Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Lindsay Stratton]

This is a little late, but here in Pioneer we set up each library with a "LIB 
Inventory" user account which is used for the sole purpose of scanning on shelf 
items in checkin. Staff scan the on shelf materials in a section, then run an 
inventory report which lists all items that should be in that location - on 
shelf and scanned or not - with copy status, create date, last circ date, edit 
date, last editor, system demand (holds). 

When the last edit date is the inventory date, and last editor is libinventory, 
then they know what's on shelf an what isn't, and can easily sort out the not 
inventoried records for further action. 

Our documentation: 
http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryProcess 
http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport
 

Regards, 

Lindsay Stratton 
Library Automation Services Manager 
Pioneer Library System 
2557 State Rte 21 
Canandaigua, NY 14424 

> From: "Thomsen, Elizabeth" <e...@noblenet.org>
> To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
> Sent: Thursday, July 14, 2016 10:19:41 AM
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

> We'd really like an inventory date field in items, too. In the meantime,
> libraries sometime create a local Statistical Category called Inventory with
> values like Summer 2016, and update the field as part of the inventory 
> process.
> It's not as specific or as easy to work with as a true date field, but it does
> give you a way to track which items were handled as part of an inventory
> project.

> On Thu, Jul 14, 2016 at 9:42 AM, Elizabeth Davis < eda...@albright.org > 
> wrote:

>> Hello,

>> Thank you both for your comments. I would love to see some more development 
>> in
>> this area. We’d love to be able to have a field that held that date so we 
>> could
>> keep track of when we inventoried an area.

>> Elizabeth

>> From: Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of Rogan Hamby
>> Sent: Wednesday, July 13, 2016 2:25 PM

>> To: Evergreen Discussion Group < open-ils-general@list.georgialibraries.org >
>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

>> There are a lot of inventory related reports that are easier to do in sql 
>> than
>> the reporter (if possible in the reporter at all) due to what they need. Many
>> of these would also be good for weeding also and I've built them into the IDL
>> in the past so that they could be more accessible to staff.

>> Another thing inventory needs is a good way to batch upload and handle items
>> conditionally. Right now the staff doing it through the item status screen is
>> the best work around we have. Another process is to have staff feeding 
>> barcodes
>> in batches to someone with sql access and they're passing reports back. That
>> workflow can be more efficient but is also more convoluted from a "what 
>> humans
>> have to keep track of" angle and it may not worth the gains so you're back to
>> scanning things into the item status screen. Honestly, development is really
>> needed for a proper inventory module*.

>> There have been proposals floated around for better inventory support but
>> they've so far lacked the critical momentum to get the funding gathered for 
>> it.

>> * I hate calling functional areas in an ILS modules because that's a by 
>> product
>> of commercial ILSes separating things out artificially for contractual 
>> purposes
>> but it seems to have become a core part of library terminology.

>> On Wed, Jul 13, 2016 at 12:28 PM, Thomas Berezansky < tsb...@mvlcstaff.org >
>> wrote:
>>> I know I could easily write a direct SQL query to show all non-deleted items
>>> that don't have an in house use before an arbitrary date, in the past six
>>> months, etc. I don't know if I could accomplish the same thing with the
>>> Evergreen reports module, though, at least without adding to the IDL.

>>> Thomas Berezansky
>>> Assistant Network Administrator
>>> Merrimack Valley Library Consortium
>>> 4 High ST, Suite 175
>>> North Andover, MA 01845
>>> Phone: 978-557-8161

>>> -Original Message-
>>> From: Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of Elizabeth
>>> Davis
>>> Sent: Wednesday, July 13, 2016 12:13
>>> To: Evergreen Discussion Group < open-ils-general@list.georgialibraries.org 
>>> >
>>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection in

Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Thomsen, Elizabeth]

We'd really like an inventory date field in items, too.  In the meantime,
libraries sometime create a local Statistical Category called Inventory
with values like Summer 2016, and update the field as part of the inventory
process.

It's not as specific or as easy to work with as a true date field, but it
does give you a way to track which items were handled as part of an
inventory project.

On Thu, Jul 14, 2016 at 9:42 AM, Elizabeth Davis <eda...@albright.org>
wrote:

