11 CREATING TEMPLATES

New records can be created based on pre-defined templates. There are two types of templates:

11.1 LOCAL TEMPLATES

Cataloging templates can be created based on the record currently displayed in the Catalog Editor. To create them, choose the Create Template on Local Drive option from the Cataloging menu. A pop-up dialog box is displayed for you to fill in the name of the new template:



Click OK. You receive a message informing you that the template has been created. The template is saved in the list of templates (accessible through the Open Template option on the Cataloging menu. The template is only available for the station from which it was created.

Local templates are stored in the Catalog/Templates directory on your PC. To remove a local template, search for the template under this directory and delete the file.

11.2 LIBRARY DEPENDENT TEMPLATES (SAVED ON SERVER)

You can define library-specific templates. These templates are prepared by ExLibris and stored in the library's cataloging directory. When you open a template on the Cataloging module, in addition to the local templates, templates from the home library to which you are connected will be listed in the List of Templates window. If you are connected to a bibliographic library, only templates defined for this database will be shown in the List of Templates window. If you are connected to the authority database, only templates belonging to this library will be listed. All users connected to a library will be able to work with the templates defined for the library.

Refer to the Setup (Client) chapter, Templates section for instructions for creating a library-dependent template.

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