[Evergreen-catalogers] Transferring "Item only" to different bib record

[Janet Schrader]

Hi Everyone,

A library in our network is positive that the ability to transfer an *order
item* to a different bib record all used to be done in Holdings view by
selecting *Mark>Library/Call number as transfer destination *on the
destination bib; and selecting *Transfer>Items to previously marked
destination* on the Acquisitions bib*. *They remember that both the item
and the call number were transferred even though the selection was for item
only.
The workflow was to transfer the "order" from the monograph bib record to
the serial bib record and keep the Acquisitions generated call number. They
do not want the transferred item to be attached to the Dewey call number on
the serial record like already existing items as it is still an "order".
They do not want to have to create a call number on the destination record.

I have explained that using *Mark for>Holdings transfer destination* on the
bib record screen accomplishes this purpose but they claim never to have
used that even though our documentation describes that process.

How do other networks transfer items?  Was the process like this library
describes?



Thanks,
Janet


Janet Schrader

Bibliographic Services Supervisor | CW MARS

67 Millbrook Street, Suite 201, Worcester, MA 01606

P: 508-755-3323 x 325 | F: 508-757-7801

------------------------------

jschrader at cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20210511/dc054035/attachment.html>