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e. If the item status is checked out, missing, lost, etc., use consult with the DBQ supervisor, or check the piece in to change the status to "Available".

f.  Save the Item record

g.   Repeat for each item record associated with the transfer. 

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d.  Edit the Permanent Loan Type, if appropriate -- for example: when transferring a title to or from a "Non-Circulating" reference collection. If you are transferring a title to a (Rare Annex #12a) location (e.g. "rmc,anx"), set the Item Type to "Non-Circulating". (NOTE: These are the only Annex locations for which the Item Type should be set to "Non-Circulating")

V. Final Steps  

  1. Line out all previous location stamps -- (see exception below).
  2. Edit handwritten locations and call numbers in the book -- (see exception below).
  3. For serials, if you know that the new location is picking up an open subscription from the old location, write "Ongoing, currently received" on the location flyer. In addition, for unbound issues not barcoded separately, give recent issues (as displayed in the OPAC) to LTS Serials or Documents for further processing.
    If the transfers are computer disks , sound recordings   , or video recordings  , do additional processing if required for the new location.  Consult with a cataloger as needed.
    Exception: for unbound serials not barcoded separately, edit only the first and last issue in each bundle.
    Insert a location flyer and place completed transfers on the appropriate shelf (#12a) .
  4. Send the items to the Physical Processing unit for re-labeling and routing to the appropriate librarylocation. 

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D. Reinstatements

I. Instance Record in FOLIO

  1. Search FOLIO for the piece.  If no record is found, import one from OCLC, or Input as applicable. (Instance Statistical Code: Source of Acquisition: miscellaneous)  Skip to step Ia below.
  2. If there is an Instance record in FOLIO, verify that the record matches the book.  If no record is found, 
  3. Check for and report an an open purchase order associated with the item, if applicable.  If you find an open PO associated with the piece, see Special Instructions below.
  4. If the piece in-hand was the only copy cataloged in FOLIO, the Instance record may be Suppressed. If so:Un-check the Instance record is suppressed, un-check the "Suppress from Discovery" box in the Instance record. Set the , and set the Catalog Date to the CURRENT date.

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  1. Add a Post-Cataloging Maintenance Code (,,mc) to the Administrative Note of the Instance.
  2. Search OCLC for a corresponding bibliographic record to the one we have:
    1. If there is a corresponding record in OCLC, and if the OCLC record does not reflect CUL Holdings, add an additional Shelflisting code to the Administrative note in the Instance (ttype: s ; use macro ,,s), or add our holdings to OCLC if you have the permissions
  3. Save and Close the Instance record.

IA. No Instance Record in FOLIO

  1. If no record is found in FOLIO, import one from OCLC, or Input as applicable. (Instance Statistical Code: Source of Acquisition: miscellaneous)

Display Holdings record.

If the Holdings record in suppressed, make sure to un-check the Suppress From Discovery box so that it displays in the public catalog.

Add "REINSTATED [date and NET ID]" to the Holdings Notes field (Note type: Note) :

 

  • **Make sure the call number on the label matches the call number written in the book, and that BOTH of them match the FOLIO call number: Reinstatements are often the result of a mis-match in the call number, resulting in the item having been "withdrawn/lost" because it was misplaced in the stacks.

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