OVERVIEW
Note: This demonstration guide may not explain all features available in Inventory.
With the Inventory module, you can:
• Conduct a full or partial inventory
• Enter additional barcodes after the barcode records have been uploaded
• Remove barcodes during the inventory process
• Print and save inventory results
• Export a barcode list of inventory results
Conducting an inventory with M5 requires a few basic steps:
1. Scan items to be inventoried
2. Upload the results into the Inventory module
3. Set range limits (partial inventory only)
4. Perform the “Do Inventory” procedure
STARTING INVENTORY
Launch Mandarin M5
Sign in as a Librarian
Select the inventory tab
Click on Create New Session
In this example, we will use the Database Set, Furniture.
Fill in, Name: of the session.
Fill in, Date Started:
Fill in, Institution Name:
Change, Database Set to Furniture
Fill in, Call Number Type, by clicking on the Dewey radio button.
Uncheck, Barcodes are case sensitive
Uncheck, Check call number sequence
Click on, Save Changes.
Click on Call Number Ranges.
Click on Create New Call Number Range
In the Example below, we want to limit our search to “157”. Type in,
From Classification: 157
To Classification: 158 (This is a “Less than” number)
Click, OK.
Inventory will only do Room 157.
Click on Barcode Sets
Click on Add Barcodes From File.
Note: The barcode file can come from a portable scanner (like the Worthington Tricoder) you will upload into a notepad file or you can create a manually created notepad file by entering the barcodes manually.
Click “Browse” and Path your way to the barcode file. Click on Open.
Click on OK.
The barcodes will be uploaded. Click on OK.
Click on, Do Inventory
When “Do Inventory” finishes, there will summary
If you click the “home” button you will see the screen below and in the reports section Click on, the Report you want to open, below it is “Report Created…”
Note: The report will show you an inventory list for the specific room.
When you open the Report, you will first see “Statistics.”
Click on, Missing to see a list of missing items.
