Inventory

Inventory / stocktaking

This page explains how work the inventory / stocktaking tools (tools/inventory.pl).

The described feature contains fixes in bug 7684[1]. The original author of this documentation is Sonia Lemaire.

There are two ways of using the inventory tool:

• to compare a list of barcodes with a list of items
  
• to create a list of items you can check manually
  

In both cases, you can export the results in a CSV file.

Comparing a list of barcodes with a list of items

With the first method, a librarian can create a file of barcodes by scanning all the items on the shelves.

First, upload this file in Koha:

Then, define which items will be concerned by the inventory:

• by their location:
  

• and by their statuses:
  

Then you have to prepare the results of the inventory:

The inventory date is the date the inventory started (if it lasts for several days).

“skip copies on loan” means that if an item has been scanned while it was notified as “on loan” in koha, it will be checked in.

You can export the list of potential problems in a CSV file if you check the “export to CSV file” box.

If you check the box “compare barcodes list to results” the list of scanned items will be compared with the list of items matching with the criteria previously selected.

When you click on the submit button:

• The datelastseen is set to the inventory date for all the scanned items
• An online report listing the problematic items is created
  

The results:

The CSV file displays the list of problematic items with the detail of different kind of problems:

The online report:

Creating a list of items you can check manually:

The second method allows you to create a list of items according to the criteria you select:

• on the location and the callnumber of these items:
  

• on their statuses:
  

You can export the list in a CSV file if you check the “export to CSV file” box:

When you click on the submit button, the list of items is displayed. You can check the box in the “seen” column if the items are on the shelves and “mark seen and continue” to go to the next page or “mark seen and quit” if this is the last page.
This action sets the datelastseen to the inventory date: