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Initial Preparation

FAQs & Help > Stocktaking

1. Overview     2. Initial Preparation     3. Scanning Resources     4. Analysis Report


There are two things that need to be determined:


Stocktake Start Date

During Analysis, this is the date that is compared against each resource's Last Seen entry and is used to determine if a resource is still present in the Library. This should be the day you commenced the stocktake.

To set it:
  1. Open the Circulation Manager.
  2. Enter Stocktake Mode by pressing F8, by clicking on the Actions --> "Stocktake" Mode menu, or by clicking the Stocktaking Mode button directly.
  3. Adjust the Stocktake Start Date value as needed.
    1. Note: This can be set at any time prior to Analysis


What is to be included

Decide which ‘section’ of the Library is to be involved in the stocktake. This could be the entire library (including any sub-libraries), one sub-library, or one section within a library (e.g. Non-Fiction in the Main Library).

During Analysis, you must be able to mark those resources that are to be included in the stocktake. Therefore, at this stage you need to verify that the target resources can be readily marked. Please note that you do not need to mark them yet just verify that you are able to do so.

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