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acq:cataloging [2019/04/11 15:20] – [Editing Item Attributes and Call Numbers] tlittleacq:cataloging [2019/10/14 19:12] (current) – [Transferring Holds to Another Record] tlittle
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 This will directly open the record that your items were linked to. This will directly open the record that your items were linked to.
 +
 ===== Analyzing Acquisitions Records ===== ===== Analyzing Acquisitions Records =====
  
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 If the record your copies are on is an Acquisitions record or a non-matching OCLC record, you will need to transfer your copies to a matching OCLC record. If the record your copies are on is an Acquisitions record or a non-matching OCLC record, you will need to transfer your copies to a matching OCLC record.
  
-1. Perform a Basic or Advanced Search in the catalog to locate a good matching record.+1. Perform a Basic or **[[acq:cataloging#advanced_search|Advanced Search]]** in the catalog to locate a good matching record.
  
-2. If none exist, import in a matching OCLC record via Z39.50.+2. If none exist, **[[cat:z3950_interface#importing_oclc_records_from_the_z3950_interface|import in a matching OCLC record via Z39.50]]**.
  
 3. Verify if you already have holdings on your matching OCLC record, as that will determine whether you will be transferring volumes and copies (no holdings on new record) or just copies (have existing holdings). 3. Verify if you already have holdings on your matching OCLC record, as that will determine whether you will be transferring volumes and copies (no holdings on new record) or just copies (have existing holdings).
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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/non-matching OCLC record. 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/non-matching OCLC record.
  
 +Follow the instructions for **[[cat:transferring_volumes_and_items#marking_records_for_volume_transfer|transferring volumes to another record]]**.
  
-1. From within your target (matching OCLC record) in Holdings Maintenance, click the **Mark For:** drop-down menu and choose **Holdings Transfer**. +Once your copies have been transferred, follow the instructions for **[[acq:cataloging#editing_item_attributes_and_call_numbers|editing item attributes and call numbers]]**.
- +
-{{:acq:pasted:20190411-093637.png?direct&600}} +
- +
-You will get the green confirmation message "Holdings transfer target set" in the bottom right corner of your screen. +
- +
-If you click **Mark For** again, you'll see that now there is a note next to Holdings Transfer that says //"Currently [some number]"//. That indicates which record is currently marked, and that number is the database ID of the record (not the TCN). +
- +
-{{:acq:pasted:20190411-093843.png?direct&600}} +
- +
-<note important>This number is very important to pay attention to! If you are not vigilant about making sure you have the right record marked, you may move your Acq copies to the wrong record by accident.</note> +
- +
-2. Navigate back to your Acquisitions record where your items are currently held. +
- +
-3. Using the ticky boxes to the left, select all your items that need to be transferred. +
- +
-4. Click the Actions menu and choose **Transfer: Call Numbers to Previously Marked Destination.** +
- +
-{{:acq:pasted:20190411-095600.png?direct&400}} +
- +
-5. Your screen will refresh, and you will notice that your volumes and copies are now gone. +
- +
-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. +
- +
-7. Now that your copies have been transferred, follow the instructions for **[[acq:cataloging#editing_item_attributes_and_call_numbers|editing item attributes and call numbers]]**.+
  
  
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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/copies. This is also a circumstance where you will be transferring copies only. 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/copies. This is also a circumstance where you will be transferring copies only.
  
-{{:acq:pasted:20180706-155806.png?direct}}+Follow the instructions for **[[cat:transferring_volumes_and_items#transferring_items|transferring items between volumes]]**.
  
-**To transfer copies between volumes:**+<note warning>If you are a library using on order holds, you **must also** follow the instructions below to transfer any holds to your new record. Otherwise patron holds will be lost.</note>
  
-1. Highlight your target volume, right-click, and choose **Mark Volume as Item Transfer Destination.**+===== Transferring Holds to Another Record =====
  
-{{:acq:pasted:20180706-160057.png}}+<note warning>These instructions are only applicable to libraries who are using on order holds.</note>
  
-2. Click on your copy to be moved, right-click, and choose **Transfer Items to Previously Marked Volume.** +Follow the instructions for **[[acq:onorder-holds#cataloging|cataloging when using on-order holds]]**.
- +
-{{:acq:pasted:20180706-160256.png}} +
- +
-3. A window will pop-up asking you to confirm the volume that you are transferring to. Double-check that it is being moved to the correct library, the correct volume, and the correct record. +
- +
-{{:acq:pasted:20180706-160516.png}} +
- +
-4. If all of that info is correct, click **Transfer.** +
- +
-5. Your window will refresh, and you will notice that your copy has now been moved to your new volume and the old acquisitions volume has been automatically deleted. +
- +
-{{:acq:pasted:20180706-161200.png}} +
-{{anchor:editing_cn}}+
 ===== Editing Item Attributes and Call Numbers ===== ===== Editing Item Attributes and Call Numbers =====
  
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 <note>Acquisitions copies often have a Classification of Generic. It should be changed to Dewey (DDC) for proper indexing.</note> <note>Acquisitions copies often have a Classification of Generic. It should be changed to Dewey (DDC) for proper indexing.</note>
  
-4. Once you have changed all barcodesat the bottom of the page click **Edit then Re-barcode**.+4. Once you have changed the Classification and Call Number Labelmake sure to modify the auto-generated Acquisitions barcodes to the barcode on your item.
  
-{{:acq:pasted:20180706-162012.png}} +5. Apply the correct template for your item.
- +
-5. This will direct you to the copy editor screen where you can use your templates to change the item's attributes, such as shelving location, stat cats, price, etc. Once you are satisfied, click **Modify Copies.**+
  
 <note>Make sure that the status "In process" is part of your template, otherwise your items will remain in Cataloging status even after being cataloged.</note> <note>Make sure that the status "In process" is part of your template, otherwise your items will remain in Cataloging status even after being cataloged.</note>
  
-{{:acq:pasted:20180706-162228.png}}+<note>If you are modifying copies for multiple libraries at once, be sure that your templates have **Circulation Library** as (Unset). As long as Circulation Library is unset in your template, Evergreen will auto-adjust the shelving location to the correct branch.</note> 
 + 
 +{{:acq:pasted:20190411-102717.png?direct&400}}
  
 +6. Once you're satisfied you have correctly set all your attributes, click **Save & Exit** to save your changes.
acq/cataloging.1554996058.txt.gz · Last modified: 2019/04/11 15:20 by tlittle