Use templates for cataloguing

Templates are reusable resource editors (cataloging grids) with specific fields that can be pre-filled. They save time when managing standard resources. They are available for the following resources:

• Document
• Holdings
• Item
• Patron

Use a template

1. Create a resource to open the editor and click "Load template..."
2. Use the menu Admin > Templates, choose the template and click "Use" (). Only document and patron templates can be used this way, as they are not linked to any other resource.

Create a template

1. Open an editor by creating a resource
2. Fill in the fields that you want in your template
3. Click on the arrow next to the "Save" button and select Save as template...

Edit a template

A template's name, description and visibility can be modified from the template list in the menu Admin > Templates

To edit a template's content, a new one must be created:

1. Choose the template to edit from the list in Admin > Templates
2. Click "Use" ()
3. Edit the fields as needed
4. Click on the arrow next to the "Save" button and select Save as template... This will create a new template.
5. Delete the previous template if you don't need it anymore.

Visibility: public and private templates

• Private templates are visible only for the template creator (and full permissions librarians). By default, a template is saved in private mode.
• Public templates are visible to all librarians in the organization. Only full permissions librarians can create them.

Cataloguing documents | Holdings and items