[Evergreen-catalogers] Inventory in Evergreen

[Aubrey Area Library]

On 3.2.3 here but prior to our upgrade we did a similar method as Terran
above except we filtered our reports by item status of "Reshelving".
Anything marked as "Available" was considered missing and marked so.

Jordan Woodard
Aubrey Area Library

On Wed, Feb 6, 2019 at 10:51 AM Terran McCanna <
tmccanna at georgialibraries.org> wrote:

> 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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>
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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
>>
>>
>>
>>
>>
>>
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>> Evergreen-catalogers at list.evergreen-ils.org
>>
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>>
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226 Countryside Dr., Aubrey, TX 76227
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