-aGoldilocks and the three bears-cretold and illustrated by Jan
Brett-dBook-h[book]- -aNew York-bDodd, Mead-cc1987- -a[32] p.-bcol. ill.-c29 cm.- aLost in the woods, a tired and hungry girl finds the house of the three bears where she
helps herself to food and goes to sleep.- aFolklore- -aBears-xFolklore- -xJuvenile
literature- -aCDL-h398.2 BRE-p3083t1-90.001Accession:02/03/2000|Inventory:02/03/
2000|Policy:NF|Condition:Unknown|- a398.2 BRE-
A Sample MicroLIF Record
Note how much easier it is to read this MicroLIF formatted record than the equivalent
Marc record:
LDR00000cam 2200000 a 4500^
008870120s1987
nyua j
00010 eng^
010 _a87000565^
020 _a0396089259^
040 _aCCSM5.0.3_cCCSM5.0.3^
050 _aPZ 8.1.B755_bGo 1987^
082 _219_aE^
100 _aBrett, Jan_d1949-^
245 0_aGoldilocks and
Brett_dBook_h[book]^
the
three
bears_cretold
and
illustrated
by
Jan
260 _aNew York_bDodd, Mead_cc1987^
300 _a[32] p._bcol. ill._c29 cm.^
520 _aLost in the woods, a tired and hungry girl finds the house of the three bears
where she helps herself to food and goes to sleep.^
650 _aFolklore^
650 _aBears_xFolklore^
650 _xJuvenile literature^
852
_aCDL_h398.2 BRE_p3083_t1_90.00_1Accession:02/03/2000|Inventory:02/03/
2000|Policy:NF|Condition:Unknown|^
900 _a398.2 BRE^
991 _aNon Fiction^`
368 — Alexandria User’s Manual
District Librarian
If you’ve purchased the District Librarian license, you’ll benefit from some additional
capabilities for your WAN-enabled Alexandria Data Stations. The District Librarian
Workstation has all the features of a Single User Alexandria license PLUS the ability to
access and modify any WAN-enabled Data Station in the District Address Book.
- N
O T E
-
The District Librarian capabilities are an optional feature of Alexandria.
You must purchase a separate license to use this feature. Each Data Station
that you want to manage must have the Alexandria WAN or you will not
be able to access it with the District Librarian.
The District Librarian is installed similar to an Alexandria Data Station, with several
slight differences.
• The installer is called District Librarian Installer.
• The program is called Alexandria District Librarian.
• You’ll need separate District Librarian registration codes.
• The District Librarian program creates an empty data folder during startup.
This data folder can be used to store local District Librarian data, however,
most of the time the program will be connected to a remote Data Station as if
it were a Librarian Workstation for that remote Data Station.
The District Librarian works exactly like an Alexandria Data Station, with the following
differences.
• A new District tab appears on the Administration Preference window ((see
“Configuring the District Librarian” on page 371)).
• A new District menu item appears in the menu bar.
Alexandria User’s Manual — 369
District Librarian
Using the District Menu
Using the District Menu
The District menu allows the user to choose which Data Station they would like to
connect to. When the District Librarian is connected to a Data Station, it operates
EXACTLY like a Librarian Workstation installed for that Data Station.
- N
O T E
-
In order to use the District menu, you must be logged into the District
Librarian at the Administrator password level.
When you change Data Stations with the District Menu, you may have to
identify yourself by entering a User Name and Password. Make sure
you’re configured as an Administrator or District Librarian on all the
systems you’ll be accessing.
• When the District Librarian has Local selected, the program works exactly like
a Single User Alexandria License.
• To move between collections, go to the District menu and select the collection/
location to connect with.
• You may be requested to give a password in order to connect to a Data Station
as if you were in the actual building You must have a valid user name and
password on the remote Data Station. When adding your name to the user list,
be sure to select District Librarian as your level status. Use the same password
in each building and the same form of your name to make logging onto the
District Librarian program easier.
