Maggie McGee: In this session we're going to cover configuring description templates renumeration and chronology and it's a little different than enumeration and chronology in the mark holdings record, but the new problem fields are used for description templates for when you're receiving.
Maggie McGee: Item records, whether you do it from the receiving workbench from acquisitions.
Maggie McGee: receiving an invoicing receive or from the item description its physical item description sorry physical item editor.
Maggie McGee: So we're going to get started, but before we do this session is being recorded, if you have any questions you can either unmute yourself, or you can type it to chat.
Maggie McGee: As we proceed so please feel free to ask any questions as we move along.
Maggie McGee: In this session we're going to cover what are the required roles to configure description templates, what are the benefits of configuring description templates.
Maggie McGee: Some Newman cron basics, just so there's an understanding because maybe the people who are configuring description templates don't really have an understanding of what enumeration and chronology in you know.
Maggie McGee: really need you know they're all here configure this for us, but they may not have you know just just a basic understanding of the underlying.
Maggie McGee: relationships and the need to build a little bit more than just here here my descriptions put them in and here we go because, of course, when you configure you want to make sure thing looks well we're going to configure description templates just the general.
Maggie McGee: Typical way and then we're going to configure description temple so that months display as text now again when I show you months can display as tax, you can apply this to seasons as well, it works, the same way.
Maggie McGee: There are acquired goals there's only one you only need one, so you need one of the following goals to be able to configure description templates you need a repository administrator or a catalog or administrative role or the general administrative role.
Maggie McGee: If you do not have the scroll and you have not, you know, maybe your campus has somebody else that has these roles that needs to configure these for you you're going to need to be able to supply them some information, which is what we'll talk about moving forward.
Maggie McGee: Some of the benefits of configuring description templates again, this is not.
Maggie McGee: An exhaustive list it's just some things that I, you know when I was bringing this up, I thought about so some of the benefits.
Maggie McGee: Are that the default description template is not going to be applied so out of the box actually burst has default description template.
Maggie McGee: And it applies every single a new and Cranfield integration a you know cron kit everything it has all the enumeration and crohn's in it, it does not, it will not display it the way that you want these to display your discovery so.
Maggie McGee: Your display in your item.
Maggie McGee: Your list of items so it's very important you know you're not going to be manually typing these in and not selecting the generate button.
Maggie McGee: That you wanted to be wanting configure these because then, when you when you click on that generate button, it is going to go through this rota.
Maggie McGee: it's basically wrote it's going to go through all the description templates that have been configured and it will start with the first one that meets the criteria.
Maggie McGee: And if you have none configured it's going to meet like go to that default description template that has every enumeration in chrome in it, without any.
Maggie McGee: volume punctuation numbers month enough there's nothing it's just the Newman krantz so it's going to display really strangely so.
Maggie McGee: that's one of the benefits of configuring these because then you can use that generate button and it can be applied properly.
Maggie McGee: It standardized is your descriptions anonymous that means anybody who is doing receiving you may have one person, you may have multiple people depends on how larger institution is how many receiving people are receiving.
Maggie McGee: That generate button is going to create the description in the same way, every single time and it meets the criteria and that will be based on you know either.
Maggie McGee: You know and and si an ISO standards or your institution standards.
Maggie McGee: And, as I mentioned, you don't know you wouldn't have to type in this description manually anymore, so a lot of the people I know in Sydney have been working around this.
Maggie McGee: description template issue by just typing it into the description, whether it's in you know receiving or in the physical item editor we've just been typing it in without clicking the generate button and you save it and it will keep that description.
Maggie McGee: But you don't have to do that if you have your description templates properly configured you can just put in the Newman cron numbers click generate and it will give you the display as desired.
Maggie McGee: And everything that you do is because I know we all migrated from all up so i'll have allowed the months to display as text.
Maggie McGee: Allah doesn't do that, so you can do this, you can configure these display templates description templates to do that.
Maggie McGee: to display as text is still a bit more work, but it goes pretty quickly we're going to talk about that a little later.
Maggie McGee: Does anybody have any questions before we move forward.
Maggie McGee: Sam is going to talk a little bit enumeration of chronology basics, and this is more about the holding record and information, as opposed to what this means for the item record the description that gets displayed.
Maggie McGee: In the item physical item list or you know your items, you know are displaying in Primo be.
Maggie McGee: The list of items that you've had whatever's displays with that item is based on the description, now the enumeration of chronology i'm going to talk about the mark holdings.
Maggie McGee: But it's good to know, because it gives you a background what is enumeration mean was chronology mean How does this interact has is for what happens right.
Maggie McGee: So I will refer to them as Newman cron because what that's you know pretty standard So if you hear me saying human products just abbreviated for integration and chronology.
Maggie McGee: So Newman crime, they define the publication pattern for curious and are serial titles, you know serial Librarians.
Maggie McGee: pie knows way more intimately than me I dabble in cereals i've dabbled i've done work in them, but I would never say that that was.
