Each serial “distribution” must be associated with a copy template, so at least one copy template must be created before creating any subscriptions in Evergreen.
For now, be sure to add your library’s name/abbreviation to the name of your template, since all templates are accessible on the dropdown menu.
To create a new template:
- Select “Admin” from the upper right hand corner of the Evergreen portal page
- Select “Local Administration”
- Select “Copy Template Editor”
- Make sure that the correct organization unit is selected
- Click on “New Copy Template”
- Complete the template and click to “Save”
The copy template is comprised of the following fields, not all of which are required:
- Name: REQUIRED — include your library as part of the name
- Owning Library: REQUIRED
- Circulate: Check if the serial circulates
- Holdable: Check if the serial is holdable
- Opac Visible: Check to ensure that the serial displays in the catalog
- Loan Duration: REQUIRED if the serial circulates, select the correct loan duration period; if it does not circulate, leave the default value
- Fine Level: REQUIRED if the serial circulates, select the correct fine level; if it does not circulate, leave the default value
- Location: select the correct copy location from the drop down menu
- Circ Modifier: Select the correct circulation modifier
- Floating?: NOT USED, LEAVE BLANK
- Deposit?: NOT USED, LEAVE BLANK
- Reference?: Check if the serial is a Reference item
- Mint Condition: Check this box to set value to true. This value must be “true” in order for a copy to be trapped for holds
- Age Protection: OPTIONAL — This field controls whether a new item can travel to fill holds at other libraries. It is not currently functional.
- Alert message: OPTIONAL — Enter any alert that you want to display when the item is checked out or checked in to a patron
- Circ as Type: NOT USED, LEAVE BLANK
- Deposit amount: NOT USED, LEAVE BLANK
- Price: OPTIONAL
- Status: REQUIRED — Select the appropriate status code from the drop down menu