Update the Inventory tools section

diff --git a/source/03_tools.rst b/source/03_tools.rst
index 85fc543..eb7b209 100644 (file)
--- a/source/03_tools.rst
+++ b/source/03_tools.rst
@@ -1823,47 +1823,104 @@ authority records' tab.
 
 -  Click 'Export authority records'
 
-.. _inventory/stocktaking-label:
+.. _inventory-label:
 
-Inventory/Stocktaking
+Inventory
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
--  *Get there:* More > Tools > Catalog > Inventory/Stocktaking
+-  *Get there:* More > Tools > Catalog > Inventory
 
-Koha's Inventory Tool can be used in one of two ways, the first is by
-printing out a shelf list that you can then mark items off on, or by
-uploading a text files of barcodes gathered by a portable scanner.
+Koha's Inventory Tool can be used in one of three ways:
+1. By printing out a shelf list that you can then mark items off on;
+2. By uploading a text file of barcodes gathered by a portable scanner;
+3. By comparing a text file of barcodes gathered by a portable scanner to a
+   generated shelf list.
 
 If you do not have the ability to use your barcode scanner on the floor
-of the library, the first option available to you is to generate a shelf
+of the library, the option available to you is to generate a shelf
 list based on criteria you enter.
 
 |image315|
 
-Choose which library, shelving location, call number range, item status
-and when the item was last seen to generate a shelf list that you can
-then print to use while walking around the library checking your
-collection
+First, choose the criteria for the items you want to print out on a list.
+All parameters are optional, but if none are selected, the resulting list
+might be quite large.
+
+- Library: choose the branch you want to check, as well as if that branch
+  is the home library or the current of the items.
+- Shelving location (items.location) is: you can filter by location.
+- Item callnumber between ... and ...: you can also limit the list to a specific
+  range of callnumbers.
+
+You can filter even more with item statuses (not for loan status, lost status,
+withdrawn status or damaged status). Check the boxes next to the statuses you
+want to include. For example, if you are using the list to shelf read, check
+only the 'for loan' status as the other items probably won't be on the shelves.
+
+- Last inventory date: enter a date here to skip items that have been marked
+  as seen recently.
+- Skip items on loan: check this box to filter out loaned items from the list.
+
+- Export to CSV file: check this box to generate a CSV file for altering in an
+  application on your desktop. If this box is unchecked, the list will be
+  presented on the screen.
+
+Click on 'Submit' to generate your shelf list. You can then print it to use
+while walking around the library checking your collection or use it directly
+in Koha on a portable device.
 
 |image316|
 
-Alternatively you can export the list to a CSV file for altering in an
-application on your desktop. Simply check the box next to 'Export to csv
-file' to generate this file.
+Once you have found the items on your shelves, return to this
+list and check the boxes next to the items you found. Next, click on one of
+the three buttons to continue:
 
-Once you have found the items on your shelves you can return to this
-list and check off the items you found to have the system update the
-last seen date to today.
+- Mark seen and quit: updates the 'last seen' date of the checked items to
+  today and returns to the previous screen.
+- Mark seen and continue: updates the 'last seen' date of the checked items to
+  today and shows the next page of the list.
+- Continue without marking: doesn't update any of the items on this page
+  and shows the next page of the list.
 
 If you have a portable scanner (or a laptop and USB scanner) you can
 walk through the library with the scanner in hand and scan barcodes as
-you come across them. Once finished you can then upload the text file
-generated by the scanner to Koha
+you come across them (on a laptop, scan the barcodes into a text file). Once finished you can then upload the text
+file generated by the scanner to Koha.
 
 |image317|
 
 Choose the text file and the date you want to mark all items as seen and
-then scroll to the very bottom and click 'Submit.'
+then scroll to the very bottom and click 'Submit'. This will update all the
+items' 'last seen' date to the chosen date. By default, this will also check in
+the items scanned as it is assumed that they are on the shelf and so not loaned
+out. If you do not want to check in scanned items, check the 'Do not check in
+items scanned during inventory' before clicking 'Submit'.
+
+Alternatively, you can combine the two methods to automatically compare a list
+of scanned barcodes with a generated list. First, upload you barcode file and
+choose the date you want to appear in the items' 'last seen' field. Then, check
+the 'Compare barcodes list to results'. Choose the filters (library, shelving
+location, callnumbers or statuses) to generate a list with which to compare
+your barcodes. Click on 'Submit'.
+
+  **Note**
+
+  Depending on the number of barcodes you are comparing, this may take a few
+  minutes. It is not recommended to compare lists of more than 1000 barcodes as
+  this may cause a session timeout.
+
+Once Koha has finished comparing the barcodes file to the generated list, it
+will return the number of items updated and a list of problematic items.
+
+- Missing (not scanned): the item is in the generated list but not in the
+  barcodes file.
+- Found in wrong place: the item is in the barcodes list, but not in the
+  generated list.
+- Still checked out: the item is checked out, but is in the generated list. It
+  was not automatically checked in.
+- Barcode not found: the barcode doesn't exist.
+- Item withdrawn: the item has 'withdrawn' status, but it is in the barcodes
+  file.
 
 .. _label-creator-label: