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] 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
Re: [OPEN-ILS-GENERAL] Inventory Item
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
Re: [OPEN-ILS-GENERAL] Inventory Item
We tried this method using the 'lastediteddate' however I was not able to create a report with my limited knowledge and our older version. Given our large workforce of workstudy staff we were able to chose a rather labor intensive method, which has actually worked well for us. We needed to do a lot of quality control maintenance, and that is getting done. We are weeding sections first. We scanned sections into excel sheets and matched the barcodes against an inventory report from Evergreen. We then identified the items which weren't in the inventory list and also those missing. Again, we have fixed a lot of problems which otherwise would go undetected. I expect we will have our 'numbers' by Jan. 1, 2016 at the latest. Further repair and maintenance to catalog and items will likely take longer. We have 3.5 full time professional staff, 20-28 10 hr per week workstudy staff (amazing people these!) and a collection of 45,000. I hope you find this helpful. On Wed, Jul 29, 2015 at 12:41 PM, Tony Bandy to...@ohionet.org wrote: 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 to...@ohionet.org OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 614-484-1074 (Direct) 614-486-2966 x19 *From:* Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Scott Thomas *Sent:* Wednesday, July 29, 2015 12:35 PM *To:* open-ils-general@list.georgialibraries.org *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: sc...@albright.org -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu Google can bring you back a hundred thousand answers. A librarian can bring you back the right one. The Guardian (London)
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
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
[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: sc...@albright.orgmailto:sc...@albright.org
Re: [OPEN-ILS-GENERAL] Inventory Item
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
Re: [OPEN-ILS-GENERAL] Inventory Item
Several of our libraries have run inventory using the procedure we came up with: http://docs.sitka.bclibraries.ca/Sitka/current/html/inventory.html I can send more details about the report templates we have set up if anyone is interested. Jennifer Quoting Hardy, Elaine eha...@georgialibraries.org: PINES a number of years ago explored development of an inventory function in Evergreen; however, our development funding was cut so that we were unable to pursue it. We have not revisited the requirements. We did develop a now dated document on using existing functionality to inventory. I have attached the pdf. I have not reviewed it in a few years. 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 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Scott Thomas Sent: Wednesday, July 29, 2015 12:35 PM To: open-ils-general@list.georgialibraries.org 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: mailto:sc...@albright.org sc...@albright.org -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Inventory Item
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
[OPEN-ILS-GENERAL] Inventory Item
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: deana.cunning...@granvillecounty.org 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 From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org] on behalf of open-ils-general-requ...@list.georgialibraries.org [open-ils-general-requ...@list.georgialibraries.org] Sent: Wednesday, July 29, 2015 12:52 PM To: open-ils-general@list.georgialibraries.org Subject: Open-ils-general Digest, Vol 109, Issue 55 Send Open-ils-general mailing list submissions to open-ils-general@list.georgialibraries.org To subscribe or unsubscribe via the World Wide Web, visit http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general or, via email, send a message with subject or body 'help' to open-ils-general-requ...@list.georgialibraries.org You can reach the person managing the list at open-ils-general-ow...@list.georgialibraries.org When replying, please edit your Subject line so it is more specific than Re: Contents of Open-ils-general digest... 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 + From: Scott Thomas sc...@albright.org To: open-ils-general@list.georgialibraries.org open-ils-general@list.georgialibraries.org 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: sc...@albright.orgmailto:sc
Re: [OPEN-ILS-GENERAL] Inventory Item
We also do more or less exactly what Jennifer and others have outlined in more
detail. When the scanning is done, we generally pull our missing list directly
from the DB, with a query something like the one listed below (adjust to suit),
which we then import into Excel for staff/student searching of items.
Dan
---
COPY (
SELECT
oils_xpath_string('//*[@tag=245]/*[@code=a]', bre.marc) || ' ' ||
COALESCE(oils_xpath_string('//*[@tag=245]/*[@code=b]', bre.marc), '') as
title,
oils_xpath_string('//*[@tag=100]/*[@code=a]', bre.marc) as author,
acn.label,
acp.copy_number,
acp.barcode,
ccs.name,
bre.id,
acp.create_date,
acp.edit_date,
acp.id,
acn.label_sortkey
FROM asset.copy acp
JOIN asset.call_number acn ON acn.id = acp.call_number
JOIN biblio.record_entry bre ON bre.id = acn.record
JOIN config.copy_status ccs ON ccs.id = acp.status
WHERE
NOT bre.deleted
AND NOT acn.deleted
AND NOT acp.deleted
AND acp.location = 103 -- this run was only for the 4th Floor
AND acn.label LIKE 'BS%' -- this run was for BS call numbers
AND acp.edit_date '2014-05-07' -- date inventory started
AND acp.status NOT IN (1,102) -- checked out, legacy lost
AND circ_modifier 'PERIODICAL' -- these don't have barcodes, so they
don't get scanned
AND barcode NOT LIKE '@@%' -- items with auto-barcodes can't be scanned
) TO '/tmp/BS_inventory_report.csv' WITH CSV;
Daniel Wells
Library Programmer/Analyst
Hekman Library, Calvin College
616.526.7133
-Original Message-
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Jennifer Pringle (Project Sitka)
Sent: Wednesday, July 29, 2015 1:19 PM
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Inventory Item
Several of our libraries have run inventory using the procedure we came up
with:
http://docs.sitka.bclibraries.ca/Sitka/current/html/inventory.html
I can send more details about the report templates we have set up if anyone is
interested.
Jennifer
Quoting Hardy, Elaine eha...@georgialibraries.org:
PINES a number of years ago explored development of an inventory
function in Evergreen; however, our development funding was cut so
that we were unable to pursue it. We have not revisited the requirements.
We did develop a now dated document on using existing functionality to
inventory. I have attached the pdf. I have not reviewed it in a few years.
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
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Scott Thomas
Sent: Wednesday, July 29, 2015 12:35 PM
To: open-ils-general@list.georgialibraries.org
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: mailto:sc...@albright.org sc...@albright.org
--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jprin...@sitka.bclibraries.ca
Website: http://bc.libraries.coop