370 — Alexandria User’s Manual
Configuring the District Librarian
District Librarian
Configuring the District Librarian
Before you can use District Librarian to examine or control other library Data Stations,
you’ll need to configure the District Librarian using the District tab.
Step 1.
Select Preferences from the Edit menu.
Step 2.
Click on the District tab of the Administration preference window.
Step 3.
For each Data Station that you want to control, add it by clicking on the
Specify IP buttons. Enter the Data Stations IP Address and a Friendly
Name. The Friendly Name is the name you will see in the new District
menu; it doesn’t have to match the name of the controlling library. If
you’re going to add several addresses, click on the Keep window open
after adding check-box. This will keep the window open after each new
Alexandria User’s Manual — 371
District Librarian
Configuring the District Librarian
address is configured. When you are finished, click on the Cancel button
or use the window close box.
372 — Alexandria User’s Manual
Technical Details
Alexandria v5 contains several advanced technologies. Although it’s not necessary to
understand how Alexandria does what it does, this chapter is for the technical person
who wants to know more about the inner workings of Alexandria.
Alexandria v5 is unique
Alexandria v5 is built on top of a proprietary cross platform (Windows and Macintosh)
development system developed specifically for Alexandria. The core components of this
system consist of these unique technologies:
• A prioritized multi-threaded scheduling system which schedules and manages all the executable components of the program. All processes within Alexandria are prioritized and queued automatically by our scheduler.
• A powerful communications system that supports TCP/IP communications
protocols and addressing. This system can handle thousands of simultaneous
messages. All messages are encrypted for communications confidentiality.
Only authorized messages are processed by the system.
• An integrated Web Server provides many Researcher options via standard
Web browsers across all platforms which support Web protocols.
• A powerful relational database optimized for storing and accessing library
information. Saved Data is encrypted for added data security. The database is
very high performance—on a high end G3 processor with a quick disk drive,
it can fully catalog up to 15 Marc records per second.
• A powerful word processor which uses its own virtual memory manager to
support very large documents with a small amount of physical memory. Documents can be freely moved between supported platforms.
• A “class library” for developing cross platform human interfaces.
• A proprietary toolbox of code used by all subsystems.
• Integrated debugging tools. Integrated diagnostic and debugging systems are
used throughout all our tools.
• A fully distributed transaction-based client/server architecture. The server
(Data Station) processes requests from all clients. Only information necessary
for processing is moved between clients and the data station. This places very
low demands on already overloaded wide-area networks.
Alexandria User’s Manual — 373
Technical Details
Alexandria v5 is unique
How do the workstations communicate with the Data Station?
When the Data Station creates installer folders, the TCP/IP address of the Data Station
is saved inside that folder. When the installer creates a workstation, this same
addressing information is placed inside the workstation application. This addressing
information is saved in an encrypted format which can only be read by Alexandria.
What happens if the Data Station’s address changes?
If the address of the Data Station is changed—none of the workstations will be able to
communicate with it and all workstations will have to be installed again. To force the
Data Station to build new installers, quit the Data Station, remove the installer folders
and restart the Data Station. New installers are automatically created.
Can I move my VWP (Alexandria Word Processor) documents to
other word processing programs?
Yes, the VWP has a Save As Text option. However, you’ll lose all document formatting.
Can I move my other word processing documents into Alexandria’s
Word Processor?
Yes, with your other word processor, use the Save as Text option. VWP can open TEXT
documents. However, you’ll lose all document formatting.
374 — Alexandria User’s Manual
Shortcut Keys
Accelerator and Hotkey Commands
Hotkeys—Hotkeys are the underlined characters in a menu item or dialog box that allow users
to access the item or control by pressing that character's key on the keyboard. In the case of
dialog controls, the user may have to hold down the <alt> key before pressing the hotkey.
Hotkeys are sometimes referred to as shortcut keys, access keys, or mnemonic keys.
