Docs: documenting the web client copy templates
authorJane Sandberg <sandbej@linnbenton.edu>
Sun, 5 Nov 2017 12:07:52 +0000 (04:07 -0800)
committerJane Sandberg <sandbej@linnbenton.edu>
Sun, 5 Nov 2017 12:07:52 +0000 (04:07 -0800)
Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
docs/cataloging/holdings_templates.adoc [new file with mode: 0644]
docs/root_cataloging.adoc

diff --git a/docs/cataloging/holdings_templates.adoc b/docs/cataloging/holdings_templates.adoc
new file mode 100644 (file)
index 0000000..1e6a4f8
--- /dev/null
@@ -0,0 +1,29 @@
+Working with volume/copy templates
+----------------------------------
+
+Setting up volume/copy templates can save a lot of time when creating items, and they
+also improve consistency and accuracy.  Any time you find yourself creating multiple
+items with the same item-level data, you may wish to create a volume/copy template
+to automate that process.
+
+Creating a new volume/copy template
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+* Open _Administration_ -> _Local Administration_ -> _Volume/Copy Templates_.
+* Select the desired template attributes by moving through the fields in the
+editor. The attributes you've changed will appear in green. If you want to
+start this process over, you can click the _Clear_ button in the top right
+corner of the screen.
+* Type a name for your template into the box labeled _Template_ at the top
+of the screen.
+* Press the _Save_ button.
+
+Using a volume/copy template
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Whenever you see the volume/copy editor, you can use data from your templates.
+
+* In the _Template_ menu, choose the template you wish to use.
+* Click _Apply_.
+* Make any other necessary changes.
+
index bc6db43..0b7cd6f 100644 (file)
@@ -42,6 +42,8 @@ Working with holdings data
 
 include::cataloging/tpac_copy_edit_links.adoc[]
 
 
 include::cataloging/tpac_copy_edit_links.adoc[]
 
+include::cataloging/holdings_templates.adoc[]
+
 include::cataloging/monograph_parts.adoc[]
 
 include::cataloging/copy-buckets_web_client.adoc[]
 include::cataloging/monograph_parts.adoc[]
 
 include::cataloging/copy-buckets_web_client.adoc[]