A regular and consistent inventory of your library collection will help library staff in many ways. Some benefits of an inventory include:
Plan to make time each year to do some sort of inventory, even if it is only one item group. You will feel more organized and be better equipped to help students and staff find the materials they need.
Before beginning inventory check the options available in Setup. Click Setup in the side menu and open the drop-down menu for Inventory. See below for more information on the setup options available. Options - Check the box next to the feature to turn it on: Audio Alerts and Check Shelving Order.
Audio Alerts will allow audibles to sound when there is a problem with an item you are scanning during the inventory process.
Check Shelving Order ensures items are correctly shelved. Items that are not shelved correctly will be accompanied by an audio alert notifying the person completing the inventory that there is a problem.
MobileStaff enables you to quickly and easily inventory items by scanning them into "inventory". This option can be used in either online or offline mode. If using in offline mode, be sure to run the "Upload Offline Transactions" option once you have re-established an online connection on the device you used to scan. Refer to this Offline lesson for more information about Offline mode.
The MobileStaff Inventory method takes the place of Step 2a and Step 2b in the Inventory Process. Please complete the Pre-Inventory Steps 1. Missing Copies List and 2. List Transits Report and the Step 1 Set Inventory Date report before starting this process.
In the menu on the left side, enable either of the following options before beginning your inventory.
Click or tap Apply to apply any changes made.
If you decide to check shelving order, be sure that the first item you scan is in the correct place on the shelf. This item will set the tone when checking the shelving order as you scan.
Watch the screen as you scan. If there is a problem, or the item has a status other than AVAILABLE, you will hear a short buzz (if applied in Setup) and a warning message will appear on the screen. If possible, rectify the item before moving on.
Possible alerts for scanned items:
Alerts are based on the status and location of items according to WorkFlows and BLUEcloud. Issues can be fixed in either software.
Once you have completed scanning items, continue on to Step 3 of the Inventory Process to generate a list of items not inventoried. Continue with the steps as needed.
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