|Selecting an existing template||Creating a new template|
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.
In the Voyager application:
To look at the template options, click on the triple dots towards the right.
There are generic templates under the following paths:
Usually, though, you will use specific templates that have been customized for our Cataloging Department. They are located within the folders:
For example, the file for the bibliographic record provisional template is normally
For example, the commonly used template files for:
That file, including its complete path, should appear in the appropriate section of the Templates box under Voyager Files/Folders preferences.
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:
Use the keyboard sequence:
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.
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"|
Use the keyboard equivalent:
Please note: The naming convention should be a unique name. The suffix for the file must be .tem.
When a template is saved, it is not validated against the MARC tag table or authority records.
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HTML document last reviewed: 27 November 2002