Streamline Your Inventory Process with Sessions

It’s that time again—inventory season. But there’s no need for stress; simplify the process with our Sessions feature. Sessions allow you to break down the daunting task of inventory into manageable segments, whether by library section, inventory personnel, date, or a combination of these factors. Each session can be seamlessly picked up by yourself or any authorized colleague, ensuring flexibility and continuity in your inventory management.

For instance, you can organize inventory by call number ranges—creating separate sessions for each segment like 100-200, 200-300, and beyond. This method helps maintain clarity and track progress across multiple workstations, users, and bookshelves over any period. The system keeps a detailed log of each session’s advancement, allowing for periodic checks and updates.

Setting up a Session is straightforward:

1. Navigate to Inventory under Tools.

2. Proceed to the Sessions step.

3. Click the add + icon to create a new session.

4. Name the session (e.g., FIC A), specify the call number range if applicable (e.g., FIC A through FIC BAA), adjust other settings, and save.

5. Repeat the process to cover all necessary parts of your collection.

Once a session concludes, you can generate comprehensive reports and perform additional utilities based on the accumulated data, providing more actionable insights than a general, single-session approach. Completed sessions are removed from the active list but remain in the Operations Management window for 60 to 90 days for further reference.

For more detailed instructions and support, visit our Inventory Management guide: [https://support.goalexandria.com/tools/inventory/] .