Windows Shortcut Keys
Ctrl+Shift+N
New Document
Ctrl+O
Open
Ctrl+W
Close Window
Ctrl+Alt+W
Close All
Ctrl+S
Save
Ctrl+Shift+S
Save As Text
Ctrl+P
Print
Ctrl+Shift+E
Restart
Ctrl+Q
Exit Alexandria
Ctrl+Z
Undo
Ctrl+Shift+Z
Redo
Ctrl+X
Cut
Ctrl+C
Copy
Ctrl+V
Paste
Ctrl+A
Select All
Ctrl+F
Find
Ctrl+G
Find Again
Ctrl+;
Preferences
Ctrl+L
Patrons
Ctrl+I
Items
Ctrl+T
Circulation
Ctrl+C
Search
Alexandria User’s Manual — 375
Shortcut Keys
Accelerator and Hotkey Commands
Accelerator keys—An accelerator key is a keyboard shortcut that is accessed by holding
down modifier keys (<shift>, <ctrl>, <alt>, or combinations of these) and pressing
another key on the keyboard. Accelerator shortcuts appear to the right of a menu item text.
Macintosh Shortcut Keys
376 — Alexandria User’s Manual
+ +N
New Document
+O
Open
+W
Close Window
+ +W
Close All
+S
Save
+ +S
Save As Text
+P
Print
+ +E
Restart
+Q
Exit Alexandria
+Z
Undo
+ +Z
Redo
+X
Cut
+C
Copy
+V
Paste
+A
Select All
+F
Find
+G
Find Again
+;
Preferences
+L
Patrons
+I
Items
+T
Circulation
+K
Search
Glossary
Alexandria Data Station—The Alexandria program that performs the processing on
and permits the access to the data. Includes the ability to circulate, import, export,
manage patrons, manage items (catalog), search, run reports, and perform certain
maintenance functions. (This is the server program and doesn't necessarily require
server hardware.)
Alexandria Librarian—The Alexandria program for additional circulation and
cataloging stations. Includes the ability to circulate, import, export, manage patrons,
manage items (catalog), search, and run reports. Only some maintenance and database
related functions are available on this program whereas all maintenance and database
related functions are available on the Data Station. (This is a client program and doesn't
actually have direct access to the data. Makes processing requests of the Alexandria
Data Station.)
Alexandria Researcher—The Alexandria program for patron OPACs (on-line public
access catalog) or Search Catalogs. (This is a client program and doesn't actually have
direct access to the data. Makes processing requests of the Alexandria Data Station.)
ASCII—American Standard Code for Information Interchange - a universal; encoding
system for text characters.
Attachments—Electronic files or documents that appear on the patron or item record
where they are attached. These attachments can be accessed from the patron or item
details screens from circulation, management, or search screens. Attachment
descriptions for items are keyworded and searchable from Search or the Alexandria
Researcher.
Bookdrop—Circulation mode for checking in books.
Boolean Logic—Named after George Boole. A logical combinatorial system treating
variables, such as propositions and computer logic elements, through the operators
AND, OR, NOT, and XOR. This logic can have one of two values, true or false.
Bulletin Board—A message-display center within Alexandria. Messages can be viewed
from any Alexandria program but can only be added from the Data Station or Librarian
programs.
CDR—Compact disc-recordable. A compact disc on which you can write only once and
thereafter is read-only.
CDRW—Compact disc-re-writable. A compact disc on which you can write and real
from several times.
Check in/out—Circulation mode for checking out or checking in books. Rules that
apply are 1) if current patron doesn't currently have the copy checked out and the copy
is available, check it out to the current patron; 2) if the current patron doesn't currently
have the copy and the copy is checked out to someone else, ask the user if the copy
should be checked in - if yes, then try checking it out to the current patron; or 3) if the
current patron has the copy already checked out, check the book in. What this mode
does, as has been shown, depends on the conditions above.
Data—Numerical or other information represented in a form suitable for processing by
computer.
Details—Additional status information about the patron or item that can be accessed.
Alexandria User’s Manual — 377
Glossary
Discarded Items—A special patron (barcode 2) that will change the status of an item to
discarded. When an item is damaged, weeded or discarded and must be flagged for
reports or removal, just check out the item to the Discarded Items patron.
Hold—Also known as a pending hold. Use this when all copies are checked out and
someone wants any copy of that item publication as soon as one is available.
