Resource Management Training 4: Managing Physical Inventory

In this training session, presenter Ted Schwitzner explores procedures for adding and updating physical inventory both with and without involving purchase order lines. Processes for managing the inventory data in MARC holding records and physical item records will be described for single items and for multiple item resources such as serials. The relationship between item record coding and fulfillment will be discussed.

• Adding inventory for single items.
• Adding inventory for multi-part items.
• MARC holding record standards
• Templates: holding records, item records
• Using Alma shelf list functions
• Receiving inventory for purchase order lines
• Receiving serial items
• Temporary locations
• Item data and fulfillment
• Relinking inventory
• Withdrawing inventory