Inventory

This isn’t necessary. It may help you to keep things organized, but Alexandria is flexible enough to allow you to create any number of sessions that are staggered over whatever time period needed. Some people use this feature to slowly inventory throughout the school year.

Only the items specified by your session’s Call Number Range that were not scanned. Be very wary of this feature if you chose the session option to inventory the Entire Collection instead of a Call Number range.

 Performing a full inventory is easy with the help of Alexandria’s Inventory Helper. You can access all the necessary inventory information on our free online support center, HERE. Additionally, we highly recommend checking out our YouTube channel HERE to view short videos that provide more helpful tips on inventorying your collection.

Usually this is not necessary. The session start date is set when you scan your first item. You’ll only want to adjust the start date if you scanned an item elsewhere or in the wrong session, to ensure all your items are counted correctly in this session. For that reason we recommend waiting to complete sessions until you are finished with your whole inventory.

Yes you can! Inventory Management sessions will allow you to run reports on anything that has been inventoried in that session range. Exceptions will only show for items scanned in the inventory window, however, you can see exceptions for your transaction script when you import it > Operations > download the summary file.  

Nope! When running inventory either through the circulation screen or inventory management, the info is stored in the copy information. Basically, your inventory info is saved each time you scan an item!

Oops! To prevent this in the future, remember to always use the correct start date and double check which items will be set to lost before completing inventory.

If you caught this quickly, you can restore from a previous archive (usually one from the night before). Please contact Customer Support so they can guide you through this process.

If your library had a lot of circulation or you made significant changes to Alexandria before catching this, you may need to plan a full inventory. You could use the Inventory Bookdrop Suppressed mode in Circulation to quickly scan items back in. This allows you to run your library as usual until you have time to do inventory again.

Run a Copies Not Inventoried report before setting anything as lost. That will give you a list of what will be set to lost, and you can correct any mistakes before making a big change. Also be sure to run the Lost Copies report and Discarded Copies report before permanently removing lost or discarded copies.

1. Choose Operations from the sidenav.
2. Select Utilities.
3. Add a new utility, and look under the Copies cateogry.
4. Under Copies, select Remove Lost Copies.
5. You have a few options to remove your Lost Copies.
   1. If you want to remove all of them, click Run at the bottom right.
   2. If you want to remove Lost Copies from a specific time period, make sure to alter the Copies Lost option under the Selections tab.
   3. If you would only like to remove copies that were moved into lost during inventory, and not from patrons, you will need to specify this under the Options tab.

Tip: Weeded or discarded items can be removed using a similar Utility called Remove Discarded Copies