Page 106 - M5 User Guide

Custom Record Templates Custom Record Templates

Mandarin M5 allows the librarian to create and modify cataloging templates. For bibliographic records this will
be especially helpful for any librarians who do original cataloging. Being able to modify the holdings templates
will be useful in every library.

Here's how it works

First, in order to use this feature, to be able to create or modify templates, you need to go to your Setup page.
There you'll see an option at the dock on the left called Record Templates.

When you have logged in, clicked on the Edit button for your installation, and selected this option, you'll see all
the templates that are currently available for your installation. The default selection for each type of record is
None. If you leave the default there, you will have the standard templates that come with the program, and you
will not have the option to make new templates. If you want to be able to modify and create templates, select
one of the templates listed. If the book template is the one you use the most for creating bibliographic records,
choose that. For each type of record choose the one that you will use the most.

When you next log into M5 as a librarian and want to add that type of record, you will see your choice as the
default, and you'll see the Save as template button at the top of the Basic Editor. Now make the changes that
you need to make. At the very least you will probably want to put in your location information, for example, so
that you don't need to type it every time. Add or change any other information that you want in your records. In
the holdings template for example, add a p and usd in the price subfield to remember that the cost goes in that
format. If you need to add or delete any fields or subfields, you can do that in the Advanced Editor. Then click
back to the Basic Editor and click Save as Template. You can replace one of the default templates, or you can
give your template a unique name.

When you look at your Setup page again, you'll see your new template in the list for this type of record. You
can set it as the default, or you can delete it here, if it's not what you want.

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