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7.8. Item Inventory
Last Updated 05/14/2024
Inventory Dates
Evergreen provides an option to add an inventory date to items to facilitate the process of performing inventory in libraries. Both the Inventory Date and the Inventory Workstation are displayed on the Item Status details screen.
Staff can add an inventory date to an item in one of the following ways:
- From the check in screen, there is now an Update Inventory check in modifier. When selected, scanned barcodes will have the current date/time added as the inventory date while the item is checked in. Please note that changing the Effective Date will not change the Inventory Date.
- From the Item Status screen, an action is available to add the current date/time as the inventory date to selected items.
Note: If a library intends to use an inventory wand in conjunction with their RFID, existing SIP accounts can be utilized for the inventory wand.
Inventory Report Templates
There are a number of report templates available in the Inventory and Weeding Templates and the Item Templates folders that can be used as part of the inventory process.
In the reports Interface, locate the Shared Folders. You can find the Inventory templates in the shared templates Folder labeled Admin.
- Find the Centralized Reports templates subfolder and expand it.
- Expand the Inventory and Weeding templates subfolder.
- Choose Counts if you're looking for a list with circulation counts.
- Choose Lists if you're looking for a shelf list.
- Be sure to clone any templates you wish to use before running your report.