- Go to Circulation → Check In.
Ensure the checkin modifier Update Inventory is active. For information on turning this on see the section called “Update Inventory Checkin Modifier”.
- Scan in your items. Their inventory date is automatically updated.
- Repeat until you have scanned and updated all items in your desired section of the collection.
- 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.
- Take the list of un-scanned items and check the shelves to see if any were missed.
- If you find any un-scanned items, scan them in. Their inventory date is automatically updated.
- Any items you cannot locate should be marked as missing. Evergreen will alert you if they are found.
- 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.
- 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.
- Repeat all the steps for every shelving location/section of your collection that you wish to inventory.
