Creating a Template for an Item Record


  1. Select File.
  2. Select Template.
  3. Select New Template.
  4. Select Item.
    Selections for creating a new item template
    A blank item template window will open:
    Blank item template
  5. Edit the fixed fields to values that you will commonly use. You will at least need to enter values in those fixed fields that read, "Error." You can make whatever changes suit you, and you can make multiple templates with various settings. Here, though, are some suggestions for your first item record template.
  6. When you have finished editing the fixed fields, add prompts for some variable fields.
    1. Move the mouse pointer just below the table of fixed fields until the pointer becomes a vertical insertion point.
    2. Click. You will get a blinking cursor at the beginning of a blank line.
    3. Enter the labels for the variable fields for which you would like to be prompted. Here are some examples:
      • 050 to be prompted for a LC call number
      • B to be prompted for a barcode (III will ask you whether you would like it to perform duplicate checking. It makes no difference whether you say yes or no.)
      • V to be prompted for a volume
      You can enter multiple prompts: Just press Enter to move the cursor to a new line, or right-click and select Insert field.
  7. Click the "Save record" icon. (It looks like a blue diskette.)