Chapter 44. Inventorying Your Collection

Table of Contents

Workflow - Item Status
Workflow - Check In
Workflow - Portable Barcode Scanner
Finishing Your Inventory

Tip

Once you start your inventory, any item found in an incorrect location should be checked in before it is shelved in the correction location to ensure its inventory date is updated.

Workflow - Item Status

  1. Go to Circulation → Item Status.
  2. Ensure you have rows set to at least 500 in your function bar.
  3. Scan in your items.
  4. Select all the items by clicking on the check box in the column label row.

    images/inventory/inventory-item-status-1.png

  5. From the Actions menu choose Update Inventory.

    images/inventory/inventory-item-status-2.png

  6. A confirmation will appear in the bottom right corner.

    images/inventory/inventory-item-status-3.png

  7. Repeat until you have scanned and updated all the items in your desired section of the collection.
  8. Run a report using the Sitka Template Inventory - Un-scanned Items. For the report filters you will need the date you started inventory and the shelving location(s) you inventoried.
  9. Take the list of un-scanned items and check the shelves to see if any were missed.
  10. If you find any un-scanned items, scan them in and update their inventory date using the Update Inventory action.
  11. Any items you cannot locate should be marked as missing. Evergreen will alert you if they are found.
  12. Run a report using the Sitka Template Inventory - Scanned Items Count by Shelving Location. For the report filters you will need the date you started inventory.
  13. This report will show you how many items have had their inventory date updated since you started inventory. You will likely see items from other shelving locations that have been updated through your regular check in process, as long as the Update Inventory checkin modifier is enabled on all workstations where check in is done.
  14. Repeat all the steps for every shelving location/section of your collection that you wish to inventory.

Copyright © 2008-2018, BC Libraries Cooperative