Archive for the ‘Templates’ Category

Tip #161: Exporting Copy Editor Templates

If changes at your library require new or modified copy editor templates, save time and insure consistency by using the import/export function. One cataloger can change or add new templates and then ‘share’ them with other catalogers instead of requiring each cataloger to do their own.

This is a great tool to use when setting up the login for a new cataloger, or to transfer the templates from your CAT-2 login to your CAT-1.

Here’s how to import/export templates:

  1. Open the copy editor screen under your log-in (the log-in with the existing templates).
  2. Click on the ‘export’ button located on the template toolbar.
  3. A “Save Templates File As” window appears, in which you select the location to save the file and name the file. Name the file something like “Cataloging Templates” and save it to the desktop.
  4. Log out of Evergreen and log back in under the new cataloging log-in or the log-in for the cataloger with whom you wish to share your templates.
  5. Open the copy editor screen and click on the ‘import’ button located on the template toolbar.
  6. In the “Import Template File” window, select ‘Desktop’ from the pull-down menu and highlight the Cataloging Templates file you created. Click ‘open’.
  7. A “Final Warning” screen appears. Click ‘yes’ to save the templates under the new log-in.
  8. If you are importing templates to replace ones already in use, you’ll get a window asking if you want to replace each template. Click “yes” for each template you wish to replace.

Information about creating templates can be found in chapter 6 of the Evergreen Indiana Cataloging Training Manual.
Originally published on January 4, 2013.


Tip #81: Exporting and Importing Copy Editor Templates

Rather than each cataloger having to create a set of templates for use in the copy editor screen, catalogers can ‘share’ these templates by using the import/export function.

This is also a great tool to use if your library creates a new cataloging log-in. Use the import/export function to copy the templates already in use to the new log-in rather than taking the time to create new ones.

Here’s how to import/export templates:

  1. Open the copy editor screen under your log-in. (the log-in with the existing templates)
  2. Click on the ‘export’ button located on the template toolbar.
  3. A “Save Templates File As” window appears, in which you select the location to save the file and name the file. Name the file something like “Cataloging Templates” and save it to the desktop.
  4. Open the copy editor screen under the new cataloging log-in or the log-in for the cataloger with whom you wish to share your templates.
  5. Click on the ‘import’ button located on the template toolbar.
  6. In the “Import Template File” window, select ‘Desktop’ from the pull-down menu and highlight the Cataloging Templates file. Click ‘open’.
  7. A “Final Warning” screen appears. Click ‘yes’ to save the templates under the new log-in.

Information about creating templates can be found in chapter 6 of the Evergreen Indiana Cataloging Training Manual.
Originally published on April 22, 2011.


Tip #52: Age Protection Reminder

New items cataloged are only protected from holds by other libraries IF age protection has been set on the copy editor screen. Age protection is not automatic when new holdings are added.

To take advantage of age protection when adding a holding to your collection, select the 3 or 6 month protection from the “Age-based Hold Protection” pull-down menu in the third column of the Copy Editor screen. Click “apply”, then click “Create Copies”.

Of course, the easiest way to age-protect new items is to create a set of templates that have the age protection selected. Many libraries have, for example, separate templates for ‘Non-Fiction’ and ‘New Non-Fiction’ so they can select the ‘New Non-Fiction’ template when they want to age age-protection but choose the regular ‘Non-Fiction’ template when they’re replacing an older book that does not require the age protection.

Information about creating templates can be found in Chapter 6 of the Evergreen Indiana Cataloging Training Manual. How to change existing templates is explained on page 6.12.



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MARC Fields