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DA-Site Inventory Training

DA-Site Inventory Training. March 15, 2001 NOACSC, MVECA, SCOCA & SPARCC. Inventory Setup Issues. Creation of Inventory Directories (p.3) $ DIR LIS_MGR:SUBS_*.ENV_*;0/SINCE=01-JAN-2000/SIZE/PAGE Cleanup of Inventory Directories (p.3) Batch Updating of Temporary Locations (p.6)

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DA-Site Inventory Training

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  1. DA-Site Inventory Training March 15, 2001 NOACSC, MVECA, SCOCA & SPARCC

  2. Inventory Setup Issues • Creation of Inventory Directories (p.3) $ DIR LIS_MGR:SUBS_*.ENV_*;0/SINCE=01-JAN-2000/SIZE/PAGE • Cleanup of Inventory Directories (p.3) • Batch Updating of Temporary Locations (p.6) • Location Table .CUT files (p.6)

  3. Media Center Preparation for Inventory • Preparatory Inventory Reports (p.7) • Items with no collection code • Items with no shelf number on the item record • Compulsory Return Dates (p.7) • Global compulsory return dates • Specific compulsory return dates (Part of MultiLIS 11.2) • Use the Inventory Status Report! (p.8)

  4. Interactive Inventory (using workstation) • Equipment (p.10) • Using INVSCAN (p.10) • Use meaningful names (p.11) • If file already exists, option to append or create a new file (p.12) • If a barcode does not scan, all 14 digits must be entered via keyboard (or scanner) (p.12) • Press <Enter> to exit the scanning process (p.13)

  5. Generating Inventory Reports • Selecting/deselecting barcode files (p.15) • Shelf number option (p.16) (changed) • Sort options (p.16) • When to use each option • Extract options (p.17) • When to use each option • Last chance to Quit! • Email message sent to user when report is complete (p. 17/18) (new)

  6. Overview of the Inventory Reports • MIS (p.19) & SHV (p.20) should always be reviewed • REP is a comprehensive report that includes the following: (new) FDM FDU IOS MSS MOK SHS UNK ERR • Review/print either the REP report or the individual reports.

  7. Time for some Q&A!!!Please indicate what DA-Site you are currently at when asking your question

  8. Inventory Maintenance Program • View Missing Items/Change to Found (p.23) • Changing status of items from missing to found must be confirmed. • Once an item has been changed to 'found' it is not possible to reverse it. (p.24) • View Unknown Items (p.25) • Report of Missing and Unknown Items (p.25) • Always run before inventory is finalized

  9. Finalizing Inventory (p.26) • Before finalizing inventory, the Report of Missing Items and Unknown Items should be created and reviewed • This option should only be used when a library branch has completed its entire inventory for the year • Any items that are still “Missing in Inventory” at this time will be updated to the status “Missing in Inventory” in the MultiLIS database • Review the Exception-Items.Txt report for rejections (p.26)

  10. DASite Staff Instructions for INVMAINT • “Behind the scenes” of the Missing Items & Unknown Items reports and the Finalize Inventory (p.28) • Corrective Measures for Early Processing (p.29) • Explains what should be done if the Finalize option was chosen before it should have been

  11. Other Information in the Documentation • Changes To The Inventory Procedures In This Release (p.2) • Post Inventory/Year-End Reports (p.30) • Non-Interactive Inventory (Via The Percon Unit) (p.31 to p.45) • Is programming necessary? • Version of Person Firmware (3.x or 4.x)? • Report examples (p.46 to p.62)

  12. Time for some Q&A!!!Please indicate what DA-Site you are currently at when asking your question

  13. Thanks for coming!Please complete the paper evaluationANDthe online evaluation http://www.infohio.org/training/dasite/

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