cat:item_templates
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cat:item_templates [2018/01/16 15:08] – [Item templates] ehardy | cat:item_templates [2023/08/25 16:45] (current) – tlittle | ||
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- | ====== | + | ====== |
- | Since catalogers generally need to apply the same attributes to the same categories of items, Evergreen supplies templates for the Volumes/ | + | Since catalogers generally need to apply the same attributes to the same categories of items, Evergreen supplies templates for the Holdings |
- | As of January 2018, a bug exists preventing shelving locations for branches to display while logged using a headquarters workstation. In order to create a template with a branch shelving location, you will need to create a workstation for that branch first. See https:// | + | <note tip> |
- | Log in using that workstation with your normal credentials to create or edit branch specific 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 | |
- | ===== Creating and editing templates ===== | + | |
- | + | ||
- | 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 – Volume/ | + | |
{{ : | {{ : | ||
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{{ : | {{ : | ||
+ | |||
+ | ==== Default values ==== | ||
You do not need to provide default values for several attributes, unless your values differ from the default: | You do not need to provide default values for several attributes, unless your values differ from the default: | ||
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* Circulate?: Yes/True | * Circulate?: Yes/True | ||
* Status: In process | * Status: In process | ||
- | * Circulation library (if single volume added; from owning library) | + | * Reference?: No/False |
- | | + | |
* OPAC Visible?: Yes/True | * OPAC Visible?: Yes/True | ||
* Holdable?: Yes/True | * Holdable?: Yes/True | ||
* Quality: Good (PINES has not implemented) | * Quality: Good (PINES has not implemented) | ||
* Copy status: in process | * Copy status: in process | ||
- | * Circulation Library (Populates from workstation library, will need to change if Templates is for specific branch. If used for adding multiple volumes for different branches/ | + | * Circulation Library (Populates from workstation library, will need to change if Templates is for specific branch. If used for adding multiple volumes for different branches/ |
* Fine level: normal | * Fine level: normal | ||
* Duration: normal | * Duration: normal | ||
- | {{ : | + | Your newly created template will be immediately added to the dropdown menu in the item template editor and the holdings editor. |
- | Your newly created template will be immediately added to the dropdown menu in the item template editor | + | <note important> |
**Editing templates** | **Editing templates** | ||
- | You can edit existing templates to add or change an attribute in either the Volume/ | + | You can edit existing templates to add or change an attribute in either the Holdings |
**Using an existing template to create a new template** | **Using an existing template to create a new template** | ||
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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. | ||
- | ===== Sharing 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. | ||
+ | |||
+ | Go to **Administration> | ||
+ | |||
+ | Click the " | ||
+ | |||
+ | {{: | ||
- | Rather than creating new templates from scratch for each login for your library or vendor, you can export the template | + | This will download a file to your computer |
- | First, in Chrome, make sure your settings | + | To import the file to another workstation/ |
- | {{ : | + | ===== Importing ===== |
+ | To import the template file that either you or another user has saved, you can access it through the same area as exporting. | ||
- | <font 12.0pt/ | + | Go to **Administration>Local Administration> |
- | {{ : | + | Select the file that includes the templates you want to import. |
- | Return to the Evergreen web client to export the template file to another user. From either the Volume/Copy Template Editor or from the Volume/Copy Editor, click on the Export button. You will be prompted with a dialog box to choose where to save the file and for a name. Pick the location you need and a name that is distinctive. | + | The templates |
- | To import the file to another workstation/ | + | {{: |
- | ===== Deleting | + | 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 ===== | ||
- | 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**. |
===== Changing template names ===== | ===== Changing template names ===== | ||
You can change the name of an existing template. Choose the template from the drop down box, Apply it, give it a new name, and click on Save. You will then need to delete the template with the old name. | You can change the name of an existing template. Choose the template from the drop down box, Apply it, give it a new name, and click on Save. You will then need to delete the template with the old name. |
cat/item_templates.1516115335.txt.gz · Last modified: 2018/10/11 20:15 (external edit)