Stocktake
Stocktake overview
The Oliver stocktake function is designed to:
- Identify and change the status of copies that are currently missing
- Identify and change the status of copies previously missing to available
- Identify and return copies that are currently on loan but are available
- Identify copies that are incorrectly shelved in the wrong collection.
Stocktake:
- Can be completed at any time of the year
- Does not need to have every item returned before commencing
- Does not require a back-up before commencement or during the process
- Does not require Items to be in strict shelf order
- Allows more than one person entering barcodes into the same section simultaneously during a stocktake
- Allows multiple stocktakes on various collections to be undertaken simultaneously.
Stocktake restrictions:
- Circulation can continue although this is not recommended. Consider isolating collections and restrict borrowing from the collection during stocktake to minimise complications
- Do not catalogue new items or edit items in the sections included in the stocktake while the stocktake of that section is underway
- Do not weed from the selected section during the stocktake process. Consider weeding before or after stocktake
When can we start stocktake?
A stocktake can be undertaken any time of the year.
What level of access to Oliver does a user need in order to create a stocktake.
The library administrator user role is required to create, delete and finalise a stocktake.
Is it recommended not to borrow and return books during a stocktake?
It is recommended to suspend all borrowing and returning from the collection during a stocktake.
