Shelflist with Circa Wireless Inventory (barcode)

To use Shelflist from a wireless device, you must be assigned permission 251 (Circa Inventory Control).

To update item record(s) using Circa's Shelflist function, you must be assigned permission 253 (Circa Rapid Update).

See Permissions Used by Sierra for more information.

The Shelflist function for the Circa Wireless Inventory (barcode) product enables you to compare the items in the stacks against a list of items that are expected by the system to be in the stacks. The system stores this ordered list of item records—the shelflist—in the Call Number index.

To compare a range of items in the stacks against the system's shelflist:

  1. Access the Inventory Control function in Circa Wireless Inventory (barcode).
  2. Scan the items you want to compare against the system's shelflist (for example, all the items in one bookcase).
  3. Select Shelflist. Circa retrieves the specified range of the system's shelflist from the Call Number index.
Location and Order of Items on the Shelflist

When retrieving items in the specified shelflist range, Circa retrieves only items with location codes that match the first item scanned. For example, if the first item scanned has a location code of "ea", Circa retrieves a shelflist containing only the items with a location code of "ea" that are within the specified range.

If any items within the range have identical call numbers (for example, FIC A), the system functions as if the items are attached to the same bibliographical record and orders these items according to the order in which they are attached to the bibliographic record. The system does not consult the values in other fields, such as VOLUME or COPY #, to determine the order of items on the shelflist.

Limits to the Number of Items Circa Uses to Generate a Shelflist Comparison

Circa can:

  • Read through up to 50,000 records when retrieving the specified range of the system's shelflist from the Call Number index.
  • Scan up to 250 physical items to compare with the generated shelflist.

If either of these numbers are reached (and the range does not include both the beginning and ending barcode), the comparison is made on however many scanned items (up to 250) were in-range and eligible. In this case, the system alerts the user to the fact that the shelflist range being compared is smaller than anticipated.

After the specified shelflist range is retrieved, Circa displays the call numbers and titles of the first and last items scanned. These items define the shelflist range for comparison.

  1. To scan a different range, choose Start Over. To view the comparison of the current range against the system's shelflist, choose Continue.

Circa displays the Circa Wireless Inventory (barcode) shelflist result summary screen.


Circa displays a green icon next to entries in which the listed items match the system shelflist as expected. Circa displays a red icon next to entries in which the listed items do not match the system's shelflist (for example, items outside of the specified range).

  1. To view the shelflist result details, choose the result list you want to view. If a result list contains no items (for example, no items in the range are checked out), the result list entry displays a 0 (zero) and is not linked to a list, as there are no results to display.
Shelflist Total
The complete list of items contained in the system's shelflist in the specified range, including the first and last item scanned.
Range
The titles and call numbers of the first and last item scanned. These items specify the shelflist range.
On shelf - Expected
The list of items in the specified range that should be in the stacks, according to the system.
Checked out - Expected
The list of items in the specified range that should not be in the stacks because the items are checked out.
Other
The list of items in the specified range that are neither available nor checked out (for example, items with a status of 'd' [DAMAGED]).
Scanned Total
The list of items detected by the scanner.
In range - OK
Of the items detected by the scanner, the items in the stacks that are contained in the specified range in the system's shelflist.
In range - Warning
Of the items detected by the scanner, the items in the stacks that are contained in the specified range in the system's shelflist but have an unexpected condition (for example, an item status other than '-' (AVAILABLE)) or are out of order (that is, the order in which the item was scanned does not match the item's placement in the system's shelflist).
Out of range
Of the items detected by the scanner, the items in the stacks that are not contained in the specified range in the system's shelflist; that is, items listed in the Call Number index after the item that ends the specified range or before the item that begins the specified range.
Missing from shelf
The items contained in the specified range in the system's shelflist that are expected to be in the stacks but were not detected by the scanner.

When you view a list of items that contain one or more items with an unexpected condition (for example, an item placed out of order in the stacks), Circa indicates the unexpected condition in red next to the item's call number (for example, misshelved).

  1. To update item record fields for individual items from the list of results, choose the item you want to update. Circa's Shelflist function displays the item detail and enables you to update the item record information in the modifiable fields.
  2. To compare another range of items with the system's shelflist, choose Start Over from the shelflist result summary screen. Circa displays the Inventory Control scan barcode screen..
  3. To exit the application or your Circa session, see Exiting Circa.
See also:
Inventory Control with Circa Wireless Inventory (barcode)