Maggie McGee: Solid cereal catalog so if there's anything that I miss for misrepresented please correct me.
Maggie McGee: So in.
Maggie McGee: Week description templates in all my do not require the mark holding records to have a mark 853 or 55 or 863 65 i'm going to talk about what this means and a little bit these do not have to be in your more holding record at all.
Maggie McGee: However, you know we've done predict components in the past i'm just bringing this up prediction patterns do require you to have either market.
Maggie McGee: Five or combination of those depending on.
Maggie McGee: The syrah.
Maggie McGee: And if you want to know what the publication pattern is and that's like how how it's published, you can find this information in the bibliographic record in the mark 310 it's called the current publication frequency.
Maggie McGee: And in holding records you're going to find that and mark 853 days 55.
Maggie McGee: And in the bibliographic record, you can find the date of publication with you know.
Maggie McGee: You know when it started publishing what buying what does she want number, and that would be more 360 to.
Maggie McGee: Just be aware, you know, as I said, the display of sears and continuous holdings and Primo P that display under the title, you know not under not with each item but you know, under your holding for this scenario, will either come from.
Maggie McGee: Combined with 863 and 865 for from mark holdings 866, which is a textural holding statement for.
Maggie McGee: You know the.
Maggie McGee: The pattern, you know, and also the Newman chron so it depends on how your library does is some or do very in depth mark holdings and have.
Maggie McGee: 853 to 855 863 three to five classmates exclusive but that's the information that displays just under the title information for that Syria holding and for each item display it comes from that description that we're going to be configuring.
Maggie McGee: So i'm just going to talk about the other pieces and I know it's kind of it's not in depth, this is kind of an overview continuous cereal continuous and Syria holdings are made up of caption path and patterns and enumeration and chronology.
Maggie McGee: And you're gonna be like what are caption patterns well they're contained in the mark 853 55 and i'm just showing you an 853 here.
Maggie McGee: that's the first level like that's if you just get one part like you don't have bone hurts you don't have supplements and other pieces that go with a serious basic no issues that you receive.
Maggie McGee: So here in the 53 you can see that these contain words or phrases or letters right So here we have under subfield a there's volume that's B stands for volume number.
Maggie McGee: that's the number of times it's going to be public, you know it's regular here's my so this part right here, live sorry can be done.
Maggie McGee: So it gives you it in words or you know, a phrase that represents a word.
Maggie McGee: And the pattern contains how the item is going to be published so you know the frequency, the time the regularities the regularity, would be a pattern the year the month that would be the pattern, or if it's like.
Maggie McGee: starts new publication, a certain date so all these different sub fields mean something different.
Maggie McGee: Now, the new generation and chronology that are contained in mark 863 65 they get the link to the 5355 and again combine they will display your Primo be if you're not using more cool than take 60 cents.
Maggie McGee: Which is just like I referred to it as free text you know you're typing I we have find one from 1941 ongoing right if you pour through 1987 as the sample would say.
Maggie McGee: So the information and chronology, as you can see here is represented with enumeration, so it is numbers so that's what showing up.
Maggie McGee: So enumeration contains the volume number part sections and chronology will do.
Maggie McGee: The year so months the seasons so here are the years, so what happens is these pieces get combined together.
Maggie McGee: And you know, essentially, it would display something like this, even though this is the free text field.
Maggie McGee: But you know enumeration chronology is made up of different pieces, so you know you have a first level of renumeration you have a second level enumeration possibly first level cron second level chronology.
Maggie McGee: And you know it's really this terminology is coming from what's the market effort and the information that's provided how that cereal gets published its caption and patterns and soon in relation chronology.
Maggie McGee: So we look next that renumeration chronology.
Maggie McGee: And you may because that's how the quality new may it's considered the first level of memorization be his second see third D is support he fit at the six so you can have.
Maggie McGee: Many layers of enumeration typically most don't have that many, but you may run into that.
Maggie McGee: like an example would be I gave an example here, where you have two levels of renumeration bio 92 vine here is enumeration a following.
Maggie McGee: This piece here volume number two and the second piece is number 70 that is the second level of integration.
Maggie McGee: And now we talk about chronology you can have multiple levels of chronology as well, he had gone, I was the first on Jason second on Casey 11.
Maggie McGee: Sorry frank, is the third column l is for con and ultimate scheme numbering scheme chronology and from the, which is a certain date so just be aware that you know you can have multi levels, not every enumeration and Cranfield needs to be filled in do not have to have a value for them.
Maggie McGee: So, by looking at this example 592 is my new man number 17 may be, this is my prom I really here.
Maggie McGee: August is my mom that's calm J that's the second level and then 17 is the date so that's my crime kate's the third level.
Maggie McGee: And this example I only have.
Maggie McGee: I have one level of integration and one level of chronology so it can vary vary dramatically, and this will really play into how you're going to set up your.
Maggie McGee: Your description templates because you need to know.
Maggie McGee: What cereals you're receiving that are physical and how their patterns look so that you can.
