[OPEN-ILS-GENERAL] Method for collection inventory

Mon Aug 1 09:29:40 EDT 2016

This is a little late, but here in Pioneer we set up each library with a "LIB Inventory" user account which is used for the sole purpose of scanning on shelf items in checkin. Staff scan the on shelf materials in a section, then run an inventory report which lists all items that should be in that location - on shelf and scanned or not - with copy status, create date, last circ date, edit date, last editor, system demand (holds). 

When the last edit date is the inventory date, and last editor is libinventory, then they know what's on shelf an what isn't, and can easily sort out the not inventoried records for further action. 

Our documentation: 
http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryProcess 
http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport 

Regards, 

Lindsay Stratton 
Library Automation Services Manager 
Pioneer Library System 
2557 State Rte 21 
Canandaigua, NY 14424 

> From: "Thomsen, Elizabeth" <et at noblenet.org>
> To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
> Sent: Thursday, July 14, 2016 10:19:41 AM
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

> We'd really like an inventory date field in items, too. In the meantime,
> libraries sometime create a local Statistical Category called Inventory with
> values like Summer 2016, and update the field as part of the inventory process.
> It's not as specific or as easy to work with as a true date field, but it does
> give you a way to track which items were handled as part of an inventory
> project.

> On Thu, Jul 14, 2016 at 9:42 AM, Elizabeth Davis < edavis at albright.org > wrote:

>> Hello,

>> Thank you both for your comments. I would love to see some more development in
>> this area. We’d love to be able to have a field that held that date so we could
>> keep track of when we inventoried an area.

>> Elizabeth

>> From: Open-ils-general [mailto:
>> open-ils-general-bounces at list.georgialibraries.org ] On Behalf Of Rogan Hamby
>> Sent: Wednesday, July 13, 2016 2:25 PM

>> To: Evergreen Discussion Group < open-ils-general at list.georgialibraries.org >
>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

>> There are a lot of inventory related reports that are easier to do in sql than
>> the reporter (if possible in the reporter at all) due to what they need. Many
>> of these would also be good for weeding also and I've built them into the IDL
>> in the past so that they could be more accessible to staff.

>> Another thing inventory needs is a good way to batch upload and handle items
>> conditionally. Right now the staff doing it through the item status screen is
>> the best work around we have. Another process is to have staff feeding barcodes
>> in batches to someone with sql access and they're passing reports back. That
>> workflow can be more efficient but is also more convoluted from a "what humans
>> have to keep track of" angle and it may not worth the gains so you're back to
>> scanning things into the item status screen. Honestly, development is really
>> needed for a proper inventory module*.

>> There have been proposals floated around for better inventory support but
>> they've so far lacked the critical momentum to get the funding gathered for it.

>> * I hate calling functional areas in an ILS modules because that's a by product
>> of commercial ILSes separating things out artificially for contractual purposes
>> but it seems to have become a core part of library terminology.

>> On Wed, Jul 13, 2016 at 12:28 PM, Thomas Berezansky < tsbere at mvlcstaff.org >
>> wrote:
>>> I know I could easily write a direct SQL query to show all non-deleted items
>>> that don't have an in house use before an arbitrary date, in the past six
>>> months, etc. I don't know if I could accomplish the same thing with the
>>> Evergreen reports module, though, at least without adding to the IDL.

>>> Thomas Berezansky
>>> Assistant Network Administrator
>>> Merrimack Valley Library Consortium
>>> 4 High ST, Suite 175
>>> North Andover, MA 01845
>>> Phone: 978-557-8161

>>> -----Original Message-----
>>> From: Open-ils-general [mailto:
>>> open-ils-general-bounces at list.georgialibraries.org ] On Behalf Of Elizabeth
>>> Davis
>>> Sent: Wednesday, July 13, 2016 12:13
>>> To: Evergreen Discussion Group < open-ils-general at list.georgialibraries.org >
>>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

>>> Hello Everyone

>>> I was wondering if anyone has ever used In House Use reports for inventory
>>> instead of Status Change Date? We use Status Change Date for weeding because we
>>> don’t have circulation history past a year due to a recent migration. I can’t
>>> get the In House Use reports to provide items that have not been used. Any
>>> suggestions?

>>> Thanks,

>>> Elizabeth

>>> From: Open-ils-general [mailto:
>>> open-ils-general-bounces at list.georgialibraries.org ] On Behalf Of Elaine Hardy
>>> Sent: Wednesday, July 13, 2016 11:59 AM
>>> To: Evergreen Discussion Group < open-ils-general at list.georgialibraries.org >
>>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

>>> Vince,

>>> PINES has inventory instructions at http://pines.georgialibraries.org/inventory
>>> While they are PINES specific, there are generalities that may prove useful.

>>> Elaine

>>> J. Elaine Hardy

>>> PINES & Collaborative Projects Manager

>>> Georgia Public Library Service/PINES

>>> 1800 Century Place, Ste. 150

>>> Atlanta, GA 30045

>>> 404.235.7128 Office

>>> 404.548.4241 Cell

>>> 404.235.7201 FAX

>>> On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano < vgiordano at juniatalibrary.org
>>> <mailto: vgiordano at juniatalibrary.org > > wrote:

>>> We are planning on conducting an inventory on parts of our overall collection.
>>> We envision scanning each title. Are there web client versions of SPARK that
>>> can allow for checking item status or in-house circ? That way we could run this
>>> off of an iPad.

>>> Otherwise we would use a laptop with the staff client open and bring it around
>>> with a scanner.

>>> Any thoughts or suggestions would be helpful. Thanks!

>>> <
>>> https://s3.amazonaws.com/ucwebapp.wisestamp.com/cdbdc7d1-1136-4843-93ac-1e625844129e/vmg_12_2015.format_png.resize_200x.png
>>> >

>>> Vince Giordano Director, Juniata County Library
>>> 717-436-6378 <tel: 717-436-6378 > | 498 Jefferson St - Mifflintown, PA 17059 |
>>> www.facebook.com/juniatapubliclibrary <
>>> http://www.facebook.com/juniatapubliclibrary > | "Libraries will get you
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>>> libraries" -Anne Herbert

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>> --

>> --------------------------------------------------------------

>> Rogan R. Hamby, Data and Project Analyst

>> Equinox - Open Your Library

>> rogan at esilibrary.com

>> 1-877-OPEN-ILS | www.esilibrary.com

> --
> Elizabeth B. Thomsen
> Member Services Manager
> NOBLE: North of Boston Library Exchange
> Danvers, Mass.
> www.noblenet.org
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