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    Working with Templates

    Translatable
    To work with templates, you must have one of the following roles:
    • Cataloger
    • Catalog Manager
    • Catalog Administrator
    The MD Editor enables catalog managers to create templates in which they can predefine the fields that they want to be included, by default, in original cataloging records. The templates can include data in all fields and subfields and include both control and noncontrol fields. Catalogers are, thus, able to increase their productivity by working more efficiently with these predefined templates. For more information regarding using templates while cataloging, see Navigating the MD Editor Page.
    New templates can be created from existing records or from existing templates. Templates may be shared among catalogers or private. Private templates are only available to the user who is logged in. Shared templates can be used and edited by any user who has permission to work with templates. Refer to the illustration below for examples of shared templates.
    Shared Template Examples
    When you view the shared template of another cataloger, the template appears with a Draft icon.
    • Out-of-the-box default templates cannot be edited or deleted.
    • For default templates (ones that have the Draft icon ), only the New, Duplicate, and Properties options are available.
    In addition to the MD Editor usage, the default template is applied to records added by automated processes such as records added using the API or through purchase requests.
    For holdings records, the default holdings template can be used outside the MD Editor such as when placing orders through Acquisitions if the temp_use_marc_record_holdings_template customer parameter is set to true in Other Settings (Resource Management > Resource Configuration > Configuration Menu > General section > Other Settings). See Configuring Other Settings (Resource Management) for more information.
    The fields/subfields in the Default template should not contain any customized values that are not required for all new automatically created records. The Default template must contain default values for any mandatory fields/subfields (see Editing Fields), to ensure that automatically created records have the minimum required information. The Default template is applied to records before normalization processes are applied to these records. See Working with Normalization Processes.
    Default Template Property
    Templates with customized field/subfield content as shown in the example below should not be selected as the Default.
    Template with Field/Subfield Content

    Working with Existing Templates

    Use the procedure below to work with existing templates.
    To access and work with existing templates:
    1. On the MD Editor page (Resource Management > Cataloging > Open Metadata Editor), click the Templates tab in the left panel. The MD Editor Templates tab opens.
      MD Editor Page Templates Tab
    2. Open the required folder (for example, MARC 21 - Bib) and browse to the template you want to access.
    3. Select the template and choose one of the following options:
      • New Record – Opens a new record in the MD Editor based on the selected template.
        If you select a Network Zone template, the record is created in the Network Zone unless you select File > Options > Placement of New Bibliographic Records and select Local within this dialog box.
      • Edit – Enables you to edit the template.
        MD Editor Page Templates, Edit Record
        In the above example, the Alerts tab lists the fields that contain errors and require editing.
      • Delete – Click Yes to confirm that you want to delete the template.
      • Duplicate – Duplicates the selected template enabling you to modify and save it as a new template without affecting the original template. Before duplicating the record, the Template Properties dialog box opens enabling you to define the properties of the new template.
        Template Properties Dialog Box
        Enter a Name (required field) and Description for the template and specify Private or Shared. If you select Shared and want the template to serve as the default template for newly created records, select Default. Click Save to save the new template.
      • Properties – Enables you to modify the template properties. Refer to the illustration above.

    Creating a New Template from an Existing Record

    Use the procedure below to create a new template from an existing record.
    To create a template from an existing record:
    1. Open an existing record in the MD Editor (under the Records tab in the left pane).
    2. Click File > Save as Template.
      Save as Template Option
      The Save as Template dialog box opens.
      Save as Template Dialog Box
    3. Enter/select the following:
      1. Name (required)
      2. Description
      3. Private or Shared template
      4. Default if you want this to be the default template that opens when creating a new record.
    4. Click Save.
      The new template is saved under the Templates tab and displays with the local institution icon.
      Saved Template (with Local Icon)
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