From 3a4d5bc11b213c92a3bccb4d8e53f5b74a0cb487 Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 5 Nov 2017 04:07:52 -0800 Subject: [PATCH] Docs: documenting the web client copy templates Signed-off-by: Jane Sandberg --- docs/cataloging/holdings_templates.adoc | 29 +++++++++++++++++++++++++++++ docs/root_cataloging.adoc | 2 ++ 2 files changed, 31 insertions(+) create mode 100644 docs/cataloging/holdings_templates.adoc diff --git a/docs/cataloging/holdings_templates.adoc b/docs/cataloging/holdings_templates.adoc new file mode 100644 index 0000000000..1e6a4f8799 --- /dev/null +++ b/docs/cataloging/holdings_templates.adoc @@ -0,0 +1,29 @@ +Working with volume/copy templates +---------------------------------- + +Setting up volume/copy templates can save a lot of time when creating items, and they +also improve consistency and accuracy. Any time you find yourself creating multiple +items with the same item-level data, you may wish to create a volume/copy template +to automate that process. + +Creating a new volume/copy template +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +* Open _Administration_ -> _Local Administration_ -> _Volume/Copy Templates_. +* Select the desired template attributes by moving through the fields in the +editor. The attributes you've changed will appear in green. If you want to +start this process over, you can click the _Clear_ button in the top right +corner of the screen. +* Type a name for your template into the box labeled _Template_ at the top +of the screen. +* Press the _Save_ button. + +Using a volume/copy template +~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Whenever you see the volume/copy editor, you can use data from your templates. + +* In the _Template_ menu, choose the template you wish to use. +* Click _Apply_. +* Make any other necessary changes. + diff --git a/docs/root_cataloging.adoc b/docs/root_cataloging.adoc index bc6db43337..0b7cd6fe1b 100644 --- a/docs/root_cataloging.adoc +++ b/docs/root_cataloging.adoc @@ -42,6 +42,8 @@ Working with holdings data include::cataloging/tpac_copy_edit_links.adoc[] +include::cataloging/holdings_templates.adoc[] + include::cataloging/monograph_parts.adoc[] include::cataloging/copy-buckets_web_client.adoc[] -- 2.11.0