Summary
Reports are available to summarize the outcome of the current Inventory and provide comparison with previous inventories. The reports include the start and end dates of the Current Inventory and Previous Inventory. If none of the sections in the inventory have been finalized, then no end date is displayed as the end date, otherwise the end date displayed is that of the most recently finalized Inventory Section for the Inventory. The report displays a Previous Inventory of N/A if no Previous Inventory was selected for comparison.
Run a Summary Report
- From the INVENTORY DETAILS screen, Click the Summary Reports button.
- Select a report.
- Click the GO icon to run the report, then click the link to download and open the report.
Explanation of Inventory Summary Headings
Opening stock | A total count of items that belong in the current Inventory, that were counted in the Closing stock of the previous Inventory(s).
The value will be zero if no previous inventory was selected.
The figure does include Copies which have been weeded or purged since the previous Inventory.
The figure does not include items in the Closing Stock of the previous Inventory(s) where the Branch, Collection and / or Call Number have changed so that they are no longer in the current Inventory range.
Note: The figure does not directly use the Closing Stock of the previous Inventory because the Sections do not always match between Inventories. |
Additions |
|
Additions since previous inventory | Count of items that have been added since the previous inventory was processed.
Note: This does count copies that were already in the catalog, if they did not meet the criteria of any sections in the previous inventory, but have been changed so that they do now. |
Items recovered | Count of items that had a Status of Missing or Disposed when the inventory was started but were found and scanned during this inventory. The figure also includes copies that have been restored from the archive since the previous Inventory.
Note: This does count Available copies that were already in the catalog, if they were unscanned in the previous inventory that has been selected for comparison and where that section has not yet been finalized. |
Net Additions | Sum of Additions since previous inventory and Items recovered. |
Sub Total | Sum of the Opening Stock and Net Additions. |
Deductions |
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Items missing for period | Count of items whose Status changed to Missing since the previous inventory was finalized.
Note: If the Inventory Summary Report is being run prior to finalization, then this figure includes unscanned items that will be changed to Status Missing when the inventory is finalized. |
Disposed items | Count of items that had the Status Available when the previous inventory was finalized or have been added since the previous inventory was finalized, but were subsequently changed to Status Disposed or have been weeded.
Note: A translation is now available for the term Disposed items in the Inventory Summary Reports. |
Net Deductions | The sum of Items missing for period and Disposed Items. Note: To prevent double counting, this count does not include Items previously missing now written off. |
Closing Stock | Opening Stock plus Net Additions less Net Deductions. All items except those with a Status of Missing or Disposed. Also excluded are any items that have been weeded. |
Items previously missing now written off | Count of items whose Status changed to Missing prior to the date stored in parameter 1205 (Inventory Write-Off Date).
Note: Leaving the parameter blank will remove the count from the Inventory Summary Report. |
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