Re: [OPEN-ILS-GENERAL] Inventory Item
There have been several attempts to push for inventory functionality. GA PINES worked on speccing one as Elaine mentioned. There was another specification made largely by myself and Mike Rylander (though not exclusively and my memory is now vague of who all was around the table) but there wasn't enough interest for community funding. The question I heard over and over was why would we want to do an inventory? Within SCLENDS we've talked about approaching the project again and potentially being able to increase the amount we could put into it but we still probably would still need to gather funding partners. On Wed, Jul 29, 2015 at 1:31 PM, Elisabeth Keppler keppl...@forsyth.cc wrote: Forsyth County (NC, not GA) has been hoping that an inventory module would be developed but it doesn't appear to be in any of numbered sprints for the browser-based client. The Sitka model certainly does work. I strongly recommend breaking the collection into clearly defined segments that you can finish in a reasonable amount of time, based on shelving locations or whatever works for you. Since batch editing items using the Item Status screen can crash if you try to do too many at a time and will prevent you from doing anything else in Evergreen at the same time, I usually break my txt file into chunks of no more than 250 items. I've processed 10,000 item files over a weekend, but it takes patience. Thanks, Lise -- Lise Keppler, Technical Services Forsyth County Public Library 2851 Fairlawn Dr Winston Salem NC 27106 336-703-3048 -- 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.” ― C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis
Re: [OPEN-ILS-GENERAL] Inventory Item
Thank you, everyone, for your insights. We don't use In Record In-House Use very often. Would this work as an ersatz inventory tool? Scott -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Wednesday, July 29, 2015 1:27 PM To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If the item is checked in or out. The inventory date is set for any item scanned during an inventory process and would include items never checked out such as non-circulating collections and those items that are circulating but haven't checked out. It helps identify missing copies and other exceptions. You can fake an inventory date in Evergreen by checking in the items on the shelf all on one date, setting the active/last edit date and then allowing you to run reports for items not on the shelf and not checked out for that date. Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:21 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item The active date is set the first time a copy is scanned for check in or check out. It sounds to me like the date that you want. Quoting Hardy, Elaine eha...@georgialibraries.org: Not exactly. The date inventoried is the date an item is confirmed to be in the library's collection, either on the shelf or out on loan. It is system set during an automated inventory and is separate from active or other system dates on an item Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:15 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If I understand the question correctly, the active_date on a copy should serve this purpose. This meant to be the date that the copy became live in the system. Quoting Scott Thomas sc...@albright.org: 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: sc...@albright.orgmailto:sc...@albright.org -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-5891 Email: jstephen...@mvlc.org -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-5891 Email: jstephen...@mvlc.org
Re: [OPEN-ILS-GENERAL] Inventory Item
Pioneer uses a system similar to SITKA's, using reports, but we also create special inventory accounts. The inventory account - libinventory - is used to login to an EG session and then each item currently on the shelf in the inventory location is scanned in checkin. This changes both the Last Editor and the Last Edit Date for the inventoried items. (Here's a link to an example of the inventory report: http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport) The report can be run on demand, filtered by shelving location. It displays item status, item info, create date, circ date, edit date, last editor, holds on the bib, and copy notes, and includes ALL items that are, or should be, in that location. Once output to Excel, staff can easily sort out items inventoried, items in circ, items known to be lost/missing/bad status, and items that are actually missing from the shelf. The combination of last editor/last edit date allows staff to work on inventory without limiting patron access to that part of the collection, and without really worrying about scanning everything on shelf in a single session. Our libraries have reported that they like this process because it also helps them catch items that have other problems - such as bad status items on the shelf, items that don't have records at all, items still checked out to patrons; and on the fly weeding. We also have general shelf list reports (by shelving location and call number range) which can also be used for inventories, but are geared more specifically for collection development and weeding projects. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 From: Scott Thomas sc...@albright.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Thursday, July 30, 2015 8:40:55 AM Subject: Re: [OPEN-ILS-GENERAL] Inventory Item Thank you, everyone, for your insights. We don't use In Record In-House Use very often. Would this work as an ersatz inventory tool? Scott -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Wednesday, July 29, 2015 1:27 PM To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If the item is checked in or out. The inventory date is set for any item scanned during an inventory process and would include items never checked out such as non-circulating collections and those items that are circulating but haven't checked out. It helps identify missing copies and other exceptions. You can fake an inventory date in Evergreen by checking in the items on the shelf all on one date, setting the active/last edit date and then allowing you to run reports for items not on the shelf and not checked out for that date. Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:21 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item The active date is set the first time a copy is scanned for check in or check out. It sounds to me like the date that you want. Quoting Hardy, Elaine eha...@georgialibraries.org: Not exactly. The date inventoried is the date an item is confirmed to be in the library's collection, either on the shelf or out on loan. It is system set during an automated inventory and is separate from active or other system dates on an item Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:15 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If I understand the question correctly, the active_date on a copy should serve this purpose. This meant to be the date that the copy became live in the system. Quoting Scott Thomas sc...@albright.org: 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.
