5.1. Import Templates

Last Updated 02/25/2026

Creating Templates for Record Imports

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Catalogers can create, save, and manage templates for future uploads through the Import interface. Templates are workstation-specific and not available on different workstations.

Catalogers can create and save templates for future uploads. To use a template, select it from the drop-down menu in the Apply/Create Form Template field at the top of the Import interface.

Creating Templates

Set the values you want to re-use in the Load MARC Order Records interface, just as you would when starting an import.
Enter a name in the Apply/Create Form Template field.
Select Save As New Template.

Note: Templates are saved at the workstation. If you log in using a different workstation than the one where you save the template, it will not be available, even if it's the same username.

Default Templates

Select your preferred template from the Apply/Create Form Template field.
Then select Mark Template as Default.

Edit Existing Template

Select the template from the Apply/Create Form Template field.
Make your desired changes.
Select Save Template. This will overwrite the previous iteration of the template.

Delete Templates

Select the template from the Apply/Create Form Template field.
Select Delete Template.

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