Transferring Holdings

Transferring Volume and Copies
Transferring Copies

There are times when you need to move copy records from one title record to another, or move copies from one volume to another under the same or another title record. There are functions in Evergreen to allow you to do so. The critical step is to ensure that you first mark the destination record, then move the source record with the corresponding transfer function. Co-op Support recommends you read through the process first before starting, as each scenario has different characteristics.

Transferring Volume and Copies

When you want to transfer all items under one call number/volume to another title record or another library under the same title, you use the Transfer Volume function. Evergreen will transfer both the call number record and all items under it to the new title and/or library.

Transferring Volumes to Another Title Record

  1. Find the destination or target record. On Mark for dropdown list, select Holdings Transfer.

    images/cat/transfer-holding-1.png
  2. Confirmation appears at bottom right of the screen.

    images/cat/transfer-holding-2.png

    Note

    Transfer target is kept until it is reset (via Reset Record Marks on Mark for list) or a new target is marked.

  3. Go to Holdings View of the source title. Select the volume you want to transfer. Click Actions list. Scroll down to Transfer. Choose Volumes to Previously Marked Destination.

    images/cat/transfer-holding-3.png
  4. The confirmation pop-up appears on bottom right of the screen.

    images/cat/transfer-holding-4a.png

    Note

    Your volume’s owning library and copies' circulation library will not be changed during the transfer. If you already have volumes under the destination record and the call numbers are the same, the call numbers will be merged.

Transferring Volumes to Another Library

  1. On Holdings View of the target title record, select the destination library. Click Actions dropdown list. Scroll down to Mark. Select Library/Volume as Transfer Destination.

    images/cat/transfer-holding-5.png
  2. Confirmation appears at the bottom right corner of the screen.
  3. Find the source title. Select the source volume on Holdings View. Click Actions dropdown list. Scroll down to Transfer. Select Volumes to Previously Marked Destination.

    images/cat/transfer-holding-6.png
  4. Confirmation appears at bottom right of the screen.

Note

During the above process, if you select to show copy details, you may select one copy under the volume/library to represent it. Below is an example.

images/cat/transfer-holding-6a.png

Tip

If the destination library has a volume with the same call number, the volumes will be merged during the transfer.

Transferring Copies

You may want to transfer some of the copies under one volume to another volume/library under the same or another record, or transfer all copies under one volume to another with a different call number. You use the Transfer Copies function.

Transferring Copies to Another Volume/Library

  1. Find the destination title record. On Holdings View, select the destination volume/library. Click Actions dropdown. Go to Mark to select Library/Volume as Transfer Destination.

    images/cat/transfer-holding-9.png
  2. Go to the source record, if different from the destination. On Holdings View, select the copies you wish to transfer. Click Actions dropdown list. Go to Transfer to select Items to Previously Marked Destination.

    images/cat/transfer-holding-10.png
  3. The source copy disappears, if destination is under another record. The confirmation pops up at the bottom right of the screen.

    images/cat/transfer-holding-11.png

Copyright © 2008-2018, BC Libraries Cooperative