Koha Tutorial Videos

Monday Minutes: Item Templates

by Kelly McElligott on Mar 20, 2023

In this week's Monday Minutes, Kelly and Jessie demonstrate the new feature, Item Templates, which allows libraries to create and share templates when creating items.

Item Templates

When adding new items, a library will now be able to create templates to easily apply specific fields to item records. A library can have as many item templates as they would like and those templates can be shared within the system or kept private to the staff login that created it.

With this new feature, permission has been added to the Cataloging Section of permissions to include the ability to Create, Update and Delete templates. A library staff member can still apply existing templates without this permission.

Creating a New Item Template

In the add item page, there is a new option for Item Templates. When creating a new template, go through the item fields and choose the ones that will be included in the template- such as Shelving Location, Item Type, Collection Code, Status, etc.

Once these fields have been filled out, at the bottom of the add item page, save the template by giving it a name and choosing to share it or not.

Applying a Template

Once the library has created at least one saved template, when adding a new item, this template can be chosen from a dropdown and applied. Alternatively, if a template is applied and shouldn't be used, the item template can be cleared from this screen also.