This is performed in Resources Manager under the Actions menu. During the Analysis stage, BiblioTECH will only review marked resources and assume that any resources that are out On-Loan, have no barcode, or have already been marked as 'lost' are not to be included in the Report.
Analysis is a three-step process:
1. Unmark all resources.
Use the Un-Mark All Resources option to ensure that any previous marks that may have been present are cleared.
2. Mark those resources to be included in the Stocktake Report.
For those sections of the Library identified for stocktake you will need to mark these resources.
The recommended method is to:
Sort the resources by whatever range you require.
Select a range by clicking on the first resource you require and, holding down the shift key, scroll down to the bottom of the range (or use the navigation tools located in the upper right-hand corner of the window to locate the last resource).
Select the last resource in the range, and
SelectMarkin the window that appears.
Whichever method you use, select theMarked Viewonce finished and review the resources that you have marked. The analysis results depend on this being accurate.
3.Generate the Stocktake Report.
Select theAnalyse Stocktakeoption. Read the information and options available on the next screen and proceed when ready.
This will check every resource that is marked. The resource will be un-marked if it:
Was ‘seen’ during the stocktake.
Has no barcode (i.e. a virtual item).
Is currently out On-Loan.
Is already 'marked' as ‘lost’.
Please note that as the Analysis process un-marks resources it can account for, those remaining marked are considered not accounted for and may be lost. Details of these resources can be found in the report files generated during the Analysis process.
When you initiate the Analysis, you will be prompted for the folder where the report files will be saved – named StockTake_Details.csv and StockTake_Summary.csv respectively. After the analysis, these can be opened for review using a spreadsheet program (e.g. Microsoft Excel). The analysis will then proceed and when completed the summary report will be displayed for printing or saving (it is recommended you print this for reference).