Evergreen Plus – Collection Inventory v2-1-2022 (printable)

Evergreen includes inventorying functionality for collection management. The library will need laptops or Chromebooks with Evergreen access and barcode scanners for use at the shelves. Access to Evergreen can be made available using these Staff Remote Access steps.

Recommended workflow for inventorying your materials

  • Work in one shelving location at a time
  • (Optional) Before the shelving location is inventoried, run the Detailed Inventory List v.2 report
  • Only use the Update Inventory Checkin Modifier at the shelf while inventorying. If used during regular checkin, items from other shelving locations will be inventoried, and may lead to reporting inconsistencies

Working in one shelving location in a given period of time, staff

  1. take a laptop to the shelf
  2. go to Checkin
  3. set the Update Inventory Checkin Modifier, and add the Displays Item Detail Summary Screen with Inventory InfoCall number to the display
  4. scan each item. Each item record will have added/updated inventory date and workstation information.
  5. review the list that displays on the screen, either continuously or after a certain number of items (about 25 or what fits on the screen). Since items display in the order scanned, the call numbers will display anything that’s out of shelving order. The list can be downloaded as a CSV for printing.

After the shelving location is finished, the library

  • runs the report List Items NOT Inventoried By Date to list all items that don’t have an inventory date in the given range so that they can follow up with items that weren’t inventoried.
  • (Optional) runs List Items By Inventory Date v.2 report of items that were inventoried to look for discrepancies.