16.3. Copy Templates

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Sitka Training Video - Copy Templates (3:41)

Creating Copy Templates

Using Copy Templates

Exporting Copy Templates

Importing Copy Templates

Copy templates allow you to set up default values for selected item attributes. For example, all adult fiction items use the same shelving location and circulation modifier. You may set up a copy template for adult fiction with the appropriate shelving location and circulation modifier values. When you apply this template, the two fields will be automatically filled with the default values. Use of templates enhances item creation and helps ensure consistency in records.

Creating Copy Templates

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  1. You can create a copy template directly under Admin Local AdministrationItem Attribute Editor OR you can create a copy template when editing an existing item record.

  2. On Copy Editor, select/enter value for each required item attribute sharing the same default value and click Apply for every edit. Once done, click Save.

  3. Enter a template name at prompt and click OK.

  4. Template is saved. Click OK.

  5. Back on Copy Editor, you can now see your new template from the dropdown menu. Click Close to exit the Copy Editor.

Using Copy Templates

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To use a copy template when cataloguing/editing items, on Copy Editor, choose the template from the dropdown list as shown on the above screen and click Apply beside it. Those fields covered by the template will display with green coloured background.

Exporting Copy Templates

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Templates are saved on Evergreen server, but only viewable by the staff account that created them.  To share templates with other staff, you will need to export them and the other staff to load them into their accounts.

  1. To export copy templates, go to Copy Editor. Click on Export in the Template line on top of the screen.  This will export all of your templates.

  2. Select where you will save the template on your computer, name the file and click Save.

  3. Click OK on the confirmation prompt.  

  4. You could email the file to others, or save it to a flash drive and pass it to them, so that they can import the file to their Evergreen accounts. Alternatively, your colleagues may log into Evergreen with their accounts on your computer to import the templates.

Importing Copy Templates

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  1. Load Copy Editor. Click on Import.  

  2. Navigate to where the template file is located, select it and click Open.

  3. Choose "Yes" on the prompt to import the file.

    Caution

    If you choose "No", you will see the following prompt. The templates are not loaded, but may show up on the template dropdwn list. Re-load the Copy Editor. They will disappear.

  4. Click OK on the confirmation prompt.

Tip

When importing copy templates, existing templates will be kept, new ones will be added to them. If a duplicate template is detected, Evergreen will prompt you to choose whether to replace the existing one.

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