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Mandarin M3® - Inventory

Conduct an Inventory of Your Library's Holdings

M3 Inventory allows you to conduct a full or partial inventory of your library's holdings. Once the inventory procedure is complete, the Inventory module compares the results to the contents of the holdings database, producing nine reports:

  • Newly Found Items
  • Missing Items
  • Items with Invalid Barcodes
  • Misplaced Items
  • Loaned Shelved Items
  • No Barcode Items
  • Duplicate Barcode Items
  • Out of Range(s) Items
  • Inventory Statistics

You can print the reports to reconcile the inventory or save them to a file for export from the Mandarin M3 system. If you are unable to complete inventory in one session, the items that have already been processed can be saved and then retrieved later in order to continue the inventory process at a later time.

Inventory Display

The display for Inventory has been designed for ease of use when conducting an inventory. The Inventory window is divided into the Barcode pane and the Inventory pane. The Barcode pane displays the barcode files and barcodes used in the inventory procedure. The Inventory pane displays the results of the inventory procedure. Records are displayed in individual tabs at the bottom of the screen: Newly Found Items, Missing Items, Items with Invalid Barcodes, Misplaced Items, Loaned Shelved Items, No Barcode Items, Duplicate Barcode Items, Out of Range(s) Items, and Inventory Statistics.

Here's What's New in Version 1.7.01

( Current Service and Update Agreement Subscribers Only.  Includes Service Pack 2 and Service Pack 3 )

Mandarin is pleased to announce the release of Mandarin M3 Core version 1.7.01. This release introduces new features in the M3 Core and optional modules.

Cataloging

  • Picture records and related image files are now removed when the corresponding bibliographic or patron records are purged.
  • Cataloging now includes a Bookbag. Records can be added to a bookbag and saved for future editing.
Circulation
  • Users in Self-check/return mode can no longer enable the menu by selecting the language button.
  • In the Select Patron dialog (when a duplicate barcode is detected), diacritical characters now display correctly.
  • Sorting has been improved in Library Transactions mode.
  • A scriptable interface is now built into Circulation that allows for more complex barcode processing
  • Circulation now supports the copy-specific reserve. This is enabled by a new Group Editor option that sets the type of reserve that is used for all items in that group.
  • In Transit handling has been enhanced for scoped library systems. In Transit status can be set by using the new “Send to Library…” command.
Find/Replace
  • When the result set is selected using Select All, then a few records are deselected, Find/Replace now continues processing on all records that remain selected.
Inventory
  • Inventory failure with multiple threads on multi-core (duo core) CPUs fixed.
  • Inventory failure when a barcode file that has been defined in the session is missing - is now fixed.
Record Editor
  • Two-digit country codes in 008 are no longer replaced by ‘xx’ when the field is viewed in the Fixed Field editor.
ReportTool
  • Improved stability.
  • Improved Memory Management.
  • Numerous system crash scenarios have been resolved.
  • Improved creation of temporary work files on network drives.
  • Addressed issues in 2-pass formula field processing.
  • Addressed issues in “Formula referencing another Formula” calculations.
  • Improved output when printing a report to HTML.
  • Improved output when printing a report to RTF.
  • There is now an Undo/Redo feature.
  • SubDetail with Frames: Multiple report objects, such as database fields, can now be manipulated as if they were a single object.
  • Conditional color Formatting: Font attributes, such as color, can now be changed based on the contents of a database or formula field.
  • Added ability email a report in HTML format.

Features Included in Free Version 1.6

( Does Not Include Service Pack 2 or Service Pack 3 )

This release introduces new features in the M3 Core modules as well as several innovative optional modules, including Syndetic Solutions, MARC Magician integrated with M3 Cataloging, and M3 Pocket Module.

New M3 Core module features are outlined below.

Cataloging
  • Ability to import pictures and to update patron and item records with these pictures.
  • Ability to create multiple holdings for a bibliographic record at one time.
  • When sorting, non-filing characters ("the", "a", and so on) are now ignored.
  • When creating a new holding for an existing bibliographic record, the prefix (852#k) is now copied into the new holding record.
  • Ability to tag a block of records in the main Cataloging window by selecting the first record and pressing SHIFT while selecting the last record; this tags all records in between.
  • The removal of empty fields after saving a record is now optional.
Windows® OPAC
  • Ability to view book cover images.
  • Ability to link to Syndetics Solutions, which allows patrons to view summaries, reviews, and other content data for items in your collection. It also provides cover images for thousands of items. This is available on a subscription basis for an additional charge.
  • Ability to customize your library name on the main window.br />
  • Ability to save and print holdings data from the Search Results and Bookbag windows.
  • Ability to view holdings information in the Bookbag Details window.
  • In libraries with union databases, local holdings are indicated by a star-shaped Availability and Tagging check box.
Circulation
  • New shortcut toolbar on the main window contains buttons for commonly- used functions. This might ship off by default.
  • Ability to renew all or return all transactions in the Transactions pane is available from a transaction menu.
  • Ability to apply refunds or enter additional fines in the Payment window.
  • Ability to search for a patron or item from the main window by typing keywords in the Barcode box.
  • The display of override messages in Self-Check mode is now optional. If they are disabled, the only message that will display is if the item is non- circulating.
  • Ability to disable the History tab in the Circulation Options dialog box.
  • Ability to enable a message to display when an item is being placed on hold instead of reserve.
  • A warning message displays when an item that is assigned to a special reserve group is returned.
  • If a scanned barcode is invalid, three distinct beeps will sound.
  • When an item is recorded as lost, the fine assigned will be the item price indicated in field 852#9. If no price exists, the fine will be the maximum fine as set in Group Editor.
Miscellaneous
  • The Search dialog box used in Cataloging, Circulation, and Group Editor is now able to handle special characters, such as ampersands (&).
  • Ability to change the font size and type in the record editor (visible in Cataloging and Circulation) by modifying the Default Grid Font entry in the ActiveMarcEdit.ini file. The default font setting is 8 pt MS Sans Serif.
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