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1. Determine the binding type from among the following materials:
   • Full, 3/4, or 1/2 leather over marbled boards
   • Library buckram
   • Publisher's cloth
   • Pictorial publisher's cloth
   • Library pamphlet
   • Spine and/or upper cover gilt
2. Determine the provenance and/or donor by  by looking at the front and back pages and inside covers of the book for these indicators:
   • Bookplate(s)
   • Stamp(s)
   • Signature(s)
   • Inscription(s)
3. Determine whether the book was donated to CUL by a specific person or group (as distinguished from provenance, which focuses on previous ownership/custody) 
4. If the book is part of a multivolume set, refer to the "Multivolume" instructions in the Special Cases section below
5. Check the book for continuous pagination. If it is not continuous, and the book is a bound-with, refer to the "Bound-with" instructions in the Special Cases section below
6. If the book requires repair, refer to the instructions for "Sending a book to Conservation" instructions in the Special Cases section below
7. If the book lacks a barcode, refer to special the instructions on on barcoding for Rare Annex transfers below.

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Note: If the barcode yields no result, search the catalog by keyword or title , title, or other search term to find the record.

Note 2: If there is no barcode on the piece, 

• If there is a record in FOLIO, and the book in-hand is a duplicate copy, follow the guidelines for added copies/locations, BUT and for adding barcodes.
• If there is a record, but this book had been withdrawn or declared missing, follow the instructions for reinstatements and add a new Item record if necessary.
• If there is no Instance record, or if the information is confusing or conflicting, give the book to the DBQ supervisor for cataloging and barcoding.

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3.  Update the holdings record:

• Add a Holdings Administrative note with the transaction code for transfers, including piece-count and the original location code (e.g. date:20250225 ttype:t userid:pca1 ploc:lts pcs:1 orig:olin)  (The LTS keyboard macro for this transaction code is ,,t. If this macro is not on your computer, consult with the DBQ supervisor). 
• Update the Permanent Location field as follows:
  
  1. 1. Change olin, uris,or rmc,ice to rmc,anx
     2. Change ech, sasa, or was to ech,ranx, sasa,ranx or was,ranx
• Add a public Holdings Note (note type: note) with description of binding type.
• Add a NON-public Holdings note (note type: note) with the appropriate transfer note (e.g. "transferred to Annex from Olin 2/25/26 pca1", or simply "transfer from olin 2/25/26 pca1")

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• If you have recorded provenance, add it to the public Holdings note with the binding information. Evidence of ownership (e.g. bookplate, signature, inscription) should appear in parentheses (e.g. Provenance: Andrew Dickson White (bookplate).  Multiple former owners can also be reflected, depending on what evidence has been left on the book (see examples below).
• If the work was inscribed by the author, note this specifically by including inscribed by the author within the parentheses.
• If the work has a gift letter, postcard, or other item tipped in, include this information with its location after the binding type (e.g. Gift letter tipped in front).  (See final example below)
• EXAMPLES:

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4. Recording Gifts:

• Donors of the material to the library collection are distinguished from provenance by having a separate Holdings Note with Note Type: Source of Acquisition.  
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4.  Update the Item record

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