Re: [OPEN-ILS-GENERAL] Inventory Item
Scott, I think it certainly could, unless you include that count in your, say, annual state-wide circulation reports. I was going to say that you might want to put a prohibition in place while you scan in everything for your inventory run, but (barring the circulation report issue) that isn't a worry -- scanning an item for actual in-house use or for inventory is fine since either way you're recording the fact that the book is in a known location. Great thought! -- Mike Rylander | President | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com On Thu, Jul 30, 2015 at 8:40 AM, Scott Thomas sc...@albright.org wrote: Thank you, everyone, for your insights. We don't use In Record In-House Use very often. Would this work as an ersatz inventory tool? Scott -Original Message- From: Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Wednesday, July 29, 2015 1:27 PM To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If the item is checked in or out. The inventory date is set for any item scanned during an inventory process and would include items never checked out such as non-circulating collections and those items that are circulating but haven't checked out. It helps identify missing copies and other exceptions. You can fake an inventory date in Evergreen by checking in the items on the shelf all on one date, setting the active/last edit date and then allowing you to run reports for items not on the shelf and not checked out for that date. Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:21 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item The active date is set the first time a copy is scanned for check in or check out. It sounds to me like the date that you want. Quoting Hardy, Elaine eha...@georgialibraries.org: Not exactly. The date inventoried is the date an item is confirmed to be in the library's collection, either on the shelf or out on loan. It is system set during an automated inventory and is separate from active or other system dates on an item Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:15 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If I understand the question correctly, the active_date on a copy should serve this purpose. This meant to be the date that the copy became live in the system. Quoting Scott Thomas sc...@albright.org: 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: sc...@albright.orgmailto:sc...@albright.org -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-5891 Email: jstephen...@mvlc.org -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-5891 Email: jstephen...@mvlc.org
Re: [OPEN-ILS-GENERAL] Full author date on individual titles?
Hello everyone, Galen, Mike, Thanks much for the input--I appreciate it! --Tony Tony Bandy to...@ohionet.org OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 614-484-1074 (Direct) 614-486-2966 x19 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: Wednesday, July 29, 2015 4:03 PM To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Full author date on individual titles? Hi, On Wed, Jul 29, 2015 at 3:25 PM, Tony Bandy to...@ohionet.org wrote: 2. Now if I select that particular title: http://blanchester.cool-cat.org/eg/opac/record/930326?query=Sandford%2 C%20John.;qtype=author;locg=111 The results are: Sandford, John, 1944- Cook, Michele. Thanks for providing the example. It turns out that opac/parts/record/authors.tt2 is in fact responsible for displaying 100 1# ‡a Sandford, John, ‡d 1944 February 23- as Sandford, John, 1944- or more to the point: span class=rdetail-author-div typeof=Person property=author resource=#schemacontrib1 a href=/eg/opac/results?... span property=nameSandford, John,/span span property=birthDate1944/span-/span/a nbsp /span Specifically, as part of generating the schema.org markup, only the year component of 1944 February 23- is kept. The normalization is done in the following lines of authors.tt2: IF subfield.textContent.match('^\s*\d{4}'); birthdate = subfield.textContent.replace('^\s*(\d{4}).*$', '$1'); END; I *think* that better markup for the birth date in this case would be the following, but I'm hoping Dan Scott can advise further: time property=birthDate datetime=1944-02-231994 February 23-/time Or, to avoid putting in a full date string parser into the template, perhaps something like this: time property=birthDate datetime=19441994 February 23-/time Regards, Galen -- Galen Charlton Infrastructure and Added Services Manager Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web:http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] Inventory Item
I should have read further down. :) +1 to everything Grace said. I actually had reason to revisit the quote and specs for it recently (to refresh my memory) because the topic came up in conversation within SCLENDS and I still think it's very good and would work wonderfully with the web based staff client. It mostly needs UI level things that are either going to be there anyway or aren't great stretches to develop. Caveat: when I say things are 'there' I mean the types of widgets and interfaces and interfaces are mostly there, not that the actual specific UIs are there. That doesn't make development trivial but it's nice to not have to reinvent the wheel too. On Wed, Jul 29, 2015 at 1:46 PM, Grace Dunbar gdun...@esilibrary.com wrote: For clarification, the web client work detailed in sprints is simply to move the current staff client to a web (or browser) based application instead of a downloadable client, so new functionality like an inventory module will not be included. But Equinox did provide a recent-ish development quote to Rogan at SCLENDS for an inventory module. I rethink revisiting that set of requirements might be a good launching point of there's interest in development. Cheers! Grace On Jul 29, 2015 1:32 PM, Elisabeth Keppler keppl...@forsyth.cc wrote: Forsyth County (NC, not GA) has been hoping that an inventory module would be developed but it doesn't appear to be in any of numbered sprints for the browser-based client. The Sitka model certainly does work. I strongly recommend breaking the collection into clearly defined segments that you can finish in a reasonable amount of time, based on shelving locations or whatever works for you. Since batch editing items using the Item Status screen can crash if you try to do too many at a time and will prevent you from doing anything else in Evergreen at the same time, I usually break my txt file into chunks of no more than 250 items. I've processed 10,000 item files over a weekend, but it takes patience. Thanks, Lise -- Lise Keppler, Technical Services Forsyth County Public Library 2851 Fairlawn Dr Winston Salem NC 27106 336-703-3048 -- 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.” ― C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis