[Evergreen-catalogers] Inventory in Evergreen

[Terran McCanna]

We are on 3.2.2 (which includes the new inventory date field) and these are
our steps:

https://pines.georgialibraries.org/dokuwiki/doku.php?id=cat:inventory_using_existing_evergreen_functionality

And this is the description of the report we created to use:

Use Classic Item List source.

Displayed Fields:

Classic Item List -> Owning Lib Name as "Owning Library"
Classic Item List -> Shelving Location Name as "Shelving Location"
Classic Item List -> Callnumber Label as "Call Number"
Classic Item List -> Title
Classic Item List -> Barcode
Classic Item List -> Status -> name as "Status"
Classic Item List -> Price
Classic Item List -> Create Date (Date)
Classic Item List -> Copy ID -> Latest Inventory -> Latest Inventory Date (Date)



Base Filters:

Classic Item List -> Owning Lib -> Organizational Unit ID (In list)
Classic Item List -> Deleted (Equals) (False)
Classic Item List -> Status -> id (Equals)
Classic Item List -> Copy ID -> Latest Inventory -> Latest Inventory
Date (Date) (Before(Date/Time))
Classic Item List -> Shelving Location Name (Contains Matching Substring)


(Prior to 3.2.2, we did a similar process, but used regular checkin instead
of the inventory circ modifier, and filtered the report by last updated
date rather than latest inventory date.)




Terran McCanna, PINES Program Manager
------------------------------

Georgia Public Library Service | University System of Georgia

1800 Century Place NE Suite 580 l Atlanta, GA 30345

(404) 235-7138 | tmccanna at georgialibraries.org

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On Wed, Feb 6, 2019 at 11:43 AM Angie Bates <abates at perrylibrary.org> wrote:

> I am from Perry Memorial Library in Vance County, North Carolina.  We have
> been part of NC Cardinal/Evergreen for about a year and are looking to do
> our first inventory with Evergreen.  I would like to know what procedures
> need to be done within Evergreen as well as what equipment you have used to
> conduct the inventory.
>
>
>
> Angela Bates, MLS
>
> Assistant Director
>
> Perry Memorial Library
>
> Henderson, NC
>
> (252) 438-3316,  ext 234
>
>
>
>
>
>
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>
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