1. Each record in a Shared Shelf project includes an information template
    • Templates include a set of data fields users can fill
    • You can search for and sort records using these data fields
  2. Before creating a project, think about the data you want to track for each record
    • Your Administrator will use this knowledge to create information templates for your project
  3. Possible fields types include:
    • text: contains short text
    • numerical: contains a number
    • text area: contains longer, more descriptive text
    • calendar date: contains a date
    • controlled list: contains a drop-down menu with different value options