Preferred Templates (Record Templates)

Owned by Tammy Poquette, created
Last updated: Sept 15, 2021 by Lloyd Chittenden
3 min read

Staff members responsible for creating patron or item records can build a custom list of templates to be used when they create records. When you build a list of Preferred Templates, these templates are not saved to your local PC but are accessible to you wherever you log in to Sierra. The Preferred Templates list is limited to 150 preferred templates for all record types per login.

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To Create or Maintain a List of Preferred Templates

Open and log in to Sierra

Go to Admin|Settings.

Choose the Record Templates tab.

In the Record Templates window, choose a record type from the Record Type drop-down menu. The default will be Bibliographic.

 

Note: All Marmot Libraries will see every template created by all Marmot Members.  These templates are listed in the Other Templates box.  This is why the naming conventions (begin the template name using your library’s 2 or 3 letter site code) are important to help find the templates for your library.

You can view a template by clicking the template name in the Preferred Templates or Other Templates list, and then clicking View. The template displays in a record template window. If you are assigned permission to edit templates, the template appears in editable form. If you are not assigned permission to edit templates, the template appears in a read-only form.  Also, the New and Delete buttons will only be active, if you have those permissions.

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Add to or Remove Templates from Your List of Preferred Templates:

Add to your list Select the template in the Other Templates list and click the left arrow. 

Remove from your list Select the template in the Preferred Templates list and click the right arrow. 

Tip: To move multiple templates at the same time, select the templates by holding down the Ctrl key and clicking the templates' names. Then choose the appropriate arrow button.

To add the template, highlight the template(s) from the Other Templates, and click the left arrow button to bring the template(s) to the Preferred Templates.  To remove the template, highlight the template(s) from the Preferred Templates, and click the right arrow button, and the template will be moved back to the Other Templates.

Repeat this same process for the other record types available from the drop-down menu. Note: this can also be done with Print Templates as well.

When you have finished adding or removing preferred templates, choose OK to save the settings for the current session only. To save your preferred template lists for the current and subsequent sessions, choose Save Settings, and then choose OK.

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