On-the-Fly Records

You can specify default templates for creating the following record types:

• bibliographic
• item
• patron

If you prefer to choose a template at the time of record creation, you can select one of the following options for each record type:

Prompt for template

The system prompts you to select a template when you start the new record session. This template remains in effect for the duration of the session.

Always prompt for template

The system prompts you to select a template for each new record you create.

If you have selected a list of preferred templates, only those templates appear in the list for each record type.