Read shelf

The Read Shelf functionality allows users to check if items on the shelf are in an expected order so that library users can find materials. Digby allows users to confirm if an item is where it should be, and to note issues such as missing, mishelved, damaged, or outdated items. Items noted to have issues will not have their status updated. Instead, information about the issue will be included in the shelf reading report so library staff can review problem items. 

Two session types are available when reading the shelf. Read Shelf only provides basic read shelf functionality and does not update the Last Inventoried Date and Inventoried Count for scanned items. Read Shelf and Inventory is the recommended workflow, and can be used to simultaneously read the shelf and inventory items (updating the Last Inventoried Date and Inventoried Count for items).

To read the shelf:

1. Tap Read Shelf on the Digby home screen. 
2. Tap to choose a session type:
   • Read shelf and inventory: The workflow recommended by OCLC. When you confirm an item's location using this mode, the item's Last Inventoried Date and Inventoried Count are automatically updated in WMS. 
   • Read shelf only: Shelf reading done in this mode will not update the Last Inventoried Date or Inventoried Count for scanned items.
3. Scan an item on the shelf or manually enter a barcode to begin. To scan an item, hold your mobile device over the item's barcode so that the barcode appears in the camera window at the top of the screen.
   • If better lighting is needed in order to scan the barcode, tap the lightbulb icon to the right of the Type or scan barcode field at the top of the screen to turn on your device's flashlight. Tap the icon again to turn the flashlight off. 
4. To manually enter a barcode instead, tap the Type or scan barcode field at the top of the screen. Your mobile device's keyboard will launch, and the barcode can be typed in. 
   • If you will only be entering barcodes manually, the camera window can be deactivated by tapping the camera icon located to the right of the Type or scan barcode field. Tap the icon again to re-enable barcode scanning. 
5. Once the first item is scanned or entered, the shelf list will display on the lower part of the screen. This list shows every item that should be on the shelf relative to the item entered. 
6. Items on the list display the following information:
   • 標題
   • 著者
   • 條碼
7. To confirm that an item on the list also appears on the shelf, tap the checkmark icon below the item in the list. Inventoried items will show a small green "thumbs up" icon and the message "Item marked as inventoried."
   • Any alerts for the item, such as if the item fulfills a hold request, will be shown after the item is confirmed on the shelf. Items that fulfill a hold will not be inventoried.
   • A running count of items checked, located beneath the camera window at the top of the page, will update with each checked item. 
8. If the item in the shelf list does not appear on the shelf, or if there are issues with the item, tap the exclamation point icon to select from the following. Multiple options can be selected for an item:
   • Damaged: Tags the item as damaged for reporting purposes, but does not change the status. An alert prompting the user to return the item to the desk will show on the item in the shelf list. Items tagged as damaged will not be inventoried.
   • Misshelved: Tags the item as mishelved for reporting purposes, but does not change the status. This allows library staff to review items marked mishelved using the report exported at the end of the read shelf session.  An alert prompting the user to return the item to the desk will show on the item in the shelf list.
   • Outdated: Tags the item as outdated for reporting purposes, but does not change the status. This allows library staff to review items marked outdated using the report exported at the end of the read shelf session
   • Missing: Tags the item as missing for reporting purposes, but does not change the status. This allows library staff to review items marked missing using the report exported at the end of the read shelf session. When Missing is selected, Digby checks the availability of the item to confirm if it is checked out, etc.
   • Add note: Allows the user to add a note to the item. This note will appear on the shelf reading report exported at the end of the session. To make changes to a note, tap the exclamation point icon under the item again and tap Modify Note. 

9. To clear a selection, tap the option again. The checkmark will not be removed from the option in the list until you return to the shelf list. You can return to the shelf list by tapping the downward-facing arrow at the top of the options list, or by swiping back on your device.

10. If the next item on the shelf does not match the shelf reading list, scan it and Digby will recommend what to do with it (ex. "The scanned item is not found nearby. Please set it aside for a reshelve later.")

11. Once the shelf reading session is complete, export a shelf reading report by tapping Share under the camera window. An Excel file will be generated, and users can select the mobile app they wish to send the file with (ex. an email app).

12. To clear the current shelf reading work list, tap Remove All Items.

13. An alert pop-up will appear, warning users that the current list will be cleared and to export their work. Tap Remove All to continue or Cancel to go back to the current list. 

14. After clearing the list, you will be returned to the Shelf Read home screen. Select a new session type, or return to the Digby home page.