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Guided Tour For School Libraries

1. Alexandria v6 20 0b28 Copyright 2011 All rights reserved e Log in as Darla Anderson Click on Log In at the top left of the window Enter 1001 in the Login field and Anderson in the Password field Alex andria automatically assigns a login and password to each patron however you may use whatever you would like when using Alexandria in your library The Login is the patron s barcode and the Password is the patron s last name Click on Log In in the bottom right corner of the Log In box e Notice that Darla s information shows on the window You will set your preferences to determine what Darla can see and do on the Researcher window Noticed that Log In has changed to Log Out at the top of the window and it shows Darla Anderson s name next to Log Out Logging in Alexandria v6 Guided Tour 32 Alexandria v6 Guided Tour enables Darla to make and save lists and to submit reviews of items Close this window by clicking on the X in the upper right corner Darla Anderson 1001 Library Card Expires on Jan 1 2041 English z Grade 8 Fine Balance 2 50 Address City Postal Code Fine Payments 0 00 Last Activity Mar 2 2009 Lexile 1100 Phone Number Email User ID Loaned Items Holds Reservations Charges History Call Numbers Barcodes Titles Due Date 973 92 3023 976 8 MCN 3193 972 95 KEN 3192 The 1990s from the Persian Gulf War to Y2K May 11 2011 May 11 2011 May 11 2011 Te
2. Alexandria s web based catalog provides several search interfaces for various abilities and needs You may also search for items using many different pieces of informa tion For example you can search any word in an item s title author s first and last patrons may access name subject summary and notes Even the publisher and publication date can YOUR CATALOG cy ANYWHERE be searched Because Alexandria is web based your patrons may search your cata log from anywhere library classroom or from home Alexandria v6 Guided Tour 27 Alexandria v6 Guided Tour Simple Searching Home Login COMPanion Demonstration Library v Site information Simple Reset Search Reload Window Settings Links gt aa Bulletin Boards Author Title Series Subject Help Explore ewe Most Popular What s New Award Winners eBooks Extras G E Capstone Interactive Capstone PebbleGo SearchAll Temp Basket T Past Searches Past Items v Alexandria v6 20 0b28 Copyright 2011 All rights reserved e From the Show menu select Researcher Type dogs in the Search field The next screen lists all the results of the search E provides the spark sorre people need to motivate them to wee the library s Tesources Father Tamer Media Specialist Lymar Wyromitg e In the upper left corner above the list of items are two d
3. Alexandria v6 Guided Tour e If there is a date on which you want all books returned for example the fourth Monday in May change the Month drop down menu to May and the Year drop down menu to the appropriate year Click twice on the third Thursday s calendar space Note that the date is marked Period Due All books that would have a due date after this date will be set as due on this date Books due before this date will be due on dates determined by the policies assigned to the items e Click on Save Terminology and Date Formats Alexandria allows you to assign your own terminology to certain fields in both the Patrons Management and Items Management modules These same terms will be applied to reports and utilities e Click on the Show All button at the top of the System Preferences win dow e Click on Terminology in the System Administration category e Click on the Patron tab ADO System Preferences gt System Administration gt Terminology lt gt C show ait O Currency Dates Patron item A N Term for Institution FieldfSite l Term for Location Field Homeroom Term for Sublocation Field 2nd Location Term for Level Field Grade Term for Government ID Field SSN Term for Community ID Field Student Term for Login Name Field User ID Term for Reading Level Reading Level Term for Additional Contact Parent Guardian Term for Optional Date Field Graduati
4. Copyright Notice Copyright 2011Schjelderup LTD All Rights Reserved Distributed under license by COMPanion Corporation Under the copyright laws this manual or the software may not be copied in whole or in part with out written consent of Schjelderup LTD except in the normal use of the software and as described in the Software License Agreement The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original NOTE Unauthorized use of these materials can result in civil dam ages and criminal penalties Trademarks COMPanion Corp Akademus Alexandria eLunchroom Lancaster MacLunchroom SmartMARC SmartScan Textbook Tracker Peripheral Vision and their associated logos and icons are registered trademarks of Schjelderup LTD used under license by COMPanion Cor poration Apple AppleTalk ImageWriter and LaserWriter are registered trademarks of Apple Computer Inc Macintosh is a registered trademark of Apple Computer Inc Other trade names are the property of their respective corporations Updated 10 15 11 Alexandria version 6 20 2 Printed in the United States of America Printed by COMPanion Corporation 1831 Fort Union Boulevard Salt Lake City Utah 84121 3041 USA 801 943 7277 Voice worldwide 800 347 6439 Voice Sales US amp Canada 800 347 4942 Voice Technical Support US amp Canada 801 943 7752 FAX worldwide email
5. VVErUuUe FF MOW KRESS hares Dae Ma Patron Policy Staff C Exceptions vation J yapu ie Ree Change the Patron Policy to Standard Patron Notice that the tab does not have the Alert symbol and the Exceptions button is grey This indicates Alexandria v6 Guided Tour 14 Alexandria v6 Guided Tour _ _ _ ee E ee ee ee U O al that there are no exceptions for the Standard Patron combined with the Non Fiction policy Setting the Library Calendar Alexandria is shipped with a default library calendar Using System Preferences you can change the settings on the calendar and also define other calendars to be used e Select System Preferences from the Edit menu and then choose Calen dars from the Circulation category e To show that the library is always closed on Fridays through the end of the year hold down the for Macintosh users or for Windows users then click on the column heading for Friday Fri All the Fridays display as closed e To show the library is closed December 22 through 28 choose December from the Month drop down window Click on December 22 in the calen dar then holding the mouse button down drag the cursor to December 28 Each of the days you choose is marked Closed You may do this for future holidays as well e Ifyou make a mistake and drag over a day that should be open click twice on that day to remove the Closed status Alexandria v6 Guided Tour 15
6. Alexandria v6 Guided Tour 35 Alexandria v6 Guided Tour Cataloged Web Site A Web site that has been added to your collection as though it was a standard item Patrons can click ona hyperlink of the cataloged site to go directly to it another Explore pane Use the icons and search panes as they are make additions or deletions to the panes or delete everything and start from scratch to make it totally your own creation Click on the Explore icon in the Explore section of the Researcher Home Login COMPanion Demonstration Library v New Search Explore Alex Explore Site Information Reset Search _ a g yf S Bulletin Boards Alex Explore Mythology amp Folklore Games and Sports History Literature amp Language f Geography Philosophy Arts and Music Animals Religion Fairy Tales Holidays Science amp Technology Social Issues General Information Click on Nature then on Human Body then on Muscles Clicking this button performs a search for item records containing the word muscles Click on Explore Nature at the top of the window then click on the Astronomy button then on the Astronomy Pictures button This button launches the Astronomy Picture of the Day web page Click on New Search Cataloged Websites In the Search field type Sadako and the Thousand Paper Cranes and click on the Title icon Click on the title then look for the blue link for the San Diego County Office of Educati
7. Ancient Greece Star Trek V Dr Who 00735nam 2200169 a 4500 C programming 20081014151208 6 Beware 060403s2003 nju 001 O eng d The Collaborative classroom 0785816720 Time z z Night of the bat Winkowski Fred Raising the griffin Adam Canfield of the Slash The hobbit or There and back again The afterlife A nose for adventure ew Jersey Coyote School News astle Books The Van Gogh Cafe The tales of Beedle the Bard Seeing lessons Wandering warrior Adrift Ajeemah and his son Dillon Dillon The book of the shadow The 1990s from the Persian Gulf War to The African American family album Puerto Rico The Baltic states Estonia Latvia Lithuar Brave deeds The atlas of archaeology a Bayard Rustin v ge A iw la lml ialw Click here to read the Library of Congress specifications on this tag e Scroll down in the record to the 650 tags Alexandria v6 Guided Tour 22 Alexandria v6 Guided Tour Cars is an incorrect subject heading Click on the 650 tag for Cars Click on the at the bottom of the pane to remove this tag Answer Yes when asked if you want to remove the tag Repeat this for the 650 tag containing Automobiles History Click on the at the bottom of the pane Click on the drop down menu on the Select Record window and scroll down the list to find and select 650 Click on OK In the new 650 tag that has appeared in the record Notice the watermarks for the various fields