HTTP—Hypertext transfer protocol. The WWW page prefix indicating the clickable
“hotlink” arrangement used to instantly take you to a different page. A protocol used to
request and transmit files, especially webpages and webpage components, over the
Internet or other computer network.
In-Stock Hold—A hold that has been filled and is awaiting pick up by the patron
indicated. Notices do not currently print automatically but can be printed from the
Circulation Reports.
Inventory—Circulation mode that date stamps the copy within Alexandria with the last
time that the copy was seen by the system. In addition, inventory will indicate when the
copy is out of shelf order by placing “??->” next to the transaction log entry. NOTE:
Alexandria will change the inventory date every time the copy is checked in or checked
out since that was the last time the copy was seen by the system.
Inventory/Bookdrop—Circulation mode that performs the standard functions of
inventory and will check in any copies who status is checked out, lost, archived, or
discarded. If you do not want the status of the item to change, then use the Inventory
mode instead.
ISBN—International Standard Book Number.
Item—Any book, video, cassette, VCR, or Electronic document or file that is cataloged
in Alexandria.
LCCN—Library of Congress Card (Catalog) Number.
Links—A built-in launcher for electronic files or documents.
Lost Items—A special patron (barcode 1) that will change the status of an item to lost.
When an item is lost from inventory or by a patron, just check out the item to the Lost
Items patron.
MARC—Machine-readable cataloging.
Patron —A library user.
PPP—Point to point protocol. A protocol used by TCP/IP routers and PC’s to send
packets over dial-up and leased connections.
Pull-down Menu—A menu in a graphical user interface, whose title is normally visible
but whose contents are revealed only when the user activates it, normally by pressing
the mouse button while the pointer is over the title, whereupon the menu items appear
below the title. The user may then select an item from the menu or click elsewhere, in
wither case the menu contents are hidden again. A menu item is selected either by
dragging the mouse from the menu title to the item and releasing or by clicking the title
and then the item. When a pull-down menu appears in the main area od a window, as
opposed to the menu bar, it may have a small, downward-pointing triangle to the right.
Sequence Number—An internal accession number for patrons, items and copies.
Shown in Patron, Item and copy management as a small black number in the upper
right of the screen. A unique identifier assigned to every patron, item and copy added to
the system. It can be reassigned by the system but not by the user.Reservation - a
transaction that pre-checks-out a specific copy for a very specific date range. Can be
378 — Alexandria User’s Manual
Glossary
used to school units where the books need to be in the library between this date and that
and cannot be checked out. Only the person with the reservation can check out the copy.
If the copy doesn't get checked out by the person with the reservation, it will return to
an available status.
SMTP—Simple Mail Transfer Protocol.
Special Patrons—Alexandria-defined patrons that perform certain tracking tasks and
functions. i.e. Lost Items, Discarded Items, On-Order Items, On Repair Items, Archived
Items.
Symbology—The study or interpretation of symbols or symbolism. In the case of
Alexandria, the barcode symbology studies the barcode symbols.
TCP/IP—Transmission control protocol/internet protocol. A communication between
computers, used as a standard for transmitting data over networks and as the basis for
standard Internet protocols.
Temporary Items—An item barcode that only exists while it is checked out. As soon as
the item is checked in it is removed from the system. Temporary items are only visible in
circulation reports or on the patron's record. They are not cataloged or searchable. They
cannot be inventoried. Use these barcodes for items that circulate infrequently or for
Inter-Library Loan. See Circulation Preferences for directions on setting up a range of
barcodes for temporary items. See Circulation Basics for creating a temporary item
while in check in / out mode.
TUPC—Universal product code. A number and bar code that identify an individual
consumer product.
URL—Uniform Resource Locator. An internet address, usually consisting of the access
protocol (http){, the domain name (www.goalexandria.com), and optionally the path to
a file or resource residing on that server (trade).
WWW—World Wide Web. All of the users and resources on the internet that are using
HTTP.
Windows—A list of all currently open windows or screens in the Alexandria program.
