You start an inventory session by specifying the location, collection, and call number type for the set of items that you are inventorying. You do this in the Inventory process as the first task before you can enter any barcodes.
You can view this information about an inventory in progress or a completed inventory:
• | The start and finish date |
• | The completed date, if applicable |
• | The current and cumulative number of items inventoried |
• | The current and cumulative number of misshelved items |
• | The current and cumulative number of invalid barcodes |
The cumulative total fields are editable so that you can manually set the count back to zero.
You must mark at least one inventory as “Complete” in Horizon before the Collection Codes Inventory group can display inventory information. However, marking an inventory as “Complete” does not finalize the Inventory cycle. To do this, you must run Find Missing Inventory. (For more information, see Finding Missing Inventory.)
Before Horizon can add current inventory totals to the cumulative inventory totals and set the current totals to zero, you must do these things:
• | Mark an inventory complete in Horizon. |
• | Run Find Missing Inventory so that Horizon considers the inventory finalized. |
• | Start a new inventory (for example, if inventory was completed last year and now this year’s inventory session has started). |
Horizon then adds the previous inventory session’s numbers to the cumulative totals. (For example, if your library has completed three different inventory sessions, the cumulative totals should show the grand total of all three inventory sessions.)
To view or reset collection inventory counts
1 | Open the collection view in the Table Editor. |
Horizon displays the List Collection Codes window.
2 | Choose the collection whose inventory information you want to view or edit. |
Horizon displays the Edit Collection Codes window.
3 | Click Page Down or resize the window to display the Inventory group: |
4 | View the information in these display-only fields: |
Field |
Descriptions |
This field displays the date of the first entry for this inventory. |
|
This field displays the date of the last entry for this inventory. |
|
This field displays the date that you ran the Find Missing Inventory process. (For more information, see “Finding Missing Inventory” on page 5-6.) |
|
This field displays the total number of items for which you have entered barcodes during the currently on-going inventory or the most recently completed inventory. |
|
This field displays the total number of misshelved items that Horizon identified during the currently on-going inventory or the most recently completed inventory. |
|
This field displays the total number of items with an invalid status that Horizon identified during the currently on-going inventory or the most recently completed inventory. |
5 | If you want to, you can update these fields: |
In this field |
Do this |
This field shows the cumulative number of inventoried items for the location, collection, and call number type. If your library does not want to track grand totals of inventoried items that include previous inventories, enter “0” (zero). |
|
This field shows the cumulative number of misshelved items for the location, collection, and call number type. If your library does not want to track grand totals of misshelved items that include previous inventories, enter “0” (zero). |
|
This field shows the cumulative number of invalid items for the location, collection, and call number type. If your library does not want to track grand totals of invalid items that include previous inventories, enter “0” (zero). |
6 | Save your changes. |
© 1998-2017 Sirsi Corporation