User defined templates provide customized MARC record work screens for original cataloging work. Create templates with default information specific to each of the types of materials you catalog to increase the efficiency of your workflow. You can create templates for holdings records in Alma.
Use this procedure to create a template for a holding record.
The house icon next to each template identifies locally created templates versus out-of-the-box templates. Out-of-the box templates have a black house icon. Locally created templates have a blue house icon.
To create a template from an existing record: