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To create a template that is similar to an existing template, copy the template and then make the necessary changes. Copy a template by doing the following:
Choose the Record Templates tab from Admin | Settings.
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2. From either the Preferred Templates or Other Templates list, select the template and choose Edit.
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The steps for editing templates are similar to those used in editing records in Sierra. In the Record Templates window, follow these steps to edit existing templates, including the code and description:
Choose the Record Templates tab from Admin | Settings.
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2. From either the Preferred Templates or Other Templates list.
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4. Insert new variable-length fields by using the Insert icon and entering the data in the variable-length field section.
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Renaming a Template
To rename a template
Choose the Record Templates tab from Admin | Settings.
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2. In the Templates window, click on the arrow for the drop-down list to select the Record Type for the template you would like to rename.
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To create a template that is similar to an existing record, save the record as a template and make the necessary changes. Do the following:
Find the MARC record that you want to save as a template.
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2. Choose Edit to open up the bib record.
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Follow these steps to delete a record template:
Choose the Record Templates tab from Admin | Settings.
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2. In the Templates window, choose the record type from the Record Type drop-down list. Select the template to be deleted in either the Preferred Templates or Other Templates list.
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To create or maintain a list of Preferred Templates:
Choose the Record Templates tab from Admin | Settings.
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2. In the Templates window, choose a record type from the Record Type drop-down.
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