Maggie McGee: put them in the description properly.
Maggie McGee: And another piece about this is that in.
Maggie McGee: On it descriptions use numeric values so important, you know, like all of us words you know they use the textural version so.
Maggie McGee: But in Alma they use the numeric value so it's good to know what the numeric value equates to I mean it's you know you know it's pretty common it's not usually unusual numbering they didn't change it in the monster related to numbers.
Maggie McGee: Now just be aware, when you do who's enumeration chronology.
Maggie McGee: When you do have.
Maggie McGee: The month, you can put an eight or a it will still display that way, but if you're working on changing the description templates that last month.
Maggie McGee: displays as tax you've got to make sure that you're using the same pattern so it's always good to have come into practice and since Alma does use.
Maggie McGee: These numbers as their standards it's probably best to keep that as your standard as well, unless you know you've made other decisions at your institution.
Maggie McGee: and other spring these these display and numeric values the spring is.
Maggie McGee: Good information to have because when you're going into take the sin, and you know, like you're taking the new moon and Crown and the description and you click generate and things don't display as you expect this is why.
Maggie McGee: So before we jump into the next piece of have configure does anybody have any questions.
Maggie McGee: Great so we're going to just jump in i'm just going to talk a little bit and then we're going to go into Alma i'm going to show you a little bit like how that default template will walk in all these different pieces, just so that you're aware so.
Maggie McGee: before you start configuring your description tech but it's really a good idea to compile a list of descriptions that are used at your institution.
Maggie McGee: You may not have every single variation because a lot of us are cereals are cereals have diminished we don't get as many do you may not need as many descriptions.
Maggie McGee: But you want to get a you want to compile ation of those because it's much easier if you have that to be able to just you know configure these description templates because.
Maggie McGee: it's not very easy to do off the top of your head, because you need to know the proper punctuation proper you know integration proper chronology how it's going to display.
Maggie McGee: And right here is just kind of like an example of gathering some that i'm like I say you need all those you probably go.
Maggie McGee: there's some pretty standard ones like buying a mere volume your mom find your Monday things like that you might have just year you know might have seasons, but y'all know based on whatever fits cereals are still receiving and that you need to feel description temple for.
Maggie McGee: Now there is.
Maggie McGee: There specific punctuation issues for creating these description and it's based on an si and ISO standards um.
Maggie McGee: Now again every institution may have their own standards, so if you're not using those that.
Maggie McGee: Those standards, you would be using institutions so just be aware of whatever punctuation spacing because typically there is no spacing but.
Maggie McGee: Some institutions may like look the spacing and have incorporated that so just be aware of what your institutions policies are and follow their patterns and i'm sure, whoever provides you with these descriptions will be giving you the correct punctuation or what they would like.
Maggie McGee: But just be aware of that, there are some standards that you can follow if maybe you want to make changes or have new people and you were not aware.
Maggie McGee: of nearly important piece to understand about configuring description templates is that they will.
Maggie McGee: be applied in the order that they are configured.
Maggie McGee: So what does that mean it means it's kind of like you know and TIM talks about rose for resource sharing it's kind of the same things.
Maggie McGee: it's going to go to the list of your description templates and it is going to go through them, and it will start with the first one that meets the criteria for that description.
Maggie McGee: So that's why.
Maggie McGee: You know configuring these well will serve you well, because it will accidentally stop at something and display it incorrectly because we didn't put maybe something but field is not.
Maggie McGee: listed or the field should be no is empty.
Maggie McGee: it's just really important to be aware that this can happen that when you're.
Maggie McGee: configuring these you know it's really good to test, and you can see what its gonna look like it's always good to test it on your live and I don't see how it's going to work, because if it actually stops at somewhere on the road, or you don't want it to.
Maggie McGee: Then that descriptions going to not look correct.
Maggie McGee: And, as I mentioned earlier there's this default template out of the box Max the list leavers and it gets it gets applied if no other description templates meet the criteria, and when I mean applied you click that generate button.
Maggie McGee: And it's going to just default to that if you have none.
Maggie McGee: configured.
Maggie McGee: Or, if you have some configured but they just don't meet that criteria.
Maggie McGee: Any questions.
Maggie McGee: Phase one and they give you a slide so that you're aware before we jump in to real configuring because that's what we're going to do next.
Maggie McGee: This, these are the punctuation based on in si and ios standards, so this comes from the table 3.1 I had as a clickable link.
Maggie McGee: You can also find it online, but this is it tells you eat at the symbol, the purpose of the symbol, you know how it should be configured and here's just an example, what it would look like so when I need get descriptions from.
Maggie McGee: You know before you configure them you want to know what they should be looking like and they may not look anything like these examples here but it's just a visual representation that you can.
Maggie McGee: Alright let's jump into the partial sandbox and.
Maggie McGee: Take a look at how to configure so remember, we need a role, so we don't have the appropriate role to them do this, we may need to ask somebody else to do this, so we provide them with description templates you may need to distract you provide them with.
