Tip for: 04.11.16
Once you’ve completed Inventory—a session or the whole shebang—it’s time to get all your ducks in order with Reports and Utilities.
Are you using the Inventory module? If so…
The Exceptions tab lets you run reports on exceptions (such as out of order, or items with holds) that happened during this session.
The Review tab is where you run final reports before completing the Inventory session—you could run these reports later in the Reports module as well.
The Complete tab lets you run utilities to recall items that are still checked out to patrons, as well as declare Lost items that were not inventoried but should have been.
Remember the fields to specify a call number range for your Session? These utilities will only affect copies within the specified call number range. If you didn’t specify a call number range, but you only inventoried a specific section of the library, you can run into trouble here. For example, if you did not specify a call number range and you run the Declare missing items as Lost utility, Alexandria will take any item in the collection that was not inventoried this session and check it out to Lost.
Uh oh! So, what should you do?
Instead, uncheck these utilities, go ahead and complete the inventory session, and perform the utilities at a later time through the Utilities module.
Post-inventory reports in v7:
Post-inventory reports in v6:
Post-inventory utilities in v7:
Post-inventory utilities in v6:
Let us help! If you have any questions about Reports and Utilities in Alexandria, contact Customer Support at 1.800.347.4942.