acq:onorder-holds
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acq:onorder-holds [2021/03/03 13:34] – tlittle | acq:onorder-holds [2024/03/01 15:37] (current) – tlittle | ||
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Once the items are cataloged, they are protected as normal by age protection. | Once the items are cataloged, they are protected as normal by age protection. | ||
===== Cataloging ===== | ===== Cataloging ===== | ||
- | Cataloging when a library uses on-order holds is fairly similar to cataloging with Acquisitions __without__ on order holds. The only difference is that catalogers should also move any title-level holds to a matching record | + | Cataloging when a library uses on-order holds is fairly similar to cataloging with Acquisitions __without__ on order holds. The only difference is that catalogers should also move any title-level holds to a matching record |
- | <note tip>You can also watch videos demonstrating transferring these holds **[[https:// | + | {{:acq: |
- | {{: | ||
- | 1. Locate a good OCLC record that matches | + | 1. Find the record that your Acq copies are currently on. |
- | 2. In your target OCLC record, click the button for **Mark For** and select both **Title Hold Transfer** and **Holdings Transfer.** | + | 2. Locate a good OCLC record that matches your item in hand. If it does not already exist in PINES, import the record via Z39.50. |
+ | |||
+ | 3. In your target OCLC record, click the button for **Mark For** and select both **Title Hold Transfer** and **Holdings Transfer.** | ||
{{: | {{: | ||
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{{: | {{: | ||
- | 3. Return | + | . Go to the **View Holds** tab on the acq record |
- | <note tip>You can select multiple copies/ | + | |
- | 4. Click the **Actions** button and choose **Transfer> | + | {{: |
- | {{: | + | 4. If there are any holds on the record for your system, they will populate in the grid below. Select all of the holds. |
- | 5. Your page should refresh, and the volumes should be gone. | + | <note warning> |
- | ==== Moving On-Order Holds ==== | + | {{: |
- | 6. Go to the **View Holds** tab on the record | + | 5. Click the **Actions** button or right-click |
- | {{: | + | {{: |
- | 7. If there are any holds on the record for your system, they will populate in the grid below. Select all of the holds. | + | 6. The page will refresh and the holds will be gone. |
- | <note important> | ||
- | 8. Click the **Actions** button and choose **Transfer to Marked | + | 7. Click the tab for **Holdings View** on your Acq record and select all your copies that you will be transferring. |
- | {{: | + | <note tip>You can select multiple copies/ |
+ | |||
+ | 8. Click the **Actions** button and choose **Transfer> | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 9. Your page should refresh, and the volumes should be gone. | ||
- | 9. The page will refresh | + | 10. If you have your destination OCLC record open in another tab, refresh the tab and you'll see your volumes are now there. |
- | 10. Go back to the **Mark For** button and choose **Reset Record Marks**. | + | 11. Go back to the **Mark For** button and choose **Reset Record Marks**. |
- | {{: | + | {{: |
- | <note important> | + | <note important> |
===== Using Vendor Cataloging ===== | ===== Using Vendor Cataloging ===== | ||
acq/onorder-holds.txt · Last modified: 2024/03/01 15:37 by tlittle