Maggie McGee: You may need to provide them with the instructions, how to do this, so I created an faq because this is like a one shot deal kind of thing and i'm not.
Maggie McGee: posted into chat So there is an faq on this, I also included it in the live guide on prediction patterns under description complex, there is a very brief.
Maggie McGee: description of how to figure these, but here is the link to the.
Maggie McGee: faq that I just put into the chat so just be aware that it is available, so if you need to pass this off somebody else to do here, the instructions, they can follow them plus there's also actually gross documentation that is attached, at the very, very end with the spring documentation.
Maggie McGee: But here we go we're going to configure enumeration cron templates so i'm going to click on my configuration going to go to resources general.
Maggie McGee: description templates now there are some here, and you may have some you may have none so don't worry these because I was testing with as text so right now, they only have.
Maggie McGee: there's a few here, not a lot, so the one we're going to configure today is for volume, a new one number, a new a new day is volume newbie is number con I.
Maggie McGee: Is year on K is month so that's the one we're going to work on today, so when I come in i'm just going to click on apple my name Michael glycans.
Maggie McGee: You can name it in a Convention that works best for you i've seen what people do this in many ways and Sunni just poking around.
Maggie McGee: But you want it to be something that you understand what this template is and for the description, you can have it.
Maggie McGee: How you want it to display.
Maggie McGee: Or you could have been words, however, works best for your institution, so you need to name it that is mandatory description is not mandatory, but it's always good to have the description, and then we next thing to do is add parameters, if I click on add parameters.
Maggie McGee: This is where i'm going to tell it what fields, need to be in it, what fields are don't etc so here i'm going to come in, they defaulting to the top because i've recently been in here, using it so not I would find a new a.
Maggie McGee: They don't necessarily have to be in order so don't worry about that so say you put some in and then you have to edit it they don't have to be in order, in the input parameters.
Maggie McGee: And I would say this operator is not empty, because we want to make sure new a is not empty, because that is part of the pattern there was definitely going to be a volume in this one, and then the next one, the new be.
Maggie McGee: And I could just start typing and it will pop up.
Maggie McGee: And i'm going to make this operator is not empty because there's going to be a number click add parameter and then i'm going to click add parameter again you're going to do this as many times as necessary to meet the criteria for your description.
Maggie McGee: And you may need to edit it if you're getting other descriptions generated, because in the rota they met them first where you can use the arrows to interest them and will show you that after so here i'm going to crown I.
Maggie McGee: must say that's not me because that's going to be my gear.
Maggie McGee: click at parameter, and now, maybe two prong K.
Maggie McGee: it's not empty, but like say i'm going to get feminine but say I had stuff that have the day because you saw before I had by on year, I had volume number year month.
Maggie McGee: Day, so I want to make sure the next chronology is empty because I don't want it to meet.
Maggie McGee: The criteria above it first, so I have to make sure I have enough parameters in here to make sure that when it goes through the list it's going to stop on the planet, so let's go to our chron J and i'm going to say is empty and click add parameters.
Maggie McGee: So now, I have my parameters setup and, as I said, we can do this as many times as you need they don't necessarily have to be order, because sometimes you have to make changes, you can click on them, and you can edit them.
Maggie McGee: Or you can delete them as needed because there's a delete option as well.
Maggie McGee: Now the next piece that's really important is our output parameters, this is how we want.
Maggie McGee: It to look, and this is where that description that somebody providing us helpful because you want to know where the parenthesis are where the commas over the periods are with a cold, you need to know all this information.
Maggie McGee: So here I come in my prefix if I have volume of the personal on depends, if your excuses uses be period you use that if you use dll period, you would use that.
Maggie McGee: And then you would come in here, and you pick your field, and then I pick my new X, so this means volume because it comes before.
Maggie McGee: The value from enumeration neck.
Maggie McGee: that's going to be generated.
Maggie McGee: My suffix because I have number coming next and.
Maggie McGee: colon is the standard now if I wanted to make spaces between volume and number.
Maggie McGee: I can hit enter and that will give me a space and that will provide a space.
Maggie McGee: And that's what you can do if you don't want to space, you could not do that so just be aware that's how you can get spacing between.
Maggie McGee: enumeration chronology punctuation etc when you're setting up these templates if necessary.
Maggie McGee: Then, my next one is going to be my new operation beasts and the number.
Maggie McGee: period and again if I wanted to space here between that and the value I would enter I don't want that, but just want you to see that as possible.
Maggie McGee: And that gives that spacing you don't see it, because you can't see the spacing you know here, but it gives you that the back i'm here to my integration be.
Maggie McGee: And then.
Maggie McGee: I wouldn't have a suffix for this, because there's nothing following that because, when I look up here and negotiate this is my pattern that i'm basing it off them volume.
Maggie McGee: call a number than year and Poland, then month, so the next one i'm going to have a prefix is going to have the beginning parentheses, and then i'm going to go to my crown I.
