cat:pre-cats_adding_brief_title_records_to_the_pines_database
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cat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/07/24 13:41] – ehardy | cat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/08/27 12:04] – [Transferring precat items to a matching bibliographic record] ehardy | ||
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1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\ | 1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\ | ||
2. Open a new tab and search for a matching record in the PINES database.\\ | 2. Open a new tab and search for a matching record in the PINES database.\\ | ||
- | 3. Once a matching record is found, from holdings view, select the volume to be the transfer destination. From the Actions menu—MARK – Volume for item transfer destination.\\ | + | 3. Once a matching record is found, from holdings view, select the volume to be the transfer destination. From the Actions menu— MARK – Library/ |
- | {{ :cat:precat_mark_vol_as_item_transfer_dest.png?400 |}} | + | {{:cat:pasted: |
- | A message will briefly flash in the lower right corner of the screen noting that the item transfere | + | A message will briefly flash in the lower right corner of the screen noting that the item transfer |
{{ : | {{ : | ||
4. Return to the item status or copy bucket tab and select the precat item to be transferred.\\ | 4. Return to the item status or copy bucket tab and select the precat item to be transferred.\\ | ||
- | 5. a. In item status, from the actions menu, choose Transfer—Items to previously Marked | + | 5. a. In item status, from the actions menu, choose Transfer—Items to previously Marked |
- | {{ :cat:precat_transfer_items_to_prev_mark_vol.png?400 |}} | + | {{:cat:pasted: |
- | b. From a copy bucket, Actions menu, select Items – Transfer Selected | + | b. From a copy bucket, Actions menu, select Items – Transfer Selected |
- | {{ :cat:precat_copy_bucket_transfer.png?400 |}} | + | {{:cat:pasted: |
There will be no dialog box to confirm; the transfer will immediately occur.\\ | There will be no dialog box to confirm; the transfer will immediately occur.\\ | ||
Line 123: | Line 123: | ||
**When there is not an existing record with your library holdings attached** | **When there is not an existing record with your library holdings attached** | ||
- | 1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\ | + | 1. Display the Precat item in Item Status (F5) or open the copy bucket with that item. |
- | 2. Open a new tab and search for a matching record in the PINES database or import a matching record from OCLC.\\ | + | |
- | 3. Since there is no existing call number/ | + | |
- | {{ : | + | 2. Open a new tab and search for a matching record in the PINES database or import a matching record from OCLC. |
- | <note tip>The barcode you use does not matter since you will be deleting it after you transfer | + | 3. If your library |
- | 4. Follow directions above for transferring and editing | + | 4. From Holdings View, select |
- | 5. Delete | + | |
+ | 5. You will need to redisplay the record to see the volume with no items attached you just created for the library. | ||
+ | |||
+ | 6. Now mark the volume for transfer from the Actions menu - Mark – Library/ | ||
+ | |||
+ | 7. From the item record to be transferred, | ||
+ | |||
+ | 8. A confirmation dialog box will flash acknowledging that the item transferred. | ||
+ | |||
+ | 9. Edit the item according to local and PINES policy. | ||
cat/pre-cats_adding_brief_title_records_to_the_pines_database.txt · Last modified: 2024/02/12 20:13 by tlittle