It is important to know that only resources that are contained within the stock check will be affected when the stock check is completed. This means that it is possible to split up the stock check into separate smaller stock checks if stock taking the whole library in one go is not practical.
To create a new 'Stock Check', load management and select 'Modules' from the menu bar at the top of the page followed by 'Stock Check...' from the drop down menu.
The 'Stock Check' window will appear on screen.
To create a new stock check, click 'New...' on the right-hand side.
The 'New Stock Check' window will appear.
Type a description into the 'Description' text box. It is advised to enter something that accurately describes the created stock check, for example, "Stock Check - Complete Catalogue" or "Stock Check - Class Range 0 - 1.00". By default, the system will include the date the stock check is created in the description.
Choose what selection of resources the stock check should be based on under 'Options'.
If 'Selection From' is checked then it is possible to base a stock check purely on 'Media', 'Location', 'Owner' or the 'Level'.
After selecting the resources that should be checked, tick or untick the 'Exclude Items on Loan' tick box depending on whether or not they should be included in the stock check.
If the 'Exclude Items on Loan' box is ticked then the on loan resources will not be affected unless scanned into the stock check, in which case at the end of the stock check there is the option to return them.
When all options have been chosen click 'OK' and the system will create the desired stock check and load the stock check interface.
If you have created a stock check for a large number of resources, you may be presented with a message saying the stock check is taking longer than expected.