acq:cataloging
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acq:cataloging [2019/04/11 15:39] – [Transferring copies only] tlittle | acq:cataloging [2019/10/14 18:49] – [Transferring Holds to Another Record] tlittle | ||
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If you have already found your new matching OCLC record and you do not currently have holdings on the record, you will be transferring both the volumes and copies from your Acquisitions/ | If you have already found your new matching OCLC record and you do not currently have holdings on the record, you will be transferring both the volumes and copies from your Acquisitions/ | ||
+ | Follow the instructions for **[[cat: | ||
- | 1. From within your target (matching OCLC record) in Holdings Maintenance, | + | Once your copies have been transferred, |
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- | {{: | + | |
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- | You will get the green confirmation message " | + | |
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- | If you click **Mark For** again, you'll see that now there is a note next to Holdings Transfer that says //" | + | |
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- | {{: | + | |
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- | <note important> | + | |
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- | 2. Navigate back to your Acquisitions record where your items are currently held. | + | |
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- | 3. Using the ticky boxes to the left, select all your items that need to be transferred. | + | |
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- | 4. Click the Actions menu and choose **Transfer: Call Numbers to Previously Marked Destination.** | + | |
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- | {{: | + | |
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- | 5. Your screen will refresh, and you will notice that your volumes and copies are now gone. | + | |
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- | 6. If you navigate back to your target record and refresh the page, you should now see your volumes and copies have been successfully transferred. | + | |
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- | 7. Now that your copies have been transferred, | + | |
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It could also be that your acquisitions copies were attached to a record where you already had holdings, and you may see a scenario where you have two volumes under one library--one with your pre-existing holdings and one with your acquisitions volume/ | It could also be that your acquisitions copies were attached to a record where you already had holdings, and you may see a scenario where you have two volumes under one library--one with your pre-existing holdings and one with your acquisitions volume/ | ||
+ | Follow the instructions for **[[cat: | ||
- | **To transfer copies between volumes:** | + | <note warning> |
- | + | ||
- | 1. Click the ticky box to the left of your target volume, right-click, | + | |
- | {{: | + | ===== Transferring Holds to Another Record ===== |
- | 2. Click on your copy to be moved, right-click, | + | <note warning> |
- | {{: | + | If you transferred your holdings from an Acq record (or a non-matching OCLC record) to a good, matching OCLC record, you must **also** transfer any on order holds from your Acq record to your new good record. |
- | 3. The grid will refresh, | + | 1. Transfer your items and call numbers (if applicable) |
- | {{anchor: | + | 2. |
===== Editing Item Attributes and Call Numbers ===== | ===== Editing Item Attributes and Call Numbers ===== | ||
acq/cataloging.txt · Last modified: 2019/10/14 19:12 by tlittle