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1. Search FOLIO for the piece. If no CUL catalog Instance record is available in Voyager FOLIO or OCLC, forward item(s) to the LTS Inputting Supervisor to be processed as new .(Instance Statistical Code: Source of Acquisition: miscellaneous)
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     • Remove |x WITHDRAWN [date] and [initials] from the 852 field following the call number.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 REINSTATED [date] to the 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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  F. Additional Steps: Special Cases
• 1.  Lost and missing titles:
• If you delete the sublocation "anx", edit the Permanent Location on the item record(s) to match the 852 $b in the MFHDHoldings Permanent Location.
• 2.  Open purchase orders: when withdrawing or transferring serials, and for all reinstatements, check to see if there is an open purchase order for the title:
• a.  With the Acquisitions Client open in the background, type [control] m to bring up a line item screen. If multiple line items are attached, select the appropriate location from the Line Item Summary, then click on Details to bring up the appropriate line item screen.
• b.  With the appropriate line item screen displayed, click on the Order tab, then click on the ellipsis in the Order Number field.
• c.  Verify that the Location is correct.
• d.  Check the title bar at the top of the screen. If it states that the purchase order is complete or canceled, do nothing. If it states that the purchase order is approved/sent or pending, send an e-mail notification to Lisa Maybury if the site is Acquisitions or Documents, or to Deb Warfield if the site is Serials Supervisor of either Monographic or Serials processing as appropriate. In the e-mail, give the following information:
• Action (withdrawal or transfer)
• Brief serial title
• BIB ID
• Purchase Order Number
  
• 3.  Rare Annex Transfers (Procedure #12a)
  
• 4.  Selection Policy for Shelf Space Adjustment. --additional guidelines:
• a.  Retain a unique print copy of an item if the only other manifestations in CUL are microform, CD-ROM, or networked resorce. Do not retain a unique microform if the title is available in print.
• b.  When filling in serial "back volumes missing in other units," retain volumes (numbers, issues, etc.) that are unique to CUL but do not retain additional copies, even if there is more than one incomplete serial run in CUL.
• 5.  Shelves for completed transfers and reinstatements:
• a.  For Rare Annex transfers, see Special Instructions (Procedure #12a) otherwise:
• b.  Deliver all unbound serials that are not separately barcoded to Collection Management--Serials, otherwise
• c.  Place items on the appropriate Physical Processing truck at the east end of Room 110, if remarking is required (e.g. location or call number on spine are incorrect).
  
• d.  If remarking is not required, place items for Olin, Kroch, or Uris on the "return to stacks" shelf in Room 107E or 110. Place items for other libraries on the outgoing mail shelves in Room 110.
• 6.  Superseded editions or volumes: add appropriate notes to holdings records to indicate the treatment of these "ongoing" transfers. For example:
• 852 ... $z Latest ed. only.
• 852 ... $z Latest ed. in Reference.
• 7.  State-supported library:
• If any CUL state-supported library is withdrawing material, the following procedure will apply:
• a.  The withdrawing library will:
  • Create a list of material for withdrawal.
  • Post list to SUNY listserv   SUNYLA-L@LISTSERV.BINGHAMTON.EDU offering material for quick disposal to other SUNY libraries.
  • Specify last date responses will be accepted.
  • Take responses and tag material for shipping to designated libraries using UPS call tag.
  • Obtain shipping and delivery information from requesting library. Shipping costs will be borne by the requesting library.
  • Send materials to LTS Database Quality staff for withdrawal, along with shipping information as appropriate.
• b.  Technical Services staff will:
  • Receive material for withdrawal (DBQ).
  • Update records in voyager for withdrawn titles (DBQ).
  • Ship requested material to designated library (G&E).
  • Discard remaining volumes in accordance with CUL's general withdrawal policies (DBQ).
  • Work with library accounting to collect shipping fees, if necessary (N/A with UPS call tag).
• 8.  Withdrawal requests from publishers:
• a. When selectors inform LTS that the Library has received a request from a publisher to withdraw a particular title (usually because of controversial or erroneous content), but that request has been refused, add the following note to the appropriate Voyager BIB record:

• 500 ## $aPublisher withdrew this title from publication in light of controversy about its content.

• b. For more information about these situations, see Collection Development's Policy on Returning or Destroying Materials o n Request.
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