Relocations: Remove from Reference (RFR)

Purpose: Monographs and serial volumes are regularly relocated from the Reference collections as they become superseded by new materials. The relevant catalog records require editing and the physical pieces themselves require processing in order to reflect this location change.

Editing URSUS Records
Each title removed from reference comes to cataloging with an RFR slip inserted (multivolume sets are accompanied by only one slip).  Read this slip carefully in order to determine correct handling of the piece(s). Unless the slip indicates that there is a retention policy in place, the relocation must have been approved (signed) by the Head of Collections, Head of Reference, or any Science Librarian. Note: By default, items coming from SciRef without slips have a retention policy in place.  If the slip indicates that the material is to be discarded, set aside and process separately using the withdrawal procedures.

The following instructions apply to the Cataloging module of Millennium:

1. From the Catalog Search screen, select the barcode index and use the barcode reader to input the item's barcode. Item record View/Edit screen will appear.
2. Change location from oref or osci to osta (for stacks), ospc (Special Collections), odoc (Government Documents), or other location code based on instructions given on the RFR slip.
3. Change Status code from o (Library Use Only) to - (Available). Exception: if the piece is to become a Special Collections copy 1, it remains Library Use Only.
4. If piece is destined for a location requiring a prestamp: Special Collections, Reference or SEC, add prestamp above the call number and reprint a call number label.  After printing, delete the pre-stamp if Ref or SciRef as the location code value above provides public display of location. 
5. If the piece(s) will reside in Government Documents, make sure that the appropriate document number appears in the call number field and matches the label on the piece(s)  (see MARC field 086 in the bib record).
6. Check the RFR slip for any desired changes to the Retention Policy for the title.  The Retention Policy appears in the lower portion of the item or checkin record screen in a Note field.  Edit or add new Retention Policy as directed.  Be sure that the new policy is pasted into the latest volume of the title as well as the volume that is being relocated.
7. Save changes to the record.
8. If no volumes of the title in question remain in Reference (or SciRef), select Edit icon to proceed to the bib record. Otherwise, proceed to "Processing Physical Pieces," below.
9. Double-click on the Branch field in the bib record header. Click on oref (or osci) and click Remove Branch.  Click OK.
10. If no volumes of the title were previously held in the new location, click Add Branch and enter oro (regardless of location). Click OK.
11. May need to change holdings note under checkin tab of record.  Example: "Latest held in Reference"
12. Save changes to bib record.

Processing Physical Pieces

1. Use a black marker to neatly cover the Ref or Sci Ref pre-stamp on the call number label. Tip: If label is covered with tape, trim small piece of unprinted label to cover pre-stamp on books label and cover with another piece of tape as marker will only rub off the tape. 
2. Some older pieces may have "Do Not Remove from Reference" labels on the front cover.  Remove these labels with a scraper. Black out with a marker if removal is not possible.
3. Record statistics for total number of titles, volumes, and  pieces relocated.
4. Leave processed items on the stacks return truck just outside the entrance to Technical Services.  Circ staff will reshelve.

Safety Note on RFR Shelving Area in Technical Services
The shelving used for RFR items is freestanding and not anchored to the floor. To ensure safety, always remove books from the topmost occupied shelf and proceed downward.  Staff delivering RFRs from other departments should always fill the shelves from the bottom to the top.

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