Hi Scott,

We have been working on an inventory process with Evergreen 2.5 for the past 
year, and we developed our method based on an article I found here:

http://www.roganhamby.com/evergreen/2013/8/5/inventories-with-evergreen

As someone else mentioned in this thread, we have been working in small 
batches. Before we migrated to an Equinox server and a support contract, our 
county IT staff ran a script to change the item status to "trace". We 
inventoried our closed collection first so we could get a good idea of the 
hurdles we would face. Then we did our smallest two branches in their entirety 
before moving to the second largest branch, which we decided needed to be 
broken down by location so that items weren't sitting in "trace" status for 
months at a time.  

Once we migrated to Equinox, our county IT staff was no longer able to run 
scripts for me, so our in house reports person developed a report that would 
allows me to select items by branch and location (i.e. J Fiction, Videos, Large 
Print Books etc.). I run the report and strip the data down to only barcodes in 
a CSV file, and load them back into an item status screen in batches of 500 or 
so in order to change the status to "trace". Of course the report also weeds 
out any items that are checked out as of the time the report is run, as 
changing the status of these items would disassociate them from the patrons who 
have them checked out. I will only do this while the libraries are closed in 
order to avoid the possibility of changing an item status at the same time as 
its status is being changed by a regular circulation process.

About a third of the way through our second largest branch I figured out how to 
add a statistical category to the item that can be set to 2015 to identify the 
year inventoried. I was not savvy enough to figure out how to get it to enter 
the exact date.

After each branch is completed, we run another report of all items still in 
"trace" status so staff can go and look for these items one last time. When 
that report is complete we consider the inventory for that branch complete.

After all branches are complete I imagine we will run a final report of all 
items still in trace status throughout the system and have every branch check 
one last time before deleting those items permanently.

If you have any further questions, feel free to contact me at the number below. 
I am happy to talk about our process.

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: 919-528-1752
Fax: 919-528-1376
Website: www.granville.lib.nc.us
Email: [email protected]

If truth is beauty, how come no one has their hair done in the library?
Lily Tomlin

Read more at 
http://www.brainyquote.com/quotes/keywords/library.html#EmGOFqfdJqWFRd5z.99

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Today's Topics:

   1. Inventory Item (Scott Thomas)
   2. Re: Inventory Item (Tony Bandy)
   3. Full author date on individual titles? (Tony Bandy)


----------------------------------------------------------------------

Message: 1
Date: Wed, 29 Jul 2015 16:35:11 +0000
From: Scott Thomas <[email protected]>
To: "[email protected]"
        <[email protected]>
Subject: [OPEN-ILS-GENERAL] Inventory Item
Message-ID:
        <1da7eb7e1eb2d6419c0f444090cc6a9129763...@vcscex02.vcoresystems.com>
Content-Type: text/plain; charset="utf-8"

We have been with EG for four months, and this is the first time this has come 
up: there does not appear to be an Inventory Item function (at least in 2.6.3). 
I am not finding a Date Inventoried field in the item record nor can I locate a 
way to inventory an item. Am I missing something obvious? If not, how do 
Evergreen libraries inventory their collections?

Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: [email protected]<mailto:[email protected]>


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Message: 2
Date: Wed, 29 Jul 2015 16:41:12 +0000
From: Tony Bandy <[email protected]>
To: Evergreen Discussion Group
        <[email protected]>
Subject: Re: [OPEN-ILS-GENERAL] Inventory Item
Message-ID:
        
<sn1pr0401mb1695cd26c1ded62f63aa8037be...@sn1pr0401mb1695.namprd04.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

Hi Scott,

I'm certainly no expert, but we had sort of the same question a few years ago.  
Here's a link to describe some methods that have been done before:

http://markmail.org/message/2yxyv4kwtdxb7h4s

It's a transcript of a SITKA conversation where they checked-in items using a 
wireless laptop, which sets the last edited date...then ran a report on the 
system for items whose date did not match this......

I've never tried myself yet, but seems a reasonable approach...maybe other 
folks have found a better method?

--Tony

Tony Bandy
[email protected]<mailto:[email protected]>
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-484-1074 (Direct)
614-486-2966 x19

From: Open-ils-general 
[mailto:[email protected]] On Behalf Of Scott 
Thomas
Sent: Wednesday, July 29, 2015 12:35 PM
To: [email protected]
Subject: [OPEN-ILS-GENERAL] Inventory Item

We have been with EG for four months, and this is the first time this has come 
up: there does not appear to be an Inventory Item function (at least in 2.6.3). 
I am not finding a Date Inventoried field in the item record nor can I locate a 
way to inventory an item. Am I missing something obvious? If not, how do 
Evergreen libraries inventory their collections?

Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: [email protected]<mailto:[email protected]>


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Message: 3
Date: Wed, 29 Jul 2015 16:19:34 +0000
From: Tony Bandy <[email protected]>
To: Evergreen Discussion Group
        <[email protected]>
Subject: [OPEN-ILS-GENERAL] Full author date on individual titles?
Message-ID:
        
<sn1pr0401mb1695fbcb7799ef086b6218a7be...@sn1pr0401mb1695.namprd04.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

Hello everyone!

I've been whacking away at this for a few days now, but can't seem to be 
finding any info.  Thought maybe if you had run into this, might be able to 
steer me in the right direction?

----------------

On our Evergreen 2.7.2 system, when we search for an author, say Ernie Pyle, 
the results list includes a full birthdate in this format:

Author--YEAR-Month-Day

However, when looking at individual title results, the format is only this:

Author--YEAR

I know more than likely it's something with the authors.tt2 file (misc tt2 file 
as well???) but not quite sure....

----------------

Have you run into this before?  Any thoughts?

Thanks in advance for your help!

--Tony

Tony Bandy
[email protected]<mailto:[email protected]>
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-484-1074 (Direct)
614-486-2966 x19

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