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.


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MARC Fields