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V0700 - Alexandria Initial Training: Introduction (1:23)
Learn which set of lessons to watch, what the lessons are, which demo data to use, and how you will use the video lessons with the Basic Training Manual.
- Download the training manual at the bottom of this page
V0701 - Lesson 1 - The Safe Seven
Keep your data safe with the Safe Seven: backup, machine maintenance, Alexandria maintenance, UPS [uninterruptible power supply], security, the transaction log, technical support (tech support).
Lesson 1, K-12 version (22:30)
Lesson 1, Public Library version (22:11)
V0702 - Lesson 2 - Circulation
Learn how to circulate items in Alexandria in this overview of the Circulation window layout, menu items, basic commands, item and patron details, how to check out, use override dates, set up circulation messages, and bookdrop.
Lesson 2, K-12 version (26:22)
Lesson 2, Public Library version (24:45)
V0703 - Lesson 3 - More Circulation
Dive deeper into Circulation by learning the locate patron [L and LF] commands, locate item by title [T] command, placing holds [H] command, placing reservations [G] command, renewing items [R and RA commands], declaring a copy lost, the cash drawer, and auto-hide.
Lesson 3, K-12 version (12:19)
Lesson 3, Public Library version (11:43)
V0704 - Lesson 4 - Special Circulation
Perform special circulation actions, such as using the statistics mode [Y and Y@ command], charging damages [DL command], fines/fees [F command], payments, and discarding a copy [special patron 2]. See reports for discarded items and the utility for removing discarded copies.
Lesson 4, K-12 version (12:40)
Lesson 4, Public Library version (12:28)
V0705 - Lesson 5 - Patrons
Get familiar with the patrons module: the layout, the personal info tab, the contact info tab, notes, statistics, lexile, adding patrons, importing patron records, modifying patrons, and deleting patrons.
Lesson 5, K-12 version (14:40)
Lesson 5, Public Library version (13:38)
V0706 - Lesson 6 - Items
Learn the Items module: the layout, items menu, MARC view, finding items [searching], title info, the publication tab, subjects tab, terms tab, notes tab, summary tab, statistics tab, links tab, and SP tab. Discover the Title Assistant and MARC search for adding items. Learn how to add copies, duplicate copies or titles, catalog a website, assign keywords from circulation [V command], and import items from a vendor file.
Lesson 6, K-12 version (32:03)
Lesson 6, Public Library version (30:30)
V0707 - Lesson 7 - Researcher
The Researcher is how your patrons connect with your library. Explore the different search interfaces (Simple, Advanced [boolean], Study Programs, Explore), search filters, and Extras [add-ons]. Enter your Site Information, configure Settings, create Links and Bulletin Board notices. Learn Lists, the rules of searching, and the different ways to view your search results (Full, Brief, Cover Art). Use the Sounds-like search and results filters to find what you are looking for. Print results or save them in the temp basket. As a librarian you will set up your Researcher Preferences, choose to enable reviews (or not), and you will need to accept or reject any posted reviews.
Lesson 7, K-12 version (24:36)
Lesson 7, Public Library version (22:35)
V0708 - Lesson 8 - Reports
Part 1: Learn how to set up and run reports, part 1. This video goes over items reports, including the top-circulated items report; patron reports, like the patron list; how to set your boolean modifiers; label reports such as patron cards and command barcodes, explaining ‘skip some labels’; copies reports; and the weeding list report.
Lesson 8 Part 1, K-12 version version (22:55)
Lesson 8 Part 1, Public Library version (21:37)
Part 2: In Reports Part 2 you will see reports such as the Super Summary report, Usage Statistics, and Circulation reports like the Loaned Items and [Overdue Letter to Parents - K12] [Circulation Letter - PL] reports. Learn how to save reports for later, mark them as favorite, and schedule reports to run to specified locations (i.e. email the report).
Lesson 8 Part 2, K-12 version (22:18)
Lesson 8 Part 2, Public Library version (19:47)
V0709 - Lesson 9 - Preferences
Set up your preferences to prepare for running Alexandria. Part 1 of this Quick Start Guide covers Site Information, Calendars, and Policies (Item, Patron, and Policy Exceptions). For the public library librarian.
Lesson 9 Part 1, K-12 version (22:55)
Lesson 9 Part 2, K-12 version (29:02)
Lesson 9 Part 1, Public Library version (24:09)
Lesson 9 Part 2, Public Library version (27:54)
Manuals
For those of you who find the printed instructions helpful, here are the training documents which these videos support. The documents are given in two formats: the student manual, which can be used as a ready reference document as well as a training document; and the teacher's edition, which gives all the things that a trainer would be saying during a training.
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