Maggie McGee: And then, after that, because that's my privacy, this is my value from the Crown, I feel, and then I want to have that Pole and again because I want it to look how I have it written up above.
Maggie McGee: Then I would come here to my prefix there'd be no prefix for cron job because i'm looking at this pattern here and there is no space there's nothing else, so, then I would just come to here pick my crown J.
Maggie McGee: And then I put my end parentheses.
Maggie McGee: And if I wanted to see how this look before I click SAVE I can click on show template.
Maggie McGee: So this is how it's going to display for me.
Maggie McGee: Now.
Maggie McGee: it'd be nice if there were numbers because it would make it more realistic but this at least gives you an idea how this is going to display for you and i'm going to click close.
Maggie McGee: And then, when we get looking about how this really works when I use an example, we will take a look at that so i'm going to click save now because I want to save this.
Maggie McGee: And it's going to be added to the bottom here.
Maggie McGee: So i'm just going to change something, because I want to show you i'm going to change one thing in this template i'm not going to have.
Maggie McGee: chron.
Maggie McGee: J is empty because I want to show you what happens about where the placement of is, and if you don't put in the right criteria.
Maggie McGee: What will happen, because it should stop on one of these, but we're going to find out what happens so we're going to jump out of this site configured it and I want to show you how this looks lot and we'll go back and so.
Maggie McGee: i'm going to look at.
Maggie McGee: Men American cinematographer now I may do this with physical item editor just so you can see, and then we can do it from also receiving workbench So if I click here go to items.
Maggie McGee: and see because I know some places do this i'm not recommending us because through the workbench should be doing focusing workbench that I just want to show you that it's possible that.
Maggie McGee: How the generate button and everything works with these description templates So if I come in here, and you can see.
Maggie McGee: How, everything is set up, if I click generate.
Maggie McGee: It got really beard it went great to my default template because it went through all the rota and it didn't meet the criteria so that's why it got really strange so i'm going to change his enumeration jade eight because I know that's how its configured.
Maggie McGee: In one of the others, but it's still didn't work so very interesting, this did not work, but let's go back and Edit it so it says it's empty and see if it will work.
Maggie McGee: So sometimes you need to move them around as well, so we got resources general description templates we're going to jump down here.
Maggie McGee: I know I delete those because day is not empty so we're going to edit this, but the good thing is because.
Maggie McGee: It didn't meet that criteria for whatever bizarre reason private this is deanna.
Maggie McGee: Back on Jay say this empty.
Maggie McGee: Get parameter.
Maggie McGee: let's see again I can move this to the top if that was something that gets done like I can move this above the other two that I have created there.
Maggie McGee: That was just playing around and testing.
Maggie McGee: And if I click back I don't have to log out like in it is automatically applied, which is nice it doesn't always happen that way so it's good acquisitions.
Maggie McGee: Good are receiving work best with the acquisitions receiving an invoice and receive and again, you have to have the right roles to be able to receive so receiving operator, if you don't have that.
Maggie McGee: You wouldn't be able to see that option.
Maggie McGee: And here it's fine my nerd can summon the tog refer, and if I went here and, like the seed.
Maggie McGee: I click duplicate here and.
Maggie McGee: i'm going to change this migration my change.
Maggie McGee: The number of the line is so we can just take a quick look and see what happens that interesting so for some testing this out and it's not working i'm going to try to move it up to the very top, because enumeration a be should be i'm going to go back and look at why.
Maggie McGee: This isn't working because i'll tell you it works testing, so you know that's how it goes, but this is a good thing, because troubleshooting is not a bad thing i'm just going to click cancel and just be where i'm going to sandbox of so.
Maggie McGee: We think new paltz are wonderful they let me do this so let's go back and look at the sources general description templates let's go take a look at our.
Maggie McGee: Five number year month in a look at it, make sure I didn't pick anything it's not empty not empty not empty not empty kanye is empty.
Maggie McGee: Okay.
Maggie McGee: i'm gonna say this i'm going to move it up.
Maggie McGee: This takes a while, because you know I wish there was like drag and drop they don't have that Nice drag and drop feature.
Maggie McGee: And so you'll have to play around because you might find you need to make changes like this, because things don't work as expensive and maybe I will log out to make sure that everything does what it needs to do, plus you know it does get applied.
Maggie McGee: Maybe it's just not happy with me today so sign up for back in.
Maggie McGee: Good acquisitions it's good to see.
Maggie McGee: Parker.
Maggie McGee: yeah weird Okay, so I wait it's not working so new may new be.
Maggie McGee: Fine, I J.
Maggie McGee: K is oh hold on no I know what we did from K should be empty we have from today so see yep Thank you so you picked it up Linda as I was looking at it i'm like yep so really to make this one, it so see what happens like i've made a typo.
Maggie McGee: What kind of a typo I slept with the one thing so we're going to change this, so you can see, even if.
Maggie McGee: Thank you habit sometimes you go in and you do it and it's like, why does that not work right, so thank you good island de as I was catching it and pop that too.