A fast way to switch between a search screen, the search results, a research list, and a
results list without having to close or minimize the previous screen.
Z39.50—Information Retrieval Service Definition and Protocol Specification for Library
Applications, officially known as ANSI/NISO Z39.50-1992, and ANSI/NISO Z39.501995. This standard, used by WAIS, specifies an OSI application layer service to allow an
application on one computer to query a database on another. Z39.50 is used in libraries
and for searching some databases on the Internet. The US library on Congress is the
official maintenance agency for Z39.50.
Alexandria User’s Manual — 379
Glossary
380 — Alexandria User’s Manual
A
Accession Date 137
Adding
New Address Books 64
Adding Addresses and Groups 66
Adding New Patrons 111
Adding New Titles or Copies 127
Adding Records 48
Adding Users 60
Address Book Groups 65
Address Books 63
Adjust Item Holds 157
Adjusting or Removing Item Holds 180
Administration Preferences 59
Alert Note 118, 138
Alert Sounds 103
Alex Web Preferences 223
Alexandria
Import/Export Format 356
Alexandria Researcher Preferences 69
Alexandria Researcher Quit
Password 70
Alexandria Updates 347
Aquisitions 43
Archive Preferences 72
Preferences
Archive 72
Archived Items 171
Archiving your Data 72
Attachments
Patron 120
Title 145
Author 134
Authority Control, Preference 84
Authority Reports 323
B
Barcode 136
Barcode Labels 282, 292
Billing Details Report 301
Bookdrop Mode 174
Budget Lists 313
Budgets Management Window 261
Bulletin Board 52
C
Calendar
Close Dates 73
Calendar Notes 321
Calendar Preferences 73
Call # 136
Call Number 130
Canadian subject Headings 85
Catalog Cards 293
Catalog During Circulation 191
Catalog Format Reports 290
Catalog Utilities 348
Cataloging
During Circulation 191
Cataloging Sources 85
Categories 118
Bibliography 142
Curriculum 142
Interest 142
Change Barcode Number 190
Change Copy Location 189
Change Item Policies 191
Change Patron Location 189
Change Patron Policies 191
Changing Patron Data 339
Changing the User Name 62
Charges and Payments 185
Charges-Payments 157
Charging a Fee 186
Check for Updates 347
Checking Items In 173
Checking Items Out and In 169
Circulation
Commands
Issue Routing Slip 193
Receive Subscription 192
Start Classification Mode 191, 192
Circulation Log 76
Circulation Menu 157
Circulation Policies 100
Circulation Policy Rules 100
Circulation Preferences 75
Circulation Sounds 103
Circulation Window 153
Claim Letter 311
Classification Mode 191
Clear Current Patron and Item 161
Clear Patron History 340
Clear the Transaction Log 161
Closed Days 73
Collection 137
Collection Analysis, Super
Summary 324
Colors, Window 81
Command Bar Codes 321
Command Line 155
Community ID 93, 116
Condition 136
Configuring the District Librarian 371
Contact Notes 118
Content Notes 143
Conversion Rules, MARC Data 365
Copy # 136
Copy List Reports 291
Copy Notes 138
Copy Statistics 139
Copy Usage Report 291
Custom Bar Code Labels 322
Customizing Alex Web 223
D
Database Utilities 347
Default Item Medium 84
xiii — <Emphasis>Textbook Librarian User’s Manual
Default Item Policy 84
Default Language 70
Defaults
Word Processor 105
Defining Groups 65, 67
Discarded Items 171
Display Settings 81
Display Settings Preferences 81
District Administrator User Level 61
District Librarian 370
District Menu 369, 370
Don’t Show in Alexandria
Researcher 144
Duplicating Records 49
E
Edition 131
E-Mail 88
e-Mail address 117
Export
Items 343
Patron Data 345
Patrons 345
Exporting Item Data 343
Exporting Patron Data 345
Extent 140
F
Fax 116
Field Mapping Window 358
