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Once your department has enough material 
to transfer

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and your Transfer Adviser is happy with the 
draft listing,

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they will arrange to visit.

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Meanwhile, start to physically prepare your 
materials for transfer.

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View the File Preparation e-learning course 
for advice on this process.

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When your Transfer Adviser visits your department,

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they will check the agreed listing against 
the files.

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your Transfer Adviser will highlight any 
changes that need to be made

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with cataloguing and preparation.

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Continue to liaise with your Transfer Adviser

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until they are happy with your catalogue 
template and prepared files.