HomeCatalogingEditing, Transferring, and OverlayingTransferring call numbers and items

4.7. Transferring call numbers and items

A.  Transferring a call number from one bibliographic record to another:

  1. Open two tabs in your browser.  In the first tab, open the bibliographic record that has the item you want to transfer.  In the second tab, open the bibliographic record to which you want to transfer your item (the “target” record).
     
  2. Go to the tab with the “target” bibliographic record.  Click the “Mark for:” dropdown box, and select “Holdings Transfer”.
     
  3. Go back to the first browser tab, and click the “Holdings View” tab.  Select the row with the item you want to transfer.  Then click the “Actions” dropdown box; under “Transfer”, select “Call Numbers to Previously Marked Destination”.

     
  4. The call number should now be transferred from one bibliographic record to the other.  To confirm the transfer, refresh both browser tabs.

 


B.  Transferring items between call numbers in the same bibliographic record:

  1. Open the bibliographic record with the item that needs to be transferred, and click the “Holdings View” tab.

    1. If the “target” call number is already listed, proceed to Step 2.
       
    2. If the “target” call number does not already exist, you will need to create it.  Click the “Actions” dropdown box, and under “Add”, select “Add Call Numbers”.

       
    3. In the empty space under “Call Number Label”, enter the name of the new call number you want to create.  Then click the “Save & Exit” button.

       
    4. Refresh the window, and the newly created call number will be listed.
       
  2. Select the row with the “target” call number.  Click the “Actions” dropdown box, and under “Mark”, select “Library/Call Number as Transfer Destination”.

     
  3. Select the row with the item you want to transfer.  Click the “Actions” dropdown box, and under “Transfer”, select “Items to Previously Marked Destination”.

     
  4. The item should now be attached to the new call number.  Refresh the screen to confirm the transfer.

 

 

C.  Transferring items between call numbers in different bibliographic records:

  1. Open two tabs in your browser.  In the first tab, open the bibliographic record that has the item you want to transfer.  In the second tab, open the bibliographic record that has the call number to which you want to transfer your item (the “target” call number).
     
  2. Go to the browser tab with the “target” call number.  Click the “Holdings View” tab, and select the row with the target call number.  Then click the “Actions” dropdown box, and under “Mark”, select “Library/Call Number as Transfer Destination”.

     
  3. Go back to the first browser tab.  Click the “Holdings View” tab, and select the row with the item you want to transfer.  Double-check the barcode to make sure you have the correct row.
     
  4. Click the “Actions” dropdown box.  Under “Transfer”, select “Items to Previously Marked Destination”.

     
  5. The item should now be attached to the new call number.  Refresh the screen to confirm the transfer.

     

 

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