Serial Copy Templates

Create a Serial Copy Template
Edit a Serial Copy Template
Delete a Serial Copy Template

Serials Training Video - Serial Copy Templates (2:30)

Serial Copy Templates specify the item attributes that should be applied when a serial copy is received. You must create at least one template to receive serials.

Create a Serial Copy Template

  1. Click AdministrationSerials AdministrationSerial Copy Templates.

    images/serials/serialsadmincopytemp.png
  2. Click Create Template.

    images/serials/copytemplate.png
  3. Enter a Template Name.
  4. Choose the item attributes for this template.
  5. Click Save.

    images/serials/copytemplate1.png

Edit a Serial Copy Template

  1. Click AdministrationSerials AdministrationSerial Copy Templates.
  2. Click the check box beside the template you want to edit.
  3. Click Actions → Choose Edit Template.

    images/serials/copytemplate3.png
  4. Edit the item attributes for this template.
  5. Click Save.

Delete a Serial Copy Template

  1. Click AdministrationSerials AdministrationSerial Copy Templates.
  2. Click the check box beside the template you want to delete.
  3. Click Actions → Choose Delete Template.

    images/serials/copytemplate4.png

Note

Serial Copy Templates that are being used by subscriptions cannot be deleted.

Copyright © 2008-2018, BC Libraries Cooperative