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Inventory

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Inventory Webinar

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02 May 2018

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Frequently Asked Questions


In version 6, choose Tools from the menu bar at the top of Alexandria, and then choose the Inventory option from that dropdown list.

In version 7, 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.

You do not, and most likely would not 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.

In version 6:

  1. Go to Tools under the menu bar at the top of Alexandria.
  2. Choose Utilities from the dropdown menu.
  3. Under Utilities, choose Copies.
  4. Under Copies, select Remove Lost Copies on the right.
  5. You have a few options to remove your Lost Copies:
    1. If you want to remove all of them, then just hit Run at the bottom right.
    2. If you want to remove Lost Copies from a specific time period, make sure to alter the Starting Date and Ending Date options under the Selection tab.
    3. If you only want to remove copies that were moved into lost during inventory, and not from patrons, you will need to specify this using the From Patron, From Inventory, or All options.
  6. Accept the option to Archive when asked.

In version 7: 

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

In version 6:

  1. Go to Tools under the menu bar at the top of Alexandria.
  2. Choose Reports from the dropdown menu.
  3. Under Reports, choose Copies from the option on the left.
  4. From the list on the right, choose Super Summary.
  5. With the Super Summary report displayed, change the Format to Regular - Ignore Super  Summary Call Numbers.
  6. Next, change the Inventory Start Date to reflect the day you started your inventory.
  7. Lastly, specify which section of the library you would like to see the report for under Select By. Otherwise, if you want to see the numbers for your complete collection, leave the Select By as All Copies and click Print!

In version 7:

  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.

Please contact our Customer Sales Team at: 800-347-6439 or sales@companioncorp.com


For any of your inventory questions that were not covered in our webinar or addressed here, please contact our Customer Support Team. We look forward to hearing from you!

  • Phone: 800-347-4942
  • Email: support@companioncorp.com