Maggie McGee: So let's try this this time and i'm hoping fingers crossed this sense of what I needed to do and it shouldn't because I made an error.
Maggie McGee: Okay i'm just been changes to nine and click generate and there we go so that's what we want, but this is where we're talking about where that technology day like if you use a month it's going to show up, however, you have it here and the numeric value now, could I type August.
Maggie McGee: And it would pop it in, but a lot of times if you're you know what happened is we inherited these who all live, and if we duplicate from a previous one, it has that numeric value so we don't want to have to change typing that in to a word to be applied.
Maggie McGee: There is something we can do we can change we can change it, so that.
Maggie McGee: If I type in.
Maggie McGee: A and i'm going to put a and i'm going to put a day here because I have a description template that should meet this.
Maggie McGee: It comes into August, instead of that page So if I did this because it's not my goal i'll show you and I click generate.
Maggie McGee: It doesn't know what to do, because that will doesn't have it so just be aware that I have this one configured to take that numeric value and change it to the word kinda like how it's done and all now, yes, I can just go in and type it I can't do with this description template because.
Maggie McGee: With the day because it's configured a specific way, but for other ones that don't have a specific value assigned to your crown or a new, you can do that.
Maggie McGee: So you can see, and and Lynn Linda asked is kanye need to be oh eight or eight strangely enough no it doesn't matter it's just going to pop in the value that's there it's just even when we do the next configuration even know all my uses that it doesn't seem to have a big impact.
Maggie McGee: It just might be that that's how it was configured in all it, and this is how it came over and it just continued and the nice thing is that it doesn't matter, but people have to know that eight equals August.
Maggie McGee: You know your end user so either you can configure these description templates to display as text or you can change wherever that texts needs to be because I could do say like i'm.
Maggie McGee: So, like if I wanted to change it so maybe it's summer instead it's a season, I could take it in that way it's just extra work, because if you know if you have.
Maggie McGee: Because 22 right by type that in click generate.
Maggie McGee: Our end users aren't going to know it 22 hours right So yes, you can put in the word here, but you can save your description template to do that work for you like, I did.
Maggie McGee: like this display I have a because it's configured to that and I have the date because, and I click generate.
Maggie McGee: That I don't have to do that extra work of anything, because I can just do duplicate maybe I have to change the month, but I don't have to necessarily type anything in you know it all depends on.
Maggie McGee: How, you know your institution wants to do it now, if you don't care that the next you know few extra keystrokes you do here, but if you want to streamline your.
Maggie McGee: description templates so that you know things get converted automatically, then you would do that now the case of this one, because if they were duplicating like this.
Maggie McGee: You know, maybe you would want to certain rules so it's eat instead of only like all users but oh look at that next so does anybody else have any questions before we like go back to our description templates.
Maggie McGee: So now i'm going to look at the description templates how to configure that.
Maggie McGee: to convert the names, you know, so you want to have a textural value, instead of having a numerical value so.
Maggie McGee: We same thing go to configuration resources general description templates and i'm just going to pop in because this is what I was looking at So these are the ones that really configured so if I come in here and click edit.
Maggie McGee: just want to show you the reason, when I put those eight in it converted to August is because that's the value I can't choose more than one value, but I could edit it and I could make this value instead.
Maggie McGee: He and I can just not have those zeros in front so that's a possibility.
Maggie McGee: Now I want to configure it for the one we just created.
Maggie McGee: um what I can do is say I have this basic one and you may have this ready and maybe you're like hey i'm ready for the next steps, I want to like change numeric value to text I don't.
Maggie McGee: You know I want to save time so let's let's do this, you know, so you go to configuration and you just go to the template you can click duplicate or you can start a new rule.
Maggie McGee: By clicking on that and i'm just going to click duplicate because duplicating this.
Maggie McGee: will streamline streamline the, so much so what I will do is I will come here, I will change this i'ma start with August typically I would start with you know January and go through, but i'm going to start with August, so that I have this so I can show you the example.
Maggie McGee: You can name it whatever you want, but I like to need it by the month, so they have it, where you could put in the end it doesn't really matter.
Maggie McGee: How you decide to do this, so if I come in here I would want all these fields right and so i'm looking at this, I need my month field that's my problem Jay so I need to come here and change this and I would change this.
Maggie McGee: Change operated equals and i'm just going to put eight, this time, because we know as a duplicating it's coming up beat so i'm just going to use that so you're not tied to having, as only but The thing is, is that these parameters.
Maggie McGee: Now it's a cron a new may is not empty a newbie is not empty is not empty prime J equals eight from K is empty.
Maggie McGee: And you have to do this for every month and that's why it's kind of cumbersome, but once you get it set up its feelings.
Maggie McGee: So the next thing you have to do.
Maggie McGee: Excuse me, he.
Maggie McGee: Is edit this your output parameters, so if I was going to edit this you do not have.
Maggie McGee: A field for the chron you just created so you want to make that like I would get rid of my suffix here because I don't have a value here, and then I would come to my crown I here and i'm going to put in the value.
