3.18. Item Templates

Create a New Item Template

1. Search for and retrieve a bibliographic record matching the resource you wish to catalog.
2. Open the Holdings Editor.
3. Go to the Administratin tab.
4. Click Create Template.
5. Add all the criteria needed for the item template (so that the edited fields turns green).
6. Enter a unique name for the item template.
7. Click the Save as New Template button.
8. The newly created template will appear in the grid, and may now be selected from the drop down menu when cataloging items.

Note: Circulate=yes, Holdable=Yes, OPAC visible=Yes, Reference=No, Item Status=In process, Quality=Good, Deposit=No, Fine Level=Normal and Loan Duration=Normal are all default values and do not need to be set in an item template, unless the value should be different than the default. Catalogers must always select values for Circulation Modifier and Shelving Location and can add 6-month Age-based Hold Protection, if desired.

Apply Item Template

1. Open the Holdings Editor for the item(s) to apply a template to.
2. Choose the appropriate template from the drop down menu.
   
3. Click Apply Template.
4. Make edits as necessary (such as adding price, etc.).
5. When finished, click Apply All, Save & Exit.

1. Choose one template in the grid, then click the Export button on the top right side of the Item Templates tab in the Holdings Editor. 
2. Select where the template should be saved on the workstation, name the file, and click Save.
3. Click OK.

Import Item Templates

1. Click the Import button on the top right side of the Item Templates tab in the Holdings Editor. This will import all templates for the user.
2. Navigate to the file’s location, select the file and click Open.
3. Click OK.