How can I create templates for my organization?

Only users who are assigned the Administrator role will have access to the Admin section of LibraryAware.

Create a customized template for your organization by copying and editing an existing template.

To copy a template:

  1. Click on the Admin link at the top of the LibraryAware screen.
  2. Click on the Template Management link on the left side.
  3. Click the Templates link from the Template Management menu.
  4. Click the Create from Existing Template button.
  5. Navigate to the template you would like to copy by selecting the Type and Format.  
  6. Select a template and click the Create Copy button under the template preview on the right side.
Note: E-Newsletter and E-Blast templates will differ slightly from editing print templates in the Lists editor. 

To edit a template from the Drag and Drop editor:


Note: To copy and edit a Drag and Drop templates, select the Print: Drag and Drop type then select the template you’d like to copy.
  1. Edit text or add new text:
    • To add new text boxes, click Text in the left panel and drag a text style to your item with your mouse. 
    • To edit your text, highlight any existing text and enter your new text.
    • Change the font, font color, or formatting by highlighting the text and then selecting a font, font size, text color or a formatting option from the editor toolbar. See the How do I add and edit text in the Drag and Drop editor? page.
  2. Edit or add images:
    • To add a new image, click Images in the left panel and drag an images style to your item with your mouse.
    • To swap an image, click on the image and click Swap Image. Select a new image from your image selector. Use the square handles to crop the image, or the circular handles to resize the image. Click Accept in the toolbar.
    • See the How do I add and edit images in the Drag and Drop editor? for more information on editing images.
  3. Add a shape:
    • To add a shape, click Shapes in the left panel and drag a shape to your item with your mouse.
  4. To delete a branding block:
    • From the editor, click on the gray placeholder for the branding block.
    • Click the Delete key on your keyboard.
  5. To add a branding block:
    • From the editor, click Branding in the left panel.
    • Using your mouse, drag the branding placeholder to your template, and move it to where you would like it to appear.  When a user opens an item in this template, the branding placeholder will be populated with the default branding for the promotion.
  6. To move a branding block:
    • From the editor, click on the gray placeholder for the branding block.
    • Using your mouse, click and drag the placeholder to reposition it in your template.
  7. Define your Template Details.
    • Expand the Template Details section using the arrow on the left side of the screen.
    • Click in the Audiences field to select the Audience(s) for the template.
    • Click in the Categories field to select any additional Categories that describe the template.
    • Click in the Topics field to select any additional Topics that describe the template.
    • Add additional Keywords in the Keyword field and click the + button.
    • Uncheck the Is Available field if you do not want to make this template available to your LibraryAware users.
    • Use the Posting Details section to specify the default post options for Items created with this template.
  8. Save your template by clicking Save in the toolbar, then enter a name for the template.
  9. Go into your Promotions page and create a test item in the Drag and Drop editor with your template. 
  10. Print out your test item to ensure that all content and layout changes work properly.
For more information on using the Drag and Drop editor, see the Editing Items: Drag and Drop Editor section of help.

To edit a template from the Lists editor:

  1. Enter a name for your template in the Template Name field.  
  2. Select a Color Swatch for your template.
  3. Select a Font Swatch for your template.
  4. Swap the images used in the template.
  5. Reusable fields will be highlighted in yellow when you hover over the text.  To add additional reusable fields, place your cursor in the text area and then select the field from the Insert Reusable drop-down.
  6. Add a specific book or AV record from the Insert Reusable drop-down by selecting the Search for book or Search for AV option.  Then select the field you want from the Insert Reusable drop-down.



  7. To delete a Reusable field, highlight the field with your mouse and use the Delete key on your keyboard.
  8. Apply a style to your text using the Text Style drop-down menu.
  9. To change the Font and Font Size, highlight your text and use the Font and Font Size drop-downs.
  10. Add links to your templates using the Add Link icon.  Note that adding e-resource links requires you to enter the Vendor name and Vendor Identifier, in addition to the Link Format.
  11. Define your Template Details.
    1. Expand the Template Details section using the arrow on the left side of the screen.
    2. Click in the Audiences field to select the Audience(s) for the template.
    3. Click in the Categories field to select any additional Categories that describe the template.
    4. Click in the Topics field to select any additional Topics that describe the template.
    5. Add additional Keywords in the Keyword field and click the + button.
    6. Uncheck the Is Available field if you do not want to make this template available to your LibraryAware users.
    7. Use the Posting Details section to specify the default post options for Items created with this template.
  12. Click the Save button to save your template.
  13. Go into your Promotions page and create a test Item with your template. 
  14. Print out your test Item to ensure that all content and layout changes work properly.

To edit an E-Newsletter or E-Blast template:

  1. Click the Create from Existing Template button and select a template to copy:
    1. Select Email under the Choose Type column.
    2. Select E-Newsletters or E-Blast under the Choose Format column.
    3. Select a template and click the Create Copy button under the template preview.
  2. Enter a name for your template in the Template Name field.  
  3. Select a Color Swatch for your template.
  4. Select a Font Swatch for your template.
  5. To change the Font and Font Size, highlight your text and use the Font and Font Size drop-downs.
  6. To move a section, click on the section and click the Re-order icon.  Move the section with your mouse.  Note that sections from one column cannot be moved to a different column.
  7. To delete a section, click on the section and click the Delete icon.
  8. To add a section, click on a section and click the Add New drop-down.  Select a section from the options and the section will be added below.
  9. To add a specific book or AV item, use the Add New drop-down to insert a book or AV section in your template, then click on the record to select the Change Book or AV option.  Search from the item to insert.
  10. To change the options available in the Add New drop-down, click on a column and click the gray Select Layouts button.  Use the “Use” and “Don’t Use” buttons to the right of each option, to select which options will be available for this column.



  11. Define your Template Details.
    1. Expand the Template Details section using the arrow on the left side of the screen.
    2. Click in the Audiences field to select the Audience(s) for the template.
    3. Click in the Categories field to select any additional Categories that describe the template.
    4. Click in the Topics field to select any additional Topics that describe the template.
    5. Add additional Keywords in the Keyword field and click the + button.
    6. Uncheck the Is Available field if you do not want to make this template available to your LibraryAware users.
    7. For E-Blast templates, use the Posting Details section to specify the default post options for Items created with this template.
  12. Click the Save button to save your template.
  13. Create a test E-Newsletter or E-Blast:
    • E-Newsletter:
      1. Go into your Newsletters section and create or edit a newsletter list to use this template.
      2. Create a newsletter issue for the newsletter list.
    • E-Blast:
      1. Go into your Promotions page and create a test E-Blast with your template.
  14. Email the test newsletter issue of e-blast to ensure that all content and layout changes work properly.
See the following tutorial for more information:



View all customized templates for your organization on the Templates page (in Admin under Template Management).   From this page you can Deactivate the template so that your users will no longer be able to use it, Activate any templates that were previously deactivated, or you Edit Content in your template at any time.

For more information about editing Newsletter layout, see How do I create and edit a newsletter issue?.

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