8. n q o M 1 Begin Inventory 2 Inventory Settings 3 Scan Items 4 Review 5 Finish In this step you will scan all of the items in the areas you configured previously under Inventory Settings As you scan the items information will be recorded in the log below and any exceptions will be noted You can click between the Scan Items and Review tabs at any time to examine the inventory progress and run inventory specific reports Barcode Title Call Number Exception Note Status 3358 The Nobel book of answers the Dalai Lama Mikhail 001 4 NOB Available a 340 Unknown 3409 The Bermuda Triangle the disappearance of Flight 001 94 DEM Available 3556 The Bermuda Triangle 001 94 GOR Available 3889 Careers for wordsmiths 070 4 KAP Available 3411 Atlantis 001 94 NAR Call Number Order Available 3154 Almanac of alien encounters 001 942 ELF Available 4195 The computer from A to Z 004 KAL Available 4196 Computers 004 WIL Available 5910 The Internet how to get connected and explore the 004 6 INT Available 3764 Unknown 3389 Artificial intelligence 006 3 GRA In Stock Hold 5905 The inside outside book of libraries 027 073 MUN Available 6901 My hometown library 027 4 JAS Site Available 5420 Guinness world records 2004 031 GUI Policy Available 4030 Chicken soup for the cat amp dog lover s soul celebr 158 1 CAN Call Number Range Available Print d e Note the messages in the Exceptio
9. 91 Order Total 219 52 ti lalwiaqa Subscriptions No more subscription cards for you Alexandria s Subscriptions module does it all Track all information pertaining to a subscription in one place renewal dates receipt of issues missing issues cost etc it s all here in one place Ranger Rick Mailbox SLJ Starting Date Feb 3 2000 Copy Site Total issues 24 SSS Status Active Last Receipt Date Feb 3 2000 Frequency Next Issue Expected Mar 3 2010 Upon Receipt Add Nothing v Expiration Date Feb 3 2012 Issues Remaining O o p amp lalvlia Alexandria v6 Guided Tour 42 Alexandria v6 Guided Tour rr ee a SS U M OOU MM Routes Do you have professional magazines that you circulate to your staff Alexandria will let you establish route lists and will automatically generate the appropriate one when an issue is received Truly Alexandria is a librarian s best friend Route Name Default Route Teachers Librarians Teachers Route List Department Jami L Stark Nursing Jeff Zeigler Computer Science Bill Shell Mathematics Kerri Dobbins Accounting Michael B Berg Exercise amp Sports Sara Wishard Sociology Additional Third Party Add Ons COMPanion Corporation has partnered with several other firms to provide you with the best of the best in additional features Contact our Sales Department 1 800 347 6439 to learn more about these features Sneak Peek Sne
10. Alexandria will perform a search for the term s ee Search New Search Searched dogs Item Details A pup in King Arthur s court Tools v Site Information M lt 4 Browse Results gt W Reset Search Reload Window A pup in King Arthur s court c1998 Settings p by Joanne Barkan inspired by A Connecticut Yankee in King Arthur s court by Mark aS Twain interior illustrations by Arvis Stewart Bulletin Boards se Vid Wishbone imagines himself as Hank Morgan who is transported to King Arthur s court at Help 7s Camelot Sneak Peek Joe and David publish a sports newsletter using new technology that will be better than the existing paper The idea of new being better than old reminds Wishbone of A Connecticut Yankee in King Arthur s Court Availability 1 of 1 0 on hold book Barkan Joanne Stewart Arvis L Twain Mark Duffield Rick FIC BAR Publication Information Publisher Allen TX Big Red Chair Books Lyrick Publishing c1998 Series The adventures of Wishbone 15 Other Titles Wishbone Television program Extent 164 p ill 20 cm Citation Barkan Joanne A pup in King Arthur s court rr Series in The adventures of Wishbone 15 A Allen TX Big Red Chair Books Lyrick aey F Publishing c1998 LCCN 97081263 ISBN 1570643253 Subjects Dogs Fiction Alexandria v6 20 0b28 Copyright 2011 All rights reserved e Notice the scroll bar behind
11. You can get immediate on line help for using Circulation commands by clicking on the Command Help tab in the middle of the Circulation window This on screen assistance is available for all Circulation commands e Click on the Command Help tab in the middle of the window HELP for HELP al Used to quickly catalog Assign Keywords to items in your collection You can specify catalog keywords for Add a Note to the Transaction Log B Bibliographic Term Append Show Copy Alert C Curriculum Term Append Show Copy Note Append Show Patron Alert Append Show Patron Note Archive Transaction Log Archived Copies H Holding Code Bookdrop Catalog Items Assign Keywords Change Barcode Number Change Destination Y B JEFFERSON Bibione OT Et eed at Will add the Bibliographic Term of Jefferson to the items whose barcodes are scanned To exit this mode type a period and press the enter or return key S SCIENCE FICTION Will add the Subject Headings of Science Fiction to the items whose barcodes are scanned Alexandria v6 Guided Tour 9 Alexandria v6 Guided Tour e Choose the appropriate command group All Commands Common COMMANDS AND Commands or Data Manipulation Commands using the subtabs for COMMAND DESCRIPTIONS ALL ON ONE TAB this tab a INSERT COMMAND BUTTON PUTS COMMAND IN COMMAND LINE e Use the scroll bar for the left pane to look through the commands for the amp uv Te FRAY EUNEHONES CRE desired command
12. chifa ciurmga i arwi be Pairan 1009 dow Alexandria automatically displays all commands entered from the keyboard and barcode reader in the Com mand Line Check Out First let s check out A Child Called Tt 3187 to Camille Arnold e Type or scan Camille s barcode 1003 ENTER e Type or scan barcode for A Child Called It 3187 ENTER Look at Camille s record in the Current Patron pane It shows her name her bar code the policy she is on 9th Grade her homeroom and her picture It also shows a summary of her account how many items she has checked out how many of those items are overdue how many holds in stock holds reservations and reserves she has and the total amount she owes in fines Policies govern how many items can be checked out by the patron how many holds can be placed etc Alexandria v6 Guided Tour 2 Alexandria v6 Guided Tour Next look at the item information for A Child Called Tt in the Current Item pane It shows the title the copy barcode its policy Non Fiction the call num ber the status of the copy replacement cost condition code number of copies available and the total number of copies Notice that the Transaction Log at the bottom of the window shows that Camille Arnold on today s date and at the time indicated checked out A Child Called It barcode 3187 Note the due date at the far right This due date is calculated based upon the poli
13. enter the following URL in the URL Location field http www sdcoe k12 ca us score crane cranetg html e Click on OK e Click on Save MARC Utilities Alexandria s MARC cataloging abilities are unmatched by any other library auto mation system Quick MARC Export Alexandria allows users to easily share their information with other automation users even those on other automation systems Suppose another librarian receives Across the Steel River You have the same item in your collection The other librarian e mails you a request for the MARC record e Ifyou are not in the Items window go to Show on the menu bar and select Items e Click on the Search icon at the bottom of the Items List left pane then enter the title in the Title field ENTER e Highlight the title in the Items List pane then click on the Action Menu icon at the bottom of the pane and select Export e From the Format drop down menu on the Quick Export window select the appropriate format Let s use MicroLIF Click on OK e Click on Save on the Save window after you have selected a destination for the exported file It s that easy Now the file containing the MARC record may be attached to an email to your colleague or burned to a disk and mailed e Close the Items management window when you are finished Inventory Helper Performing inventory using Alexandria s Inventory Helper is as easy as 1 2 3 If you are logged in as an operator A
