Naming Conventions

Use the following naming conventions when creating record sets, templates, and import profiles. Since any templates and import profiles created during the training period will migrate over to the production server, separate naming conventions should be used to easily identify test templates and profiles. Conventions will ensure consistency and allow staff to more easily locate the file. 

Record Sets
 

  • Individuals can retain ownership or choose to transfer ownership to branch, library or system. If you'd like to share the record set with colleagues at your library, change the Owner to your own library or branch.

  • For record sets that you own, begin the record set name with your initials.

  • For record sets that are owned by your branch or library, you may want to name record sets according to their purpose. For example, for record sets that display in the PAC you can begin with the word PAC. Or, you could have record sets that start with Display for the different displays in your library.

  • Be specific and consistent when naming record sets so that you can find them again in the future.

  • Use the Note field to further describe the set. Notes might include the search you did to get the results or what you are planning to use the record set for.

  • Delete old record sets when you are done using them. They accumulate quickly!

  • Migration: The record sets will migrate but they will be empty because the bibliographic records are being reloaded.

Templates
 

Training Database:

  • For training purposes, you can have ownership at the branch, library or system level.

  • Begin the template name with the word TRAINING.​

  • Create a short, descriptive name that clearly describes what the template will be used for.

  • Training templates will be deleted prior to go live. Example: TRAINING CCS New DVD

  • Migration: Templates will migrate to Production. Therefore, we need to delete training templates.

 
Production:

  • Change the Owner to your library or branch.

  • Three letter library codes are not necessary in naming templates because they are owned by your library.

  • Create a short, descriptive name that clearly describes what the template will be used for.

  • Example: CCS New DVD 

In some instances, item templates must begin with a specific prefix. This includes:

  • ILL

  • On Order/On-order (with or without the dash)

  • On the fly

  • Serial

For these templates to work properly they must begin with these phrases. Include a brief description (or code for On Order Templates).

Examples: On Order Hot DVD, Serial Juvenile, On Order WYM
 

Import Profiles

Training Database:

  • All training import profiles should begin with the word TRAINING.

  • After TRAINING, include your initials and a brief description. Example: TRAINING VS Vendor On Order Records

  • Training profiles will be deleted prior to go live so they do not transfer to Production. 

  • Migration: Import profiles will migrate to Production. Therefore, we need to delete training import profiles.

 
Production:

  • When naming a profile, start with your library's 3-letter code.

  • Create a short, descriptive name that clearly describes what the profile will be used for. Example: CCS AV Vendor On Order Records

  • Use the Description field to further describe the profile and what you are using it for. 

Kathy Schmidt

4/3/2018