7.7. Item Inventory

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.

In this example Quick Summary tab, Inventory Date and Inventory Workstation have been highlighted in red.

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.

The Update Inventory checkin modifier has been selected in the Checkin Items screen.

From the Item Status screen, an action is available to add the current date/time as the inventory date to selected items.

Update Inventory is the thirteenth option listed in the Actions dropdown menu.

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.

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. These may be particularly useful:

List of Inventory & Weeding Templates

Knowledge Tags

inventory /

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