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4.7. Transfer Holdings

There are two different ways to transfer holdings in Evergreen:

Call Number Transfer

  1. Open two tabs in your browser.  In the first tab, open the MARC record that has the call number you want to transfer.  In the second tab, open the MARC  record to which you want to transfer your item (the “target” record).
     
  2. Go to the tab with the “target” MARC record.  Click the Mark for: dropdown box, and select Holding 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
    • Scroll down a bit, and under the subheading Transfer, select Transfer Holdings to Marked Destination.

Item Transfer

  1. Open the relevant MARC record, and go to the Holdings View tab
     
  2. Select the row with the “target” Call Number, and then…
    • Click the “Actions” icon ( ).
    • Scroll down, and under the subheading Mark, select Mark Library/Call Number as Transfer Destination.
       
  3. Select the row with the barcode that needs to be moved, and then…
     
    • Click the “Actions” icon.
    • Scroll down, and under the subheading Transfer, select Transfer Items to Marked Destination.

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