Web Client - Copy Attribute Templates


About

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.

On-the-fly access from other functions

Copy Templates can be accessed from:

  • Local Administration
  • Add Volumes
  • Items Status
All three support full template functions while working with actual copy records.

Create New

  1. In the Template bar, template name box, start typing a new template name
    • If starting from an existing copy, click the Clear button, then highlight and delete the current template name
  2. Work field by field to apply relevant values

Fields to skip

These attributes are not used by PLS for any circ functions

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

Update Existing

Import/Export

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r3 - 12 Jul 2018 - 11:54:07 - LindsayStratton
Evergreen.WebClientHoldingsCopyAttributeTemplates moved from Evergreen.WebClientCopyAttributeTemplates on 12 Jul 2018 - 15:54 by LindsayStratton - put it back
 

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