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Training: Procedures

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Daily Tasks

Withdrawing Items

1. Identify which items will be withdrawn
2. Create List of those items in Sierra
  • 2.1. For small lists, by scanning their barcodes, combining each line with an OR
  • 2.2. For large lists, by a set of search criteria
3. Inform the other libraries via listserv that the list(s) of items will be withdrawn unless there is interest from another library. The email should:
  • 3.1. Name the list #
  • 3.2. Define the scope of the withdrawals
  • 3.3. Provide a spreadsheet of the items with titles, call numbers, and author (if possible), and provide a deadline for notification (~1 week)
4. If there is interest, owning library should:
  • 4.1. Notify Klairon Tang, CCing LSS Library Director
  • 4.2. Send the item(s) to Klairon via delivery
  • 4.3. Remove the items sent from the created list in Sierra
5. If there is no interest by the deadline, the items in that list are ready for withdrawal
  • 5.1. Notify Mira Washington of the list to be withdrawn, CCing LSS Library Director
  • 5.2. Mira will notify when the items are updated in Sierra
6. Once notification is received that the items are withdrawn, the local library is ready to finalize processing of items:
  • 6.1. Stamp the item with ‘Withdrawn’ over any HCC-identifying mark
  • 6.2. Mark-through the library barcode with a permanent marker, or remove the barcode if possible
  • 6.3. Remove the Call number label, if possible
  • 6.4. Box the items
    • 6.4.1. Label the boxes sequentially (1, 2, 3…)
    • 6.4.2. Write the total number of items on the outside of the box
    • 6.4.3. Create a text list of items in each box
  • 6.5. Submit an e-form for the transfer request
    • 6.5.1. Attach the text list of items to the e-form transfer request
    • 6.5.2. Use “Worstell Auction Company” as the “To” field in Move Location Information
    • 6.5.3. Save the e-form to PDF before submitting
  • 6.6. Once the e-form has been submitted, send the PDF via email to Cory Lemons, CCing the location’s library director, letting them know of the transfer and requesting a move

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