Chapter 49. Preparing for Inventory

Chapter 49. Preparing for Inventory
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Table of Contents

Choosing What to Inventory
Choosing How to Inventory
Choosing When to Inventory

Note

The following guidelines have been developed by Co-op Support based on the current functionality available in Sitka’s Evergreen and the experience of inventory projects done by libraries in the Sitka consortium and the Evergreen community.

Co-op Support recommends libraries consider the following when getting ready to run inventory.

Choosing What to Inventory

The first step to running inventory is to choose what you will inventory. You may wish to inventory the entire library collection or just plan on running inventory on specific collections.

If you plan to inventory the entire library collection Co-op Support recommends breaking it into sections, based on shelving location and/or call number range.

There are several report templates you can use to aid you in preparing for your inventory.

Sitka_templates → Collection → Item and Title Count → Title & Item Count by Shelving Location & Circulation Modifier
- This template will give a report showing the make up of your entire collection by shelving location & circulation modifier. The report can be helpful in determining which sections of the collection you would like to inventory when.
Sitka_templates → Collection → Item List by Item Attributes → Shelving Location : Items with Selected Shelving Location
- This template will give a report that lists all items in a particular shelving location. This can be helpful to show what should be on the shelf.
Sitka_templates → Collection → Item List by Item Attributes → Call Number : Items with Call Numbers within a Range
- This template will give a report that lists all items in your sepecified call number range. This can be helpful to break up large shelving locations, like Fiction and Non-Fiction, into smaller pieces.