• CCS

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.

  • Begin the record set name with your initials.

  • Be specific and consistent when naming records sets so that you can find it 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!

Templates*

Training:

  • 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

.

Production:

  • Change the Owner to your library or branch.

  • Begin the template name with your library's 3-letter code.

  • 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

Please begin templates for these specific items with the above prefixes, followed by your library's 3-letter code and a brief description.

Example: On-order CCS Hot DVD

Import Profiles*

Training:

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

  • After TRAINING, include your initials and a brief description.

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

Example: TRAINING VS Vendor On-Order

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.

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

Example: CCS AV Vendor On-Order

*Templates and import profiles created in the test environment will migrate over to production. CCS will remove all templates and import profiles prior to go live that do not follow the above rules. Please carefully consider which training templates and profiles you will want to keep after we go live, and rename them according to the above rules.