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cat:item_templates [2023/08/25 16:44] – [Importing templates] tlittlecat:item_templates [2023/08/25 16:45] (current) tlittle
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-===== Creating and editing templates =====+===== 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 Templates =====+===== 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/login, go to the Holdings Template Editor either in Local Administration or from the templates file in the Holdings editor for the workstation/login. Click on the **Import** button. Locate the file and click on **Open**. The file will be imported to the workstation/login. The file will overlay all templates with the same name and add additional ones with different names for the target login.  To import the file to another workstation/login, go to the Holdings Template Editor either in Local Administration or from the templates file in the Holdings editor for the workstation/login. Click on the **Import** button. Locate the file and click on **Open**. The file will be imported to the workstation/login. The file will overlay all templates with the same name and add additional ones with different names for the target login. 
  
-===== Importing templates =====+===== 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, your templates will be available to use without needing to import. 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, your templates will be available to use without needing to import.
-===== Deleting templates =====+===== 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