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  1. Display the holdings record that matches the old location and copy number of the title and edition in hand.
  2. Delete the volumes and/or numbers to be transferred from the 866, 867, and/or 868 fields.
  3. Display the holdings record that matches the new location and copy number. If there is no holdings record for the new location, skip to "h" below.
  4. Click on the system tab to verify that the record is not suppressed from the OPAC. If it is, uncheck the Suppress from OPAC box and change the record status value to 'c' in the leader area.
  5. Add an appropriate $x transfer note following the call number.
  6. Add the volumes and/or numbers to be transferred to the 866, 867, and/or 868 fields.
  7. Save the record to the database.
  8. If there is no holdings record for the new location and copy number (including ANX locations, if you are transferring items to the Library Annex), create and edit one. Be sure to:
    • Check the  Oversize Chart for prefixes and/or suffixes appropriate for the new location.
    • Search the database to verify that the old call number is not already in use for the new location. If it is already in use, add a w suffix to the last cutter in the call number.
    • Add an appropriate $x transfer note following the call number.
    • Include 866, 867, and/or 868 fields
    • Code for Type of Record (use v or y), Encoding Level (use 4), Receipt Status (use 0) and Completeness (use 1, 2, or 3) in the fixed fields .

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  1. Single Part Item and Complete Multipart Item Transfers  

    a.  Display item record.

    b.  Change Perm Loc to match location in the 852 field in the holdings record.

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

    d.  Click on the graph button. If Withdrawn appears under status, remove it.

    e.  Click on the quill pen button. If deselected note appears, remove note.

    f.  Save the record to Voyager.

    g.  Repeat for each item record.

     

  2. Partial Multipart Item Transfers  

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  1. Re-display the BIB record.  Click on the system tab to verify that the record is not suppressed from the OPAC.  If it is suppressed, uncheck the suppress from OPAC box.
  2. Add two 948 local statistics fields to the record: one for the withdrawal; another for an added copy, an added location, or added volumes -- as appropriate. If you unsuppress the bib record, add an additional 948 to indicate a fast shelve statistic (,,s).  Note: If a new BIB record is created, add additional 948 statistics fields for inputting ( ,,i ) and fast-catting ( ,,f ) to insure that the record is exported to OCLC as a newly cataloged record.
  3. Save the record to the database.
  4. Line out all previous location stamps -- see exception below.
  5. Edit pencilled locations and call numbers -- see exception below.
  6. 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.
    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).

Examples  

852 ... $x Transfer from Uris, 3/13/03
852 ... $x Vols. 1-8 transferred from Uris, 3/13/03
 

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