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CAT ADMINISTRATION

Chapter 6. MANAGING INVENTORY

   

 

Uploading an Inventory File

When inventorying your library, an inventory file (essentially a list of barcodes) should be prepared for the desired library, branch or collection. If necessary, due to the size of a given collection, you may create multiple inventory files for a single library, branch or collection. Barcodes entered using the Load Inventory function are saved to “master” inventory file (for the selected library, branch, or collection) in your VERSO database, allowing you to perform inventory processing over several sessions.

To upload an inventory file:

  1. From the CAT Admin menu, select Inventory – Load Inventory.
    • The Load Inventory File screen displays.

Load Inventory File Screen

Load Inventory File Screen

  1. Click the Browse button to locate the inventory file you wish to upload.
    • A standard Find File dialog displays. Locate the desired file, then click the Open button on the Find File dialog. The file name for the selected file is displayed nest to the Browse button.
  2. Select the appropriate inventory type from the Select inventory type menu:
    • Select Collection if the inventory file contains barcodes for a single collection only.
    • Select Branch if the inventory file contains barcodes for multiple collections within a single branch only.
    • Select Library if the inventory file contains barcodes for multiple branches within a library.
  3. Click the Submit button to continue.
    • Depending on the inventory type previously selected, the Select Library/Branch/Collection screen displays, as appropriate.

Select Library/Branch/Collection Screen

Select Library/Branch/Collection Screen

  1. Select the library, branch or collection, as appropriate, for which the inventory file was prepared, from the Select Library (Branch) (Collection) Inventory Location menu.
  2. Click the Submit button to complete the upload.
    • An advisory screen displays the message “(##) records loaded,” indicating the total number of barcodes contained in the selected inventory file.
      • If the inventory file contains multiple occurrences of the same barcode, or, if a barcode contained in the inventory file was included in a previously uploaded inventory file for the same library/branch/collection, the advisory screen includes the message “(##) duplicate barcodes found.”

      NOTE: Duplicate barcodes included in inventory files are removed by the system automatically.

You can generate an inventory report for the collection once the inventory is complete (see Requesting an Inventory Report for details). After all discrepancies have been rectified, you can clear the contents of the inventory file (see Deleting an Inventory File for details).