Template Setup Dialog Box
The Template Setup dialog box appears when you select File | Save As Template from the Item Record, Bibliographic Record, or Authority Record workform.
Use the Template Setup dialog box to:
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Name the template - Type a name for the template in the Name box.
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Select the template owner - Select the branch that will own the template in the Owner box and click OK.
The template workform appears for the type of cataloging record you have selected. See Using Cataloging Templates.