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cat:transferring_volumes_and_items [2021/06/17 17:21] – [Transferring volumes and items] ehardycat:transferring_volumes_and_items [2021/07/07 19:07] (current) – [If there is no call number on the destination library] ehardy
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 Keep in mind, if the owning library and call number you are transferring are the same as the owning library and call number on the destination record, the item will be added to the destination library’s existing call number and not as a new call number. For example, if you are transferring: Keep in mind, if the owning library and call number you are transferring are the same as the owning library and call number on the destination record, the item will be added to the destination library’s existing call number and not as a new call number. For example, if you are transferring:
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 **Library A GR 973.3 DAR barcodeA** to a destination record with: **Library A GR 973.3 DAR barcodeB** **Library A GR 973.3 DAR barcodeA** to a destination record with: **Library A GR 973.3 DAR barcodeB**
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 <wrap indent>barcodeB</wrap>\\ <wrap indent>barcodeB</wrap>\\
  
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 Once you have identified the destination record and made any changes to call numbers so that the volume and item transfer correctly, you can proceed with the transfer using the appropriate steps outlined below. Once you have identified the destination record and made any changes to call numbers so that the volume and item transfer correctly, you can proceed with the transfer using the appropriate steps outlined below.
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 <note>As of January 2018, transfers complete without a confirmation step. Make sure that you have marked the correct destination record before you transfer.</note> <note>As of January 2018, transfers complete without a confirmation step. Make sure that you have marked the correct destination record before you transfer.</note>
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 ===== Transferring between bibliographic records ===== ===== Transferring between bibliographic records =====
  
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 Identify the destination or target record. If there is no existing matching record in the PINES database, then import one OCLC’s WorldCat database via the Z39.50 interface. Identify the destination or target record. If there is no existing matching record in the PINES database, then import one OCLC’s WorldCat database via the Z39.50 interface.
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 Keep the destination record and the record you are transferring from open in separate tabs to help you keep track and verify the transfer. Keep the destination record and the record you are transferring from open in separate tabs to help you keep track and verify the transfer.
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 You can transfer multiple call numbers and multiple libraries between records. Select all needing to be transferred at the appropriate step. You can transfer multiple call numbers and multiple libraries between records. Select all needing to be transferred at the appropriate step.
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 ==== Transferring call numbers and all attached items to the same library ==== ==== Transferring call numbers and all attached items to the same library ====
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 There may be instances where you need to transfer one item on a call number with other items to a library (either the same or a different one) on a different record. In these cases, you do not mark the record; but, use the **Mark Library/Call Number as Transfer Destination** in the **Holdings View Actions** menu. When transferring the item, you use **Transfer – Transfer Items to Marked Destination**. Take care and make sure you select the appropriate transfer option to prevent transferring all items. There may be instances where you need to transfer one item on a call number with other items to a library (either the same or a different one) on a different record. In these cases, you do not mark the record; but, use the **Mark Library/Call Number as Transfer Destination** in the **Holdings View Actions** menu. When transferring the item, you use **Transfer – Transfer Items to Marked Destination**. Take care and make sure you select the appropriate transfer option to prevent transferring all items.
 If you attempt to transfer an item but marked the record or library rather than a call number as the target, you will get an error message: If you attempt to transfer an item but marked the record or library rather than a call number as the target, you will get an error message:
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 ;#; ;#;
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 === If there is no call number on the destination library === === If there is no call number on the destination library ===
-<fc #ff0000>**TO BE REVISED** 
-</fc> 
  
-<note warning>It is not necessary to create an empty volume. Revised instructions in process</note> +  - In the **Actions** menu in **Holdings View** on the destination record, mark the destination library as transfer destination.
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-  - Create an empty call number (one with no barcode) on the destination record and library using **Add Call Numbers** in the **Actions** menu. You will need to check **Show Empty Call Numbers** in **Holdings View** to see the newly created one. +
-  - In the **Actions** menu in **Holdings View** on the destination record, mark the destination call number.+
   - In the **Holdings View** of the record with the item(s) to be transferred, check to select that item.   - In the **Holdings View** of the record with the item(s) to be transferred, check to select that item.
   - From the **Actions** menu, select **Transfer – Transfer Items to Marked Destination**.   - From the **Actions** menu, select **Transfer – Transfer Items to Marked Destination**.
  
 +<note>If there is not a matching shelving location in the destination library you will need to edit the shelving location on the item after transfer.</note>
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 +<note>You may need to edit the call number after you have transferred it. For example, if you are transferring items from an individual record for a single volume to the multivolume record if there is no volume designation.</note>
 ===== Transferring within a bibliographic record ===== ===== Transferring within a bibliographic record =====
  
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 You may need to transfer between libraries or call numbers within a bibliographic record. This done in Holdings View using the **Mark Library/Call Number as Transfer Destination** in the **Actions** menu. Keep in mind that the destination library or call number is not physically marked and the transfer occurs as soon as you click on the transfer command, so you will need to be sure you have selected the correct destination and verify after the transfer. You may need to transfer between libraries or call numbers within a bibliographic record. This done in Holdings View using the **Mark Library/Call Number as Transfer Destination** in the **Actions** menu. Keep in mind that the destination library or call number is not physically marked and the transfer occurs as soon as you click on the transfer command, so you will need to be sure you have selected the correct destination and verify after the transfer.
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 ==== Transferring call numbers between libraries ==== ==== Transferring call numbers between libraries ====
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 ==== Transferring items between or within libraries ==== ==== Transferring items between or within libraries ====
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 +You can transfer items between libraries (you want to transfer one of several copies at one branch to a branch with no copies, for example) or between call numbers attached to the same library (in case one item attached to volume one is actually volume two, for example). When transferring within a record, you do not need to create an empty call number if there is not one on the destination library unless the call number will be different.
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-You can transfer items between libraries (you want to transfer one of several copies at one branch to a branch with no copies, for example) or between call numbers attached to the same library (in case one item attached to volume one is actually volume two, for example). When transferring within a record, you do not need to create an empty call number if there is not one on the destination library. 
  
 === Transferring items between libraries === === Transferring items between libraries ===
cat/transferring_volumes_and_items.1623950488.txt.gz · Last modified: 2021/06/17 17:21 by ehardy