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Resource Type Templates (Resource Manager)

Catalog > Add Resource > Edit Templates

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The resource template offers various templates to help you organize your resources.

note  If you had Asset Manager prior to Destiny 12.5 and created a textbook template, the upgrade to Destiny v12.5 renames the pre-existing template "Textbooks".

Important:  If a district has any Destiny Textbook Manager installations, all textbook-related features are hidden in Destiny.

To work with resource templates

Important: The Textbooks template has several options and rules that do not apply to other templates. Read more… Closed Textbook templates cannot be deleted, moved or duplicated. If you have the Complete Edition, you can create child templates, duplicate child templates and move child templates within the Textbooks branch.

  1. If you are not on the Edit Resource Type Templates page, then follow the steps in the blue bar with white letters (above).
  2. What do you want to do?
If you want to… Then…

Download and import a predefined resource template tree

At the bottom of the Edit Resources Type Templates page is a Click here link.

  1. To download sample templates, select Click here.
  2. Find the template you want to use, click Download.
  3. Click Save Target As…, and save the XML file to your computer. When the download is complete, close the download status and the sample template tree pop-ups.
  4. Click Import.
  5. Click Yes.

Important If your district has any existing resource templates, completing the import will delete them. Follett recommends not importing a resource template tree if your district already has one.

  1. Click Choose File.
  2. Select the file you downloaded.
  3. Click Import. The Job Manager appears.
  4. When the import is complete, click View to preview the import.
  5. To return to your newly imported resource template tree, click the Edit Resource Type Template breadcrumb.

Add a template
  1. Click .
  2. Go to Add and update resource type templates.

Duplicate a template
  1. Click .
  2. Go to Add and update resource type templates.

Edit a template
  1. Click .
  2. Go to Add and update resource type templates.

Delete a template
  1. Click .
  2. Go to Add and update resource type templates.

Create custom lists
  1. Click Custom Lists.
  2. Go to Add or edit funding sources.

Move resource templates
  1. Click Move.
  2. Go to Move resource templates.

Import templates
  1. Click Import.
  2. Click Browse to find and select your template file, and then click Import.

Note: Importing a template does not overwrite the default Textbooks template. Also, the import automatically creates all permanent fields in the Textbooks template. Note that the Textbooks template is included when you export a resource type template.

Export templates

Click Export. The Job Manager appears.

Note: Importing a template does not overwrite the default Textbooks template. Also, the import automatically creates all permanent fields in the Textbooks template. Note that the Textbooks template is included when you export a resource type template.

 

Overviews

Add and update resource type templates

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Version: 17.0 ~ Published: Thursday, January 30, 2020 ~ 7:35:38 AM

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