Marmot's alternative process for Sierra Inventory

For some libraries, the Circa process can be a little too complex for what is needed. Over time, Marmot has come to support another option for libraries that just want a simple procedure for running their inventory. Read below for the step-by-step process.

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Process overview

This process allows libraries to take a laptop or tablet through the stacks with an attached scanner (barcode or RFID). The library can scan all the books on the shelf to a plain text document such as Word or to a spreadsheet like Excel. The library can then share the document to Marmot to have it processed.

Step-by-step guide

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1. Obtain a laptop and scanner

2. Open a text document or spreadsheet

3. Check to make sure that scanned materials are added to the document or spreadsheet.

   1. Each barcode should ideally appear in its own line or cell

4. Start going through the stacks and scan all materials that are on the shelves

   1. Note that returned materials should be added to the document as well

5. Once you have the list of barcodes, you can follow the ​Importing Barcodes (Create Lists) documentation to get the item barcodes into a create list.

6. Open a service request with Marmot to let us know what create list the barcodes got added to.

7. Marmot staff will then adjust the inventory dates on the items

8. With the updated inventory dates, Marmot staff can run a create list to identify items that DO NOT have the updated inventory dates and are not shown as checked out. This will identify the items that are most likely missing from inventory.

9. Marmot will provide the list to the library for them to do as they wish.

Related Documentation