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  1. Single Part Item and Complete Multipart Item Transfers  

    a.  Display item record.

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

    c.  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")

    d.   ***ITEM STATUS CHANGE: POSSIBLE UNDER CURRENT PERMISSIONS?***Click on the graph button. If Withdrawn appears under status, remove it.

    e.  ***SAME AS ABOVE-- WOULD WE REMOVE "Deselected" Holdings note instead? Click on the quill pen button. If deselected note appears, remove note.

    f.  Save the Item record to Voyager.

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

     

  2. Partial Multipart Item Transfers  
  •       a.  Relink the item records for the pieces in hand from the old holdings record to the new holdings record.
  •       b.  Display each item record.
  •       c.  Change Perm Loc Change Permanent Location to match location in the 852 field in the holdings Holdings record.
  •       d.  Edit Item   Edit 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")
  •      e.  Click on the graph button. If Withdrawn appears under status, remove it.
  •      f.  Click on the quill pen button. If deselected note appears, remove note.
  •      g.  Save the record to Voyager.
  •      h.  Repeat for each item record.
    d

V. Final Steps

  1. Re-display the BIB record.  Click on the system tab to verify that the record is not suppressed from the OPACInstance record.  If it is suppressed, uncheck the suppress from OPACDiscovery 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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    D
    D. Reinstatements
  1. Search Voyager Cataloging by titleFOLIO for the piece. If no CUL catalog record is available in Voyager or OCLC, forward item(s) to the LTS Inputting Supervisor to be processed as new.
  2. Check for and report an open purchase order.
  3. Display bibliographic record. Verify that record matches book.
  4. Select Record > Show Associated Records. A Holdings and Items for bib box displays.
    • If there is a single holdings record for the title:
      • Select bibliographic record.
      • Select system tab.
      • Uncheck the Suppress from OPAC box and change the record status value to "c" in the leader area. Record should display in the OPAC.
      • Save the record.
      • Display holdings record.
      • Remove |x WITHDRAWN [date] and [initials] from the 852 field following the call number.
      • Add |x REINSTATED [date] to the 852 Holdings Notes field following the call number.
      • If necessary, add 8XX fields   .
      • Select system tab.
      • Uncheck the Suppress from OPAC box. Record should display in the OPAC.
      • Click on Leader. Change the record status value to 'c'.
      • Save the record.
      • Display item record[s]. If no item record is found, create record[s] and barcode book[s].
      • Re-display the bibliographic record. Add a 948 local statistics (Procedure #136 ) field to the record using the value "s" for the type of transaction.

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    • If there are multiple holdings records for the title:
      • Display holdings record that matches book in hand.
      • Remove |x WITHDRAWN [date] and [initials] from the 852 field following the call number.
      • Add |x REINSTATED [date] to the 852 field following the call number.
      • If necessary, add 8XX fields .
      • Select system tab.
      • Uncheck the Suppress from OPAC box. Record should display in the OPAC.
      • Click on Leader.  Change the record status value to 'c'.
      • Save the record.
      • Display item record[s]. If no item record is found, create record[s] and barcode book[s].
      • Re-display the bibliographic record. Add a 948 local statistics field to the record using the value "s" for the type of transaction.  
  • 1.  Process the physical pieces as follows:

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