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Inventory

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Inventory Workshop

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14 April 2019

Inventory Workshop (58:51) (info)

Learn about inventorying your library with our certified trainers as your guide (v7 only).
Please take a few minutes to let us know what you thought about the workshop. Take the survey!


Frequently Asked Questions

Choose Tools on the far left, then choose the Inventory icon in the top middle.

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.

Not at all. Feel free to create sessions as you need them, if that’s easier.

This is only as necessary as it would be helpful for you to keep track of what parts of your collection you have inventoried and the process to do it. Some librarians find it easier to use one session to inventory the Entire Collection at once. While others use smaller sessions as they are unable to do it all at once or worry they will have trouble remembering what they have already inventoried.

No, you do not, and most likely wouldn't want to. When you scan an item to be inventoried, an Inventory Date is attached to that item. The date attached to those items is the actual day you scanned them. If you alter the Start Date for your inventory session, than your inventory session would not include the items you had scanned on previous days. Your inventory sessions can last as long as you need them to. Don’t worry if it goes past a day, a week, or even a month.

No, they act the same on both interfaces.

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.

  1. Choose Tools from the icons on the left.
  2. Select Utilities at the top left of the Tools section.
  3. Under Utilities, choose the Copies option.
  4. Under Copies, select the last option on the right, 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.

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


  1. Choose Tools from the icons on the left.
  2. Select Reports at the top left of the Tools section.
  3. In the Reports window, go to the Collection Analysis option on the far left.
  4. Under Collection Analysis, select Super Summary from the list on the right.
  5. Choose the Options tab under the Super Summary report.
  6. Under Options, change the Format to Regular - Ignore Super Summary Call Numbers and specify your Inventory Start Date.
  7. Lastly, click Run!

(warning) Note: The Super Summary report specified above shows the state of your collection as it currently is. It does not reflect data from previous years.

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. 


For any of your inventory questions that we didn't cover, please contact our Customer Support Team. We look forward to hearing from you!


Still on Alexandria 6?

Watch the webinar on YouTube and visit the Alexandria 6 wiki for more information!