Find an Item by Call Number 166
Find Item by Title 166
Follett Interleaved 2 of 5 76
Font Settings 105
French Subject Headings 85
Funding Source 137
G
General Materials Designator, GMD 131
General Notes 118
Government ID 93, 116
Grade 117
Graduation Date 117
Groups 65, 67
Address Book 65
Creating 66
H
Handling Charges and Payments 185
Header Line, Import/Export 356
Help for Commands 156
Hold Preferences 79
Hold Requests 178
Hold Requests Report 299
Holds
Web 223
I
Import
MARC, Settings 352
Patrons, Settings 354
Transaction Files 363
Import Preferences 351
Import/Export
ASCII 355
Computerized Records 355
Control Characters 355
Examples 357
Format 356
Header Format 356
Importing Statistical Information 355
Item field Orders 362
MARC 356
MicroLIF 356
Overview 355
TAB Delimited Records 356
TAB-Delimited Files 356
Installing Alexandria
Alexandria WEB 29
Clients 27
End User License 18, 23
Installation Summary 17
System Requirements 15
Installing Alexandria Data Station 18, 22
In-Stock Hold Letter 78
Inventory Control 187
Inventory Date 137
Inventory Reports 188, 292
ISBN 131
Issue Routing Slip Command 193
Item
Export 343
Item Analysis Report 291
Item Information Window 122
Item Lists 289
Item Management 83
Item Policy 130
Items Menu 123
K
Keyword
Start Classification Command 191,
192
Level 117
Librarian 87
Librarian User Level 61
Library Administrator User Level 61
Library Aide User Level 61
Library Bulletin Board 52
Library Calendar 320
Printing 320
Report 320
Library Information Preferences 87
Library Name 87
Library Staff User Level 61
Loan Periods, Policies 95
Loaned Items Report 299
Locate a Patron by Name 166
Locating Patrons and Items 165
Location 116, 137
Lost Items 171
M
Mailing Labels 282
Make a Patron Current 164
Make a Patron or Item Curren 164
Manual Checkout Sheet 321
Maps
by Call Number 53, 54
Creating New Maps 53, 54
Display Example 55
Example 54
MARC 365
Overview 365
MARC Editor 147
MARC records 121
Margins 105
Menu
District 369
MicroLIF 365
Monthly Usage 282
Monthly Usage Report 291
N
National Agricultural Library
Headings 85
National Library of Medicine
Headings 85
Next Barcode 83
Notices
Overdue 78
O
L
Language Preference 87
LC Juv Headings 85
LC Subject Headings 85
LCCN 131
Order
Claim Letter 91
Receiving 256
Order Commands Menu 257
Order Forms 311
Order Lists 311
xiv — <Emphasis>Textbook Librarian User’s Manual
Orders 43
Orders Management Window 249
Orders Preferences 90
Overdue Listing Report 299
Overdue Notice 78
Overdue Notices 300
P
Password 117
Researcher Quit 70
Patron Barcode 114
Patron Counts 282
Patron Desk Reference 282
Patron History 92, 119, 339
Patron Information Window 107
Patron Level 93
Patron List 282
Patron Location 93
Patron Management Preferences 92
Patron Notices 301
Patron Password 117
Patron Payment History 282
Patron Picture 115
Patron Policy 114
Patron Preferences 92
Patron Receipt Lette 311
Patron Statistics 119
Patron Sublocation 93
Patron Terminology 93
Patron Utilities 339
Patrons
Special 113
Patrons Menu 108
Period Due Date 73
Phone 116
Place 139
Policies
Printing 320
Reports 320
Policies Preferences 94
Policy 136
Policy List 320
Port ID 223
Preferences
Access Levels 61
Adding Users 60
Address Books 63
Administration 59
Alexandria Researcher 69
Archive 72
Calendar 73
Circulation 75
Display Settings 81
District Librarian 371
Holds 79
Import 351
Item Management 83
Library Information 87
Orders 90
Patron 92
Patron Management 92
Policies 94
Quit
Researcher 70
Subscriptions 315
Vendors 312
Researcher
Preferences 70
Researcher Quit Password 70
Researcher User Level 61
Reservation by Patron 183
Reservation Notices 78
