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 [email protected] www.georgialibraries.org www.georgialibraries.org/pines From: [email protected] [mailto:[email protected]] 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." ― <http://www.goodreads.com/author/show/1069006.C_S_Lewis> C.S. Lewis
