Written by Sue Berthelot
Automated Inventory Supplies Needed:

  • Printout of Shelf List or Bar Code Reader
  • Pencils
  • Copies of Repair Slips (Page 47, Church Library Ministry Information Service)
  • Boxes to handle books needing special care once inventory is complete 

Automated Libraries Without Bar Code Readers

In an automated library, without a bar code reader, assign each team (two people) a section of the printed shelf list. For efficiency, each team needs to stay within a particular age group and like media rather than cross between areas of the library. Each team has one member working from the shelf list while the other team member works from the shelf. Process steps follow:

  1. The shelf team member calls out the title, call number, and accession number of a book.
  2. The list team member notes if the book is next on the shelf list.
  3. If correct, the list team member simply says, “Yes”, and proceeds to next book.
  4. If the next book on list is missing from the shelf, the list team member notes “Missing” on the list beside the title of the missing book.
  5. For a missing book in a series, include the series title and volume number and note on the list.
  6. If a book is on the shelf but is not listed on the shelf list, place the book in a separate stack to go to the workroom for processing. This inventory process will continue until the assigned section is finished.
  7. If the team is unable to complete assigned area in one work session, note on the shelf list where the process stopped in order to avoid going over a completed area again.
  8. Check promotion displays, furnishings and objects that have been processed into collection. They are also an important part of your inventory.

Automated Libraries with Bar Code Readers

Libraries with bar codes and a portable reader will find the inventory process fast and efficient.

  1. Using portable Bar Code reader, tip each item out and scan.
  2. Begin with the printed materials on the shelves.
  3. Next, scan the audiovisual items.
  4. Next, check promotional items, furnishings and objects that have been processed as part of your collection. They are also an important part of your inventory.
  5. Next, check all displays for missing items that are part of your collection.
  6. Finally, verify items that are checked out.

Locating Missing Items

Once the inventory is complete, the task of locating missing items begins. Consider the following possible places to find missing items:

  1. Is the item checked out?
  2. Is it in a display in or out of the library room?
  3. On Reserve? If missing items are not located, follow the procedures for your automation program and make the appropriate notes.
  4. Print the list of missing items and file it in your desk book.
  5. Do not delete the items for at least one year, because items may suddenly reappear in the library. If items are still in your data base, they will not need to be processed again. If missing items are not located after one year, follow the procedures provided by your automation program.

Caring for Problems

As each team proceeds with the inventory, an item that needs some sort of repair should be removed from the shelf. Insert a repair slip in the book or case indicating the problem. Place the item in a box with other items needing to be repaired. Possible repair needs include:

  1. New Spine Label
  2. Item Incorrectly Processed

Final Thought

Once the inventory is complete, make three back up copies of your database. Keep one in the library, one at home and one in a fire safe location. Be sure the collection is covered by insurance should there be a disaster.

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Sue Berthelot is a Church Library Ministry specialist and leader of the library team for Ascension Baptist Church in Gonzales, LA.

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Conducting an Inventory in a Computerized Church Library

 

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Comments

  • If you are using Atriuum, I suggest you make a mini inventory of each of your library’s report classes. First create a Master Inventory which has all of the items in your database. Name the inventory with the year (2020 Master Inventory). After creating the master inventory create mini inventories (2020 000s, 2020 100s, 2020 200s, 2020 300s, etc.) By creating mini inventories you will be able to finalize each one without finalizing the whole database. This keeps you from accidentally finalizing the whole inventory when you are not really finished. There are several video tutorials on how to do inventory with Atriuum. Go to Administration | Library | Downloads. The top part shows you PDFs. There is an Inventory Handbook that you can view on the computer or download. Under “Tutorials” there are video tutorials. Click on “View Video Library”. Under “Section 2 - Cataloging” you will find several video tutorials about inventory. Under Section 7 “Recorded Webinars” there is one about inventory. If you still need help after looking through all of these resources, there is always tech support.
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