Reservation Preferences 79
Reservations 181
Web 223
Reservations Check-out 183
Reservations Reports 299
Reserved Items Report 301
Reserving an Item 178
Responsible Patron 270
Return Statistics 307
Rolodex Cards 283
Route Instructions 102, 272
Route Period 102
Routes Management Window 270
Routes Preferences 102
Routing List 318
R
S
Read Transaction file 192
Rebuild 347
Recall Letters 78
Receive Subscription 266
Receive Subscription Command 192
Receiving Your Order 256
Registration Dialog 21, 26
Remove Item Reservations 157
Remove Patron Holds 157
Remove Patron Reservations 157
Remove Patrons 340
Removing a Title or Copy 127
Removing Item Reservations 184
Removing Patron Holds 180
Removing Patron Reservations 183
Removing Records 49
Removing Users 60
Renewing an Item 177
Replace Information 332
Replace Patron Information 339
Replacement Cost 137
Reports
Authority Lists 323
Budgets 313
Circulation 297
Circulation Notices
Circulation Statistics 305
Command Bar Codes 321
Item 287
Items 287
Order 309
Overview 273
Patron 279
Policies 320
Quick Reports 276
Routes 318
Special Reports 319
Sample MARC Record 368
Sample MicroLIF Record 368
Saving MARC/MicroLIF Records 365
School Library Preferences 89
Sears Headings 85
Self Service Bookdrop User Level 61
Self Service Checkout User Level 61
Series 139
Set Self Service 189
Settings
Word Processor 105
Show
Item Details 157
Patron Details 157
Show in Researcher 332
Show Item Copy Notes 163
Show Patron Notes 163
Show Statement of Responsibility 84
SMTP Server 88
Sound Preferences 103
Sounds Preferences 103
Special Item Lists 301
Special Patrons 113, 171
Spine Labels 292
Start Bookdrop 157
Start Classification Command 191, 192
Start Classification Mode 191
Start Statistics Mode 190
State Classification Mode 191, 192
Statistics
Patron 119
Workdation Activity 77
Student Aide User Level 61
Subjects 141
Subscription Code 266
Subscription Description 266
Subscription Due Dates 317
Reservations 79
Routes 102
Sounds 103
Web 105
Word Processor 105
Preferences Report 321
Print
Library Calendar 320
Policies 320
Print the Transaction Log 161
Printing
Authority Reports 323
Publication Date Summary Report 291
Publication Year 139
Publisher 139
Purchase Cost 137
Q
xv — <Emphasis>Textbook Librarian User’s Manual
Subscription Lists 317
Subscriptions Management Window 265
Summary 143
Super Summary
Reports
Super Summary 324
System Analysis 323
System Requirements 15
T
TAB Delimited Records 356
Taking Inventory 187
TCP/IP Activate on Startup 88
Temporary Items 175
Timeout, Researcher 69
Title 133
Title Statistics 144
Tool Tips 82
Total Budget 263
Transaction Command Line 155
Transaction Log 154
Transferring data from Alexandria v3 31
Transferring data from Alexandria v4 33
U
Update
Circulation Records 342
Updates
Alexandria 347
Usage by Item Policy Report 307
Usage by Item/Patron Policy Report 308
Usage by Patron Policy Report 308
Usage by Patron/Item Policy Report 308
Usage by Period Report 307
User Access Levels 61
Utilities
Catalog 348
Circulation 342
Database 347
Item 331
Overview 329
Patron 338, 339
Replace Information 332
Verify 350
Utility
Call Number Prefix 333
Change Item Policy 332
Don’t Show in Researcher 332
V
Vendor 136
Vendor Lists 312
Vendors Management Window 258
Verify
All 350
Budgets 350
Circulation Records 342
Items 331
Orders 350
Routes 350
Subscriptions 350
Vendors 350
Verify Items 331
Verify Patron Status 338
Volume 131, 136
VWP Settings 105
W
Web Preferences 105, 223
Window Colors 81
Word Processor Preferences 105
xvi — <Emphasis>Textbook Librarian User’s Manual
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