Holdings templates with pre-defined fields can streamline workflows and ensure accuracy. Holdings templates can be used to:
The default holdings record template is used to create new holdings records when:
To create a new holdings template from an existing template from the Templates list:
To create a new holdings template from an existing holdings record:
Holdings Templates that may be edited have:
SUNY recommends that user created IZ (blue house icon) and NZ (blue network icon) templates should only be edited by the user that created the template. Users wishing to edit an existing IZ or NZ template created by another user should duplicate the template and then edit it to better meet their needs.
To edit an existing holdings template:
Holdings records can be updated using templates: