Set Inventory Date Report

The Set Inventory Date (Initinv) report sets the Date Inventoried on charged items. It initializes the collection of items that will be inventoried, so this report should be run prior to running any of the other inventory reports.

The Set Inventory Date report contains the following tabs.

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Basic Tab: Reports

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Item Selection Tab

This report checks those items that are already charged and marks them as inventoried. Even though they are not on the shelf, they are accounted for because they are charged. If no selections are made for the report, the Date Inventoried field on all charged items system-wide will be modified to the report run date. Make selections based on the extent of your project; if you are taking inventory of a particular collection, you could select a specific Home Location or Format. The item IDs of the modified items are displayed in the report log with a warning message that the item is charged. You may review these charged items individually if desired.

All charged items are selected by default, even if the items are charged to a special status user such as MISSING. To prevent items charged to these types of users from being marked as inventoried, you can exclude special status user current locations from the item selection. If your library retains an online record of materials that have locations LOST_CLAIM, LOST_ASSUM, DISCARD, or WITHDRAWN, these current locations should not be excluded.

Once you have initialized the section of your collection to be inventoried using this report, you may either begin your inventory by trucking sections of items to the checkout station and using the Inventory Item wizard, or you may use a portable scanner to scan the items on the shelves to be inventoried and load the portable scanner transactions to the server.

For more information about using a portable scanner to inventory items, refer to the Scanner Transfer Utility wizard topic. Scanner transactions may then be loaded using the Load Scanner Transactions reports