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7. Search the database to verify that the old call number is not NOT already in use for the new location. If it is, add publication date and work letter to the call number already in use, or work letter only if call number already contains a date.
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- Display the holdings record that matches the old location and copy number of the title and edition in hand.
- Delete the volumes and/or numbers to be transferred from the Holdings statements, INCLUDING supplements and indexes.
- 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.
- Verify that the record is not suppressed from the OPAC. If it is, uncheck the Suppress from Discovery box.
- Add the appropriate "Transfer From" note to the Holdings Notes (Note type: Note), as in the above example.
- Add the volumes and/or numbers to be transferred to the appropriate Holdings Statements.
- Save the Holdings record.
- 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 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 transfer note to the Holdings note, as in the above example.
- Include appropriate Holdings statements for volumes, supplements and indexes.
- Check the Oversize Chart for prefixes and/or suffixes appropriate for the new location.
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