Understanding the concept of Stocktake

The key to the Stocktake System is the ‘Last Seen’ date field found in the Materials Editor.  The "Last seen" field is updated with the computers date whenever it is processed in the circulation module in: 

 

1.        Stocktake Mode, or

2.        Return Items Mode, or

3.        Lend Items Mode  

 

It is also updated whenever a stocktake import is run from a stand alone stocktake module.

 

Thus the date setting on the computers being used for the stocktake is very important!

 

There are two separate stocktake methods that can be used:

                               

1.        Networked: The circulation module (circulating in stocktake mode)

2.        Not networked: Any computer (portable or stand-alone) running the stand-alone

         stocktake Program.

 

For the FAQ on the Networked Stocktake click here.

For the FAQ on the Stand Alone/Portable Stocktake click here.

BASIC STEPS

STEP 1 involves scanning all the items that you wish to take stock of.  This may be the entire library or just one collection.  (ie Fiction).  Take note of the date when you start your stocktake (This is important for Step 2)

STEP 2 involves analysing your data (in Materials Editor) to see which items were not seen during the stocktake. This is where you mark all the items in the areas that you have taken stock of and then run the "Unmark for Stocktake" option.  For the FAQ on how to analyse your stocktake click here.

 Last Edited on: Tuesday December 09, 2003