“Inventory - Shelf Order for Holdingscode.rpt” - This report will look odd to you at first as it gives you ONLY each unique call number and the call number Type, nothing else. This report is referred to several times in the instructions. It will also show you cataloging errors in call numbers that can affect inventory, especially at the beginning and the end of the list. It is not necessary to print the report, but just pull it up on the screen and scan through the call numbers.

Step 2: Scanning and Uploading Process: Refer to whichever scanner you are using.

• Set up and scanning with the Metrologic Wireless Scanner
• Set up and scanning with the Percon PT-2000 Scanner

Step 3: Identifying Missing Items:

When you have completed scanning and processing, you are ready to identify missing items (finalize the inventory). You can do so by a call number range, an entire collection, several collections, or the entire library at once. Choosing which you will do depends on what you have scanned. If you intershelve 2 collections (such as FIC and AR) please read before proceeding. You can identify missing items of two collections at the same time, but you cannot identify missing items of one entire collection with a partial call number range of a second collection at the same time.

1. Open Library.Inventory.

2. Select the tab “Identify Missing Items”.

3. Fill in the beginning date of your inventory for this collection, the date you began scanning this collection.

4. Fill in the Branch (school) and collection. Bullet your choice of how you are finalizing. If you are finalizing a single whole collection, bullet "Single collection", scroll down to highlight that collection code, and bullet "whole collection" at the bottom. If you are finalizing just part of a collection, bullet "Selected call number range", fill in the call number type and the beginning and ending call numbers of the range you want. If you are choosing to finalize more than one collection, bullet "Multiple Collections", hold down the CRTL key while you click on each collection to highlight it.

5. Click the “Run” button. Running this process marks the missing items in the collection, in Circ and in the PAC. The pop up window does not show a count as it does this, but simply closes when finished. You may now close L.S Inventory and open Library.Reports and run any of several reports.

The first report you should run is "Inventory Status Analysis". This will show you how many items you have in the collection along with the status and dates of inventory. Scan the report to see if the majority of the items are "IN" with your most recent scan dates. If the majority of the items are "MS", call the HelpDesk.

Next run the following reports, to aid you in looking for misshelved and missing books:
"Inventory Missing Items Log" This is a good report to run once to locate books that have been reshelved without being checked in. See TIPS about this report.
Once you have completed inventory on one collection you may move on to your next collection and begin the entire procedure again.

Exception for multiple collections that are intershelved::

*If you have AR or Reading Counts books intershelved among other collections, then please follow these steps to assure the inventory will run smoothly. Adapt the following example to your library. Please call the HelpDesk to discuss this if you are the least bit unsure.

1. Decide which collection you are going to inventory and run "Shelf Order for Holdingscode" for that collection. Also run "Shelf Order for Holdingscode" for your AR collection. This will show you the first AR call number in the collection you are inventorying.
2. Scan the books, upload, rename, and process the file(s) as usual to complete the collection.
3. Identify Missing Items for the whole collection.
4. Identify Missing Items for the collection AR, but this time choose a selected call number range. Fill in the call numbers as shown on your "Shelf Order for Holdingscode" report for AR.