Preparing for inventory, How will inventory affect circulation – Follett VERSION 6.00 User Manual

Page 210

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Inventory

Preparing for inventory

Before you start inventory, there are a few steps you can take to help things run

smoothly:

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Create a schedule. At some point during the year, you'll probably want to

inventory your entire collection. Do you want to run a full inventory or run a

series of partial inventories? Please note that each partial inventory must be

finalized before beginning the next one. Perhaps you just want to take a look

at the status of your highĆtraffic areas. In any case, divide your library into

sections by call number, and record when each section should be inventoried.

This helps ensure that you'll inventory your entire collection. After a day of

scanning items into inventory, you can also print a list of Unmarked items for

that day's range of call numbers to see if any sections or shelves were missed

(see Generating an Inventory List by Call Number" on page 558).

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Determine whether or not the items that are marked Missing are really

missing. Print a list of items with a copy status of Missing (see Generating a

Copy List by Status" on page 551). If you find some missing" items, you can

change their copy status to Available by checking them in. This ensures that

all items that are Available start inventory with an inventory status of

Unmarked (see the table on page 211).

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Print a list of items without call numbers (see Generating a Copies Without

Call Numbers Report" on page 513) and assign call numbers to them. If you

have imported MARC bibliographic records with copies, you might have

imported them without call numbers. Items without call numbers will not

appear on the Inventory List by Call Number, which you'll print before

finalizing inventory.

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Make sure you have a current backup of your database. For information, see

Chapter 42, Backing up your database."

How will Inventory affect circulation?

When you begin an inventory, you specify whether you want to run a full

inventory or just examine a specific range of call numbers. Inventory then sets the

appropriate inventory status for each item included in your inventory. It does this

by examining each item's copy status.

Important:

The Begin Inventory processing cannot be canceled and requires

restricted access to the database. This means that no other Follett

applications may be open at any workstation except for the search

modules such as OPAC and WebCollection Plus. Once the Begin

Inventory processing is complete, normal activities can resume.

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