Insignia Library system

Inventory

In the Insignia Library System inventory is a simple twostep process. You may choose to inventory the entire library or any part of it. Inventory may be discontinued and alternatively re-continued at any point. Staff may also use hand-held scanners for inventory and then specify the file name in “Import from File”. In this way, incoming records held in the imported file are compared with the current collection to discover unexpectedly “lost” copies. We have also added the ability for you to search and use the inventory date within the system. You will be able to use this feature in reports and search mechanisms.

To inventory your library, follow these steps:

1. 
   Click on “Administration” in the Navigator Toolbar.
   
2. 
   Click on “Inventory”.
   
3. 
   Choose to inventory the entire library or part of it (if you only want to do a partial inventory, enter the desired range of call numbers or specify a material type).
   
4. 
   Click on the “Initialize library system…” button.
   
5. 
   Scan in the item barcodes individually or choose to import a data file (in which you have saved barcodes from the handheld scanner).
   
6. 
   Once you are done scanning or importing the barcodes, you can click on the “Print” button to print a list of all the items that have not been scanned, and are therefore missing. To finalize the inventory process and change the status to “Missing”, click on the “Change all un-scanned items to Missing” button.
   
7. 
   To see the Miss-shelved items during the inventory process, select the checkbox for “Check Miss-Shelved Items”. Once you are done the inventory, you can click on the “Print Miss-Shelved” button to print a list of all
   

the items that were Miss-shelved. You must select the “Check Miss-Shelved” button from the time you start inventory in order to retrieve a complete list.

8. 
   You may choose to delete missing copies. Choose an inventory date range and then click the “Delete” button. You may also choose to delete items without copies by selecting the check box.
   
9. 
   The system will treat items that are currently checked out as accounted for in the inventory, so there will be no need to re-scan them these items.