to Transfer s & Records and E” Transfer Cases in transfer record room of a large corporation in New \ ork City. How to Transfer Papers and Records Prepared for Customers by the System Service Department of Yawman and Erbe Mfg. Co., Rochester, N. Y. Makers of “Y and E” Filing Devices and Office Systems ^T^HIS little book is a simple statement of the principles of correct transferring of busi¬ ness papers. No matter how your file may be indexed, you will find here a description of the best method of transferring your correspondence. Thirty-seven Years’ Exper¬ ience Back of this Booklet One of the most important points connected with the installation of a new correspondence filing system is the question of transferring. If the system you propose to install makes transferring a difficult or tedious process, by all means look into another method. The work of transferring is something that must be faced every year, and if the right system is installed in the first place, much labor and many mis¬ takes will be saved. Read about the "Y and E” Direct Name System which reduces the work of trans¬ ferring to the mechanical process of lifting folders from one drawer to another. Thirty-seven years’ active partici¬ pation in planning and systemati¬ zing hundreds of business organi¬ zations, makes our System Depart¬ ment an authority on office systems. This book is one of a series, prepared with great care to give business men authoritative information about correct methods of filing and in¬ dexing their records. Others are "Vertical Filing Down - to - date”; "Card Ledger Preferred and Why”; "Watching the Sales Barometer”; "Saving Money in Buying”, a book for the Purchasing Agent; and “The Proper Place to File Blue¬ prints and Drawings”. Any of these will be sent free to those who request them on their business stationery. Copyright 1917, Yawman and Erbe Mfg. Co., Rochester, N. Y. Form 2933. 10M. IQ (^•y HOW VO TRANSFER Transferring from a Vertical File T HE purpose of transferring correspondence is to clear the active file of old letters, and place these old letters in a storage or transfer file, where they are nearly, if not quite, as accessible as in the active file. The active file should con¬ tain only the correspondence to which reference is made fre¬ quently. It is evident that in some lines of business, reference will be made to correspondence in the files for a much longer period than in other lines. Thus lawyers and contractors have occasion to refer to all corre¬ spondence relating to a case or contract from its inception to its finish, which may extend over a year or several years. Experience has shown that there are three general methods of transferring, one of which is undoubtedly suited to your needs. These methods, so-called, apply no matter what may be the form of indexing you are using, whether Direct Name, Alphabetical, Geographical, or Numerical. They are: the Duplicate Equipment Method; the Periodic Transfer—which is identical in principle with the first method; and the Continuous Transfer, which differs in princi¬ ple from the first two. The Duplicate Equipment Method F you are just about to adopt vertical filing get a cabinet with enough capacity so you will need only one-half of it for the current year’s correspondence. If you already have a vertical cabinet with a capacity of one year’s corre¬ spondence, add another sec¬ tional cabinet of the same capacity at the end of the year. In other words, purchase Dupli¬ cate Equipment. This method renders your last year’s correspondence just as accessible as your current correspondence, and you know that during the first few weeks of the year you have as much occasion to refer to the previous year’s correspondence as you do to your new letters. The Duplicate Equipment Method means a somewhat larger initial cost, but this is overbalanced by the great saving of time which results. 4 TAPERS AND RECORDS The Simplest Illustration The illustration below shows the way your cabinet will look if you require only one drawer for a year’s correspondence. Example 1 Simply add another sin¬ gle drawer Half Section on top of the one con¬ taining 1916 correspond¬ ence. Then the lower drawer c o n ta i n s the last year’s records and the upper drawer con¬ tains the current corre¬ spondence. At the end of the year you add another vertical drawer to your stack of half sections, placing it just above the first drawer. Now you have a new drawer labeled “1917” in which you file your new correspondence. During the first part of 1917, the 1916 correspondence in the lower drawer will be referred to constantly, that’s why it should be practically as accessi¬ ble as the current file,—one very vital reason why we rec¬ ommend Duplicate Equipment. But as the year advances there will be less and less occasion to refer to the 1916 file. Toward the end of the year these occasions will be very infrequent indeed. At the end of 1917 the upper drawer will be filled with 1917 correspondence. In order to make room for the 1918 corre¬ spondence, the 1916 matter must be taken out of the lower drawer and placed intact in a transfer case, (see Example 2). The 1917 correspondence is then placed in the lower drawer, leaving the upper drawer for the new year’s letters. It is handier to get at the upper drawer, and this should always be reserved for the current year’s corre¬ spondence. The 1917 and 1916 corre¬ spondence is practically intact so that the work of transferring takes but a few minutes. 5 HOW <€0 TRANSFER The 1916 correspondence, now in a transfer case, is referred to very seldom, and consequently can be placed in the transfer room or an out of the way corner,—anywhere so that it can be easily reached when necessary. For the sake of con¬ venience the illustration shows transfer case alongside the cabinet. When correspondence is trans¬ ferred from the cabinet to a transfer case, entry should be made on a “Record of Trans¬ fer” guide as explained on page 15. The transfer case holding the 1916 correspondence is given the number “one,” and this number is written on the “Record of Transfers” guide which shows the inclusive dates of the correspondence in that case. In another year when the 1917 correspondence is placed in the transfer case, this case is marked No. c 2, and so recorded on the “Record of Transfers” guide. The guide is kept in the front of the drawer containing the current year’s correspondence, thus furnishing a reference to all previous corre¬ spondence. By glancihg at the guide, the number of any de¬ sired transfer case is secured; and reference to old correspond¬ ence is immediate. if 1916 j b ' When beginning the third year then transfer into a Transfer Case the cor¬ respondence of two years ago, num¬ bering the Transfer Case No. 1. Then lower the correspondence from the top drawer into the lower drawer, leaving the top drawer for current corre¬ spondence. Transferring a Larger Vol¬ ume of Correspondence S O far we have explained the method of transferring a small volume of correspond¬ ence, which only requires the capacity of a single drawer. Now, suppose your current file occupies two or more drawers: The principle is just the same here—simply provide duplicate equipment. 6 PAPERS AND RECORDS Again when transferring files of this nature make use of the Transfer Cases at the beginning of the third year, numbering the Transfer Cases No. 1 and No. 2. Then devote half of your four drawer cabinet to last year’s correspondence; the upper half to contain current correspondence. The cor¬ respondence of two years ago is in the Transfer Cases. Here is an illustration of the way your file will look if you are using “Y and E” standard horizontal sections, with your current correspondence file in two drawers. You use the two upper drawers for 1917 corre¬ spondence, labelling them “A to K” and “L to Z, ” respect¬ ively, since this will probably divide the matter equally be¬ tween the two drawers. The two lower drawers are similarly labelled for 1916 correspondence. At the end of the year you remove the 1916 correspondence and place it in two transfer cases numbered 1 and 2. The 1917 correspondence is merely dropped from the two up¬ per drawers to the two lower draw¬ ers, and you are ready to start the new year with the two upper draw¬ ers ready to re¬ ceive 1918 corres¬ pondence. New labels should be inserted in the drawers. At the end of 1918 the process is repeated and two more trans¬ fer cases are pur¬ chased and numbered 3 and 4. For Files of Greater Capacity ERHAPS your 1916 corre¬ spondence occupies all your available filing space, as illus¬ trated by the “ Y and E” Upright Section in illustra¬ tion No. 4. You must transfer. The logical solution of your problem is to buy another up¬ right section like your present one and use it for 1917 corre¬ spondence. Both the sections 7 •I 111111111111 HOW