Chapter 16. Working with holdings templates

Table of Contents

Creating a new holdings template
Using a holdings template

Setting up holdings templates can save a lot of time when creating items, and they also improve consistency and accuracy. Any time you find yourself creating multiple items with the same item-level data, you may wish to create a holdings template to automate that process.

Creating a new holdings template

  • Open AdministrationLocal AdministrationHoldings Template Editor.
  • Select the desired template attributes by moving through the fields in the editor. The attributes you’ve changed will appear in green. If you want to start this process over, you can click the Clear button in the top right corner of the screen.
  • Type a name for your template into the box labeled Template at the top of the screen.
  • Press the Save button.