Inventory Procedures for Destiny

Transcription

1 Inventory Procedures for Destiny STEP 1: Login to Destiny as the Library Administrator (Media Specialist). STEP 2: Set up your shelf-checking preferences. P a g e 1 Go to Back Office Site Configuration Catalog options Scroll down to the Library Inventory Options. STEP 3: Start a new inventory. Go to Back Office Inventory Click on Start New NOTE: To start an inventory of the entire collection, leave the Call Numbers field blank. NOTE: To start a partial inventory, enter a call number such as E AAA to E ZZZ. The following screen appears: STEP 4: Make selections. Once selections have been made, click OK.

2 P a g e 2 STEP 5: The following screen will appear. Minimize this screen. NOTE: When items are scanned directly into inventory, any errors will pop-up on the inventory screen. A summary report is not generated. Items that are checked out are automatically checked in. NOTE: When items are uploaded from a hand-held scanner, a summary report will be generated in Job Manager. Checked out items are not automatically checked in. These items must be checked in individually. OPEN THE INVENTORY FOLDER IN MY DOCUMENTS.

3 P a g e 3 STEP 6: On the Panther scanner 1. Go to the Panther desktop 2. Double-click on Follett Remote 3. (version 1) From menu bar Function Library Inventory (version 2,3,4)-- From menu bar Function Library Inventory STEP 7: Scan items. Note: The most recent scan is listed first. CLOSE Follett Remote after you have finished scanning books and before you attempt to upload the scans using ActiveSync. (Close Follett Remote by clicking on the x in the upper right hand corner. Your scans will not disappear when you close) STEP 8: Connect the Panther scanner to the computer with the USB cable. STEP 9: The computer should recognize the scanner. The following Microsoft ActiveSync screen should appear. (It depends on the update) STEP 10: Minimize this window. To transfer scans from the Panther to the computer, open MY COMPUTER and find the REMOTE DEVICE. The following screen appears.

4 P a g e 4 STEP 11: Open the Mobile Device. The following screen appears. STEP 12: Open the IPSM folder. The following screen appears. STEP 13: Open the Follett (Destiny) Remote folder.

5 P a g e 5 STEP 14: Create a folder on your computer in your My Documents and title it Inventory Locate the file you want to upload from your scanner. Copy and paste the file in the Inventory folder you created on your computer OR drag the file into the Inventory folder. (Once you have moved the file to your computer, rename the file to identify the types of books you have scanned. Remember to keep the.txt format. Example Fiction A-G.txt) Once your file is saved, close both windows. Files in My Documents Files on Follett Scanner STEP 15: Open the Inventory window in Destiny. Click on the Browse button next to Or Upload a file of barcodes. Find the correct file in the Inventory folder. STEP 16: Click Upload. The following screen appears.

6 P a g e 6 STEP 17: To view the report, click on Job Manager. An example of the report is below. Arrows have been inserted to indicate errors. Look for titles with bullets. These indicate a possible error. Accounted For TEI -- Author: Teitelbaum, Michael. -- Title: Bigfoot caught on film and other monster sightings! -- Barcode: T Accounted For JAC -- Author: Jackson, Tom. -- Title: Scholastic zany miscellany -- Barcode: T Accounted For MAC -- Author: Macdonald, Guy. -- Title: Even more children's miscellany : smart, silly, and strange information that's essential to know -- Barcode: T This barcode has been accounted for, but is currently checked out and has a due date of 3/17/2009. [ Copy Status ] This error indicates the Accounted For GUI -- Author: Guiley, Rosemary. -- Title: Ghosts and haunted places book is checked -- out to a Barcode: T student. It would need Accounted For DIC -- Author: DiConsiglio, John. -- Title: Out of control : how to to handle be manually checked anger--yours and everyone else's -- Barcode: T in. Accounted For OLS -- Author: Olson, Gillia M. -- Title: Needs and wants -- Barcode: T Accounted For MCC -- Author: McCain, Meghan. -- Title: My dad, John McCain -- Barcode: T This item is out of the specified call number range. This error indicates the Accounted For MAR -- Author: Marcovitz, Hal. -- Title: A guys' guide to anger -- book scanned is not in Barcode: T the specific call number Accounted For HUG -- Author: Hugel, Bob, Title: I did it without thinking range. : true (Possibly stories about impulsive decisions that changed lives -- Barcode: T shelved incorrectly) Accounted For 158 COV -- Author: Covey, Sean. -- Title: The 7 habits of happy kids -- Barcode: T Skipped Barcode " " not found. This error indicates the Accounted For 179 DON -- Author: Donahue, Jill L. (Jill Lynn), Title: Being brave book scanned -- not in the Barcode: T computer or the wrong barcode was scanned. Accounted For TUT -- Author: Tutu, Desmond. -- Title: God's dream -- Barcode: T Accounted For MAT -- Author: Matthews, Rupert. -- Title: You wouldn't want to be a Mayan soothsayer! : fortunes you'd rather not tell -- Barcode: T

7 P a g e 7 STEP 18: **ERASE the scans on the hand-held scanner. Double-click on Follett Remote. From menu bar File Erase scans STEP 19: Scan more items for upload. Go back to STEP 6. Continue this process until all items have been scanned. STEP 20: When all items have been scanned, return to the Inventory screen. Click % Complete. STEP 21: The following screen appears. This example shows that there are 19 books in the section that is being inventoried. 18 are accounted for (scanned or checked out). 1 is unaccounted for

8 P a g e 8 STEP 22: As you progress through the inventory, click on See details on the Accounted for line to view a list of unaccounted for items. STEP 23: From the Unaccounted for list, go back to the shelves to look for the items. If an item is found, click Found.

9 P a g e 9 STEP 24: Click on See details on the Unaccounted for line to view a list items. STEP 25: A list of items appears. If an item is found, click Found. Marking items Lost before inventory is finalized is not recommended.

10 P a g e 10 STEP 26: When scanning is complete and errors have been corrected, Finalize the inventory. Everything that was accounted for will be marked lost. STEP 27: After clicking Finalize, this question appears.

11 P a g e 11 STEP 28: Click YES. STEP 29: Now print the list of lost items. Go to Reports, Library, Title & Copy List. Set selections as follows and click Run Report. Sample Report Congratulations you have successfully completed an inventory!