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    Configuring Description Templates

    Translatable
    To configure the description templates, you must have one of the following roles:
    • Repository Administrator
    • Catalog Administrator
    • General Administrator
    You can configure a template to use when generating an item description based on the ENUM/CHRON Information tab of the Physical Item Editor page. For more information, see Using the Repository Search Results List and Receiving Physical Material.
    You configure description templates from the Description Template Setup Rules page (Resource Management > Resource Configuration > Configuration Menu > General > Description Templates).
    Description Templates
    The following actions can be performed on this page:
    • Add a description template rule
    • Edit a description template rule
    • Duplicate a description template rule (Actions > Duplicate and edit the relevant fields)
    • Delete a description template rule (Actions > Delete)

    Adding Description Template Rules

    The rules that you define apply to all the libraries within the institution.
    To add a description template rule:
    1. On the Description Template Setup Rules page, click Add Rule. The Description Template Setup page appears.
      To create and modify a copy of an existing description template rule, select Actions > Duplicate.
      Description Template Setup Page
    2. Under Description Template Setup Editor, enter a name and description of the description template.
    3. Under Input Parameters, specify the components of the input parameter (Name, Operator, and Value).
      A set of input parameters may look like one of the following:
      • Library=Art Library, EnumA=Vol. 1, ChronI=2012
      • EnumA=Is Not Empty, EnumB=Is Not Empty, ChronI=Is Not Empty, ChronJ=Is Not Empty
      For an explanation of the Enum (Enumeration) and Chron (Chronology) parameters, see New Items Details Fields table in Receiving Physical Material.
    4. Click Add Parameter. The set of input parameters is added to the list of parameters for the description template rule.
    5. Repeat the previous two steps to add all of the required parameters for the rule.
      All the input parameters must be fulfilled in order for the rule to be applied. For multiple description templates to work, every rule must have input parameters.
    6. Under Output Parameters, enter the following:
      • The prefix that you want to appear before the field.
      • The ENUM/CHRON field for which you want to add a prefix and/or suffix.
      • The suffix that you want to appear after the field.
        If you want to have a space before or after a prefix, leave a space before or after the prefix that you enter in the prefix field.
      For example, if you configure the following:
      • Prefix1: (
      • Field1: EnumA
      • Suffix1: )
      • Prefix 2: no. (
      • Field2: EnumB
      • Suffix2: )
      • Prefix3: ((
      • Field3: ChronI
      • Suffix3: )
      • Prefix4: (
      • Field4: ChronJ
      • Suffix4: ))
      The following is an example output:
      v. {EnumA} no. {EnumB} ({ChronI} {ChronJ})
    7. Click Save to store the new rule.
    8. If you have defined more than one rule, use the Move Up and Move Down arrows to set the order of the rules. The order of the rules is important since the system applies the first (and only the first) appropriate rule. If no appropriate rule is found, the system uses the default rule.
      The Enabled column is not functional. All columns listed are enabled.

    Editing a Description Template Rule

    You can edit description template rules.
    To edit a description template rule:
    1. On the Description Template Setup Rules page, select Actions > Edit for the specific rule you want to edit. The Loan Limit page appears.
      Edit Description Templates Page
    2. Modify the rule name and description as required.
      You cannot edit an existing set of input parameters. To modify an existing set of input parameters, first delete the existing set, and then add a new set.
    3. Click Delete for the specific set of input parameters record you want to delete.
    4. Add a new set of input parameters as described in Adding Description Template Rules.
    5. Under Output Parameters, enter the following:
      • The prefix that you want to appear before the field.
      • The field for which you want to have a prefix and suffix displayed.
      • The suffix that you want to appear after the field.
    6. Click Save to store your changes.
    For information on how to display an enumeration level b value as text in the item description, see the document How to Display an Enumeration Level b Value as Text in the Item Description.
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