Using an Interactive Excel Workbook and Alma Analytics for Inventory

9-10 September: pre-Conference meetings (at the KU Leuven Faculty of Social Science)
11-13 September: IGeLU 2023 Conference + Ex Libris Knowledge Days
14 September: Developers' Day + Ex Libris Knowledge Days + Ex Libris Primo VE Workshops

Except for sessions marked as "Physical session only (no live streaming)", all sessions are accessible to physical and virtual participants.

Inspired by a Developer Network inventory application, a VBA-based Excel workbook was developed for physical item inventory. This is a hands-on inventory tool for barcoded items to compare Alma shelfmark (call number) and complete title information with a physical item. Although not real-time data access, exported inventory data from an Alma Analytics report can be updated daily. VBA macros allow for customization (e.g.: language, specific error types, etc.) to suit the needs of an institution. The interface can record shelfmark (call number)/title discrepancies between a physical item and Alma record data, display color-coded item status problems to be corrected and provide basic alerts, such as an item that has already been inventoried. A USB flash drive is used in conjunction with a laptop to access easily materials on shelves and to avoid authentication and security issues.

IGeLU 2023 Conference and Developers' Day

September 11–14, 2023

Leuven, Belgium

Using an Interactive Excel Workbook and Alma Analytics for Inventory

Session Abstract

Track

Products or Areas of Focus

Physical/Virtual?

Presenters

Thomas E. Lundstrom, Head of Cataloging and Metadata, Embry-Riddle Aeronautical University - Hunt Library

LinkedIn URL

Twitter URL

Moderators

Joan Kolarik, Manager, Library Integrated Technology Systems, Drexel University

Jiří Pavlík, Project Manager, Czech National Library of Technology

Session Materials

Using an Interactive Excel Workbook and Alma Analytics for Inventory .pptx

Using an Interactive Excel Workbook and Alma Analytics for Inventory .pdf