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  1. Megan Hasler
  2. Sierra/ Millennium/ Encore
  3. Wednesday, January 10 2018, 01:40 PM
  4.  Subscribe via email
My library is getting ready to start the process of inventorying everything in the collection. We don't have any of the products for doing an inventory, so the plan is to use the Create Lists Function to create shelf lists based on location and call number. Has anyone done an inventory this way? Does anyone have any suggestions for me? I have never been a part of an inventory before, so any suggestions would be welcome.

Megan Hasler

Run Create List reports just before you are about to do inventory on each section in order to accurately show additions and withdrawals, as well as statuses. Export any fields that will assist in locating your items, such as internal notes, messages, OPAC notes, etc. Be sure to record when you complete each section so you have a record for future inventories. Establish procedures for what to do with items not found on shelf - you may decide to mark them "on search," or "missing," for example. You may also find items that are incorrectly cataloged, or have the wrong location code, item type, etc. Decide ahead of time how to deal with these, or who will do it.

Have fun!
  1. Guest
  2. 3 months ago
This is the method we use for our inventory! We create a list for the sections of the collection we expect to check that day. We print the list including the call number, title, author, copy number, status and barcode. Including the status lets us know if the item is checked out, or anything else about the specific copy that would keep it from being on the shelf. Including the barcode lets us know we have the correct item, in cases where it might not be totally clear. We used to include item notes and messages but found we didn't need them, based on the data we put in those fields, but you certainly could include that information if it will help and you use those fields for something that would be meaningful to the inventory process. Good luck!
  1. Guest
  2. 3 months ago
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