1. Innovative Users Group Thirteenth Annual Conference San Francisco, CA, May 1-4, 2005 Inventory... Let Us Count the Ways Madeleine Bombeld Dan Pfohl

2. Inventory... Let Us count the Ways Madeleine Bombeld Asst. University Librarian Coordinating Access & Delivery William M. Randall Library UNC Wilmington bombeldm@uncw.edu Dan Pfohl Assoc. University Librarian for Computing Services William M. Randall Library UNC Wilmington pfohld@uncw.edu

3. UNCW/NCCOA Innovative System Experience Who We Are

4. Innovative Inventory Experience Systematic Inventory (FSU) No Systematic Inventory (UNCP,UNCW) Section Inventories Background

5. Is it On Shelf, Checked Out, Missing? Stack Maintenance/Access/Shelflist Order? Is it the item we think it is? Is the Spine Label correct? Condition of Material? Audit? Reasons for Inventory

6. Inventory performed in stacks (not brought to Tech Svcs) Clean up work not done in stacks Books on shelf are not checked out (status =Available) Wireless network available if doing “live” inventory Assumptions

7. Print Paper Shelflist Without Innopac Inventory Module - Live Inventory – Set Status - ICODE2/Inv Note - Others? Innopac Inventory Module – Percon – Without Percon (PDA/Laptop with bar- code scanner) Possible Methods

8. Equipment Percon Barcode Reader Costly purchase, maintenance fee, proprietary, requires terminal/PC for transfer Barcode Scanner & Wireless Laptop Use equip on hand? Versatile, requires wireless network Barcode Scanner & PDA Cost approaches laptop methods, cannot use wireless and scanner at same time.

9. Our Simple Setup

10. Print Paper Shelflist Employed Methods Shelflist produced in text-based Circ system Easy to use One person or two? Identify labeling errors Use to correct misshelving Good method for thorough inventory

11. Paper Shelflist Setting range of barcodes or call numbers for the shelflist.

12. Print Paper Shelflist Employed Methods

13. Without Innopac Inventory Module -- Status set to Live Inventory/Check in - Sue Hostetler St. Joseph County Public Library South Bend, Indiana -- Set ICODE2/Inv Note - Todd Puccio Nova Southeastern University Ft. Lauderdale, Florida Employed Methods

14. Live Inventory Status in Catalog

15. ICODE2/Inv Note

16. Innopac Inventory Module Scan a group of item barcodes. Percon Barcode Reader Laptop/PDA with Barcode Scanner Transfer the file of barcodes to Innopac/Millennium Telnet transfer via terminal or computer Compare the file of barcodes to the shelflist Employed Methods

17. Barcode file steps and transfer to Innopac One barcode per line, prefixed by “n:” Innopac Inventory Module

18. Transfer via FTP

19. Employed Methods Innopac Inventory Module

20. Employed Methods

21. Inventory Statuses, p. 102576

22. Expertise Equipment Cost Staff time Goals Summary of Methods

23. Questions?

24. More Information Innovative User Manual (2005LE) - #102566 CSDirect – FAQs: Inventory - Tutorial in Documentation section Innovative User group listserv archive - http://www.innopacusers.org/list/archives/http://www.innopacusers.org/list/archives/ Madeleine Bombeld bombeldm@uncw.edu910-962-3278bombeldm@uncw.edu Dan Pfohl pfohld@uncw.edu 910-962-7641pfohld@uncw.edu