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How to run a library stocktake in an afternoon

A practical method for counting a small library's shelves, deciding what counts as missing, and finishing in hours rather than weeks.

Most small libraries do a stocktake once a year, and most of them dread it, because the version everyone learned involves printing a list and ticking it by hand.

There is a faster way, and the difference is mostly about deciding a few things before you start rather than halfway through.

Decide what you are actually asking

A stocktake answers one question: which books does the catalogue think we own that are not on the shelf? Everything else people try to do at the same time, weeding, reorganising, repairing, is a different job. Doing them together is why stocktakes take a week.

Write down the question, and refuse the other jobs until the count is done. Note the damaged ones on a piece of paper as you go and deal with them next week.

Do it when the books are home

Run it at the quietest point in your lending cycle, which for a school is usually the last week of term after returns are due. Every book that is out on loan is a book you cannot see, and while a good system knows the difference between “on loan” and “missing”, the fewer unknowns the better.

Chase overdues the week before. That alone will change your final missing list more than anything you do on the day.

Sweep the shelf, do not tick the list

The old method is to print the catalogue and walk the shelves ticking. It is slow and it goes wrong, because you are matching two lists by eye.

The faster method is to scan every spine as it sits on the shelf, in shelf order, and let the system work out what it did not see. Any phone with a camera can do it. You are not looking anything up as you go, and you are not making decisions. Just sweep.

Work one bay at a time, left to right, top shelf down. Do not tidy as you go. Do not stop to reshelve the out-of-place book, note it and keep sweeping. Momentum is the whole trick.

Two people is faster than one but not twice as fast. One scans, one steadies the books and pulls anything with no barcode.

Handle the no-barcode books separately

Older stock and donations often have nothing to scan. Pull them into a pile as you go, and deal with them at the end as one small manual job. Do not let them interrupt the sweep, and do not leave them on the shelf hoping to remember.

Read the missing list properly

When the sweep is done you get a list of things the catalogue expected and did not see. Before you mark anything lost, check the four places books actually are.

The returns trolley and the desk. Somebody’s classroom or office. The repair pile. And out on loan, which your system should already have excluded, but check the list to be sure it did.

Most libraries find between a third and half of their “missing” books in those four places.

Decide what missing means, once

Whatever is genuinely gone needs a decision, and the decision should be a policy rather than a book by book judgement.

A reasonable one for a small library: mark it lost, leave it in the catalogue for a year, and if it turns up, un-mark it. Only remove the record when you have decided not to replace the title at all. The reason to keep it is that next year’s stocktake is much easier to read when you can see what has been missing for two counts running.

Write down two numbers

At the end, record how many items you counted and how many were missing. Not for the sake of paperwork, but because that ratio is the most useful thing a librarian can take to whoever holds the budget. Losing 2% of a collection a year is a normal, funded cost of lending books. Nobody knows that unless you counted.

An afternoon is genuinely enough for a few thousand books. The week-long version is nearly all decisions you can make in advance.

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