By viewing the status you can tell if you need to begin new, continue or finalize inventory.

Transcription

1 10/13/2016 Destiny Inventory By viewing the status you can tell if you need to begin new, continue or finalize inventory. To begin a new inventory: From Back Office tab (#1) select Inventory (#2), then select START NEW (#3) Fill in the field that asks for Inventory Name something like Spring 2013 (#4) Select Circulation types you wish to inventory (#5). Then click on OK That will return you to the main inventory screen. Select the Dates Option (#6). This cannot be a future date. Click on OK. #1 #3 #2 #4 #5 #6

2 #5 Scan items either live with a Panther / 7100 scanner or laptop on cart with desk scanner. If not scanning live, you will use Follett Remote on the Panther or 7100 scanner. For Dolphin use, you are just scanning into a file. (see Dolphin or Panther / 7100 scanner hand outs for full directions) All scan files are saved to your computer following the directions for the device you are using. To Upload scans - Click on Browse. Find the scans on computer. Click on Upload.

3 Using the Live method with Panther, you will see any problems right on the Panther screen. If barcode not found, pull the item off shelf and catalog. You will not have to run an exception report. Live scanning corrects items that were checked out and items that were previously lost. Upload method with Panther or Dolphin - After uploading, an inventory report will be in Job Manager. Read through the report carefully to find problems. The top of the page gives you the number of items accounted for and the number of skipped items If there is a problem with the barcode number or the copy, an alert message appears at the top of the Inventory page. Destiny DOES NOT correct an item that was previously marked as Lost. Destiny DOES NOT check in a checked-out copy. Job manager will show a notation, so look closely for checked out items. Go to circulation tab and check the item in. This will account for the item. Skipped barcodes you will need to go back to the shelves to find these items that have not been cataloged. Once your upload is complete: Follow the PHD directions to delete scans from the device then begin scanning again.

4 From the upload screen in Destiny, click on View In Progress and Completed Inventories link to see to your inventory progress - choose either completed or in progress sub-tab. Click on view again on the inventory of your choice. This will allow you to run various reports related to Inventory Choose options or see details. Click on Run Report. 1 When you feel that you have scanned everything, look at the % complete. Try to get your % complete number as close to 100% as possible and your unaccounted for number as small as possible. If you feel you have scanned ALL areas that were part of your inventory, click Finalize. Remember any items that are listed as unaccounted for, will be marked LOST!

5 Inventory Hints Formulate a scan plan sections of the media center you will scan. Begin scanning with the PHD of your choice. Do not check out from the section you are scanning until those scans are uploaded. All other sections are okay to continue circulation. Items checked out or are scanned for check in are considered accounted for and do not need to be rescanned. If using the Upload method, run a test upload of no more than 25 items to make sure the scans are transferring correctly. Do not scan more than items or a logical section before uploading. Reports can become overwhelming when a large number of items have been scanned. Check for damaged barcodes, spine labels, or books that need to be discarded while doing inventory. Be sure to label your problem items with a note so you will remember what needs to be done. (damaged barcode, need replacement, missing or damaged spine label, damaged book, weed item etc.) Don t forget equipment, book rooms or special collections that are housed someplace other than the media center. Items that students check out should be your priority doing a complete inventory helps eliminate lost items that are not truly lost. To account for materials in classrooms, either Print a list of all items checked out to teachers. Have the teachers locate items listed, check off or mark as not able to locate OR Go into the classroom yourself with a Panther or 7100 scanner. Using the Live Method Select Check out mode, type in teacher patron number and scan ALL items find in the classroom. This method will renew currently checked out items AND will check out materials that may have not be check out previously to the teacher.