Maggie McGee: of eight here in August and then, when I put my end parentheses.
Maggie McGee: put my end parentheses.
Maggie McGee: So my mistake when I was trying to figure out how to do this, I kept putting in the field for the product or knew I was using.
Maggie McGee: And it was not happy, it was just like.
Maggie McGee: nope not going to work so.
Maggie McGee: And so you really need to make sure you do not create an output parameter for this, because the output parameters be.
Maggie McGee: You know, this is the value that it must equal and this is going to be the output for this role.
Maggie McGee: So that's what the differences as opposed to the output is coming from that.
Maggie McGee: When you generate it's not coming it's coming from the rule is going through description templates.
Maggie McGee: it's going through to meet each criteria, and it goes through in crime J there's an eight I stop here, and if there's an eight my outfits going to be a new day and be crying I that's going to follow cron I and we're all good so i'm going to click save.
Maggie McGee: And now we're going to go look at this so i'm gonna come back here.
Maggie McGee: And like I said, you can look at it from either way you know I can look at it from the items here.
Maggie McGee: No duplicate i'm not really doing anything i'm just trying to show you so you can just see how they look so if I came in, here is my new a that field here's new be.
Maggie McGee: i'm just going to teach that to nine so we can see their friends and, here is my crown I so these values are not empty Member prime day equals eight so prime day equals eight is willing to.
Maggie McGee: add this after prom so let's click generate.
Maggie McGee: let's go take a look Oh, you know what i'm going to tell you, we didn't move the road us so let's go back it stopped on the first one that met the criteria or number, here we go and that's where so it stopped here so i'm going to just delete this one.
Maggie McGee: Actually, no i'm going to the other one let's do that let's go back.
Maggie McGee: and take a few minutes but that's okay.
Maggie McGee: I wish, there is, I wish they had drag and drop features for this kind of stuff it would make life so much easier.
Maggie McGee: doesn't take some if your list is really long it can take a while so um.
Maggie McGee: it's also nice to freak them clumps you know, like together.
Maggie McGee: I mean I couldn't move the other one down to I could have done.
Maggie McGee: And that's why it didn't work because remember, I told you, it will stop at the bull that first meets the criteria and it stopped the very first rule, because that was the very first school that met the criteria so.
Maggie McGee: Go back.
Maggie McGee: That resources, we can out just go back to the item, so you can just see.
Maggie McGee: And since that's the first tool i'm expecting it's going to stop on that role so let's click generate.
Maggie McGee: And there we go it did stop on that role, how do I know because it retained this because that's part of the bowl, that is, the sub the people at the suffix.
Maggie McGee: To crawl not so I know that work perfectly now you're probably like okay So how do I do it if it's should be in front like there is a field that comes after it So what do I do, then.
Maggie McGee: What do anything that's just a good way to just like poke around and see you don't have to create it it's just a nice way to see how it both display because even though you can see it here under resources in general description templates you know you can see how it's going to look.
Maggie McGee: I like seeing how it really like folks within the numerically I would you know, the new in crime numbers and values appearing so i'm going to show you how this looks with my August one we're going to come here so for this one.
Maggie McGee: week we change our retail upon J equals eight so that it's easier for the system so depending on your if you might want to use know eight one and might use an eight.
Maggie McGee: It depends out things migrated how you were using them and all of.
Maggie McGee: Any other system, so if I come in here, I am not going to create a cron J field, so you see i've been new, may I haven't be I have front, I I found Kate because this one is.
Maggie McGee: As volume number year month day, so it has an extra field, which is the Crown cat so I need to put whatever value, you know the value when it needs at.
Maggie McGee: The prefix, for this is going to display August before the day which comes in cron K and the suffix will be in parentheses, so that is how you do that.
Maggie McGee: You could do it either way you know it could be in a prefix and could be in a suffix it will be in a prefix if there are any new mcroberts coming after it would be a suffix if it was the last enumeration of chronology for that description template.
Maggie McGee: So we're going to go we'll go back and we'll just take a quick look and i'm just going to stick in a day.
Maggie McGee: For that one because yeah things do change and we do update our publication patterns, but I just happen to like it's easier to use one example and trying to remember multiple So if I come in here but proceed.
Maggie McGee: click generate i'm going to put a date here.
Maggie McGee: And i'm going to change this, just so that we can see that the values do get updated when we click generate So if I could generate.
Maggie McGee: What happened was my new a got filled in finding be got filled in my crowd I got filled in.
Maggie McGee: Crime Jay didn't get filled in because it's meeting a wall and what it ended up doing was putting in.
Maggie McGee: August.
Maggie McGee: Before concave value so that's how it works um.
Maggie McGee: It took I have to you know I will admit I tried doing this in 2019 struggle struggle struggle couldn't figure it out, and when I was doing the tune up training that's when it finally clicked in my brain that I kept trying to put in.
