[OPEN-ILS-GENERAL] inventory feature list

[Rogan Hamby]

This is the feature list we're looking at for the inventory development
that SCLENDS is looking for partners on.  We want feedback from any and all
but at the same we are looking for serious partners in making this happen.
 We've gone four years without a viable inventory solution for our small
libraries since we don't have a large central staff who can help them with
db level tasks and they need management tools to help them beyond doing it
with buckets.  At this feature point we've developed some specifications
for specific means to implement these features and the price point is about
$100,000 which is very doable with a decent pool of contributors.  If
during this phase we find ourselves adding a lot of features or making
major changes that will change the price of course.



SCLENDS Inventory Overview

User Interface

   -

   Create New Project
   -

      Name, OU, Dates, Shelving Locations, Ranges
      -

   Upload Inventory File
   -

      Create new, Append to existing, Assign range, Notes, Summary of
      totals and exceptions
      -

   Manage a Project
   -

      Choose project, Close project, Review and correct exceptions, Upload
      file, Review closed projects, Export


Secondary interface - shelf appropriateness

Defined per Org Unit:

   -

   Shelving location parameters
   -

      order checking on/off, expectations about what constitutes a status
      exception - by default Available and Reshelving.
      -

   Values are cloned from chosen defaults but can be adjusted per project
   or per file


Exception List

   -

   Missing items from scanned list
   -

   Item out of order
   -

   Item belongs at other OU
   -

   Item wholly unknown
   -

   Item in bad status: e.g. not available,reshelving (configurable)


Exception Management

   -

   Exceptions can be managed individually or in batch by using checkboxes
   to select
   -

   Exceptions for order and status issues (missing/lost/checked out) can be
   corrected to available with a multi-select and one button click
   -

   Exceptions can be suppressed if the events causing them (check-in,
   check-out, etc) occur coincident with the inventory process - in other
   words, an item being checked out or returned while you're scanning for
   inventory won't be problematic.



Inventory is a standalone module that can be used in several ways.  The
most common use would be scanning the barcodes in a pre-defined shelving
range and then uploading that file to the inventory module.  The file will
be compared to Evergreen's expectations and knowledge of the items in that
shelving range and an exceptions list will be printed show all items that
are in statuses which are in conflict or are mis-shelved.  The staff will
manually correct items that are out of order or belong to other libraries.
 Staff can check-in and perform other actions to statuses from within the
inventory module.

-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

"You can never get a cup of tea large enough or a book long enough to suit
me."
-- C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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