HomeCataloging Best PracticesAppendicesAppendix I: Item Templates

7.9. Appendix I: Item Templates

Use of templates enhances item creation and helps ensure consistency in record format in the database.

Creating item templates

  1. Search for and retrieve a record.

  2. Select Actions for this Record → Holdings Maintenance.

  3. Select an item record in list and click Actions for Selected Rows → Edit Item Attributes.

  4. The Copy Editor will open. Select the required template attributes by moving through fields and clicking Apply for every edit.

  5. Click Save when edits are complete.

  6. Enter a template name at the prompt

  7. Click OK.

  8. The template is now saved. Click OK.

  9. This template may now be selected from the drop down menu.

  10. Click Close to exit the Copy Editor.

Once item templates have been created, they may be employed when items are added to the database.

Using item templates:

  1. Retrieve a record and display volumes.

  2. Select the appropriate volume.

  3. Actions for this Row → Add Items.

  4. Enter the number of copies and barcode(s).

  5. Click Edit then Create to open the Copy Editor.

  6. Choose the appropriate template from the drop down menu.

  7. Click Apply.

  8. Make edit as necessary. When finished, click Create Copies.

  9. Items are created.

  10. Click OK.

Saved templates are only viewable by the login that created them. Templates must be exported in order to share templates amongst staff members.

Exporting Item Templates

  1. Click Export in the top left hand corner of the Copy Editor. This will export all templates for the user.

  2. Select where the template should be saved on the workstation, name the file, and click Save.

  3. Click OK.

Importing templates:

  1. Click on Import in the top left hand corner of the Copy Editor.

  2. Navigate to the file’s location, select the file and click Open.

  3. Click OK.

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