14. icon at the bottom of the Item Policy side of the Pol icies window Enter 000s in the Policy Name and give it a Policy Short Code of 000 then click on OK Click on Save in the upper right corner of the window That s all there is to it You have made your first Alexandria policy Easy wasn t it Make an Exception to a Policy As part of your policy non fiction books circulate for only 14 days You would like to allow your staff to check them out for 28 days Select System Preferences from the Edit menu and then click on Policies from the Circulation category Alexandria v6 Guided Tour 13 Alexandria v6 Guided Tour Change the Patron Policy drop down menu at the top of the patron side to Staff Change the Item Policy drop down menu at the top of the item side to Non Fiction As the window currently is viewed these are the settings for these policies Note that the Exceptions button is grey and the Check Out tab only has the name of the tab Click on the Exceptions button in the middle of the grey band at the top of the tab Notice that it changes to red Non Fiction NF On the item side change the Transaction Period to 28 Click on Save in the top right corner of the window Notice that the Transaction Period is now outlined in red Click on the Exceptions button Notice that it has now turned yellow Note that there is now a yellow Alert symbol on the tab MARNE Check Out Overdue
15. in technical support features Licensed users can update to the most current version of Alexandria by simply running a utility This feature is disabled in this DEMO version but is described to show how simple it is to update the soft ware e Click on Tools on the menu bar and select Utilities e On the Utilities window click on the Database tab and then on the Updates tab e Click anywhere in the utility listing Updates Check for Updates Hardware Recommendations These are the hardware recommendations for Alexandria v6 Macintosh Mac OS 10 6 G4 x86 Multi Core processor 1 GB of RAM or more 20GB of free HD 100 000 items Windows Windows 7 or 2008 Pentium 4 or equivalent x86 Multi Core processor 1 GB of RAM or more 20 GB of free HD 100 000 items Conclusion A guided tour provides only an overview of the unique features and functionality Alexandria will offer your library To find out more about how Alexandria s advanced technology can benefit you your school district and your community contact COMPanion Alexandria v6 Guided Tour 44 Alexandria v6 Guided Tour For More Information Call Toll Free 1 800 347 6439 International Call 801 943 7277 www goalexandria com Alexandria v6 Guided Tour 45
16. item you have previously viewed by clicking on Past Items and selecting that item from the list shown Search Filters Whether using the Simple or the Advanced search option Alexandria provides search filters to further limit your search results Let s limit our results for dogs a bit using the Filters Let s look for items with a publication year of 2000 Alexandria v6 Guided Tour 30 Alexandria v6 Guided Tour Lexile Measures Boost reading performance with Alexandria s Lexile search filter that helps patrons find titles with Lexile scores assigned to therm The benefit of this is patrons easily find titles with Lexile scores in their specific Lexile target range a LEXILE SEARCHING ATTACH MAPS OF YOUR LIBRARY a SEARCH ANOTHER LIBRARY GROUP OF LIBRARIES OR AN ENTIRE DISTRICT e Click on the Filter drop down arrow below the main Search pane Home Login COMPanion Demonstration Library Y Series Tools Site Information Reset Search Reload Window Settings Links n Title Bulletin Boards Help Simple Subject Medium Clear Lexile Code Clear Study Program None None 7 None M Interest Level Awards Lexile Clear None 0 Reading level Publication Year Clear es ss ees eee Help Me Find a Book Point Count oo Alexandria v6 20 0b28 Copyright 2011 All rights reserved e Enter 2000 in the Publication
17. or enter a search term in the field at the bottom of the CIRCULATION WINDOW tab For example click on the All Commands subtab then type Catalog in the search box at the bottom of the Command Help tab AllCommands Common Commands Data Manipulation Commands Catalog Items Assign Keywords Used to quickly catalog Assign Keywords to items in your collection You can specify catalog Find Item by Title keywords for Search for Item by Title B Bibliographic Term C Curriculum Term Interest Term 4 Awards Notes S Subject R Study Program P Point Count T Test Number H Holding Code S SCIENCE FICTION e Highlight the Catalog Items command in the left pane The right pane gives instructions on how to use the command you chose e Click the Insert Command button to put the command in the Command Line Notice that a V is now in the Command Line e Type A Beehive Awards 2010 ENTER Notice that the Mode drop down menu shows Assign Keywords and that there is a field next to it showing A Beehive Awards 2010 The A stands for awards and tells Alexandria to put the text following the A in the Awards Notes field of the item s records Now in the Command Line type or scan 3411 3455 3292 ENTER Now let s use a couple of other commands to add an additional title e Type T Diary ENTER double click on the first entry for Diary of a Wimpy Kid e Type ENER Using the command in this way allowed you t
18. the Hawaiian Islands cRoger Tory Peterson _h Book 256 _a2nd ed 260 _aBoston _bHoughton Mifflin cc1961 366 _axxvi 309 p 121 p of plates _bill some col 3 c26 cm 4961 _aThe Peterson field guide series _v2 500 _a Sponsored by the National Audubon Society and the National Wildlife Federation 500 alncludes index _ 5216 a 5_bFollett Librart Resources Mac Standard ASCII v e Note that Alexandria rates the results Green indicates a match on the ISBN and the longer the line the higher that record has been rated For instance more subject headings a summary additional notes etc Scroll through the list at the top and compare the MARC records as they shown in the bottom pane of the window Highlight the one you consider the best and press ENTER e Use the to move from field to field and type other required informa tion or select from drop down menus where they are provided You may change or add to any field in the record e Enter the call number for the item If the MARC record that you selected had a tag containing the call number that call number would have been entered in the Call Number field You may change the call number to fit your collection or add the appropriate Cutter information to the number provided e Select the policy that fits the item from the Policy drop down menu e Click on Save You will be asked if you want to add a copy Click on Yes e Alexandria automatically enters th
19. the item record Move your cursor off the Item Details and notice that the scroll bar with the cover art for the other search results comes to the front Now use the Forward and Back arrows at the ends of the scroll bar to move forward and back through the list Click on another item and see how that item s details comes to the front e Click on the Close Details button in the upper right corner of the window Let s take a look at the Results Filters on the left side of the window Put your cursor on the Awards line Notice that there are 5 results that have received awards and a list opens showing you the names of the awards Alexandria v6 Guided Tour 29 Alexandria v6 Guided Tour Click on Caldecott Medal Honor 2002 to see the item that received this award Stewart Arvis L Twain M a Aa a a a book c1998 Awards Awards Publication Year Caldecott Medal Honor 2002 Medium California Young Reader Medal 2000 Status California Young Reader Medal 2005 Newbery Award 1992 blank Orr re Alexandria v6 1 0 e Lers return to the full list of results At the top of the window click on Searched Dogs Notice that in the left pane under Lists Past Searches shows 1 Alexandria keeps track of past searches and you may click on Past Searches at any time to see a list of those searches Clicking on one of the past searches will initiate that search again You may also return to an Item Results display for an
20. week Alexandria v6 Guided Tour 11 Alexandria v6 Guided Tour e Click on Save Notice that processing days have been included before the item s reservation date This gives you time to check it in from the previous patron and have it ready for the requesting patron After the reservation is set the item can circulate until the reservation date If the due date for the item conflicts with the reservation you will get a warning message e Type X to clear the Current Patron and Current Item panes Preferences Using System Preferences from the Edit menu you can customize Alexandria at Undo Tab Switch Z any time to meet your library s needs Using preferences you can define library Can t Redo QEZ e z policies that determine how each type of item is circulated and how patrons can a a5 use your library For example you can set policies to determine the loan period for se om items and how long items with holds can be held for a patron You can even make Spelling exceptions to those policies for certain groups of patrons Find F eee Find Again dG ato Filter Paste From File System Preferences amp Operator Preferences Machine Preferences Adding a New Policy Adding a new policy is so easy in Alexandria Since Alexandria keeps track of statis CUSTOMIZE ALEXANDRIA tics based upon patron and item policies you may find that having many policies TO SUIT YOUR LIBRARY S eee representing the various parts of your
