New Metadata Editor templates: editing template v. creating new record
Previously, when opening a template in the classic Metadata Editor (MDE), a click on the template name from the list of templates would give a list of options, including creating a new record: there was no doubt as to whether you were creating a new record from the template, or editing the template itself.
However, with the new MDE, clicking on the template name takes you straight into editing the template itself. Creating a new record from the template now requires a right click first to get to the options menu, but this is not at all obvious. It is very easy to think you are creating a new record, when in fact you have just destroyed the template.
Please can we go back to the options menu appearing from a standard click of the mouse on the template name, and not a right-click. This will prevent much heartache in losing templates.
A message on the blue banner at the top of the template to make it clearer when you are editing the template itself would also be helpful.
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Jared Cowing commented
Looks like Ex Libris has implemented this with the March update (great!), so I'll reclaim my votes for other tickets.
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Linda M Pitts
commented
If they can't go back to the menu opening up when you do a standard mouse click on a template, perhaps Ex Libris could come up with a way to lock templates so that only people with a role that enables them to edit templates could change them. It's far too easy to accidentally change templates in the new MDE with no way to recover or restore them to their original configuration; this really does create serious problems.
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Diana Brooking commented
We have already had numerous incidents of staff editing templates by accident. Email reminders of the process as it works in new MDE have not helped. This is clearly a flaw in the new MDE user interface. We have no way in Alma to recover the templates.
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Adam Schiff
commented
And please make it possible to easily restore a template that gets accidentally changed.