Voyager Templates

Setting a template as the default

1. Click Options on the menu ​bar.
2. Select Preferences.
3. The window Session Defaults and Preferences will pop up.
4. Click the tab Folders/Files.
5. Under Templates, click the ... box at the end of Bib directory.
6. The window Select Bibliographic Template will pop up.
7. Select the template that you would like to set as your default and click OK.
8. Click OK on the Session Defaults and Preferences window.

Using the default template to create bib records

1. Click New icon on the tool bar of the cataloging module.
2. Edit the template to create a bib record.
3. Click Save to DB to save the bib record in Orbis.

Use this option if you are going to be working on many items of the same format one after another.

Tip: If at  Step 5 the window opens in Voyager Extensions rather than Select Bibliographic Template,

1. Go back to Folders/Files
2. Under Folders, click the … box at the end of the Template directory.
3. The window Select Directory will pop up.
4. Double-click on the c: folder icon.
5. A list of folders under c: will display. Use the scrollbar to find the Voyager folder  (NOT Voyager Extensions) & double-click to open.
6. A list of folders under Voyager will open. Scroll to the Catalog folder and double-click.
7. A list of folders under c:\voyager\catalog will display. Scroll down to the Template folder and double click.
8. The preliminary record template folder will display under Template. Click on the preliminary record template folder to select it and click the OK button at the top of the Select Directory window.
9. Click OK on Session Defaults and Preferences to save.

Selecting a template, editing, and saving into Orbis

1. Click Open icon on the tool bar of cataloging module.
2. A dialogue window Select Work File will pop up.
3. Change the Files of type to All (*.*).
4. Select the appropriate directory to find your template file (C:\Voyager\Catalog\Template\…)
5. Click your template file. Click Open.
6. A small window Select work record will pop up. Click OK to open the template record.
7. Edit the record to make it a bib record.
8. Under File, click Save as and save to workfile.
9. When all records are created, go to workfile and select records to be saved to database.
10. Click Save to DB icon on the tool bar of the cataloging module.

Use this option if you are working on a single item in any given format.

Creating a New Template

1. Click File on the menu bar.​
2. Put cursor on Template. At the right side after the right arrow, you will see two sub-options: New... and Edit....
3. Click New... to create a template from scratch.
4. A small window Create a New Record will pop up. Select Bibliographic as the record type, and click OK.
5. You will get a very brief bib MARC record, with only a 245 field. Edit the record to make it a template for your purpose.
6. After you have finished editing, click File on the menu bar.
7. Click Save.
8. The default directory of your template file should be in C:\Voyager\Catalog\Template… If not, find the directory.
9. To save your template directly in this folder, give your template a name and click Save.
10. If you need to create a few templates, it is better that you create a folder in Template and save all your templates in the folder. To do this, in the Open Template File dialogue box, click the yellow folder icon with star on the bar under the title bar of the dialogue box. Type in the folder name and click Open. Give your template a name and click Save.

Editing Existing Template

1. Click File on the menu bar.
2. Put cursor on Template. At the right side after the right arrow, you will see two sub-options: New... and Edit....
3. Click Edit... to edit an exiting template.
4. The dialogue box Open Template File will pop up.
5. Select your template file and click Open.
6. Edit your template file.
7. Click Save icon on the tool bar of cataloging module.
8. You will get a pop up message Template updated. Click OK.

Use this option to create and modify templates of your own.