====== Setting Up Templates in MARC Batch Import/Export ======

If you haven’t used this interface before, the first thing you will want to do is set up a default template. This is recommended even though some of the fields in the form may default to values based on your library settings. Creating and setting a default template ensures that all fields in the form will automatically be loaded whenever you go to the MARC Batch Import/Export interface. The only thing you will need to select is the file you are uploading. 

<note>You will need to set up the template at each workstation where you upload records.</note>

===== To Create a Template =====

1. From the Cataloging menu or the Portal page click on **MARC Batch Import/Export (New Interface)**.

2. Set the fields indicated below: 

  * **Apply/Create Form Template** – Enter a name for the template you want to create. Here we are using **Load Records**.  You can use whatever name  you want.
  * **Record Type** – Defaults to, and should remain set to, **Bibliographic Records**.
  * **Record Match Set** – Select **Load Orders** from the dropdown.
  * **Holdings Import Profile** – Select **Evergreen 852 export format**
  * **Merge Profile** – Select **Load Orders** from the dropdown.
  * **Select a Record Source** – Select **Temp** from the dropdown.
  * **Import Non-Matching Records** – Should be **checked**
  * **Merge On Best Match** – Should be **checked**

{{::cat_marc_batch_import_templates.png?direct|Template Setup}}


3. Click **Save As New Template**

4. Click **Mark Template as Default** :?: Marking a template as default means that the template will automatically be applied whenever you go to the MARC Batch Import/Export interface. 

<note >Templates are associated with the workstation.</note>