Sitka Snippet Video - Creating and Using Holdings Templates (2:21)
Holdings templates allow you to set up templates with pre-selected values for item attributes and help to ensure consistency in cataloguing of items.
To access the Holdings Templates interface click on the Holdings Templates tab in the Holdings Editor or go to Administration → Local Administration → Holdings Template Editor.
From the Holdings Templates interface you can view, create, edit, delete, import, and export templates.
In the Holdings Templates, click Create Template.
- The Holdings Templates Editor will open in a new tab.
Enter the values for the call number and item attributes needed for your template.
Enter a name for the template and click Save as New Template.
- The template is saved. Close the tab to return to the Holdings Editor.
In the Holdings Templates, select the template you would like to edit and click Edit Selected.
- The Holdings Templates Editor will open in a new tab.
Make the desired changes and click Save Templare.
- The template is saved. Close the tab to return to the Holdings Editor.
In the Holdings Templates, select the template you would like to delete and click Delete Selected.
A pop-up will appear. Click OK to confirm the deletion.
- The template is deleted and no longer appears in the grid.
Sitka Snippet Video - Sharing Holdings Templates (2:13)
Templates are saved on the Evergreen server, but only viewable by the staff account that created them. To share templates with other staff account you need to export the templates and have staff import them into their accounts.
Tip
When importing holdings templates, existing templates will be kept and new ones added. Templates sharing the same name will be overlaid by the new templates.
In the Holdings Templates, click Export All or select the specific template(s) you would like to export and click Export Selected.
- The file downloads to your computer.
- You can share the file with staff via email, via a shared network drive, or have them log into Evergreen on the computer the file has been saved to.
In the Holdings Templates, click Import.
- Follow the prompts to locate the templates file to be loaded. Click Open.
- The templates will be imported and display in the grid.
