Voyager Templates

Introduction

A Voyager template is a file that supplies data in a Voyager bibliographic, holdings, or authority record, as appropriate.  When it is set in your Voyager preferences, it automatically provides information that is always or very frequently the same in a particular category of your work, such as creating provisional bib records or creating MARC holdings records for single-volume monographs going to the regular Howard-Tilton stacks.  To have a customized template serves as a tool to make your workflow more streamlined and less time-consuming.

(Please note:  Templates are applied at the time of record creation; they cannot be incorporated into records that already exist.)

Several templates are already available in your Voyager client.  It is also possible to create new templates.

Selecting an Existing Template

In the Voyager application:

1. To create the path to a template (Bib or Holdings):
   • Click on: Options Preferences Folders/Files click in the Template box for the desired template.

     or

   • Use the keyboard sequence:

     Alt-O [letter “oh”], Enter, Alt-F

     Tab to the desired type of template.

   

   To look at the template options, click on the triple dots towards the right.

2. The templates are located under:

         c:\voyager\catalog\template

   

   There are generic templates under the following paths:

   • Bib record template:      c:\voyager\catalog\template\bib.tem

   • Holdings record template:      c:\voyager\catalog\template\hold.tem

   • Authority record template:      c:\voyager\catalog\template\auth.tem

   Usually, though, you will use specific templates that have been customized for our Cataloging Department.  They are located within the folders:

   • Templatebib     (c:\voyager\catalog\template\templatebib\)

     For example, the file for the bibliographic record provisional template is normally

     prov.tem

   • Templatehold      (c:\voyager\catalog\template\Holdings)

     For example, the commonly used template files for:

     • Single-volume stacks copy that is in process:

       singlestx.tem

     • Single-volume LAL copy that is in process:

       singlelal.tem

     • Single-volume stacks copy that has been catalogued by the time of the MARC holdings record creation:

       single.tem

     • Multi-volume stacks copy that is in process:

       multistx.tem

     • Multi-volume LAL copy that is in process:

       multilal.tem

     • Multi-volume stacks copy that has been catalogued by the time of the MARC holdings record creation:

       multi.tem

     • Serial stacks copy that is in process:

       serialstx.tem

     • Serial LAL copy that is in process:

       seriallal.tem

     • Serial stacks copy that has been catalogued by the time of the MARC holdings record creation:

       serial.tem

   • Templateauth      (empty folder for most people)

3. Once you have located the appropriate template file:  Double-click on it to select it (or click on it and click on Open).

   That file, including its complete path, should appear in the appropriate section of the Templates box under Voyager Files/Folders preferences.

Creating a New Template

If none of the existing templates is suitable for the work that you are doing, you can create a new one. You have control over what needs to be on each template you create.

You must have at least one template for each type of record you want to create (e.g., prov.tem, singlestx.tem, auth.tem).  To create a template:

1. From the File menu, select Template, New

   or

   Use the keyboard sequence:

   Alt-F, T, Enter

2. Select the record type (Authority, Bibliographic, or Holdings) and click OK

   or

   Use the Down arrow cursor and hit Enter when you reach your choice.

   The system template for the record type you selected should be displayed.

3. Create the template by completing the leader, fixed fields, and variable fields for those values that will tend to be constant when you apply this template.  For more information on these fields (Bibliographic, Holdings, or Authority), see our local TulanetVoyager documentation.

   Specifically, you can go to the links below to get to the documentation:

   Bib record		"Voyager Bib Record Cataloguing"
   Holdings record		"Voyager MARC Holdings Record"
   Authority record		"Voyager Authority Records"

4. Save your template file:
   • From the File menu, select Save As...

     or

     Use the keyboard equivalent:

     Control-A

   • Make sure that the path is correct, i.e., that you are saving your template file under the correct folder (e.g., Templatebib, Templatehold, or Templateauth).

   • Type the name you want for your template.

     Please note:  The naming convention should be a unique name.  The suffix for the file must be .tem.

   • Click on the Save button (or key in Alt-S).

     When a template is saved, it is not validated against the MARC tag table or authority records.

HTML document last reviewed:  27 November 2002