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Music Cataloging Procedures
Transferring Items in Symphony

The following process is how to move an item from one bib record to another.

1) Under the "Special" tab, select "Transfers."

2) Search for the bib record you want to add an item to, and click "Add to Tree" at the bottom. The record should appear in the blank white box.

3) Search for the bib record of the item you are moving, and click "Add to Tree" at the bottom. This record should appear in the white box next to the previous item.

4) Open up the "tree" until you find the item you want to transfer. Highlight the call number, and select "retain for transfer."

5) Select the top tier of the "tree" you want to move the item to. Click on "transfer."

6) Look at the trees and make sure the item is now under the proper record.

CDH, 12/18/2013

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