[OPEN-ILS-GENERAL] inventory feature list

[Hardy, Elaine]

One thing you should do for an inventory is provide a field for an
inventory date. This is the basis the module uses to process exceptions
and to set items as missing. Which means you need the ability to inventory
sections of your collection without setting uninventoried sections as
missing. You also need the ability to set the inventory date on exceptions
once they are resolved.



Consider:



A  provision to automatically set items not found in the inventory to
missing, providing a way to report on those for staff follow up.



Ability to automatically forgive or void fines for materials located on
the shelf during inventory and resolve their statuses. And of course
report on that.



Elaine

J. Elaine Hardy
PINES Bibliographic Projects & Metadata Manager Georgia Public Library
Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235-7128
404.235-7201, fax
ehardy at georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Rogan Hamby
Sent: Tuesday, July 23, 2013 11:06 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] inventory feature list



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

o   Name, OU, Dates, Shelving Locations, Ranges

·       Upload Inventory File

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

·       Manage a Project

o   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

o   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."
―  <http://www.goodreads.com/author/show/1069006.C_S_Lewis> C.S. Lewis

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20130723/982b2892/attachment-0001.htm>