21. Click on the ISBN field and type or scan the following ISBN 0062740105 ENTER as CATALOG WEBSITES aN ALEXANDRIA HANDLES BOTH 12DIGIT AND 1 DIGIT ISBNS MARC CATALOGING FOR BEGINNERS AND EXPERTS ALEXANDRIA CAN AUTOMATICALLY IMPORT COVER ART 39513692x Alexandria will search your collection first so you don t add a new title record for an item when it already exists in your database and you only need to add a copy to the existing record Alexandria v6 Guided Tour 20 Alexandria v6 Guided Tour e The results will appear in the MARC Search Results window gt MARG SeafCh RESUITS Title Medium iM lj Source A field guide to western birds North America west of the 100th meri book z A field guide to western birds field marks of all species found in Nort book Sa A field guide to western birds field marks of all species found in Nort book MARC On Demand 2G 587 NF Montana Shared Catalog LOR 1687cam 22004571a 4500 881 0cm18549282 G30Co0LC 89520020201 121245 0 00888093051961 mauaf 00i eng d 6 z 60012250 626 _a0395080851 626 _a029513692X pbk 626 _c 15 00 635 _a Sirsi 018549282 aL INKaa280504 a OCoLt 19549282 aSA 1 _cSAl dvZv a0L683 W4_bP4 1961b a598 2 PET_aPeterson Roger Tory 1681 _aPeterson Roger Tory d1998 1996 24512_aA field guide to western birds_bNorth America west of the 168th meridian with a section on the birds of
22. Year field e Ifyou support Accelerated Reader Reading Counts or Lexiles for a reading program there are various filter options available to use for those pro grams e Ifyou are part of a Central Union system or you are a school in a district that has Alexandria WAN Wide Area Network capabilities you will be able to search the collections of other libraries in your district using the Select Copy Site drop down menu in the left column of the Filters area e Click on Search e Clear the filter using the Clear link next to the Publication Year field label Click on New Search to be ready for the next section of the Guided Tour Alexandria v6 Guided Tour 31 Alexandria v6 Guided Tour Advanced Search The Advanced Search enables you to use Boolean search strategies and to have far more search options Home Login COMPanion Demonstration Library Y Tools v Site Information AllWords 7 Q Advanced Reset Search All Words Q Reload Window Author Keywords Settings Authors Q Links Awards a Bulletin Boards Barcadss Boi Bibliographies Call Numbers Copy Accession Copy Location w RA What s New Award Winners Copy Shelving Curriculum Term Full Subject ISBN ISSN LCCN eee ee ee ee a Interest Term Lexile Score Da F q Medium g Publication Year i WS i netTrekke Publisher e Interactive Capstone PebbleGo Series Subject Keywords Title Accession Title Keywords Titles
23. ak Peek provides cover art summaries reviews and much more net I rekker net rekker provides a database of educator reviewed approved and rated web sites tied to your state core curriculum standards With netTrekker a search in Alexan dria s Researcher will also search netTrekker to provide a wider selection of infor mation choices for your students and teachers Search All Search All is Alexandria s federated search solution Search Alexandria the internet and all your on line databases at the same time It s the perfect one stop searching tool for schools Alexandria v6 Guided Tour 43 Alexandria v6 Guided Tour Eeerore it Tech Support is 0 Lrvnledgeable Felpa ated patient Their assistance Los Angeles CA Imst say I am so pleased wter Irok vrith Alexarvdria ard the COMP anion people Ho other compare that I Fane worked with has been so Tespore ie to its cuetormers Tequests Barbara Fritz Librariat Bloomsburg F Capstone Interactive Capstone Interactive provides ebooks and these may be accessed from within Alex andria Capstone Pebble Go This interactive database of science information is wonderful for children and it can be accessed from Alexandria Technical Support and Product Updates COMPanion offers technical support 24 hours a day 365 days a year via toll free telephone for customers with a support subscription first year FREE Alexandria also has built
24. and select 8 ENTER ADO Patron Selection Window Sort By Last Name Search Result Limit 200 v r First Name Barcode Student User ID Site v Homeroom v 2nd Location v Grade 1 Graduated 9 ho i E 7 a i gt 6 Cancel Search Notice that the patrons listed in the Patrons List are those students in the 8th grade Alexandria v6 Guided Tour 18 Alexandria v6 Guided Tour Close the Patrons management window when you are finished Items Information about each item in your collection is kept in the Items management module This data can be typed in directly imported from a vendor or imported as MARC records retrieved quickly and easily from a z39 50 server using Title Assis tant Title Assistant allows you to search multiple z39 50 databases to locate and import a MARC record for the new item Add Items Before we add our first item let s select some z39 50 servers for Alexandria to search You may select up to twenty to be searched at the same time Go to Edit on the menu bar and select System Preferences Click on Address Books in the System Administration category In the Address Books List pane left pane click on Standard 229 50 Address Book To select a server double click on the name of the server in the Addresses pane right pane then click on the drop down menu in the upper right corner of the window and select Hide on Resea
25. cancel the transaction Click on Override Camille has decided she does not want A Child Called Tt 3187 and she wants another item instead Check it in e Type 63187 ENTER Note that the Transaction Log shows the item checked in the information in the Current Item pane shows the status of Alexandria v6 Guided Tour 3 Alexandria v6 Guided Tour r amp LOCATE PATRONS BY FIRST OR LAST NAME OR FROM A HOMEROOM LIST a BOOKDROP CHECK IN SHOWS PATRON WHO CHECKED OUT ITEM a IN TRANSIT MODE FOR CENTRAL UNION INTER LIBRARY LOANS y EASILY RENEW ONE SOME OR ALL ITEMS the item as Available and the mode drop down menu next to the Com mand Line is Check Out You are ready to check the new item out to her e Type or scan the barcode of her new item 8411 Bookdrop Check In Mode To quickly check items in type b or change the mode using the Mode drop down menu The Transaction Log displays the message Start Bookdrop Type the following item barcodes Notice how the screen changes with each one e 3013 ENTER Because this item is overdue and fines are charged the Fine window opens Let s charge the fine so click on Process e 3193 This item has a hold on it and you are notified of the hold so that the item may be set aside and you may print a notice to inform the patron who had placed the hold Click OK e 3085 ENTER This item was not checked out Notice t
26. collection and the different grades you serve NERSE GUE DATES ite will be extremely beneficial in providing specific usage information that will influ BEFORE 4 SET DATE GREAT FOR THE END OF ence your ordering and weeding THE YEAR CHECKIM Alexandria v6 Guided Tour 12 Alexandria v6 Guided Tour Since most of your policies for items will have the same loan period same fines value etc we will set the Standard Item policy which has already been established to the desired values and then duplicate that policy to make our new policy Let s make a policy for the 000s Go to Edit on the menu bar and select System Preferences Click on Policies in the Circulation category On the right side of the Policies window set the Item Policies drop down menu to Standard Item Look at the values on the items side of the Check Out tab If they do not suit your library situation change them Click on the Overdue tab next Review and change those settings on the Item Policy side of the window Next is the Holds tab The only decision necessary on this tab is whether or not to allow holds on items assigned to this policy Click on the Reservation tab If you wish to allow reservations set the Transaction Period and how many processing days to require between res ervations Now for the last tab This is just to see what it contains since no changes will be necessary for the policy you are establishing Click on the Add
27. cy assigned to that item Click on the Copy Stats button at the bot tom of the Current Item pane Notice that you can see not only the patron who currently has the item checked out but also the previous six patrons who checked the item out and the date and time they checked it out Let s check out B Franklin Printer 8027 to Marijane Lou Coots 1036 e Type or scan Marijane s barcode 1036 ENTER e Type or scan the barcode for B Franklin Printer 3027 ENTER e The message alerts you that the item is currently checked out to Todd Malta This copy somehow managed to get back on the shelf without being checked in Choose the default answer Yes Darla Anderson wants to check out Cheerleading in Action 4012 e Type or scan Darla s barcode 1001 ENTER e Notice that she has three items checked out and that she has a fine of 2 50 The fine amount is beneath the limit that will keep her from check ing out additional items according to the library s policies Let s see the titles of the items she has checked out and for what the fine was charged by clicking on the Details button at the bottom of the Current Patron pane The patron s details can be printed by clicking on File and selecting Print Close the Details window e Now type or scan the barcode 4012 ENTER e A dialog window has opened which shows that she already has the maxi mum number of items checked out You have the option to override or