> Hello,
>
>
>
> Thank you both for your comments.  I would love to see some more
> development in this area.  We’d love to be able to have a field that held
> that date so we could keep track of when we inventoried an area.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rogan
> Hamby
> *Sent:* Wednesday, July 13, 2016 2:25 PM
>
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Method for collection inventory
>
>
>
> There are a lot of inventory related reports that are easier to do in sql
> than the reporter (if possible in the reporter at all) due to what they
> need.  Many of these would also be good for weeding also and I've built
> them into the IDL in the past so that they could be more accessible to
> staff.
>
>
>
> Another thing inventory needs is a good way to batch upload and handle
> items conditionally.  Right now the staff doing it through the item status
> screen is the best work around we have.  Another process is to have staff
> feeding barcodes in batches to someone with sql access and they're passing
> reports back.  That workflow can be more efficient but is also more
> convoluted from a "what humans have to keep track of" angle and it may not
> worth the gains so you're back to scanning things into the item status
> screen.  Honestly, development is really needed for a proper inventory
> module*.
>
>
>
> There have been proposals floated around for better inventory support but
> they've so far lacked the critical momentum to get the funding gathered for
> it.
>
>
>
> * I hate calling functional areas in an ILS modules because that's a by
> product of commercial ILSes separating things out artificially for
> contractual purposes but it seems to have become a core part of library
> terminology.
>
>
>
>
>
> On Wed, Jul 13, 2016 at 12:28 PM, Thomas Berezansky <tsb...@mvlcstaff.org>
> wrote:
>
> I know I could easily write a direct SQL query to show all non-deleted
> items that don't have an in house use before an arbitrary date, in the past
> six months, etc. I don't know if I could accomplish the same thing with the
> Evergreen reports module, though, at least without adding to the IDL.
>
> Thomas Berezansky
> Assistant Network Administrator
> Merrimack Valley Library Consortium
> 4 High ST, Suite 175
> North Andover, MA 01845
> Phone: 978-557-8161
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
> Elizabeth Davis
> Sent: Wednesday, July 13, 2016 12:13
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
> >
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory
>
> Hello Everyone
>
>
>
> I was wondering if anyone has ever used In House Use reports for inventory
> instead of Status Change Date? We use Status Change Date for weeding
> because we don’t have circulation history past a year due to a recent
> migration.  I can’t get the In House Use reports to provide items that have
> not been used.  Any suggestions?
>
>
>
> Thanks,
>
> Elizabeth
>
>
>
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine
> Hardy
> Sent: Wednesday, July 13, 2016 11:59 AM
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
> >
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory
>
>
>
> Vince,
>
>
>
> PINES has inventory instructions at
> http://pines.georgialibraries.org/inventory While they are PINES
> specific, there are generalities that may prove useful.
>
>
>
> Elaine
>
>
>
>
>
>
>
>
> J. Elaine Hardy
>
> PINES & Collaborative Projects Manager
>
> Georgia Public Library Service/PINES
>
> 1800 Century Place, Ste. 150
>
> Atlanta, GA 30045
>
> 404.235.7128 Office
>
> 404.548.4241 Cell
>
> 404.235.7201 FAX
>
>
>
> On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <
> vgiord...@juniatalibrary.org 

Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Rogan Hamby]

There are a lot of inventory related reports that are easier to do in sql
than the reporter (if possible in the reporter at all) due to what they
need.  Many of these would also be good for weeding also and I've built
them into the IDL in the past so that they could be more accessible to
staff.

Another thing inventory needs is a good way to batch upload and handle
items conditionally.  Right now the staff doing it through the item status
screen is the best work around we have.  Another process is to have staff
feeding barcodes in batches to someone with sql access and they're passing
reports back.  That workflow can be more efficient but is also more
convoluted from a "what humans have to keep track of" angle and it may not
worth the gains so you're back to scanning things into the item status
screen.  Honestly, development is really needed for a proper inventory
module*.

There have been proposals floated around for better inventory support but
they've so far lacked the critical momentum to get the funding gathered for
it.

* I hate calling functional areas in an ILS modules because that's a by
product of commercial ILSes separating things out artificially for
contractual purposes but it seems to have become a core part of library
terminology.


On Wed, Jul 13, 2016 at 12:28 PM, Thomas Berezansky <tsb...@mvlcstaff.org>
wrote:

> I know I could easily write a direct SQL query to show all non-deleted
> items that don't have an in house use before an arbitrary date, in the past
> six months, etc. I don't know if I could accomplish the same thing with the
> Evergreen reports module, though, at least without adding to the IDL.
>
> Thomas Berezansky
> Assistant Network Administrator
> Merrimack Valley Library Consortium
> 4 High ST, Suite 175
> North Andover, MA 01845
> Phone: 978-557-8161
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
> Elizabeth Davis
> Sent: Wednesday, July 13, 2016 12:13
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
> >
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory
>
> Hello Everyone
>
>
>
> I was wondering if anyone has ever used In House Use reports for inventory
> instead of Status Change Date? We use Status Change Date for weeding
> because we don’t have circulation history past a year due to a recent
> migration.  I can’t get the In House Use reports to provide items that have
> not been used.  Any suggestions?
>
>
>
> Thanks,
>
> Elizabeth
>
>
>
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine
> Hardy
> Sent: Wednesday, July 13, 2016 11:59 AM
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
> >
> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory
>
>
>
> Vince,
>
>
>
> PINES has inventory instructions at
> http://pines.georgialibraries.org/inventory While they are PINES
> specific, there are generalities that may prove useful.
>
>
>
> Elaine
>
>
>
>
>
>
>
>
> J. Elaine Hardy
>
> PINES & Collaborative Projects Manager
>
> Georgia Public Library Service/PINES
>
> 1800 Century Place, Ste. 150
>
> Atlanta, GA 30045
>
> 404.235.7128 Office
>
> 404.548.4241 Cell
>
> 404.235.7201 FAX
>
>
>
> On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <
> vgiord...@juniatalibrary.org <mailto:vgiord...@juniatalibrary.org> >
> wrote:
>
> We are planning on conducting an inventory on parts of our overall
> collection. We envision scanning each title. Are there web client versions
> of SPARK that can allow for checking item status or in-house circ? That way
> we could run this off of an iPad.
>
>
>
> Otherwise we would use a laptop with the staff client open and
> bring it around with a scanner.
>
>
>
> Any thoughts or suggestions would be helpful. Thanks!
>
>  <
> https://s3.amazonaws.com/ucwebapp.wisestamp.com/cdbdc7d1-1136-4843-93ac-1e625844129e/vmg_12_2015.format_png.resize_200x.png
> >
>
> Vince Giordano Director, Juniata County Library
> 717-436-6378   | 498 Jefferson St - Mifflintown, PA
> 17059 | www.facebook.com/juniatapubliclibrary <
> http://www.facebook.com/juniatapubliclibrary>  | "Libraries will get you
> through times of no money better than money will get you through times of
> no libraries" -Anne Herbert
>
>  <http://twitter.com/JuniataCoLib>   <
> http://www.instagram.com/juniatacounty/>   <
> https://s3.amazonaws.com/images.wisestamp.com/icons_32/linkedin.png>   <
> http://www.pin

Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Thomas Berezansky]

I know I could easily write a direct SQL query to show all non-deleted items 
that don't have an in house use before an arbitrary date, in the past six 
months, etc. I don't know if I could accomplish the same thing with the 
Evergreen reports module, though, at least without adding to the IDL.

Thomas Berezansky
Assistant Network Administrator
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-8161

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elizabeth Davis
Sent: Wednesday, July 13, 2016 12:13
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

Hello Everyone 

 

I was wondering if anyone has ever used In House Use reports for inventory 
instead of Status Change Date? We use Status Change Date for weeding because we 
don’t have circulation history past a year due to a recent migration.  I can’t 
get the In House Use reports to provide items that have not been used.  Any 
suggestions? 

 

Thanks, 

Elizabeth 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine 
Hardy
Sent: Wednesday, July 13, 2016 11:59 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory

 

Vince,

 

PINES has inventory instructions at http://pines.georgialibraries.org/inventory 
While they are PINES specific, there are generalities that may prove useful.

 

Elaine




 

 

J. Elaine Hardy

PINES & Collaborative Projects Manager

Georgia Public Library Service/PINES

1800 Century Place, Ste. 150

Atlanta, GA 30045

404.235.7128 Office

404.548.4241 Cell

404.235.7201 FAX

 

On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <vgiord...@juniatalibrary.org 
<mailto:vgiord...@juniatalibrary.org> > wrote:

We are planning on conducting an inventory on parts of our overall 
collection. We envision scanning each title. Are there web client versions of 
SPARK that can allow for checking item status or in-house circ? That way we 
could run this off of an iPad. 

 

Otherwise we would use a laptop with the staff client open and bring it 
around with a scanner. 

 

Any thoughts or suggestions would be helpful. Thanks!

 
<https://s3.amazonaws.com/ucwebapp.wisestamp.com/cdbdc7d1-1136-4843-93ac-1e625844129e/vmg_12_2015.format_png.resize_200x.png>
   

Vince Giordano Director, Juniata County Library
717-436-6378   | 498 Jefferson St - Mifflintown, PA 17059 | 
www.facebook.com/juniatapubliclibrary 
<http://www.facebook.com/juniatapubliclibrary>  | "Libraries will get you 
through times of no money better than money will get you through times of no 
libraries" -Anne Herbert 

 <http://twitter.com/JuniataCoLib>   <http://www.instagram.com/juniatacounty/>  
 <https://s3.amazonaws.com/images.wisestamp.com/icons_32/linkedin.png>   
<http://www.pinterest.com/jocindar/> 

 
<http://ws-promos.appspot.com/ga/pixel.png?yes__count=1=5732568548769792> 

Get a signature like this: Click here! 
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Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Elaine Hardy]

Vince,

PINES has inventory instructions at
http://pines.georgialibraries.org/inventory While they are PINES specific,
there are generalities that may prove useful.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <
vgiord...@juniatalibrary.org> wrote:

> We are planning on conducting an inventory on parts of our overall
> collection. We envision scanning each title. Are there web client versions
> of SPARK that can allow for checking item status or in-house circ? That way
> we could run this off of an iPad.
>
> Otherwise we would use a laptop with the staff client open and bring it
> around with a scanner.
>
> Any thoughts or suggestions would be helpful. Thanks!
>
> [image: logo]
> *Vince Giordano* *Director**, Juniata County Library*
> 717-436-6378 | 498 Jefferson St - Mifflintown, PA 17059 |
> www.facebook.com/juniatapubliclibrary | "Libraries will get you through
> times of no money better than money will get you through times of no
> libraries" -Anne Herbert
> 
> 
> 
> Get a signature like this: Click here!
> 
>