[open-ils-commits] [GIT] Evergreen ILS branch rel_3_0 updated. b87705b35ebfc9b2f5499e4e9865d31a1858605e

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- Log -----------------------------------------------------------------
commit b87705b35ebfc9b2f5499e4e9865d31a1858605e
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date:   Sun Nov 5 04:07:52 2017 -0800

    Docs: documenting the web client copy templates
    
    Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>

diff --git a/docs/cataloging/holdings_templates.adoc b/docs/cataloging/holdings_templates.adoc
new file mode 100644
index 0000000..1e6a4f8
--- /dev/null
+++ b/docs/cataloging/holdings_templates.adoc
@@ -0,0 +1,29 @@
+Working with volume/copy templates
+----------------------------------
+
+Setting up volume/copy templates can save a lot of time when creating items, and they
+also improve consistency and accuracy.  Any time you find yourself creating multiple
+items with the same item-level data, you may wish to create a volume/copy template
+to automate that process.
+
+Creating a new volume/copy template
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+* Open _Administration_ -> _Local Administration_ -> _Volume/Copy Templates_.
+* Select the desired template attributes by moving through the fields in the
+editor. The attributes you've changed will appear in green. If you want to
+start this process over, you can click the _Clear_ button in the top right
+corner of the screen.
+* Type a name for your template into the box labeled _Template_ at the top
+of the screen.
+* Press the _Save_ button.
+
+Using a volume/copy template
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Whenever you see the volume/copy editor, you can use data from your templates.
+
+* In the _Template_ menu, choose the template you wish to use.
+* Click _Apply_.
+* Make any other necessary changes.
+
diff --git a/docs/root_cataloging.adoc b/docs/root_cataloging.adoc
index bc6db43..0b7cd6f 100644
--- a/docs/root_cataloging.adoc
+++ b/docs/root_cataloging.adoc
@@ -42,6 +42,8 @@ Working with holdings data
 
 include::cataloging/tpac_copy_edit_links.adoc[]
 
+include::cataloging/holdings_templates.adoc[]
+
 include::cataloging/monograph_parts.adoc[]
 
 include::cataloging/copy-buckets_web_client.adoc[]

-----------------------------------------------------------------------

Summary of changes:
 docs/cataloging/holdings_templates.adoc |   29 +++++++++++++++++++++++++++++
 docs/root_cataloging.adoc               |    2 ++
 2 files changed, 31 insertions(+), 0 deletions(-)
 create mode 100644 docs/cataloging/holdings_templates.adoc


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