Save an Existing Record as a Template

To create a new template based on an existing bibliographic, authority, or item record:

  1. Open the Item Record, Bibliographic Record, or Authority Record workform.
  2. Select File > Save As Template to save the record as a template.

    3. The Template Setup dialog box appears.

  3. Type the name of the template in the Name box.
  4. Select the template’s owner in the Owner box.
  5. Click OK to submit your settings.
    • If the template’s name and owner combination are being used, a message appears, and you cannot save the template until you change the name, owner or both.
    • If the template’s name and owner combination is unique in your system, the message The record was saved as a template successfully appears in the workform status bar.

    6. The new template is displayed in the appropriate cataloging workform.

  6. Change the template to remove information specific to the original record and make any other changes.
  7. Select File > Save to save the template.