evergreen-user:step_by_step_example_templates_to_create
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evergreen-user:step_by_step_example_templates_to_create [2006/12/04 07:15] – kgregory | evergreen-user:step_by_step_example_templates_to_create [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | still working on doc.... | ||
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+ | What do you want to Display? | ||
+ | |||
+ | Library | ||
+ | Circulation Modifier | ||
+ | Legacy Cat 1 | ||
+ | Legacy Cat 2 | ||
+ | Count | ||
+ | |||
+ | What do you want to Filter? | ||
+ | |||
+ | Library | ||
+ | Date = Year and Month | ||
+ | |||
+ | Go to Sources dropdown and select Classic Circulations View | ||
+ | Click on Classic Circulations View to fill in Field Names | ||
+ | |||
+ | For Display: | ||
+ | |||
+ | For Library: | ||
+ | |||
+ | For Circulation Modifier: | ||
+ | |||
+ | Note: If you want all upper case and lower case circ modifiers to be grouped together, then highlight Circulation Modifier under Display Name; click on Change Transform dropdown, and select Upper Case | ||
+ | |||
+ | For Legacy Cat1: Under Field Name, click on Legacy Cat1 Value and Add Selected Fields | ||
+ | |||
+ | For Legacy Cat2: Under Field Name, click on Legacy Cat2 Value and Add Selected Fields | ||
+ | |||
+ | For Count: | ||
+ | |||
+ | |||
+ | For Filters: | ||
+ | |||
+ | Click on Base Filters under Template Configuration | ||
+ | |||
+ | For Library: | ||
+ | 1. Under Field Name, click on Library Circulation Link and Add Selected Fields. | ||
+ | 2. Under Template Configuration, | ||
+ | Note: This will give you a list of libraries to select from when running a report off of the template | ||
+ | |||
+ | For Date: | ||
+ | | ||
+ | | ||
+ | |||
+ | Click on Save | ||
+ | |||
+ | Advanced Classic Circulation Template tips: | ||
+ | |||
+ | If you want to filter by Call Number/ | ||
+ | |||
+ | If you want to filter by individual Legacy Cat1 or Legacy Cat2’s: | ||
+ | |||
+ | If you want an output of circulations broken down by the Dewey decimal in the hundreds, then select Dewey Block Hundreds for the display. | ||
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+ | **Circulation with Renewals Template** | ||
+ | |||
+ | Clone the Monthly Circ by Circulation Modifier located under the Shared Folders -> admin-> | ||
+ | |||
+ | Select a folder that will contain this template. | ||
+ | |||
+ | Rename the Template Name and add to the Description to indicate Renewals will be included. | ||
+ | |||
+ | Under Circulation Template Type go to Circulation-> | ||
+ | |||
+ | A window will pop up for Display Items. | ||
+ | |||
+ | Click on Add Item and Close Window. | ||
+ | |||
+ | Click on Save Template. | ||
+ | |||
+ | ** | ||
+ | Items in Transit to Your library Template** | ||
+ | |||
+ | Create a Template Folder of Transits | ||
+ | Go to Transits Folder and select Create a Template for this Folder | ||
+ | Give the template a name and Description | ||
+ | Select Copy Transit for Template Type | ||
+ | |||
+ | Select Destination-> | ||
+ | Under Display Items, select Raw Data and click on Add Item and Close Window | ||
+ | |||
+ | Select Destination-> | ||
+ | Click on Filters | ||
+ | Choose a Transform: Raw Data | ||
+ | Choose a Filter: In List | ||
+ | Click on Create Filter and Close Window | ||
+ | |||
+ | Select Source-> | ||
+ | Under Display Items, select Raw Data, Add Item, and Close Window | ||
+ | |||
+ | Select Send/Date Time | ||
+ | For Display Items, leave as Raw Data and click on Add Items | ||
+ | Within the same window, click on Filters | ||
+ | Choose a Transform of Date | ||
+ | Choose a Filter: Between | ||
+ | Click on Create Filter and Close Window | ||
+ | |||
+ | Select Transitted Copy-> Barcode | ||
+ | Under Display Items, leave as Raw Data, click on Add Item and Close Window | ||
+ | |||
+ | Select Transitted Copy-> | ||
+ | Under Display Item, keep as Raw Data, click on Add Item, and close window | ||
+ | |||
+ | Select Destination -> | ||
+ | |||
+ | ** | ||
+ | Purchase Alert Template** | ||
+ | |||
+ | |||
+ | The output columns are: | ||
+ | |||
+ | Hold Request: | ||
+ | Hold Request: | ||
+ | Hold Request:Bib Record Link:Target Bib Record: | ||
+ | Hold Request:Bib Record Link:Target Bib Record: | ||
+ | |||
+ | and the filters are: | ||
+ | |||
+ | Hold Request: | ||
+ | Hold Request: | ||
+ | |||
+ | and it would be smart to add | ||
+ | |||
+ | Hold Request: | ||
+ | |||
+ | so you don't get canceled holds in there. | ||
+ | |||
+ | Hold Request: | ||
+ | |||
+ | and then you'd be asked for a minimum number when creating a report from the template. | ||
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