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This shows you the differences between two versions of the page.

--- lite:function_reconciliation [2017/06/05 20:00] – dcumming
+++ lite:function_reconciliation [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-======Library Reconciliation======
+====== Library Reconciliation ======
-<- lite:advanced|Advanced Functions ^ lite:starting|Getting Started ^ lite:function_library_management|Volume Management ->
+Library Reconciliation allows you to physically check the [[object:repository|Repository's]] actual contents and compare it to a current list of what [[object:volume|Volumes]] are listed as in that [[object:repository|Repository]] and create an [[subsystem:certification|Audit Certificate]] including [[object:volume|Volumes]] present, deficient (absent) and surplus (extra).
+===== Reconciliation Process =====
+==== Select Library Reconciliation ====
+Select ''Library Reconciliation'' from the **Task Menu** and click ''Next'' to continue.
+{{:desktop:lite_reconcile.png}}
+==== Set Options =====
+This will open the **Options** window. If required you can set the location for the log files to be written to, or leave the default.
+To change the default directory, click in the field to the right of the Log File Folder and click on the (''...'') button and select directory.
+Click ''Next'' to continue.
+{{:desktop:lite_scan_out_log.png}}
+==== Select a Customer ====
+Select the account or Customer that you want to manage [[object:volume|Volumes]] for by double-clicking the [[object:customer|Customer-ID]] or left-clicking the [[object:customer|Customer-ID]] and clicking ''Next'' to continue.
+{{:desktop:lite_scan_out_select_customer.png}}
+==== Select a Media Type ====
+Select the [[object:media|Media]] type that you want to Reconcile by double-clicking the [[object:media|Media-ID]] or left-clicking the [[object:media|Media-ID]] and clicking ''Next'' to continue.
+{{:desktop:lite_reconciliation_media.png}}
+==== Select a Repository ====
+From the **Reconciliation Location** window select which [[object:repository|Repository]] to perform the Reconciliation on by double-clicking on the [[object:repository|Repository-ID]] or by left-clicking on the [[object:repository|Repository]] and clicking ''Next'' to proceed.
+{{:desktop:lite_reconciliation_repository.png}}
+If you have performed Reconciliations before on the selected [[object:repository|Repository]] you will be given the option of continuing the previous Reconciliation (select ''Yes'') or starting a new one (select ''No'').
+{{:desktop:lite_reconciliation_restart.png}}
+The **Reconciliation Location** window will also display [[subsystem:certification|Certificates]] from previous Reconciliation results. To view these [[subsystem:certification|Certificates]] double click on the ''Time Stamp'' of a chosen [[subsystem:certification|Certificate]].
+[[subsystem:certification|Certificates]] contain information pertaining to scope, results and update statistics.
+On the **[[subsystem:certification|Certificate]] Item List** individual [[object:volume|Volume-ID's]] are displayed with a color coded image to quickly identify correct (green), surplus (yellow) and deficit (red) [[object:volume|Volumes]].
+==== Volume Statistics ====
+The **Reconciliation Scan** window displays current [[object:customer|Customer]], [[object:media|Media]] and [[object:repository|Repository]].
+The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]].
+The right of the window displays [[object:volume|Volume]] statistics including total, scanned, unscanned, undefined (not on list).
+Scan in the [[object:volume|Volumes]] into the **Reconciliation Scan-In** window using a your preferred [[desktop:scan_window| scanning method]] to record present [[object:volume|Volumes]].
+As [[object:volume|Volumes]] are scanned:
+  * Correct [[object:volume|Volumes]] will be recorded and marked off the list by a line crossing off the [[object:volume|Volume-ID]] and status changed from [Unscanned] to <del>[Scanned]</del>.
+  * [[object:volume|Volumes]] not on the list will be recorded, added to the list with a status of <del>[New]</del><del>[Scanned]</del> if the [[object:volume|Volume-ID]] is unrecognized.
