Inventory: a piece at a time

It’s inventory time again. Never fear, Sessions are here! Sessions let you tackle your inventory one piece at a time, based on how you conduct your inventory: by section of your library, by person inventorying, by date, or all of the above. A Session can be continued by yourself or anyone else with permission to inventory at that site.

For example, you could create separate Sessions based on Call Number; a session for the 100-200 range, another for the 200-300 range, and so on. Inventory Management keeps track of the progress of each of these sessions, allowing you to perform inventory over a number of stations, users, bookshelves, and any length of time.

To create a Session:

1. From Tools, open Inventory.
2. Go to the Sessions step.
3. Use the add + icon to enter a new Session.
4. Give it a name, e.g. FIC A.
5. If you are inventorying by call number, fill in the call number range (e.g. FIC A through FIC BAA).
6. Set the other options for the session and Save it.
7. Create sessions for the other parts of your collection.

Once an inventory session is complete, you can run final reports and perform utilities based on the session information. This will give you more relevant information than trying to tackle your entire collection in a single session.

When finished, the session is considered closed and will be officially removed from the Inventory Sessions list. After a session has been completed and removed, all associated inventory reports will be still be accessible from the Operations Management window for the next 60 (to 90) days.

Click the link below to access all the info you need about Inventory.

Have questions? Reach out to our stellar support team at (800) 347-4942 · support@companioncorp.com for help!