37.1. Create a Copy Template

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Caution

You must create at least one template in order to receive serials.

A copy template enables you to specify item attributes that should be applied by default to all copies of serials. You can create one copy template and apply it to multiple serials or you can create multiple templates. For example, you may want to create one copy template for Popular Magazines and one template for Juvenile Magazines.

  1. Select Admin Local AdministrationCopy Template Editor.

  2. Click on New Copy Template.

  3. Enter parameters for your new copy template.

    Tip

    Name - Enter a Name for the template.

    Owning Library - Select an owning library from the Owning lib drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template.

    Circulate - Click the box adjacent to Circulate if you want the item to circulate.

    Holdable - Check the box adjacent to Holdable if patrons can place holds on the item. Important Must also check the box for Mint Condition

    OPAC Visible - Check the box adjacent to OPAC Visible if you want patrons to be able to see the item in the OPAC after you receive it.

    Loan Duration - Select a loan duration rule from the drop down menu if all serial issues you will use this template for share the same Loan Duration, otherwise leave it blank and fill it in after the item is received..

    Fine Level - Select a fine level for the item from the drop down menu if all serial issues you will use this template for share the same fine rule, otherwise leave it blank and fill it in after the item is received.

    Location - Select a copy Location from the drop down menu.

    Circulation Modifier - Select a circ modifier from the drop down box.

    Floating - Do not select this as this must be left blank.

    Deposit - Check the box adjacent to Deposit if patrons must place a deposit on the copy before they can use it.

    Reference - Check the box adjacent to Reference if the item is a reference item.

    Mint Condition This box must be checked if serials are "holdable". If this box is not checked the copies will not be used to fill holds.

    Age Protection - Leave this field blank for your template. You may assign a Age Hold Protection rule after a serial issue is received if required.

    Alert Message - Enter a message in the Alert Message field if required. This message will appear every time the any serial item this template is used for is checked out to a patron.

    Circ as Type - Leave this field blank for your template.

    Deposit Amount - Leave this field blank for your template.You may assign a deposit price after a serial issue is received if required.

    Price -Leave this field blank for your template.You may assign a price after a serial issue is received if required.

    Status - This is an optional field.

  4. Click Save.

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