28. e next available item barcode according to your Items System Preferences You may of course change this number if you desire e Note that the Replacement Cost has been entered for you based upon the policy that you selected Alexandria v6 Guided Tour 21 Alexandria v6 Guided Tour e Alexandria includes a preference to automatically search for cover art If you have entered the ISBN in the ISBN field Alexandria will look for find and insert the cover art for you This makes the OPAC so much more appealing to the patrons e Click on Save MARC Record Editing While most Alexandria users are comfortable editing items by the simple fill in the blank method some prefer cataloging in MARC format Alexandria accom modates both types of cataloging and record changes made using one method are simultaneously changed in the other format as well e Click on Show on the menu bar and select Items e Click on the Search icon at the bottom of the Items List left pane e Enter the title 100 Cars 100 Years in the Title field ENTER e Double click on the title in the Items List pane click on the Lock icon at the top of the Item record to unlock the record e Click on the Action Menu icon gear next to the Lock and select Switch to MARC view Sorted By Custom 100 cars 100 years 100 cars 100 years a 2 Artificial intelligence My hometown library The inside outside book of libraries Computers Almanac of alien encounters
29. earching by Author SA Type sa PAU ENTER Again double click on the desired title or click Select to make it active e Searching by Title T Type t diary ENTER Double click on Diary of a Wimpy Kid to make this title the Current Item Place Hold Lonnie wants to put a hold on this book e Just type h ENTER The H is the command to place a hold and the com mand tells Alexandria to execute the current command for the Current Item Todd wants to place a hold on the book that the patron in front of him is checking out e Type Todd s barcode 1013 ENTER Alexandria v6 Guided Tour 6 Alexandria v6 Guided Tour e Type h 3444 to place a hold on the title Baby Whale Rescue Alex andria places a hold on the title not on a specific copy If there were more than one copy of this title when a copy is returned it fills the hold that is first in the queue for that title If a copy was available on the shelf you would also have been notified of that Renew Items e To renew a single item type r 3190 ENTER The patron number does not need to be entered e To enter Renewal mode type r or select Renewal from the Mode drop down menu When finished with Renewal mode type a period to exit the mode Another way to renew items is from the Renewal window Mark Arias has five items out and would like to renew three of those items Baseball s Boneheads Bad Boys amp Just Plain Crazy Guys Bar Grap
30. ee bomen bien SSN ooo Robertson Erica ee Pichon Derrick Perry Nicole Oldham Laura Susp End Date Nix Jeff Miller Mitchell ee Malta Matthew G iraduation Date Jan 1 2013 Kennedy Maggie Johnson Wally Everill Randy Coots Marijane Bush Steve Reset Password Brotherton Ryan Bonham Jason E Berol Joseph Todd Bergerac Joshua avga Alexandria v6 Guided Tour 17 Alexandria v6 Guided Tour Add Patron Add yourself as a patron Click on the at the bottom of the Patrons List pane left pane Alexandria automatically assigns the next available patron barcode number according to the Patrons System Preference settings Use this number or input a number of your choice from field to field and complete the information Select a policy from the Policy drop down menu and the appropriate sex from the Sex drop down menu Click on the Contact Info to fill in the necessary fields on this tab Click on the Notes tab to enter notes for this patron The text that you enter in the Alert Notes field will display on the Circulation window whenever the patron s barcode is entered or a book is returned by this patron Click on save in the upper right corner of the window to save the data you have entered Searching for a Patron Click on the Search magnifying glass at the bottom of the Patrons List pane Click on the drop down menu next to the Grade field
31. en he renewed the overdue item you could enter the payment amount then click on Process and Print Receipt and the payment would be recorded You can also forgive the fine or a portion of the fine by enter ing the amount on the window before clicking Process Click on Process on Fine window Charging for Damages Alexandria provides a fast and easy way to charge for damages You may set up damage codes and set amounts using System Preferences or you may use the Cus tom Damage code enter an amount to charge and the type of damage Alexandria v6 Guided Tour 8 Alexandria v6 Guided Tour Camille Arnold is returning Computers and you notice that there are a couple of torn pages The damage is not sufficient to withdraw the item however you want to charge her 4 and note the damage e Type 64196 ENTER e Type DL ENTER e Enter 2 torn pages in Notes field e Enter 4 in the Fine Amount field You do not need to put the decimal and the 00 Alexandria recognizes 4 to mean 4 e Click on OK e Click on the Notes button at the bottom of the Current Item pane Notice that the damage note shows there e Notice that the amount charged is showing as a Fine on Camille s record Click on Details at the bottom of the Current Patron pane and notice that you can see there the item on which the fine was levied and the reason as well as the amount e Type X to clear the Current Patron and Current Item panes Circulation Commands Help
32. ettings at their defaults Leaving the call number range blank will indicate to Alexandria that you intend to inventory all call number areas Call Number Range 000 E Ignore Call Number Order Site Code CDL v Copy Policy Non Fiction v Next define the inventory mode you want to use You can select from the following options Inventory Inventory Bookdrop Inventory Suppressed or Inventory Bookdrop Suppressed You can change modes at any time during an inventory session Inventory Type Inventory Bookdrop wy Once you have confirmed your settings click Begin Inventory below Clicking on Reset Inventory will start a new session After you have completed scanning all of the items in the defined area you will find the tools necessary to successfully complete the inventory under the Finish tab r Reset Inventory Begin Inventory A e From the Site Code drop down menu select CDL from the Policy drop down menu select Non Fiction Inventory Bookdrop will check in any items that have a status of Checked Out or Lost e Click on the Begin Inventory button in the bottom right corner of the window Alexandria v6 Guided Tour 25 Alexandria v6 Guided Tour e Click on the third tab Scan Items and begin entering the barcodes listed below pressing after each barcode 3358 3409 3556 3889 3411 3154 4195 4196 5910 3764 3389 5905 6901 5420 4030 soko Inventory Helper G
33. for this tab Even a novice will know what type of information to enter in the various fields Just start typing in the field to enter the information and the watermark will disappear Click on the watermark for the a field and enter AUtomobiles Next click on the watermark for the x field and enter History Click on Save Click on Add to List when the Subject Search window opens This is the Authority Control feature of Alexandria that helps you be consistent in your entries if you elect to turn on Authority Control in your System Pref erences Then click on OK Click on the Action Menu icon and select Switch to Item View Click on the Subjects tab Notice that the changes you made are reflected there Cataloging or Adding Web Sites Adding web sites can be very beneficial For instance adding links to web sites with lesson plans for a novel would provide a valuable resource for your teachers Let s add a web site to Sadako and the Thousand Paper Cranes Click on the Search icon at the bottom of the Items List left pane Enter the title in the Title field ENTER Highlight the title in the Items List pane click on the Lock icon at the top of the Item record to unlock the record then click on the Links tab Click on the at the bottom of the Item Record right pane Alexandria v6 Guided Tour 23 Alexandria v6 Guided Tour e Enter San Diego County Office of Education Teacher CyberGuide in the URL Name field then
