cat:transferring_volumes_and_items
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cat:transferring_volumes_and_items [2018/08/13 20:59] – [Transferring volumes and attached items] ehardy | cat:transferring_volumes_and_items [2018/08/13 21:03] – [Transferring items] ehardy | ||
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You can mark the record as the transfer destination whether or not holdings for the library are already attached to the record. In either case, Evergreen will transfer the volume and item as desired. | You can mark the record as the transfer destination whether or not holdings for the library are already attached to the record. In either case, Evergreen will transfer the volume and item as desired. | ||
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Since you are marking the record as the destination of the transfer, you can transfer volumes/ | Since you are marking the record as the destination of the transfer, you can transfer volumes/ | ||
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Make sure both your destination record and the record with volumes to be transferred are opened in separate tabs. This makes it easier to keep track of what you are doing and to verify the transfer once completed. | Make sure both your destination record and the record with volumes to be transferred are opened in separate tabs. This makes it easier to keep track of what you are doing and to verify the transfer once completed. | ||
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At the destination record, from any view, use the dropdown menu “Mark for” that is to the right side of the screen, just under the record summary, and chose “Holdings Transfer”. A green box that says “Holdings Transfer Target Set” will briefly appear at the bottom right of the screen. Look at Holdings Transfer in the dropdown menu again and you will see the Record ID number of the destination record in parentheses. | At the destination record, from any view, use the dropdown menu “Mark for” that is to the right side of the screen, just under the record summary, and chose “Holdings Transfer”. A green box that says “Holdings Transfer Target Set” will briefly appear at the bottom right of the screen. Look at Holdings Transfer in the dropdown menu again and you will see the Record ID number of the destination record in parentheses. | ||
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===== Transferring items ===== | ===== Transferring items ===== | ||
- | Sometimes items can be attached to the wrong record or volume while other items on the same call number/ | + | Sometimes items can be attached to the wrong record or volume while other items on the same call number/ |
There are also times where you need to transfer an item from one call number/ | There are also times where you need to transfer an item from one call number/ |
cat/transferring_volumes_and_items.txt · Last modified: 2021/07/07 19:07 by ehardy