Running a stocktake

A stocktake confirms that the books the system thinks you have are actually on the shelves. On the Stocktake tab it’s a sweep: start a session, scan spines, and read the reconciliation.

Start a session

1. On the Stocktake tab, under “What are you checking?”, name the scope. It can be the whole library, or a part of it, for example “Fiction A–M.”
2. Press Start stocktake. The session begins and starts counting from now.

Sweep the shelves

Walk the shelves and scan every spine. Each scan shows ”✓ [title],” or ”✗ No item” if the barcode isn’t one of yours. A large counter in the corner tracks how many you’ve scanned.

You can scan in any order, stop and come back, and keep going until you’ve covered the scope.

Reconcile

Press Reconcile to compare what you scanned against what’s expected. You’ll see three numbers: Expected, Seen, and Missing. Below them:

• Missing — not seen this sweep lists items the catalog expects but you didn’t scan. These are candidates for lost. Each has a Mark lost button.
• Found — was marked lost lists items that were marked lost but turned up in your scan. Each has a Clear lost button to put them right.

Press Mark lost on anything genuinely missing, and Clear lost on anything that came back. When you’re done, press Finish stocktake.

Because every checkout and every scan already records when a copy was last seen, a stocktake is barely extra work. It’s mostly walking and beeping.

Patchy signal in the stacks

The scan sweep tolerates a weak connection. If the signal drops while you’re deep in the shelves, keep scanning; it catches up when you’re back in range.