34. hat the Transac tion Log indicates this and tells you that the inventory date was changed Alexandria performs a continuous inventory changing the inventory date every time an item is checked in or out e 8027 This item is from another library in a Central Union set ting It has been put In Transit to its home library e To exit Bookdrop mode either type a period or use the Mode drop down menu to select Check Out Locate a Patron There are several different commands that you may use to locate a patron One way to locate a patron is using the Homeroom pane Lets locate Maggie Kennedy in Mrs Dobbins homeroom Alexandria v6 Guided Tour 4 Alexandria v6 Guided Tour e Click on the Homeroom subtab of the Circulation tab Arches Sunny Ralph Bates Lenny Betters Julie Ernst Jason Kennedy Maggie Nordstrom Alicia Rose Danny Transaction Log Renewals Homeroom Sanich Wendy Savage Don Sciera Michelle Stock John Refresh Select e Highlight the desired homeroom in the left pane then double click on the student in the right pane e Click back on the Transaction Log subtab Another way is to use one of the two Locate commands The LF Locate Patron by First Name command will locate the patron by first name or you may use the L Locate Patron by Last Name command to browse the list of patrons in last name order NOTE Although the commands are shown in uppercase for readability they may be typed in
35. hs and The Baltic States e Type Mark s barcode 1002 ENTER e First there is an Alert Note His parents have requested that he not be allowed to check out any books on witchcraft Click on Proceed or press ENTER e Click on Renewals subtab of the Circulation tab Note that Bar Graphs is in red It s overdue and he ll have a fine on that item Alexandria v6 Guided Tour 7 Alexandria v6 Guided Tour click Macintosh or CONTROL click Windows on each of the titles so they are highlighted as in the screen shot below Check Out Enter a Command or Barcode Mark Arias No Current Item 1002 7th Grade Wishard 5 Items 2 Overdue Current Charges Due 0 80 Lexile Score 7OO SAT Details Notes Lookup t Details Copy Stats Notes Lookup Barcode Due Date Renewed Abigail Adams a revolutionary American woman May 11 2011 Baseball s boneheads bad boys amp just plain crazy guys May 11 2011 Brave deeds how one family saved many from the Nazis May 11 2011 Bar graphs Apr 19 2011 The Baltic states Estonia Latvia Lithuania Apr 25 2011 Renew All e Click on Renew at the bottom of the window e The book about baseball s boneheads can t be renewed because there is a hold on it Click on No since he doesn t have the books with him e Click on OK for Hold notice e If your library charged fines an Alert window would appear If Mark paid the fine wh
36. info companioncorp com Web http www companioncorp com http www goalexandria com Listservs alexnet companioncorp com librarianscorner companioncorp com announcements companioncorp com Alevandria a SITE BASED MULTIFOATAS TATION DISTRIBUTED UNION CENTRAL UNIOM AOSTED COMFIGURATIONS AVAILABLE EASY INSTALLATION UPDATES AMD BACKUPS WEB BASED AND RICH CLIENT INTERFACES WINDOWS OR MACINTOSH Alexandria v6 Guided Tour Introduction Alexandria best known for its power and ease of use is designed for single libraries as well as large districts and may also be configured as a Distributed Union or Central Union catalog It is a fully integrated solution including OPAC Circu lation Cataloging Web Subscription Management Orders Budgets Patron Management Word Processing E Mail Notices over 15 000 Reports Built In Server and Web Server Advanced Bookings SIF and SIP2 capabilities and much more Alexandria offers the best cross platform library automation solution for Windows and Macintosh Getting Started This guided tour takes you through a full working version of Alexandria and will show you many of Alexandria s easy to use features and integrated capabilities For your first tour through Alexandria we recommend you follow the guide sugges tions using the sample data After the guided tour feel free to add actual items and patrons from your library This will give you an exce
37. lexandria will retain the list of items that you have inventoried and any Exceptions Notes no matter how many times you open and close Inventory Helper until you click the Finish Inventory button of the fifth Alexandria v6 Guided Tour 24 Alexandria v6 Guided Tour tab This is so helpful because you can even quit in the middle of a shelf and know exactly where you need to resume inventory the next time you open Inventory Helper e First click on Edit and select System Preferences e Click on Operators click on the Require Operator Login then click on Save Close the System Preferences window e Go to File on the menu bar and click on Log Out When the Log In win dow opens type Alex in both the Login and Password fields e Click on Tools on the menu bar and select Inventory Helper e Click on the second tab Inventory Settings Enter 000 and 099 in the Call Number Range fields Notice that if you do not want Alexandria to report every item that is inventoried out of shelf list order you may check the box Ignore Call Number Order aA00 Inventory Helper J a 1 Begin Inventory g 2 Inventory Settings 3 Scan Items I First identify the areas to be inventoried Use the settings below to define the Call Number Range Site or Item Policy you are working with If you intend to inventory your entire collection or are a single site library or are not concerned with a particular item policy you can leave these s
38. llent idea of how Alexandria will benefit you If you would like to go through the Guided Tour a second time simply reinstall the demo Starting the Demo Place the COMPanion CD into your CD player For Windows installations go to My Computer double click the CD icon and find the Alexandria Demo installer for windows For Macintosh double click the COMPanion CD icon when it appears on your Desktop then find the Alexandria Demo installer for Macintosh The larger of the two installers includes multimedia attachments that you will need in order to tour the multimedia functions in Alexandria If you choose the smaller of the two files multimedia attachments will not be installed on your computer and you should skip the Multimedia section of the tour If you have downloaded the Alexandria Demo Installer for Windows from our web site click on the file in your downloads list click on OK when asked if you want to launch the file then click on Install For Macintosh double click on the Alexan dria Demo Install icon and follow the prompts given QuickTime must be installed on your computer to view the demo properly If you do not have QuickTime installed you can install it from the COMPanion CD Entering Data Where you read text written like this Simple Text type it into the program Alex andria users enter data with barcode readers and do not need to press the key after each scan This guide assumes you do not have a barcode reader so
39. lowercase The space between the command and the text is important to distinguish between the two commands Locate Randy Everill using the LF command e Type LF ran NIER to find a patron whose first name begins with ran Now let s locate Lonnie Amstead using the L command Alexandria v6 Guided Tour 5 Alexandria v6 Guided Tour e Type L amst ENTER and double click on her name to make her the Cur rent Patron Leave Lonnie on the screen as the Current Patron We will need her for the next exercise BOE Patron Lookup felect Go l a Pal Barcode Name Homeroom 1088 Amstead Lonnie Ann Stark a 1001 Anderson Darla Stark 1091 Arches Sunny Ralph Dobbins 1002 Arias Mark Wishard 1003 Arnold Carnille Zeigler 1100 Base Ann Johnson 1087 Bates Lenny Dobbins 1025 Bazzell Becky Stark 1028 Beqay Sarah Shelton 1071 Bergerac Joshua Shelton 1014 Berol Joseph Todd Wishard 1015 Berol Kristin Shelton 1094 Betters Julie Dobbins 1058 Biernbaum Cassandra Crockett 1044 Biondo Kevin Silver v Locate Items with Title Author or Call Number Items can also be found from the Circulation window by title author or call num ber If Lonnie Ann Amstead wants a specific item but has not checked the catalog you can verify the item s status for her during circulation e Searching by Call Number C Type c 900 ENTR Double click on the desired title or click Select to make it active e S
40. n Blvd Address 2 Salt Lake City USA Vendor Link Description ws Vendor URL b Account Options E Show Vendor Link Alexandria v6 Guided Tour 40 Alexandria v6 Guided Tour Budgets Always know where you stand on all your budgets by recording that information in the Budgets module Alexandria will adjust the amounts accordingly as items are received Orders B Exclude from Total Budget Amount Committed Spent Balance 500 00 l 0 00 0 00 500 00 0 00 0 00 0 00 100 Total Amount Total Committed Total Spent Total Balance 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Alexandria provides you with a quick and easy way to generate your orders It will even figure discounts and additional charges such as shipping cataloging etc Not only will it generate these orders but when items are received it will adjust the budget figures accordingly track items requested by specific patrons and let you Alexandria v6 Guided Tour 41 Alexandria v6 Guided Tour notify them that the items have arrived send claim letters and transfer items not received to a new order 2000 1234 Line Items 2 Running out of time 2 99 3 The Forestwife 4 50 4 Search for the Shadowma 15 95 Number Ordered 16 Number Received O Price 29 39 Extended 187 83 4 line items for this order Subtotal 187 83 Charges Shipping Misc 18 78 Discount Discount 0 00 Sales Tax 6 25 Tax 12
