[OPEN-ILS-GENERAL] inventory feature list

[Rogan Hamby]

That's taken care of by session uploads.  You can let it use a default
based on server time or override it and set it manually.


On Tue, Jul 23, 2013 at 1:58 PM, Hardy, Elaine
<ehardy at georgialibraries.org>wrote:

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



-- 

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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