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- Refresh - the data will refresh periodically, but you can also force a data refresh
- Options - lets you customize which columns display. You can also drag and drop columns to re-order them. You can also set the timing for how often you want the data to refresh.
- Print - if you find that you would like to print something from EMS, the printer settings will need to be configured by LTS; but in the meantime you can print to PDF, or export to CSV.
- Export to CSV - this can be helpful if you'd like a report to work with in Excel
- Filter - this allows you to search or limit your results - for example, you can search for a specific barcode, or you can display all items that do not have a store date.
- You can save any custom filters and name them for easy retrieval
- % is the wild card symbol
- Grouping is available for more complex nested queries
- Sort - as with filtering, you can sort by any column and save custom sort settings
- View - the view setting lets you customize filter AND sort settings in once place
- Records per page (at the bottom of the screen) - customize how many records display per screen, or show all (note: if you print or export CSV it will only export the records currently being displayed)
- Note: any changes to settings, and/or custom filters/sort/views, are specific to your EMS login
Inventory tab (Container Management)
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- Item Number = barcode (limited to 14 digits)
- Circulation status (not to be confused with Alma circulation status)
- Available = item is stored in a bin and is available to be picked
- Delivered = item is in inventory but is not currently stored so it is not available to be picked; either it is checked out or it has not yet been stored for the first time
- Lost = item was stored in a bin, but was not found after either an audit or a pick request
- Container ID = identifier for the bin
- the regular collection bins are referred to as "mini-load" and start with "ML" followed by the aisle number (01-04)
- Special collections bins are referred to as "unit-load" and have a different identifier scheme
- Sector Position = which sector the item is stored in
- Book bins are divided into 6 sectors: 1A,1B,1C,2A,2B,2C
- DVD bins are divided into 12 sectors
- Bin Type
- All the book bins are ML-3
- All the SCRC bins are UL-6
- Bin Height
- Book bins are 8", 10", or 12"
- SCRC bins are 24"
- Title = 245$a as imported from Alma; note that diacritics are often garbled
- Author = 1XX as imported from Alma; note that diacritics are often garbled
- Call Number = Permanent holdings call number as imported from Alma; does not include numbering from item description (not sure if/how temporary or item level call numbers are handled on import)
- Local
- yes = inventory was added directly to the EMS system (as in the case of SCRC records) and is not connected to Alma
- no = inventory is connected to Alma
- Audited = yes/no if an Audit Inventory has been performed (Auditing allows staff to scan all the items in a bin to confirm inventory, as part of quality assurance)
- Audit Date = timestamp of last audit
- Store Date = timestamp of last store
- Pick Date = timestamp of last pick
- Storage Type
- random = item can be returned to any bin of the same size
- dedicated = item must be returned to the same bin every time (used only by SCRC)
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