Maggie McGee: In the output parameters, the field that I had configured to have a value equals, so that was my big stumbling block hopefully that will be something walk for any of you, but that's how you can create it again, yes, I mean I can just type in.
Maggie McGee: But if this probably won't work because I don't have a rule that meets that criteria, but it does type in August, you see, so this was using my default.
Maggie McGee: Because I don't have one that didn't have a value configured for this description template so let me go show you that default one just so you can take a look and see what I mean, and this is why it's showing up just in like.
Maggie McGee: Value after value after value after value is because there's no punctuation there's no.
Maggie McGee: Names or you know abbreviations of veins or anything in it.
Maggie McGee: And the default one is very at the very bottom and if you click on it and click get it, this is what it looks like out of the box from actually bros.
Maggie McGee: it's just airfield there's no prefix there's no suffix so that just means it's just going to dump out everything in a strength.
Maggie McGee: And that's why it looks that way, so if you know you're starting to receive or you're creating new items and you're receiving you doing all this and your descriptions are just coming out like that that's when you click generate That is why.
Maggie McGee: And that's why you'd want to display it but, again, you know have so many workarounds right so i'm going to show you the workaround, just in case you're not aware, if we go to acquisitions and receive.
Maggie McGee: If I was not using description templates they're not configured or.
Maggie McGee: I have a strange publication, because we do get those months in a while we get these really strange publications that don't meet any description there you know unusual and we just it's easier to just type it in so let's change this to.
Maggie McGee: That will change this to.
Maggie McGee: Change up to September right.
Maggie McGee: nine September, and if I wanted to change this and will say have integration see on the sake part.
Maggie McGee: And just so we have something.
Maggie McGee: Okay, and we can say the day is today, so if I had something like this right and if I click generate it's just going to be crazy it's not gonna.
Maggie McGee: it's just going to be just string of letters that just don't make any sense right they just don't make any sense you just look at that and you'd be like nobody can use this so you can do by him.
Maggie McGee: To you can just take this it.
Maggie McGee: Number fell.
Maggie McGee: Apart a.
Maggie McGee: 2021.
Maggie McGee: August.
Maggie McGee: 31 and don't click the generate button, instead, you would you create you know either received and set barcodes recruit and receive.
Maggie McGee: don't click the generate button, so if I get that I would just look great and we see for set barcodes and receive and then that would be my description.
Maggie McGee: Once you click that generate this is going to go away so i'm just going to copy it real quick, so you want to do something that's adding description template.
Maggie McGee: wheelhouse or it doesn't it doesn't exist or it's unusual, the best thing to do is type it in not click the generate button and click receipt because once I click that generate all that work this way it doesn't understand what to do.
Maggie McGee: So that's the workaround for when things don't meet description templates or you don't have them configured and you're using that default out of the box when.
You.
Maggie McGee: Have any questions.
Maggie McGee: about how to configure these.
Maggie McGee: yeah so Catarina if you need scattering as just to confirm really different templates for each month and items have their descriptions updated in both retro actively um.
Maggie McGee: So you need if you're doing the the month of the season as text.
Maggie McGee: Then, yes, you have to do it for every single month you can't just do it, for one, it will not work, you need to configure it for every month, and you might possibly want to just do a generic one at the very bottom something doesn't work but yes, if I went here.
here.
Maggie McGee: I had to do it for every single one for my by in your month number day, so I have one for January, February, March, and what I do is, I would just click go to the ellipses click duplicate.
Maggie McGee: And do the next one, do the next one is speeded up really fast and you don't it's a lot less cumbersome takes less time than you think.
Maggie McGee: Now, is there a way to update descriptions I believe descriptions have to be updated using an API.
Maggie McGee: Unfortunately there's no easy way to do it, I think there's needs to be API treated to do that in bulk I know that things migrated strangely for different from people use, you know all up and stuff um.
Maggie McGee: You know we're going to have descriptions that from different periods of time that maybe don't meet up to the standards of today, but you know you can always use these for going forward.
Maggie McGee: yeah I don't think there's an easy way to update your item descriptions and bulk, unfortunately.
Maggie McGee: As anybody else have any questions.
Maggie McGee: Oh you're welcome, yes, and sometimes we need to so you know we do get people from outside Sunni and we're very welcoming for them for joining some guy that can be helpful to you as well.
Maggie McGee: And yeah so what's fun about live presentations you can test all this stuff and you can do it perfectly and then, when you do it live, you know something you know, usually human error on my part.
Maggie McGee: That goes wrong, and then I have to unwind it, but it is, I believe, also a helpful thing because it, you know, seeing where you can make mistakes, they make errors and then how to troubleshoot and look for and what I love about doing presentations to suny.
Maggie McGee: What so many great people and they kept things so quickly, so I always appreciate that.
Maggie McGee: So I appreciate that join and if nobody else has any other questions, I hope you have a great rest of your day and this session with the recording transcripts slide deck will all be available.
Maggie McGee: At that link that was provided for the initial slide deck I hope y'all have a great day, see you soon.