NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Cataloging Bibliographic Records
    • Cataloging Items/Copies and Holdings
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Holds Management in Evergreen
    • Libraries Migrating into NC Cardinal
    • Navigating Evergreen
    • Offline Transactions
    • Patron Account Management
    • Reports in Evergreen
    • Resource Sharing
    • Serials in Evergreen
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Circulation in Evergreen → Item Management for Circulators → Item Inventory

4.4. Item Inventory

Last Updated 07/27/2026


Inventory Dates


On This Page

Circulators may inventory items on the fly using the Update INventory checkin modifier while checking in returns, or from the Item Status screen, using the Update Inventory action.


In addition to the dedicated Inventory process outlined in the Item Cataloging book, circulators may also engage in on-the-fly inventory of items as they are returned or otherwise brought to the circulation desk. 

From the Checkin Screen

During an ongoing inventory process, libraries may wish to apply an inventory date to all items as they are checked in. To do this, circulators should apply the Update Inventory check in modifier to their checkin screen. 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

  1. Scan the items that you wish to mark as inventoried.
  2. Selected all the relevant items from the grid.
  3. From the Actions menu, select Update Inventory.

This will automatically timestamp the invnetory with the date and time the inventory action was taken.

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.

 

Knowledge Tags
inventory  / 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the Library of North Carolina, a division of the Department of Natural and Cultural Resources.