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acq:cataloging [2019/04/11 15:32] – tlittleacq:cataloging [2019/10/14 19:12] (current) – [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/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}} +
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-<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:** +
- +
-1. Highlight your target volume, right-click, and choose **Mark Volume as Item Transfer Destination.** +
- +
-{{:acq:pasted:20180706-160057.png}} +
- +
-2. Click on your copy to be moved, right-click, and choose **Transfer Items to Previously Marked Volume.** +
- +
-{{: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}}+<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>
  
-4. If all of that info is correct, click **Transfer.**+===== Transferring Holds to Another Record =====
  
-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.+<note warning>These instructions are only applicable to libraries who are using on order holds.</note>
  
-{{:acq:pasted:20180706-161200.png}} +Follow the instructions for **[[acq:onorder-holds#cataloging|cataloging when using on-order holds]]**.
-{{anchor:editing_cn}}+
 ===== Editing Item Attributes and Call Numbers ===== ===== Editing Item Attributes and Call Numbers =====
  
acq/cataloging.1554996770.txt.gz · Last modified: 2019/04/11 15:32 by tlittle