Item Templates

When adding new items, a library can 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.

This ability require the permission 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.

Can an Item Template Be Applied to an Existing Item?

The ability to add an item template for new items was one of the exciting enhancements in 22.11. From that, the question naturally arises whether item templates can be applied to existing items to make cataloging more consistent within a library system.

The answer is, not currently. There is an enhancement request in the Koha community to introduce item template functionality within batch item modification, but it doesn't currently exist.

So the current workflow for making batch changes to existing items still requires using the batch item modification tool and individually selecting the item fields to update.

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