9-stocktake-eng.lyx

#LyX 2.0 created this file. For more info see http://www.lyx.org/
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\begin_layout Chapter
StockTake
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I have always imagined that Paradise will be a kind of library.
 --Jorge Luis Borges
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\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:
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\begin_layout Section
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Stock Take History
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 Menu
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\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.
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	filename image/stocktake_history.png
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StockTake History 
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Initialize
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 Menu
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The Initialize menu is used to start stock-taking.
 In this menu, there are the following sub-menus:
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\begin_layout Itemize
StockTake Name: the name of the stock-taking activities undertaken.
 Customize the name to your liking.
 This field MUST be filled.
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\begin_layout Itemize
GMD: (See the module guide Master File -> GMD (below Authority Files)).
 
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\begin_layout Itemize
Collection Type: (See the module guide Master File -> Collection Type (under
 Lookup Files)).
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Location: (See the module guide Master File -> Location (below Authority
 Files)).
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\begin_layout Itemize
Shelf Location : referring to the information item in the Bibliography module.
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\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
 *.
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Initializing 
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Initializing process
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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)
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Current Stock Take
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 Menu
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\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.
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\begin_layout Standard
Commencing with version stable11, there is a feature 
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List stocktakes by:
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 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
).
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Current StockTake
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StockTake Report
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 Menu 
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\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.
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StockTake Report 
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Finish StockTake
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 Menu
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\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".
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Finish StockTake 
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Current Lost Items
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 Menu 
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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.
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Current Lost Items 
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StockTake Log
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 Menu
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The function of this menu is to find and view log records when doing the
 stock-take
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StockTake Log 
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Resynchronize
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 Menu
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\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 .
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Resynchronise 
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Upload List
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 Menu
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\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.
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Sample .txt File for Upload List 
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Upload List
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