Edit a template

To edit an existing template:

1. From the Module Menu select Cataloguing, MARC and then New.
2. Select one of the templates from the list.
3. Do one of the following.   

To make changes to the name, description or notes

• Click in the appropriate field, make your changes, and then click Save Changes.

To make changes to the contents of the template

• Click Open, make your changes, click Save As Template on the Save menu, select the template you want to update, and then click Save Changes.

If you type a new name rather than select an existing template then you'll create a new template.

Delete a template

To delete a template:

1. From the Module Menu select Cataloguing, MARC and then New.
2. Select one of the templates from the list.
3. Click Delete Template, and then click Yes at the confirmation prompt.

Download and upload templates

You can download all the current custom templates into an xml file and then upload those templates to another environment.

To download the templates:

1. From the Module Menu select Cataloguing, MARC and then New.
2. Click Download, and then Save.

To upload the templates:

1. From the Module Menu select Cataloguing, MARC and then New.
2. Click Upload.
3. Locate the file you want, select it and click Open.