+  * [[object:volume|Volumes]] scanned as a duplicate [[object:volume|Volume-ID]] will increment the Scan Count of the previously scanned [[object:volume|Volume]] with that Barcode and be labelled as <del>[Duplicate][Scanned]
+</del>.
+[[object:volume|Volumes]] not scanned will be recorded with a status of [Unscanned].
+Any [[object:volume|Volumes]] currently in a move between [[object:repository|Repositories]] will also be labelled with [Moving-In] or [Moving-out].
+{{:lite:lite_reconciliation_scanned.png}}
+When all present [[object:volume|Volumes]] have been scanned close the **Scan-in** window by clicking ''Next'' or ''X''. If any [[object:volume|Volumes]] have a status of Unscanned you will be prompted whether or not to [[common:volume_flags|Flag]] the [[object:volume|Volumes]] as having failed the [[object:repository|Repository]] audit. Selecting ''Yes'' will update the [[common:volume_flags|Flags]] for those [[object:volume|Volumes]] in the database and add an 'a' [[common:volume_flags|Flag]] in TapeTrack TapeMaster.
+{{:desktop:lite_reconciliation_flag.png}}
+Updated [[common:volume_flags|Flags]] will not be added to any [[object:volume|Volume/s]] with a current update lock applied to them and error window will be displayed as a result. The error window will display information on how many [[object:volume|Volumes]] were updated and which [[object:volume|Volumes]] are [[common:volume_flags|Flagged]] with error status with an error explanation.
+Clicking Create [[subsystem:certification|Certificate]] will produce a [[subsystem:certification|Certificate]] documenting the status of the reconciled [[object:repository|Repository]] for future reference including information on present (OK), absent (Deficit) and excess (Surplus) [[object:volume|Volumes]].
+==== Creating Certificates ====
+In the **Create [[subsystem:certification|Certificate]]** window add a Description relevant to the Reconciliation (eg July 2018 Library Reconciliation) and click ''Create [[subsystem:certification|Certificate]]''.
+<note important>To create [[subsystem:certification|Certificates]] you must have [[master:user|Certify Rights]] assigned to your [[object:user|User-ID]]</note>
+Creation status will then be displayed.
+To view [[subsystem:certification|Certificate]] click ''Certificate Properties''.
+{{:lite:lite_reconciliation_create_certificate.png}}
+The **[[subsystem:certification|Certificate]] Properties** window displays:
+  * [[object:customer|Customer]]
+  * [[object:media|Media type]]
+  * Repository
+  * [[subsystem:certification|Certificate]] Description
+  * Digital signature
+  * [[subsystem:certification|Certificate]] status
+  * Total items scanned
+  * Deficit items
+  * Surplus items
+{{:lite:lite_reconciliation_certificate_properties.png}}
+The Certificate Item List tab displays:
+  * [[object:volume|Volume-ID]] of scanned [[object:volume|Volumes]]
+  * Status of scanned [[object:volume|Volumes]], status options are:
+    * Green tick and OK : [[object:volume|Volumes]] should be present and are present
+    * Red cross and Deficit : [[object:volume|Volumes]] should be present but are not present.
+    * Yellow exclamation and Surplus : [[object:volume|Volumes]] should not be present but are present.
+{{:lite:lite_reconciliation_certificate_item_list.png}}
+[[object:volume|Volumes]] can be filtered on the [[object:volume|Volume-ID]] and/or Status. To filter insert search criteria under [[object:volume|Volume]] or Status where Enter Text here is displayed. Filter off either whole search term or use * as a wildcard (e.g. to search for Surplus, type Surplus or S*). Search terms are case sensitive. Click ''OK'' to close and return to **Create [[subsystem:certification|Certificate]]** window.
+Click ''OK'' to continue.
+===== Complete =====
+{{page>lite:end}}
+<- lite:advanced|Advanced Functions ^ lite:advanced|Advanced ^ lite:function_volume_management|Volume Management ->