Create a Template from the Shortcut Bar

To create a bibliographic, authority, or item record template from the shortcut bar:

  1. Select File > New, press CTRL+N, or click New from the Polaris shortcut bar to display the New dialog box.
  2. Select one of the following template types from the Objects list, and click OK:
    • Bibliographic Template
    • Authority Template
    • Item Template 

    3. The appropriate template workform appears.

  3. Specify a name and owner for the template using the appropriate method:
    • If you are creating an item template, specify the name and owner in the fields at the top of the workform.
    • If you are creating an authority or bibliographic template, select File > Template setup and specify the name and owner on the Template Setup dialog box.
  4. Select File > Save to save the template.

    5. The template is saved in the database and added to the list of available templates.