Adding Item Templates in Polaris

Basic Information for adding item record templates in the Polaris Cataloging Client.


1. After logging into the client, select the new icon, go the File | New or click Ctrl+N

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New icon


2. In the New dialog box, select Item Template and click OK.

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New item template menu


3. An empty item record displays. Enter the name of the template, It is recommending to use a naming convention where the name begins with your library’s 3 letter code such as SFD Archives.

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New item template workform


4. Enter values you wish to be consistently applied when creating item records that fit the description for this template. For example, perhaps I wish to apply this template to every item I create that goes into the collection Archives. Those items have the same material type, same loan period, and same fine code. I can enter values into all of those fields, and then when I apply the template when creating new items, those values will automatically be entered into the record.

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Item template workform

Fields that can be utilized in the template:

  • Noncirculating check box
  • Display in PAC check box
  • Price
  • Owner
  • Assigned
  • Collection
  • Shelf location
  • Material type
  • Loan period
  • Fine code
  • Renewal limit
  • Stat Code
  • Call Number Scheme
  • Loanable outside system
  • Holdable
  • Limited holds


5. Once values have been added, click the save icon, select File | Save or Ctrl + S to save the template.

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Save item template icon

 
6. When creating items either in the Client or in Leap, you are able to apply the template to populate information.

Client:

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Item template in client


Leap:

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Item template in leap


7. To modify or delete a template, first search for the template in the client. In an item search, change the object to Item Templates, or select Cataloging | Templates | Item.

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Searching for an item template


Once you find your template, double-click on it.

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Item template search results

 The template displays, and you are able to edit and re-save it.  Alternatively, the template can be deleted by selecting the delete icon, going to File | Delete or Ctrl + D.

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Editing or deleting item template