Horizon Inventory Process General Information – Only wand one collection at a time.  Continue dumping barcodes from that collection until all barcodes are dumped before starting to wand a new collection.  Never wand barcodes from more than one collection at the same time.    A.  Wanding Barcodes -  1.  After wanding about 500 books, hook up your telxon to the back of the computer.   2.  Double click on the “Shortcut to Telxon” icon on your computer desktop.   3.  Under type of transfer on the right, click on inventory.  This will automatically change the file name to inventry.dat .  Do not change the com port. 4.   Now click on the transfer button below.   B.  Telxon download to pc 1.  On the telxon, turn it on if it has turned itself off and   press the exit key (e). The telxon menu will come up.   2.  Select option 2, “send inventory file”. 3.  Press the red enter key on the telxon three times.  You will see, on the computer, a graphic representation of files being transferred and then it will say “transfer complete”.   C.  Upload to Horizon  1.  Open Horizon. 3.  Open the inventory folder then double click on Telxon inventory.  4.  When the box comes up put in the collection code of the collection you dumped,  call # will default to correct call no. type. 5.  Leave override call # box blank.  6. Leave the data file box empty for the moment. 7.  Click on files and when it comes up click on inventry, then click on Open.  This fills in the data file with the correct data path.  Now click on OK.  A graphic upload box will appear showing the progress of the upload. 8.  Click OK and close the other windows   Repeat A-C until all materials for a particular collection are wanded making sure to clear the Telxon each time before wanding any new items. Steps D-F are done when you finish wanding a whole collection. . D.  Report Inventory Exceptions 1.  When you finish a collection open the inventory menu and choose report inventory exceptions.  2.  Fill in the profile window with the location and collection code.  Call # type will default to correct type.  Leave session id# blank.* 3.  Print inventory exceptions and then click on clear.  (Exceptions must be cleared or the same ones will show up again next year.)  After clicking on clear you will need to close the “profile inventory exceptions” box and exit. 4.  Resolve all inventory exceptions.  If the exception is “invalid item status” and you find the item, just check it in after the “find missing inventory” step is done.  It is critical that you resolve all exceptions.  Found books that are checked out, lost or missing from previous years are no longer automatically checked in at inventory.  Alerts are put on the exception report so that you can check them in yourself.    E.  Find Missing Inventory  - (this step takes a while) 1.  Open the inventory menu and choose “find missing inventory”. 2.  Fill in location and  collection.  Call # type will default to correct type.  3.  Click on the “stats only” button first. This will show you how many items will be changed to “missing inventory” status.  This should be done to ensure the results are close to what you would expect.  If it says 50% of your collection will be missing inventory, you may want to double check that you didn’t skip some shelves or whether you uploaded all of the files for that collection.  The “status only” button doesn’t do anything except show you what will happen when you click the OK button.  4.  If the stats look reasonable exit that box and then click OK on the previous box when you are ready to set the status of “missing inventory” on the items that were not found.  The system will question whether you want to really do this.  Click ok. Take note of how many items were changed to missing status. 5.  Click OK after “find missing inventory” has been run and exit all boxes.   F.  Report Missing Inventory   - (This takes a while.) 1.  Open the inventory menu and choose Report Missing Inventory.  This will open a compound search window, similar to that in item group editor. 2.  Highlight “loc.” and then type in your three letter school code. Click AND. 3.  Highlight “item status”.  Type in mi then click on AND. 4.  Highlight “collection”.  Put in the collection code, (ex. R, EQ, P)  and click on “search”. ( If you don’t specify what collection you want it will give you a list of all your missing items.) 5.  You will now get a list of all the items at your location, in that collection,  that have just been set to missing inventory status.  You may then sort this list by collection and call number to get a shelf list. Disregard any barcodes starting with a D.  These are items that have been deleted.  Go to file and print this list after it is sorted the way you want it.   G.  Clear your telxon 1.  Disconnect your Telxon, press the exit key on the Telxon again and choose (3) “erase inventory file”.  2.  When it asks, “OK to erase inv file?” You respond “yes” by pressing the x key on the Telxon.  3.  When the menu comes up again choose 1, “record inv” and press enter.  It will make you check the date and time.  This should be correct so press x to say “yes”.  4.  You’ll see a “memory remaining” message and when you press enter you are at the screen to wand new barcodes.   After inventory on a section is completed and reports are run, if you find missing books, just check them in.  At the end of June the Supervisor will run a final report of missing items stats.  At any time that you want an updated list of missing items just Run section G again.    *(Exception reports can be done once when a collection is completed or after each dump.  To run them after each dump you need to take note of the id# you get in the exceptions box when you do the Telxon Inventory step.  You then use that id# in the Report Inventory Exceptions step to get exceptions for only that dump.  In either case they have to be cleared after printing.)