Basic Training Manual - Library Automation Software

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1. On the Standard Calendar, for next year, close every Saturday and Sunday for the entireyear, Labor Day and all of July and August. Set a Period Due Date for the third Friday inMay.To set calendar closed days:• Go to Edit on the menu bar and select System Preferences.• In the Circulation category, click on Calendars.• If you have more than one calendar, select the correct one in the left pane.• To close the same day of the week for the whole year:• Change the Month drop-down menu to January and the Year drop-down menu to thedesired year.• Holding down the (Windows) or (Macintosh) key, click on theday label at the top of the calendar.• When asked if you want to close the day for the rest of the year, click on Yes.• To close consecutive days, click, hold and drag from the first date through the last date.• To close one day, click once on the desired date.• To set a Period Due Date, click twice on the date.• To clear a date, click through the cycle -- once closes the date, second click sets aPeriod Due Date, third click clears the date.• Click on Save in the upper-right corner of the window to save changes.D.Circulation Rules, BarcodesE. Patrons, ItemsF. ResearcherNOTES:60 Alexandria 6.0.1 Basic Training Manual
10 Alexandria Quick Start ChecklistFor those who have not set up Alexandria, the following is an ordered checklist of what to do inthe order you should do these things.A. Install AlexandriaB. Import ItemsC. Utilitiesa. Set Archives Scheduleb. Set Rebuild ScheduleD.Set System Preferencesa. Site Informationb. Emailc. Securityd. Operatorse. Calendarsf. Policies (Patrons, Items, Exceptions) and Call Number PolicyMappingg. Circulation Rules, Barcodesh. Patrons, Grades, Itemsi. ResearcherE. Import PatronsAlexandria v6 Basic Training Manual 61
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It is strongly recommended that at
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Alexandria and have full privileges
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2 CirculationA. Menu BarB. Circulat
Page 15 and 16: 3 More CirculationA. Locate a Patro
Page 17 and 18: NOTE: Instead of the title search a
Page 19 and 20: To renew all items for a patron:•
Page 21 and 22: • You may set your preferences to
Page 24 and 25: • Click on OK, then click on Save
Page 26 and 27: C. Discard a Copy (2)4. You have sp
Page 28 and 29: 26 Alexandria v6 Basic Training Man
Page 30 and 31: C. Importing Patron RecordsPatron r
Page 32 and 33: NOTES:• The only required fields
Page 34 and 35: • Click either the Find icon or t
Page 36 and 37: • Click on the Address Books in t
Page 38 and 39: • You will be asked if you want t
Page 40 and 41: G.Importing Items from a Vendor Fil
Page 44 and 45: C. Rules of SearchingThe four rules
Page 46 and 47: e. Temp Basket6. Search for dogs. U
Page 48 and 49: 8. As the librarian, review Darla
Page 52 and 53: A. Special ReportsB. Patron Reports
Page 54 and 55: Barcode LabelsTab: CopiesSubtab: La
Page 56 and 57: Top Circulated ItemsTab: TitlesSubt
Page 58 and 59: After the initial report has been s
Page 60 and 61: E. Statistics ReportsUsage by Perio
Page 62 and 63: • Give the policy a Policy Name a
Page 66 and 67: F. Run UtilitiesRemember, you must
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Basic Training Manual - Library Automation Software

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