Cataloging – Copy Templates

Making Copy Editor Templates


Copy Editor Templates make it very easy to accurately and quickly enter almost all of the information you need for new items.   Here is how to create and edit templates:


  1.  Search for any item in your library, click on the Title and them Select the “:Holdings View” tab.   Then double-click on the item to edit it.

2.  Select  the “Copy Templates” tab (near the top of the screen)

3. Name the template.  Then fill in as many fields as you wish.   Finally Select “Save” to save the template.

Most libraries will fill in something for each of the fields circled above.  Do NOT fill in a price (when you actually use the template for new items, that should be the only thing you will need to fill in when cataloging)

You can save a backup copy of your copy templates by selecting “Export” (just to the right of the “Save” button.  This is handy if you ever lose these templates, or if you are setting up a new computer.

4.  When you are finished creating your new copy templates, Do NOT press “Save & Exit” (this would apply the template to the record that you pulled up).  Simply exit this screen (red x in the upper right corner).


Note: Templates are Stored in the web browser. You can create as many or as few copy templates as you need to allow you to comfortably and quickly catalog.


Tip:  You can create Copy Templates at any time,.  Just pull up any record.  Create as many Copy Templates as you wish and save them.  When you are finished creating your templates, instead of clicking “Modify Copies”, just click “Close”.  This closes this record without changing anything.,  

To edit a Template, Apply the Template you wish to change. Then change the item you wish to correct.  Then save the Template.  Give it the same name as the old one.  It will overwrite the old Copy Template.