Home → Cataloging in NC Cardinal → Serials → Copy Template for Serials
9.1. Copy Template for Serials
Last Updated 10/30/2023
Using Copy Templates for Serials
A copy template enables you to specify item attributes that should be applied by default to copies of serials. You can create one copy template and apply it to multiple serials. You can also create multiple copy templates. Templates will be used in the Alternate Serial Control View or the Serial Control View.
To create a copy template, click Admin → Serials Administration → Serial Item Templates. Click on the Create Template button at the top of the page.
- Select an owning library from the Owning Lib drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in Admin → Server.
- Enter a Name for the template.
- Check Yes under Circulate? if you want the item to circulate.
- Select a copy status from the Status drop down menu. The copy statuses can be managed in Admin → Server Administration → Copy Statuses.
- Select the library where the book will circulate from the Circulation Drop Down menu.
- Check Reference? if the item is a reference item.
- Select the appropriate Shelving Location from the drop down menu.
- Check OPAC Visible? if you want patrons to be able to see the item in the OPAC after you receive it.
- Select a Circ Modifier from the drop down menu. The menu is populated from the modifiers that you created in Admin → Server Administration → Circulation Modifiers.
- Enter the Price of the item.
- Select a Loan Duration rule from the drop down menu. This field is required.
- Select the appropriate option from the Circulate as Type drop down menu if you want to control the circulation based on the item type.
- Check Deposit? if patrons must place a deposit on the copy before they can use it.
- Check Holdable? if patrons can place holds on the item.
- Enter a Deposit Amount if patrons must place a deposit on the copy before they can use it.
- Select the preferred age based hold protection from the drop down menu. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it.
- Select either Good or Damaged, as appropriate, under Quality.
- Select a Fine Level for the item from the drop down menu. This field is required.
- Select a Floating Group if the item is part of a floating collection. For more information, see the chapter on Floating Groups.
- Click Save.
Edit a copy template
You can make changes to an existing copy template. Changes that you make to a copy template will apply to any items that you receive after you edited the template.
- Double-click the row you want to edit. The copy template will appear, and you can edit the fields.
- After making changes, click Save.
From the copy template interface, you can delete copy templates that have never been used. First check the box for the template you wish to delete, then click Delete Template from the Actions drop down menu.