Web Client - Copy Attribute Templates


About

Copy Attribute Templates allow staff to apply multiple, saved attribute values to a copy record. The Copy Template Editor allows staff to work on templates separate from actual copy records, so there is no risk of inadvertently editing an existing copy record. The template editor has the same look and elements of the copy editor. Template actions - selecting a template, saving and deleting templates, and importing and exporting templates - are all found in the top "template bar" section of the editor.

Templates from the desktop client to the web client

  • All original templates from desktop client will be accessible in the web client ONLY IF there are no existing copy templates in the web client
  • After shifting to the web client, staff can create new templates
  • Exported backup templates created in the desktop client cannot be imported into the web client
  • Review and update templates in the web client and make a new backup file

BUG: <NONE> Statistical Categories

When a template has multiple Statistical Categories - PLS currently uses 7 stat cats - and some of the stat cat values are <NONE> and some stat cats have actual values, such as Fiction or Adult, no stat cat values will be saved to the template.

This is a problem for some libraries because PLS had been recommending removing 4 of the 7 stat cats to prepare for their discontinuation.

A fix has been implemented for a future version (3.1, we are currently running 3.0) of Evergreen.

Volume/Copy Template Editor

This Administration menu option allows staff to work with templates without using data from a live copy record.

  1. Click Administration and select Local Administration
    WebClient_LocalAdmin_CopyTemplateEditor.png
  2. Click Volume/Copy Template Editor
  3. A blank copy editor screen opens
    WebClient_CopyTemplateEditor.png

On-the-fly access from other functions

Copy Templates can also be accessed from:

  • Add Volumes
  • Add Items
In the Volume/Item Editor, click the Copy Templates tab, create or edit the template, then switrch back to the Edit tab.

Copy attribute defaults vs. template values

When adding a new volume/copy, the Volume/Copy Editor opens with several attributes applied by default. These include Circulate? = Yes, Circulation Library = [your LIB], Holdable? = Yes, among others. When creating a template for specific types of materials, you can apply these default values with type-specific values, or you can create teamples that include type-specific values only.

For example: Children's Nonfiction books. These materials are circulating, holdable, not reference, and have normal loan durations and fine rates - all defaults. Specific values are shelving location, circulation modifier, age level, collection development, and fiction/nonfiction. So a "Children's Nonfiction Books" template could include all values, or just the 5 specific values.

Create New

  1. In the Template bar, template name box, type a new template name
    • If starting from an existing copy, click the Clear button, then highlight and delete the current template name then enter the new template name
  2. Work field by field to apply relevant values
    • Once a value has been selected, the field will highlight green
    • Some fields, such as Price or Fiction/Nonfiction, will be left blank to be added per copy
  3. Click Save

WebClient_CopyTemplateEditor_Example.png

Fields to skip

These attributes are not used by PLS for any circulation or statistical functions

  • Circulate as Type
  • Floating
  • Acquisition Cost
  • Deposit?
  • Deposit Amount
  • Quality

Update Existing

  1. Select and Apply an existing template
    • If you are working with an existing copy record, click Clear first, to remove the copy's values and view the template values only
  2. Apply correct values
  3. Click save
  4. To double check, Clear the attributes and apply the template again

Import/Export

Use the Export function to download and save backup copies of all of your templates. This is helpful in case they are modified in error and you need to restore them to a known state.

  1. Click Export
  2. A file called "exported_copy_templates.json" will be downloaded
  3. In File Explorer, create a new folder for your template backups, somewhere you will remember it
  4. Open the Downloads folder
  5. Move the export file to the backup folder
If you need to replace your templates, click Import, navigate to your tamplates backup folder and select and open the "exported_copy_templates.json" file. Click Save in the editor.
EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r10 - 13 Sep 2018 - 15:16:29 - LindsayStratton
Evergreen.WebClientCopyAttributesTemplates moved from Evergreen.WebClientHoldingsCopyAttributesTemplates on 30 Jul 2018 - 13:54 by LindsayStratton - put it back
 

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