Serial Item Templates

Serials have their own holdings templates that are created and maintained in the Serials Administration interface. If you are setting up Serials for the first time or if you are editing the item attributes (e.g. loan period) for one or more serial titles, you will need to create at least one serial item template.

Creating a serial item template

To create a new serial item template:

Select Administration » Serials Administration

Select Serial Item Templates

Select Create Template

Enter a name for the template
Select values for the following fields: Circulate – Status – Circulation Library – Shelving Location – OPAC Visible? – Circulation Modifier – Loan Duration (if applicable) – Price (if applicable)

The following fields are NOT used: Floating, Deposit, Deposit Amount, Circulate as type, Quality. There is not a way to “hide” these fields in serials templates.

Serial item templates do not include statistical categories. Because values for ARIS format and ARIS age statistical categories are required for all items, if you edit a serial item in Evergreen, you will need to add these values in order to save the item.