33.2. Clone a template from SITKA_templates

The steps below assume you have already created at least one Templates folder.  If you have not done so, please see Chapter 27, Folders.

  1. Access the Reports interface from the Admin menu under Local AdministrationReports

  2. Under Shared Folders expand the Templates folder and the SITKA_templates subfolder.  To expand the folders click on the grey arrow or folder icon.  Do not click on the blue underlined hyperlink.

  3. Click on the Circulation (SITKA) subfolder.

  4. Select the template you wish to clone. In this example, we are cloning the Monthly Circulation by Shelving Location template.  From the dropdown menu choose Clone selected templates, then click Submit.  

    By default Evergreen only displays the first 10 items in any folder. To view all content, change the Limit output setting from 10 to All.

  5. Choose the folder where you want to save the cloned template, then click Select Folder. Only template folders created with your account will be visible. If there are no folders to choose from please see Chapter 27, Folders.

  6. The cloned template opens in the template editor. From here you may modify the template by adding, removing, or editing fields and filters as described in Chapter 28, Creating Templates. Template Name and Description can also be edited. When satisfied with your changes, click Save.

  7. Click OK in the resulting confirmation window.

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