Chapter 104. Copy Template for Serials


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Create a copy template
Edit a copy template

A copy template enables you to specify item attributes that should be applied by default to copies of serials. You can create one copy template and apply it to multiple serials. You can also create multiple copy templates. Templates will be used in the Alternate Serial Control View or the Serial Control View.

Create a copy template

To create a copy template, click Admin → Local Administration → Copy Template Editor.

Enter a Name for the template.
Select an owning library from the Owning Lib drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in Admin → Server Administration → Organizational Units.
Check Circulate? if you want the item to circulate.
Check Holdable? if patrons can place holds on the item.
Check OPAC Visible? if you want patrons to be able to see the item in the OPAC after you receive it.
Select a Loan Duration rule from the drop down menu. This field is required.
Select a Fine Level for the item from the drop down menu. This field is required.
Select a copy location from the Location drop down menu. The menu is populated from the copy locations that you created in Admin → Local Administration → Copy Locations.
Select a Circ Modifier from the drop down menu. The menu is populated from the modifiers that you created in Admin → Server Administration → Circulation Modifiers.
Select a Floating Group if the item is part of a floating collection. For more information, see the chapter on Floating Groups.
Check Deposit? if patrons must place a deposit on the copy before they can use it.
Check Reference? if the item is a reference item.
Check Mint Condition? if the item is in mint condition.
Enter age protection rules in the Age Protect field. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it.
Enter a message in the Alert Message field. This message will appear every time the item is checked out to a patron.
Enter a code from the MARC fixed fields into the Circ as Type field if you want to control the circulation based on the item type.
Enter a Deposit Amount if patrons must place a deposit on the copy before they can use it.
Enter the Price of the item.
Select a copy status from the Status drop down menu. The copy statuses can be managed in Admin → Server Administration → Copy Statuses.
Click Save.