This page describes creating a new Record Type:
To access Record Type Templates Maintenance, select System Management > Database Configuration > Record Type Templates Maintenance.
From the list of Record Types, click Add a new type in the Actions menu.
The following screen appears:
On the "General" tab, enter the following information (required fields have an asterisk next to the label):
|System Name *||Name of the Record Type, eg DVD|
|Display Text||Display Text if this is to be different from the System Name|
|Short Code *||Unique short code - this can be the same as the System Name|
|Active||By default new Record Types are active - un-tick if not|
Tick if this Record Type is to be a part of another Record Type, eg conference paper, book chapter. It is not necessary to specify which other Record Type it is a part of, as this is assigned at the time of creating the Part record.
|Description||Description of the Record Type if needed|
|Allow amendments||Allows amendment functionality for selected record type.|
|Allow Link to Loan||Allows records connected to this record type to be linked to a loan using new function in new loan module. A Search suggestion group is also required.|
|Synchronize Record Type View template||If enabled the fields for this record type will be automatically generated and synchronized with the portal full display template. If not enabled new fields will need to be manually added to the portal full display template.|
The "Additional" tab contains optional further settings, which apply to all records in this Record Type (although they can be overridden for individual records):
|No copies||Tick if this Record Type will generally not have any copy records associated with it - this is usually the case for Part records. You can override this for specific records when creating them.||Unticked|
|Allow Loans and Requests|
Select Yes if these are to be allowed for this Record Type. The following options then appear:
See Requests and Reservations for an explanation of the types of request.
Tick the required options. If you allow photocopy requests, the setting "Copyright Declaration Required" is automatically ticked, although this can be changed.
|Search result templates|
This allows you to define a second line for each record in the search results (grid view only):
Click on the drop-down list to select the template.
Select which Content Type the new Record Type belongs to, by ticking the relevant option.
If the Content Type does not already exist, the link can be made either later or when defining the Content Type.
With this option, you can allow OPAC users can submit records for inclusion in the catalogue. Tick the Content Type in the EUS column.
The Fields Template tab is where you define which of the application fields are to be used on the edit screen for this Record Type.
You cannot save the Record Type until this has been done.
When you click on this tab, the following screen opens:
At the top are displayed the fields which by default appear on all Record Type templates, ie CID and Title. Below these are all the other fields which have been defined in the application, in alphabetical order.
To add fields to the template:
To display book cover images in the record, you need to include the Book Cover field in the Record Type template. When creating or editing a catalogue record, the Book Cover field does not appear until you have entered an ISBN number. You also need to define the settings in System Configuration > Auto Cat & Image Settings.
To be able to create volumes for this type of record, you need to include the Volumes field in the Record Type template. You might also want to define a Record Type specifically for cataloguing volumes. The Volumes functionality can be enabled for all record types except Journals.
To allow Reviews and Ratings for this Record Type, you need to include the Ratings field somewhere in the Record Type template.
You can also change some field characteristics from here, in a similar way to working in Field Maintenance.
To edit the characteristics of a field:
The field opens up:
The Reports tab allows you to define the format for citation reports.
The RSS tab allows you to define the format for RSS feeds.
When you have finished, click Save & Close in the Actions menu.
To exit the record template without saving, click Cancel in the Actions menu.
Either way, you will be returned to the list of Record Types.
If you have added a new Record Type to an existing Content Type, note that you need to add the new Record Type to the security profile of users if you want it to be visible to them.