Sirsi Admin

To conduct a complete inventory:

1. Run the Set Inventory Date report. This report only inventories items that are checked out at the time the report is run. It may need to be run at multiple times during this process.
2. Scan the items to be inventoried. Note that this step may take place over an extended period of time.
   1. If MobileCirc was used in off-line mode, run the proper report to load those off-line transactions. Note that this is not necessary if MobileCirc is used in on-line mode.
3. Run a report to list those items that were processed in previous inventories, but which were not inventoried this time, such as the List Inventory by Item Number report or the Inventory Date BEFORE report. Note: If this is the first time the library is performing inventory, this step is not necessary.
4. Run a report to list those items that have never been inventoried, such as the List Inventory by Item Number report or the Inventory Date NEVER report.
5. Run the Charge to MISSINGINV or Checkout to MISSING INVENTORY report. This is to mark as MISSINGINV any items not found during the inventory process. Items can be left in this location indefinitely.
6. Run the List Items Missing or Missing Copies List report to get a final list of missing items. This provides the staff with another opportunity to find missing items. a. Look for the items indicated on the previous report. If any are found, discharge or check them in with the Discharging wizard.
7. Run the Set Items to DISCARD report. This allows the library to set items not found to DISCARD for eventual removal from the system. Items can be left in this location indefinitely. This report 4 | S i r s i D y n i x S y m p h o n y T r a i n i n g selects items based on Current Location of MISSING or other specified locations.
8. Run the Convert DISCARD Items report. This allows the library to set items not found to DISCARD for eventual removal from the system. Items can be left in this location indefinitely. This report selects items based on the User ID to which they are charged, e.g. MISSING. 9. Run the Remove DISCARD Items report. This permanently removes the items from the database. NOTE: The Remove Items by Location report is also available to convert and discard items at one time. It combines the function of the Convert DISCARD Items and Remove DISCARD Items reports and is discussed

Online vs. Offline mode

• On-line mode: Updates the database in real time, similar to the Inventory Item wizard.
• Off-line mode: Stores the transactions in the device to be uploaded the next time the device is online.

JUVENILEYA - started 12/2021 completed 9/19/2022

OVERSIZE - started 09/28/2022

1. Run the report : Replacements - MISSINGINV

2. Open the finished report - make sure replacement.xls is selected in the style sheet

3. Excel should open if not - see here how to set XML to open in excel in the Report session settings

4. Follow these prompts in Excel:

You can check "In the future, do not show this message" if you wish

5. The spreadsheet should open formatted correctly