Stock audits

What it is

Periodic checks that each book on the shelves matches the record.

Why it matters

Finds lost and damaged books before they cost more.

When to use it

Librarians run an audit, count the shelves and fix the records.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Library to open it.
3. Click Stock audits.

What you see

Stock audits · click the picture to enlarge

• The list has these columns: Audit, Scope, Started, Copies seen, Findings, Status. Click a column name to sort by it.

Buttons on this screen

• Missing copies — does what it says on the button.
• Weeding candidates — does what it says on the button.
• New audit — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New audit button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (1 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Stock audits · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	A name for this stock check, such as Summer library count.
Branch	choose	Optional. Pick the branch to count. Leave empty to count everything.
Shelf	choose	Optional. Pick one shelf to count. Leave empty to count the whole library.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

← Back to Library overview