Page History

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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 Holdings statements, INCLUDING supplements and indexes.
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 "8" below.
4. Verify that the record is not suppressed from the OPAC. If it is, uncheck the Suppress from Discovery box.
5. Add the appropriate "Transfer From" note to the Holdings Notes (Note type: Note), as in the above example.
6. Add the volumes and/or numbers to be transferred to the appropriate Holdings Statements.
7. Save the Holdings record.
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 FOLIO 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. • to the Holdings note, as in the above example.
     
   • Include appropriate Holdings statements for volumes, supplements and indexes.

IV.  Item Records

1. Single Part Item and Complete Multipart Item Transfers  

   a.  Display item record.

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

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

   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 If Withdrawn appears under status, remove it.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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