Processing Data from a Percon Unit

You will use the Percon Inventory process to transfer the uploaded file to the Horizon server.

To process data from a Percon unit

1 Start the Percon Inventory process.

The default location of this process is the Inventory folder on the navigation bar.

Horizon opens the Percon Inventory window, then displays the Profile Percon Inventory window:

2 Complete or update these fields in the Profile Percon Inventory window:

In this field

Do this

Location

Enter the location of the collection for which you want to process inventory data. For a list of valid locations, click Codes. (The Location field defaults to the location specified during login.)

Collection

Enter the name of the collection. For a list of valid collection names, click Codes.

Call No. Type

Horizon sets teh Call No. Type from the collection name. If you want, enter an alternate call number type if your library has set the Call Type field in the item record to override the default call number type set in the collection record. (For more information on setting the default, see About Resolving Inventory Issues.)

Override Call No. Checks?

If you do not want Horizon to report exceptions for missing call numbers, incorrect call number types, and misshelved items, mark this box; otherwise, leave this box blank.

Data File

Enter the name of the file you uploaded from the Percon unit to the workstation. If you need to browse for the file, click the Files button.

3 Click OK.

Horizon displays the Percon Data File Processing window:

4 After the bar indicates 100 percent, click Close to close the window.
5 Do one of these options:
If Horizon encounters exceptions, the system displays an Exceptions Message window.

When the session ID number displays, make note of it in case you need to print the Inventory Exceptions report just for that session, then click OK.

If Horizon encounters no exceptions, Horizon returns to the Percon Inventory workspace. Continue with step 7.
6 After Horizon has successfully processed the inventory file, erase the file from the Percon unit. To do this, do these steps:
a Press F3 at the Inventory menu.
b Press F3 again to confirm the deletion.
7 Do one of these options:
If you want to process more files, choose File, Profile Percon Inventory.
If you want to turn off the Percon unit, press the 1/0 button, or leave it alone and it will turn itself off after 10 minutes.
8 When you have finished processing all the files for this inventory session, run the exceptions reports and find missing inventory, as necessary.

(For instructions, see About Resolving Inventory Issues.)

 

 

 


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