<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif">Janet,</div><div class="gmail_default" style="font-family:tahoma,sans-serif"><br></div><div dir="ltr">Transfer is persnickety now, I find.<span class="gmail_default" style="font-family:tahoma,sans-serif"> I can test it one time and it transfers as expected, and the next time it doesn't. But, it depends on what you mark for transfer and whether you select items or holdings for transfer.  If you are marking the library for transfer and there isn't the same call number attached to the library, selecting transfer item will transfer the item to that call number (I have had this consistently fail, however. This morning it is working). If the call number you are transferring differs, it will transfer the call number and the item.</span></div><div dir="ltr"><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:tahoma,sans-serif">I think you are safer, and get a more consistent transfer, if you keep in mind what you are transferring, item or call number and item, and select the appropriate place to transfer (library or call number). So if you want to transfer a call number and item(s), select Transfer holdings after you have marked the library as the destination. If you want to transfer an item to a call number, select the call number as the destination. And make sure you have selected the item or the call number to be transfered.</span></div><div><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:tahoma,sans-serif">I have some extensive directions, that I thought were up to date; but, this morning I could transfer an item to a library with no existing call number without any problem, so the direction to create an empty call number would only be correct under a very narrow circumstance where you wanted the call number you were transferring to the destination record was the same in both places but you wanted it to differ after transfer.</span></div><div><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:tahoma,sans-serif">For what they are worth now, my instructions are here -- <a href="https://pines.georgialibraries.org/dokuwiki/doku.php?id=cat:transferring_volumes_and_items">https://pines.georgialibraries.org/dokuwiki/doku.php?id=cat:transferring_volumes_and_items</a></span></div><div dir="ltr"><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div dir="ltr"><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div dir="ltr"><span class="gmail_default" style="font-family:tahoma,sans-serif"><br></span></div><div dir="ltr"><span class="gmail_default" style="font-family:tahoma,sans-serif"></span><span class="gmail_default" style="font-family:tahoma,sans-serif"></span><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="94"><col width="530"></colgroup><tbody><tr style="height:0pt"><td style="vertical-align:top;padding:5pt;text-align:right"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh5.googleusercontent.com/bpjlHkZIWY-VYFVLNA9ro5_6N4c7AxtzAPQhhzTKXaM1luxXME10aRo56LngwgoMXQ-OptUpmewQo8ljPZNpd7H2nZx09Xns4m_RVJ6D7NoWhha3cHDFxXExYWy2c7E0qfs3M5WC" style="margin-left:0px;margin-top:0px" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt;text-align:left"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><font size="1"><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">J. Elaine Hardy</span><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">,</span><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">PINES and Collaborative Projects Manager</span></font></p><hr style="margin-left:0px;margin-right:au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span></font><span style="font-size:10pt;font-family:Verdana;color:rgb(67,67,67);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><font size="1">for stories of Georgia libraries making an impact in our communities</font>.</span></p></td></tr></tbody></table></div></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, May 11, 2021 at 6:02 PM Janet Schrader <<a href="mailto:jschrader@cwmars.org">jschrader@cwmars.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif">Hi Everyone,<br clear="all"></div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">A library in our network is positive that the ability to transfer an <i>order item</i> to a different bib record all used to be done in Holdings view by selecting <i>Mark>Library/Call number as transfer destination </i>on the destination bib; and selecting <i>Transfer><u>Items</u> to previously marked destination</i> on the Acquisitions bib<i>. </i>They remember that both the item and the call number were transferred even though the selection was for item only.</div><div class="gmail_default" style="font-family:verdana,sans-serif">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.</div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">I have explained that using <i>Mark for>Holdings transfer destination</i> on the bib record screen accomplishes this purpose but they claim never to have used that even though our documentation describes that process.</div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">How do other networks transfer items?  Was the process like this library describes?</div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif"> </div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span><span class="gmail_default" style="font-family:verdana,sans-serif">Thanks,</span></span></div><div><span><font face="verdana, sans-serif"><span class="gmail_default" style="font-family:verdana,sans-serif">Janet</span><br></font><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="180"><col width="326"></colgroup><tbody><tr style="height:102pt"><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><img src="https://lh3.googleusercontent.com/bSd7D8g3VXi0D27vqlwdEBAUuPEYzFQNZVljNyCgRnefpl8eEyjF52SOpmhvBVlZ8DfMuAUvg24dRX1CG2tFVlm6VpHVAPOVJ4vho7b3jgZ--7YybCEFu-wJkv-y2Jg1dYKRYcLA" style="border: medium none;" width="96" height="72"></span></p></td><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:"Proxima Nova";color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><br></span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:"Proxima Nova";color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Janet Schrader</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:"Proxima Nova";color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Bibliographic Services Supervisor | CW MARS</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:"Proxima Nova";color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">67 Millbrook Street, Suite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