cat:item_templates
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cat:item_templates [2019/03/25 19:39] – [Sharing/exporting 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 |
+ | <note tip> | ||
+ | ===== Creating and editing ===== | ||
- | ===== 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 – Holdings |
- | + | ||
- | 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 volume/ | + | Your newly created template will be immediately added to the dropdown menu in the item template editor and the holdings |
<note important> | <note important> | ||
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**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/ | + | ===== 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. | ||
- | First, in your browser, make sure your settings to download files is set to always ask for a file location. | ||
- | In Chrome, at the three dots menu, select settings: | + | Go to **Administration> |
- | + | ||
- | {{ : | + | |
- | Scroll down and click on Advanced, | + | Click the " |
- | + | ||
- | {{ : | + | |
- | In Firefox, at the “hamburger” menu, select options: | + | {{:cat: |
- | {{ : | + | This will download a file to your computer that can be later imported by another user or yourself if you need a backup later. |
- | Scroll down to Files and Applications and make sure “Always ask you where to save files” is chosen: | + | 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. | ||
- | You should be prompted | + | Go to **Administration> |
- | From either | + | Select |
- | To import the file to another workstation/ | + | The templates will now be saved to your PINES 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**. |
cat/item_templates.1553542762.txt.gz · Last modified: 2019/03/25 19:39 by ehardy