Inventory for Knox College Libraries

More information can be found on the Ex Libris website.

From the saved Inventory files you will need to create an excel file to upload to Alma to create the inventory set.

• The file should have the word "Barcode" in cell A1
• Then contain only barcode numbers in the A column.

In Alma

1. Go to Resources -> Manage Inventory -> Shelf Report
2. By call number, use Range
3. Pick Library and Location
4. Pick Call number type
5. Set call number range or use 0 (zero) to ZZ
6. Upload your file.
7. [Submit] and [Confirm]

Once the job is completed you will move on to the next box to identify Missing items.

The main thing to deal with in the Completed Shelf Report is items that are "Missing."

To go to the report:

1. Admin -> Monitor Jobs -> History -> search for "Shelf Report"
2. Go to the [...] and click on "Report"
3. Click on "Analysis"
4. Missing items are in the line description "Missing items but marked in place"
5. You can Preview Items or go straight to "Create an Itemized set"
6. Create the set, naming it in a way that you will be able to find it back again.

Search for books not located during the inventory:

1. Use the previously created Itemized Set to download a spreadsheet of the potentially missing books
2. Keep the Title, Barcode, Permanent Location, and Call Number Fields
3. Have Circulation staff search for the books, matching the call number to the barcode. 
4. Books that are located can be deleted from the set.

Mark books not found as Missing:

1. Go to Admin -> Run a Job
2. Search for "Change Physical items information" job
3. Check the "Change Physical Items information" job and [Next]
4. Find your Itemized Set and Mark its checkbox. [Next]
5. Find the "Missing Status" line, check its box, and select "Missing" from the drop down menu. [Next]
6. Review your changes [Submit] and [Confirm]
7. Verify acceptance of changes for all items.
   1. Go to: Admin -> Monitor Jobs -> History -> "Change Physical Item information - (Your Set Name) - (Date).  
   2. Click [...] and Report to view Success and Failure. You can download the report for more details.