Chapter 43. Preparing for an Inventory

Table of Contents

Inventory Date
Assessing Your Collection
Initial Set Up

Note

The following guidelines and workflows have been developed by Co-op Support based on the functionality available in Sitka’s Evergreen and the experience of inventory projects done by libraries in the Sitka consortium and the Evergreen community.

Inventory Date

Item records include fields for inventory date and inventory workstation. The values in these fields are updated when an item in inventoried by using the Update Inventory action in Item Status or the Update Inventory checkin modifier at Check In.

The inventory date and workstation can be seen in several places in the staff client:

  • Item Status - List View

    images/inventory/update-inventory-item-record-1.png

  • Item Status - Detail View Quick Summary Tab

    images/inventory/update-inventory-item-record-2.png

  • Bibliographic Record - Holdings View

    images/inventory/update-inventory-item-record-3.png

    Note

    Due to a bug the inventory workstation in the Holdings View currently displays the workstation database ID rather than the workstation name.

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