41. ngley Locate this item in the list click on the Review stars and select Add Review 4 709 LAN mh 197 Ancient Greece UN a gt yy Langley Andrew te 2 a Aeolealinitat BOOK C2005 Read All Reviews 0 5 Stars 0 4 Stars 0 3 Stars 0 2 Stars 0 1 Star 0 Add Review e Choose the number of stars to give the item then enter text for the review Click on Submit Add a review for this title Great book with lots of information for a report Submit Cancel e Click on Log Out Now click on Log In but this time you will use an Operator login and password Type Alex in both the Login and Password fields and click on Log In The Researcher window will change to the on line Web Librarian Circulation window Alexandria recognizes that the password and login belong to an operator and not a patron so it opened the Circulation window Yes you can circulate items catalog items per form inventory and many other functions via the Web Alexandria v6 Guided Tour 34 Alexandria v6 Guided Tour e Click on the Alexandria icon Infinity symbol at the bottom of the win dow and select Review Management 5 Circulation BA items amp Patrons Reports Alex Operation Management a Review Management ai System Preferences D Operator Preferences English yJ Researcher Log Out a __ OMS Oe e Click on the Lock at the top of the reviews to unlock the window Click on Set Accepted then click
42. nnessee Puerto Rico Click on the drop down menu directly to the right of the Search field and change it from Simple to Advanced Enter Greek in the first Search field change the Boolean Operator from And to Or next to the second Search field and enter Roman in that Search field In the third Search field you want to enter mythology but you don t know how to spell it Alexandria to the rescue Type Myth and click on the Browse icon magnifying glass in the third Search field The Browse window will open with the first word starting with myth high lighted Double click on mythology and click on Search after mythology appears in the third Search field Browse A More Word Mysteries Mysterious Mysteriously Mystery Mystic Mystical Mystique Myth Mythical Mythological Mythology La z Select Click on Add to List for the first title Notice that two options are given Temp Basket and Default Default is only shown when a patron logs in Items added to the Default Basket will be saved until the patron deletes them from the list so every time Darla logs in she will have those items still on her personal list Temp Basket is just that Temporary Items listed in Alexandria v6 Guided Tour 33 Alexandria v6 Guided Tour either basket can be printed in a variety of formats Simply click on the list click on Print then select the format you desire e Darla wants to write a review on Ancient Greece by Andrew La
43. ns Note column and in the Status Col umn e Click on the fourth tab Review Notice that Alexandria provides a running tally of how many items have and have not been inventoried You may click on any of the report links to have the chosen report run Don t worry Alexandria v6 Guided Tour 26 Alexandria v6 Guided Tour Alexandria prints to the screen first so you will not waste any paper print ing reports you just want to view Number of copies in selected inventory range Copy List Report Number of copies inventoried Inventoried Copies Report Number of copies not inventoried Missing Copies Report Number of copies not inventoried and available Missing Available Copies Report Number of copies checked out Circulating Copies Report Lost copies inventoried Lost Copies Inventoried Report Copies inventoried not belonging to Site Incorrect Site Report Number of copies out of call order Out of Order Report Number of copies out of call range Out of Range Report e Click on the last tab Finish Notice that Alexandria provides some links to check to run final reports when you have completed inventorying the sec tion of your library Notice that you may have Alexandria set all items not inventoried to Lost by just checking that option and clicking on the Finish Inventory and Clear All Settings button in the bottom right corner of the window e Close the Inventory Helper window when you are finished Searching Researcher
44. o put the same entry in the Awards Notes without using a barcode e Type a period ENTER to exit this command and return to Check Out mode Later when we discuss searching we ll show you the results of this convenient method Scroll down the list of commands to see other Circulation commands Alexandria v6 Guided Tour 10 Alexandria v6 Guided Tour e Click on some of the commands to explore Click on the Circulation tab and the Transaction Log subtab when you are finished Reserves Items on reserve will not circulate until removed from reserved status and placed back into circulation Kerri Dobbins has asked you to reserve The Usborne Com puter Dictionary for Beginners e Type 1020 to make Kerri Dobbins the Current Patron Then type j 8985 ENTER The J command places a reserve on the barcode 8985 Reservations A Reservation holds a specific copy for a designated time in the future For exam ple Keri Dobbins has a unit on astronomy in April and wants to reserve item 3168 Venus for the second full week in April e Type 1020 to make Keri Dobbins the Current Patron e Type g 3040 to place this item on Reservation e lt A calendar displays for you to select the dates for the reservation click the drop down menus for the month and year to set the month and year to next April e Click on the Monday of the second full week in April and with the mouse button held down drag the cursor to the Friday of the same
45. on s CyberGuides website and click on it Alexandria will launch that website Close the browser window when you are finished Reports Alexandria s Reports module provides you with an abundance of reports to meet your every need There are over 15 000 possible reports built into Alexandria and these reports are grouped for ease of access Alexandria v6 Guided Tour 36 Alexandria v6 Guided Tour Many sample reports have been included for your use either as they have been set up or as a starting point for customizing to suit your own needs But the best fea ture of the Reports module is that you can schedule reports to run automatically Imagine having your overdue notices run made into PDFs attached to emails and sent while you are home sleeping It s possible with Alexandria AAO Go to Tools on the menu bar and select Reports Click on the appropriate tab that represents the type of report you want For this example click on the Circulation tab Next click on the subtab that represents the best choice for the report you want to generate Click on the Listings subtab Click on the Add icon in the bottom left corner of the window to open the Editing New Report window Editing New Report Boolean Modifier Se ESE ____ gt or Overdue eae With 1 Ending With 9999 Transaction Type Lost Item Transaction n ca Charge Record Select from the Report Type drop down menu to Circulation Listings Detailed If
46. on Date Term for 2nd Phone Number Mobile e Change the term for 2nd Phone Number Mobile to Cell Phone Alexandria v6 Guided Tour 16 Alexandria v6 Guided Tour e a a eee O O U al e Click on the Dates tab Short Date Format M D Y Normal Date Format With Day WMDY Normal Date Format No Day MD YR Long Date Format With Day WMD YR Long Date Format No Day MD YO e Note that you can change the format from M D Y to D M Y or Y M D You may also change any of the other formats to the desired order e Click on Save e Close the System Preferences window by clicking on the red dot Macin tosh or on the X PC at the top of the window Patrons A The Patrons management module stores information about library patrons Most MULTIPLE WAYS TO ACCESS PATRONS of this information can be imported from existing data sources such as your school MODILE EY KEYBOARD e e e AND MOUSE information system using a tab delimited file PATRON AND Cc a E RENO e To look ata patron record go to Show on the menu bar and select Patrons SIMULTANEOUSLY IMPORT PATROM INFORMATION FROM SCHOOL DATABASE NO MEE FOR MANDAL ENTERING tie Malta Todd M Malta Todd M i i Gold Lawrence Pratt Jared Zelinsky Judith Zeigler Jeff Wilson Hugh Wilcox Gordon Walker Darion Viter Melissa Tialino Jessica Shelton Bill Selman Steve 2nd Location Dibb3 Scieszka Benjamin a e Sagaser Dan EPERE
