Create and Use a Course Reserve Template

If you use much of the same information for many course reserve records, a template can simplify the creation of new records. To create a course reserve record template, and use the template to create new records:

Tip:
Click to display the New dialog box, or press CTRL+N.

1. Select File > New from the Polaris shortcut bar.

The New dialog box appears.

2. Select Course Reserve Template in the Objects list, and click OK.

The template workform appears.

3. Fill in the template, as necessary. See Create a new course reserve record.
4. Select File > Save to save the template.

The status bar indicates that the template was saved successfully.

5. To create new records based on the template, follow these steps:
   1. Select File > New from the Polaris shortcut bar to display the New dialog box.
   2. Select Course Reserve Record in the Objects list. The New dialog box expands with the existing templates in the Choose Template list.
   3. Select Existing Template. The templates become available for selection.
   4. Select your template in the Choose Template list, and click OK. The template workform appears.

Note:
If you are setting up many similar course reserve records, you can designate an existing template as the default course reserve template for the session. Select the template, and select Make session default. For subsequent new course reserve records, select Use Default Template. To remove the session default designation, select Clear session default.

5. Edit the record and select File > Save to save it.

Note:
You can also use the Find Tool to search for an existing template. Select Cataloging (or Patron Services), Templates, Course Reserve. Right-click the template in the results list. From the context menu, you can open the template, or select Create to create a new course reserve record based on the selected template.