cat:item_templates
Differences
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cat:item_templates [2023/08/25 16:44] – [Importing templates] tlittle | cat:item_templates [2023/08/25 16:45] (current) – tlittle | ||
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- | ===== Creating and editing | + | ===== Creating and editing ===== |
Templates are tied to a login so they are available on any workstation or laptop that login uses to catalog. They can be found in a dropdown box in Administration – Local Administration – Holdings Template Editor or in the Copy Templates tab when adding or editing copies in Holdings View. If no templates have been created for a login, there will be nothing in the drop down box. | Templates are tied to a login so they are available on any workstation or laptop that login uses to catalog. They can be found in a dropdown box in Administration – Local Administration – Holdings Template Editor or in the Copy Templates tab when adding or editing copies in Holdings View. If no templates have been created for a login, there will be nothing in the drop down box. | ||
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If you need to create a new template that has common elements with an existing template, you can use the existing template as a base. First, apply the template, change the name, and then make the changes necessary for the new template. Then Save it. | If you need to create a new template that has common elements with an existing template, you can use the existing template as a base. First, apply the template, change the name, and then make the changes necessary for the new template. Then Save it. | ||
- | ===== Exporting | + | ===== Exporting ===== |
Rather than creating new templates from scratch for each login for your library or vendor, you can export the template file, save it to your computer to easily email it, or save it to an external device to transfer it. Exporting also allows you to save a backup copy of your current templates as a precaution. | Rather than creating new templates from scratch for each login for your library or vendor, you can export the template file, save it to your computer to easily email it, or save it to an external device to transfer it. Exporting also allows you to save a backup copy of your current templates as a precaution. | ||
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To import the file to another workstation/ | To import the file to another workstation/ | ||
- | ===== Importing | + | ===== Importing ===== |
To import the template file that either you or another user has saved, you can access it through the same area as exporting. | To import the template file that either you or another user has saved, you can access it through the same area as exporting. | ||
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If you move to another computer that uses a workstation with a different name, your templates will not be available. You will need to export your templates and then import them at the new workstation. If the workstation has //exactly// the same name as your current workstation, | If you move to another computer that uses a workstation with a different name, your templates will not be available. You will need to export your templates and then import them at the new workstation. If the workstation has //exactly// the same name as your current workstation, | ||
- | ===== Deleting | + | ===== Deleting ===== |
You can delete a template. Choose the template to be deleted from the drop down box, then click on **Delete**. | You can delete a template. Choose the template to be deleted from the drop down box, then click on **Delete**. |
cat/item_templates.txt · Last modified: 2023/08/25 16:45 by tlittle