Follett VERSION 6.00, User Manual

Page: 209 / 730

209
Inventory
Chapter 19 Inventory basics
After circulating your collection, you may notice that some items just aren't
where they're supposed to be. Inventorying your collection lets you know exactly
what you have and what is missing or just misshelved. Once you know what's in
your collection, you'll also be in a better position to make acquisition decisions.
With Follett Software's Inventory application, you can choose to take stock of
your entire collection or inspect one section at a time. This chapter includes an
overview of the inventory process, detailed planning instructions, a checklist to
help you during inventory, and instructions for starting and getting around
Inventory.
Overview of an inventory
Inventory works with Circulation Desk and Cataloging. This means you can
continue to circulate your collection and add new titles and copies while an
inventory is in progress. When you finish an inventory, you can print reports by
title or call number that list all of the items that are missing from your collection.
The following diagram gives the big picture" overview of how Inventory works:
There are three ways to add items to inventory:
Scan them directly into the Inventory main window.
Use a PHD and process the data later.
Create a data file of scanned barcodes and process the data later.
You can use any combination of these methods to take inventory.
Before you finalize inventory, print an Inventory List by Call Number for
Unmarked items. This report lists any items you may have missed.
Begin Inventor
y
Finalize Inventor
y
Plan Scan Report
Monday: 001-399
Tuesday: 400-699
Wednesday: 700-999
After finalizing inventory, print the
inventory lists to see what's missing:
Inventory List by Title
Inventory List by Call Number
Missing:
T 123456
T 13579
T 24680
Not
Inventoried
(Unmarked)
Whether you plan to run a full inven
tory or several partial inventories,
set up a schedule before you start.
This will help you keep track of what
you've done and what areas still
need to be inventoried.
T 625
Inventory status is set based on
copy status. For more information,
see the table on page 211.
Inventory and copy statuses of
any remaining Unmarked items
are set to Missing.
Scan
the Item
Inventoried
(Marked)