acq:cataloging
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acq:cataloging [2019/04/11 15:27] – [Editing Item Attributes and Call Numbers] tlittle | acq: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. | ||
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===== 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: |
- | 2. If none exist, import in a matching OCLC record via Z39.50. | + | 2. If none exist, |
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/ | 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/ | ||
- | {{:acq: | + | Follow the instructions for **[[cat:transferring_volumes_and_items# |
- | **To transfer copies between volumes:** | + | <note warning> |
- | 1. Highlight your target volume, right-click, | + | ===== Transferring Holds to Another Record ===== |
- | {{: | + | <note warning> |
- | 2. Click on your copy to be moved, right-click, | + | Follow the instructions for **[[acq:onorder-holds# |
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- | {{:acq:pasted: | + | |
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- | 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. | + | |
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- | {{: | + | |
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- | 4. If all of that info is correct, click **Transfer.** | + | |
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- | 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. | + | |
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- | {{: | + | |
- | {{anchor: | + | |
===== Editing Item Attributes and Call Numbers ===== | ===== Editing Item Attributes and Call Numbers ===== | ||
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{{: | {{: | ||
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+ | 6. Once you're satisfied you have correctly set all your attributes, click **Save & Exit** to save your changes. |
acq/cataloging.1554996444.txt.gz · Last modified: 2019/04/11 15:27 by tlittle