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Naming Conventions for Shared templates

Templates are listed alphabetically by default. To quickly and easily identify templates in a shared list, please use the following name and description conventions:

• Apply an HVD- prefix to templates that apply to all libraries.
  
  • Note that LTS uses the HVD-prefix to default templates that should not be modified. For example: "HVD Books (Default)"
    
• Apply a 3-character library/unit prefix to templates that are only used by that library/unit. See a full list of 3-character codes at the /wiki/spaces/LibraryTech/pages/37488034
  
• Apply standardized language in the description field to enable users to easily identify what they're looking at. You add the description in the Template Properties pop-up box when you create the template.
  

Naming Conventions Example: For a template being used by Imaging Services to add 830 field information for titles digitized as part of the Colonial North American Project:   

• Template Name = HVD 830 Colonial North American (HVD = all libraries, 830 = field in the template, Colonial North American = description)   
  
• Description = "Imaging Services internal use" or, better, "Imaging Services internal use; template to add 830 field information to titles digitized as part of the Colonial North American Project"

Template Configuration 

• You can configure which templates appear in your New menu
• From the New menu in the MDE, choose Templates display configuration: 

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3. Select the template and right-click to choose one of the following options:

• • New: Opens a new record in the MDE based on the selected template

  • Edit: Enables you to edit the template. (Do not edit templates that start with HVD-)  Be Be sure not to delete the LDR or the 008. When you're done editing, choose Save. 

  • Delete: Click Yes to confirm that you want to delete the template. This is only available if you created the template.

  • Duplicate: Duplicates the selected template enabling you to modify and save it as a new template without affecting the original template.

  1. • Note that you will need to Duplicate then Save it before you can change it to a Private template. After you save the duplicated template, click on the template name and choose Properties, then change it to a Private template.

  • Properties: Enables you to modify the template properties

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1. Open the record you want to expand in the MD Editor.
2. Click Edit >> Expand from Template to display the Expand from Template dialog box.
   The following template is used for this example:
   
   
     
3. Select a template from the Choose Template drop-down list and click OK to expand the record

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