The Inventory Guide is for all library personnel who do inventory and for system administrators who set up Horizon Inventory and any peripheral machines, such as Telxon, Percon, or PocketCirc hand-held computers. This guide explains how to set up Inventory, workstations, and hand-held computers to take inventory. It also explains how to use Inventory and hand-held computers to take inventory, process inventory data, and find and resolve inventory exceptions.
All setup and administration-related topics that are specific to Inventory are covered in this guide, not in the System Administration Guide.
This guide contains these major sections:
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• | Planning Inventory explains some benefits of planning ahead. It gives some suggestions on planning for time, personnel, and other resources to make your inventory complete and accurate. It also suggests planning which items you want to count as exceptions, dividing collections into manageable groups to keep from being bogged down by too much information at once, choosing the methods and equipment you will use to collect the information, and developing a method to track progress. |
• | Inventory Setup explains how the system administrator sets up Horizon Inventory tables to tally the inventory inputs and track exceptions. It also explains how to set up hand-held computers. |
• | Taking Inventory explains how to record item barcodes and in which order to do Inventory tasks. (For example, you should count shelving cart items before shelved items. If you count shelved items before shelving cart items, then as the shelving cart items are put back on the shelves, those items placed where the inventory has already been counted are missed by the inventory and show up as missing from inventory counts.) |
• | Resolving Inventory Issues explains how to run reports to show inventory exceptions and how to use those reports to find missing or misshelved inventory, items in the wrong collection, or any other exception. |
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