47. on the Alexandria icon again and click on Log Out This will put you back to the Search window Review Management x Sort By Last Modified A me 1 Anderson Daria Ancient Greece Anderson Darla Ancient Greece Patron Name Anderson Darla KANOE Title Ancient Greece Great book with lots of information for a report Time Stamp Log Jun 11 2010 12 39 pm Created by Anderson Darla State Unclassified X AVQ A Set Unclassified Set Needs Review Set Accepted Set Rejected W e Type Ancient Greece in the Search field and click on the Title icon Notice the Review stars show the review rating Click on the stars then click on Read All Reviews aN MULTIPLE SEARCH INTERFACES FOR e e PIE E g Close the Review window AND NEEDS SIMPLE EXCELLENT e Click on New Search ELEMENTARY LEVEL INTERFACE ADVANCED USE Explore BOOLEAN SEARCH STRATEGIES GREAT FOR EXPERIENCED PATRONS Alexandria Explore provides an iconic search interface perfect for the English as a EXPLORE GRAFHIC INTERFACE FOR YOUNG Second Language individual or the younger patron whose typing and or spelling skills are somewhat rudimentary This search interface is fully customizeable using BROWSE GREAT FOR e e e e e USERS WHO NEED Explore Builder which is found under the Tools menu on the Circulation window SPELLING HELP Explore buttons can be programmed to perform a search launch a URL or open
48. or Mrs Wishard Set the Output Format drop down menu to PDF and enter Wishard Overdues in the Output Filename field D johndoe kompanioncorp com janedoe kompanioncorp com e The report needs a name and to be saved as a favorite Click on the Over view tab Give the report a Name Wishard Overdues Description and Alexandria v6 Guided Tour 38 Alexandria v6 Guided Tour add Notes Also check the Favorite box if you want the report listed in your Favorites Wishard Overdues Weekly Overdues send via email as PDF Report Type Circulation Posting List Detailed Sort Patron Name Selected By Homeroom Starting With Wishard Ending With Wishard Or Transaction Type Temporary Checkout And Days Overdue Starting With 1 Ending With 9999 Or Transaction Type Charge Record Or Transaction Type Lost Item Options Include Charges Schedule Scheduled to run on Jun 18 2010 at 1 00 AM e Click on Save Now every Friday at 1 00 AM Alexandria will prepare Mrs Wishard s overdue list make it into a PDF attach it to an email and send it to her Yes the initial setup does take a few minutes but once it is setup you would only have to change the report s name homeroom name or the day of the week if your schedule changes or Mrs Wishard leaves Once a report is saved you may search from the Saved or Favorites lists to find the report you need Of course you will have reports that you only
49. rcher Click on OK Suggested servers to select MA Public Metro Boston MA Special North of Boston Library Exchange MT Montana Shared Catalog Click on Save in the upper right corner of the System Preferences window Close the System Preferences window Now you are ready to use Add Title Assistant Alexandria v6 Guided Tour 19 Alexandria v6 Guided Tour e To add an item go to Show on the menu bar and select Items Then click on the at the bottom of the Items List pane left pane A bag of lucky rice Anfernee Hardaway Atlantis Star Trek V Dr Who C programming Beware The Collaborative classroom Time Night of the bat Raising the griffin Adam Canfield of the Slash The hobbit or There and back again The afterlife _ __ A nose for adventure Nn ES Coyote School News 2007040672 The Van Gogh Cafe The tales of Beedle the Bard 9781599531816 Seeing lessons ial alll Adrift g Ajeemah and his son Dillon Dillon c2008 4 p col ill 23 cm The 1990s from the Persian Gulf War to unny zone The African American family album Puerto Rico The Baltic states Estonia Latvia Lithua Brave deeds The atlas of archaeology Generic Medium Type Book OO O wW Bayard Rustin Condolezza Rice Magnetic Medium Robert E Lee ia B Franklin p rinter ava CATALOG EQUIPMENT OR OTHER ITEMS AND USE DON T SHOW IM RESEAREI ER TO MOE e You may search by ISBN Title etc
50. rop down menus The first allows you to switch from the Full view for the results to the Brief or Cover Art view Change to Brief view and note the difference in the dis play Change to Cover Art then back to the Full view Home Login Search New Search Searched dogs Site Information Fut z 15 Per Page RAEE f6 d Reset Search Reload Window FIC BAR iT A pup in King Arthur s court Details Add to List Place Reservation Place Hold Link IN ae S Barkan Joanne Bulletin Board 4 eats oe Stewart Arvis L Twain Mark Duffield Help T Rick book c1998 FIC BAR Details Add to List Place Reservation Place Hold Link A tale of two sitters IN Barkan Joanne Duffield Rick Dickens Charles book c1998 FIC BEC Details Add to List Place Reservation Place Hold Link Buster amp Phoebe the great bone game IN Publisher description Alexandria v6 20 0b28 Alexandria v6 Guided Tour 28 Alexandria v6 Guided Tour Hyperlink A highlighted underlined phrase or word that can be clicked with the mouse to go directly to another feature of Alexandria or to a web page e Click on the second drop down menu Notice the different sorts that are available Select one of the other sort options and see how the display changes e Click on one of the titles This opens the Items Details for the title you selected Note all the links shown in blue If you click on any one of the blue links
51. the Format drop down menu was present you would select a format for the report Select the Sort By option from that drop down menu For this example select Patron Name Notice that several check boxes are available Click the box for Include Charges Several Select By options have already been added to this report Let s add another one to designate a specific homeroom as the focus for this report Click on the Add icon in the bottom left corner of the window Set the Boolean Operator drop down menu to And and change the Select By drop down menu to Homeroom In the fields that appear enter Wishard Now click on the Schedule tab Mrs Wishard s class comes to the library on Thursdays so you want to run her overdue list on Friday In the Run Alexandria v6 Guided Tour 37 Alexandria v6 Guided Tour next on field click on the Calendar icon and then click on this Friday s date While you may change the time 1 00 AM is fine for our purposes Set the Repeat drop down menu to Weekly then click on Friday so the report will repeat weekly on Friday Enter 1 in the Every field You want to know if the class had any overdues so check the Send Email Notification box and enter your email address in the field provided Gp Cm cm sun J non Tue Wed Thur Fn Sat johndoe companioncorp com janedoe companic e Next click on the Locations tab Set the Output to drop down menu to Email Attachment and enter an email address f
52. want to run once and there is no rea son to go through the scheduling steps You will just set the Selection tab to the proper settings and click on Print or Print PDF in the lower right corner of the window You won t waste any paper with Alexandria because it prints to the screen first and then you select Print from the File drop down menu to print a hard copy if that is what you need Explore the many reports available to you by clicking on the various tabs and subtabs in the Reports window Remember you can see the results of the report right on your screen and you ll not have to worry about wasting paper e Close all reports windows when you are finished with reports Alexandria v6 Guided Tour 39 Alexandria v6 Guided Tour Additional Modules in Alexandria Alexandria provides additional modules at no extra cost that allow you to manage your vendor information budgets orders and subscriptions everything in one place and always at your fingertips To access one of these modules go to Show on the menu bar and select the desired module Vendor Information Track vendor information such as address contact information even the bar code range that you sent the vendor as well as the next barcode No more searching for those illusive pages of notes Vendor Code A COMPanion COMPanion o BTSB Perma Bound Baker and Taylor Mackin 000 Capstone Interactive Feb 3 2000 COMPanion Corporation 1831 Ft Unio
53. you Alexandria v6 Guided Tour 1 Alexandria v6 Guided Tour a VIEW LEXILE SCORES FOR PATRON AND ITEM RECORDS Q IMPORT PATRON PICTURES FOR EASY IDENTIFICATIONS a TABS AND BUTTONS FOR EASY ACCESS TO INFORMATION a PATRON AND ITEM DETAILS ONE CLICK AWAY will need to press after you type your information If you have any ques tions please call us toll free at 1 800 347 6439 Circulation Most Alexandria functions are performed or accessed from the Circulation win Mode Drop Down Menu Command Line Help Allows quick mode changes apace for inpui of all Assistance for pairon and iem Check Gui Check In Bookdrop keyboard and barcode management circulation Hold Ke quesis Inventory etc eniries cataloging reporis and mare Current Patron Current Patron Information Current Item Current item information Tab Functions Transaction Log Conpnand Help ran i ETE Erana Holds Reservations Charge 5 Tip han been orutes ted at Loca Archiving Gade at 2200 pm os May 25 BOG ipa Comite support ete wom ai F pdre CORT e heady ba proces Biad 9 Gra chica csureya to serving by Pairon LOOS Unksows Narceda Hel Citaiagin Peter 5 ll B 2451 The veal Sioa OF haman malem Gp Patron TONT cro ar IRH Shatter Be Magne E eis i to Dur dan 1 20 Fiew daily activities in 552 Bent s Fort 1 orasergeds ef uer on ite Santa Fe Traf ba Patron 100 T T r Lo r008 reel Car ransaction Log Cie T FIET A Chid OT Orn

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