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#LyX 2.0 created this file. For more info see http://www.lyx.org/
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\begin_document
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\begin_body
\begin_layout Chapter
StockTake
\end_layout
\begin_layout Standard
\emph on
\color blue
I have always imagined that Paradise will be a kind of library.
--Jorge Luis Borges
\begin_inset Newline newline
\end_inset
\end_layout
\begin_layout Standard
The StockTake Module is a facility in SLiMS to help librarians conduct stock-tak
ing.
When the stock-taking process begins, all items except those being borrowed
(status = on loan) will be marked as lost, and appear in the menu Current
Lost Item until the item concerned is checked in the stock-take.
Menus contained in this module are:
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Stock Take History
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
Contains reports of when stock-taking has been done.
Information in this menu are: StockTake Name, Start Date, End Date, The
report contains links to a document in .html form for each stock-take report
ever done.
\end_layout
\begin_layout Standard
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filename image/stocktake_history.png
scale 70
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
StockTake History
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Initialize
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
The Initialize menu is used to start stock-taking.
In this menu, there are the following sub-menus:
\end_layout
\begin_layout Itemize
StockTake Name: the name of the stock-taking activities undertaken.
Customize the name to your liking.
This field MUST be filled.
\end_layout
\begin_layout Itemize
GMD: (See the module guide Master File -> GMD (below Authority Files)).
\end_layout
\begin_layout Itemize
Collection Type: (See the module guide Master File -> Collection Type (under
Lookup Files)).
\end_layout
\begin_layout Itemize
Location: (See the module guide Master File -> Location (below Authority
Files)).
\end_layout
\begin_layout Itemize
Shelf Location: referring to the information item in the Bibliography module.
\end_layout
\begin_layout Itemize
Classification: Referring to the classification field in the Bibliography
module.
For defining a classification range use the wildcard (*), For example,
if we want to do stock-taking of classifications with a range of 100 through
to 300, just enter 1 * to 3 *.
If the range of classifications we stock-take is in the 100's, enter 1
*.
\end_layout
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\begin_layout Plain Layout
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\begin_inset Graphics
filename image/stocktake_initilaize.png
scale 60
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\end_layout
\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
Initializing
\end_layout
\end_inset
\end_layout
\end_inset
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filename image/stocktake_initialized.png
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
Initializing process
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Standard
After the Initialization is done, the Current StockTake menu and StockTake
Report will serve as menus for stock-take activities, coupled with the
navigation menu to be used to conduct a stock-take along with the StockTake
Finish menu, Current Lost Items, StockTake Log, and Resynchronise.
(See picture)
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Current Stock Take
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
This menu is the main menu for doing a stock-take.
It is used to restore the status of library collections that are considered
lost by the system, In this menu, item id (barcode number) is the main
item reference to change the status of the items that are considered lost
to existing (there), Do this by entering the barcode number in the field
Item Code.
This menu will work when the Initialize process is completed.
\end_layout
\begin_layout Standard
Commencing with version stable11, there is a feature
\begin_inset Quotes eld
\end_inset
List stocktakes by:
\begin_inset Quotes erd
\end_inset
to choose Current User Only, (which means that the list of records that
appear are stock-takes by the user in question).
Or All Users, (the list is of stock-take records by all users who do stock-take
).
\end_layout
\begin_layout Standard
\align center
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wide false
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\begin_inset Graphics
filename image/stocktake_current3.png
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
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Current StockTake
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
StockTake Report
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
Use this menu to see the results of the activities that have been performed
in stock-take.
The form of the report contains information about the number of items checked,
items lost, and number of items on loan .
This menu does not work if the Initialization is not done.
\end_layout
\begin_layout Standard
\align center
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wide false
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filename image/stocktake_report1.png
scale 50
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StockTake Report
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Finish StockTake
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
Click on this link if you have finished stock-taking.
In the menu, there is a field labelled Purge Lost Item.
If we give a checkmark on Yes, the data items in the collection that are
in Current Lost items will be marked as "Missing".
\end_layout
\begin_layout Standard
\align center
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wide false
sideways false
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filename image/stocktake_finish.png
scale 70
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
Finish StockTake
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Current Lost Items
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
The contents of this menu is a list of items that are considered missing
at the time of stock-taking, in addition to items on loan.
\end_layout
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\align center
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wide false
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filename image/stocktake_current_lost.png
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Current Lost Items
\end_layout
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\end_inset
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\begin_layout Section
\begin_inset Quotes eld
\end_inset
StockTake Log
\begin_inset Quotes erd
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Menu
\end_layout
\begin_layout Standard
The function of this menu is to find log records when doing the stock-take
\end_layout
\begin_layout Standard
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wide false
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status open
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filename image/stocktake_log.png
scale 55
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
StockTake Log
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Resynchronize
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
This menu is used to synchronize newly edited bibliographic data during
ongoing activities to take stock of existing bibliographic data using the
stock-take module.
The goal is that when we do editing of bibliographic data while doing the
stock-take, in order to produce a change in the bibliographic data contained
in the stock-take module , it is necessary to do resynchronization of data.
Click the button, and that Resyncronizes bibliographic data .
\end_layout
\begin_layout Standard
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wide false
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filename image/stocktake_resyncronize.png
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\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
Resynchronise
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Section
\begin_inset Quotes eld
\end_inset
Upload List
\begin_inset Quotes erd
\end_inset
Menu
\end_layout
\begin_layout Standard
This menu is used to perform automated stock-take using a data file listing
the items.
To be able to use the Upload List, first the data items should be exported
from Senayan, then specific items are stored in a .txt file in rows.
\end_layout
\begin_layout Standard
\align center
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wide false
sideways false
status open
\begin_layout Plain Layout
\align center
\begin_inset Graphics
filename image/stock-fileuploadlist.png
scale 80
\end_inset
\end_layout
\begin_layout Plain Layout
\begin_inset Caption
\begin_layout Plain Layout
\lang bahasa
Sample .txt File for Upload List
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Standard
\align center
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filename image/stock-uploadlist.png
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\begin_layout Plain Layout
\begin_inset Caption
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\lang bahasa
Upload List
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\end_body
\end_document