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The Transfer Instance/Item interface allows OLE users to transfer Instance records from one bibliographic record to another and transfer Item record from one Instance to another.
Call up the Transfer Instance/Item interface.
Search for the record that you wish to transfer. You may select a Document Type and search using Boolean operators as needed. Search results appear below the Search Conditions tab.
When the correct record is displayed, select it and click Copy to Tree1.
Search for the additional bibliographic records with which the OLE Instance or Item will be transferred.
When the correct record is displayed, select it and click Copy to Tree2.
Tip
Click View to confirm the correct record.
Each Tree will show the bibliographic record. You may branch down to the Instance or item level by clicking the arrow next to the folder.
Check the box to specify what level you wish to perform the transfer on.
Click the appropriate button to transfer the Instance or Item from the left to the right or vice versa. In this example, the Instance record in Tree 2 is selected and will be transferred Right to Left to the checked Bibliographic description in Tree 1.
If there is only one item or holdings, OLE will delete the records. Click Delete to confirm this and to continue with the transfer.
OLE will provide a confirmation message. Click Refresh in Tree 1 to see the transferred Holdings or Item record.
An OLE Instance must have one Item record and may have many Item records.
Note
This rule is under review for future releases.
An Item record can only be transferred to an OLE Instance.
If the transfer of an Item record would result in an OLE Instance with no Item records, that OLE Instance will be deleted.
An OLE Instance must have at least one associated Bibliographic Description. One OLE Instance may be associated with many Bibliographic Descriptions (to account for “bound-withs”).
A Bibliographic Description must have at least one OLE Instance and may have many OLE Instances.
An OLE Instance may only be transferred to a Bibliographic Description.
If the transfer of an OLE Instance would result in a Bibliographic Description with no OLE Instance, that Bibliographic Description will be deleted.
A user may not transfer an OLE Instance to or from Bibliographic Descriptions that the user’s work unit does not “own”. A user may not transfer Item records to or from OLE Instances that the user’s work unit does not own.
Note
Work units are being defined for a future release.
