User Tools

Site Tools


cat:transferring_volumes_and_items

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
Next revisionBoth sides next revision
cat:transferring_volumes_and_items [2018/08/13 20:59] – [Transferring volumes and attached items] ehardycat:transferring_volumes_and_items [2018/08/13 21:03] – [Transferring items] ehardy
Line 38: Line 38:
  
 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.
 +
 Since you are marking the record as the destination of the transfer, you can transfer volumes/items from multiple libraries to those same libraries on that record. Since you are marking the record as the destination of the transfer, you can transfer volumes/items from multiple libraries to those same libraries on that record.
 +
 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.
 +
 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.
  
Line 67: Line 70:
 ===== Transferring items ===== ===== Transferring items =====
  
-Sometimes items can be attached to the wrong record or volume while other items on the same call number/volume are correctly attached, so you want to move just the specific item(s) to another record or volume, leaving the volume and items on the correct record. Processing precats also requires you to transfer the item to a correct record. See PreCats: Adding and Processing Brief Title Records to the PINES Database for instructions for handing precats. It is also best practice to transfer items on acquisitions records to matching OCLC records during cataloging, or if circulating items are mistakenly attached to them rather than merging or overlaying bibliographic records.+Sometimes items can be attached to the wrong record or volume while other items on the same call number/volume are correctly attached, so you want to move just the specific item(s) to another record or volume, leaving the volume and items on the correct record. Processing precats also requires you to transfer the item to a correct record. See [[cat:pre-cats_adding_brief_title_records_to_the_pines_database|Pre-Cats: Adding Brief Title Records to the PINES Database]] for instructions for handing precats. It is also best practice to transfer items on acquisitions records to matching OCLC records during cataloging, or if circulating items are mistakenly attached to them rather than merging or overlaying bibliographic records.
  
 There are also times where you need to transfer an item from one call number/volume to another call number/volume on the same record. This can be for a variety of reasons including because the item is being transferred from one branch library to another, needs to transferred from reference to an existing circulating call number, or was attached to the wrong volume of a multivolume set. There are also times where you need to transfer an item from one call number/volume to another call number/volume on the same record. This can be for a variety of reasons including because the item is being transferred from one branch library to another, needs to transferred from reference to an existing circulating call number, or was attached to the wrong volume of a multivolume set.
cat/transferring_volumes_and_items.txt · Last modified: 2021/07/07 19:07 by ehardy