The community folder enables institutions to contribute and share reports with one another. All users have full read and write access to the community folder, and can add new reports as well as edit and delete existing reports. Therefore, it is highly recommended that you save any report that you want to maintain without changes to your local institution folder in addition to the copy you saved in the community folder.
To access the community folder, select Catalog in the top menu. Then, in the Folders pane, open Shared Folders > Community.
For example, if your institution is East Smithtown College:
- If you save a report in any subdirectory of Shared Folders > Community, there is a chance that a member of another institution will edit or delete it.
- If you save a report in any subdirectory of Shared Folders > East Smithtown College, no member of any other institution can edit or delete it.
The following is an example organizational structure and usage methodology for the reports in the community folder. There are several sub-folders under Shared Folders > Community > Reports:
Community > Reports
The following table describes these sub-folders:
|Consortia||A folder for consortia to open sub-folders as desired and share reports, dashboards, etc. The consortia can agree that all separate institutions can create and access reports from this folder.|
|Ex Libris Development||A folder for Ex Libris|
|Institutions||A folder for institutions to open sub-folders as desired and share reports, dashboards, etc. One institution, for example, might tell another institution to look at the report it made in John Smith College under the Institutions folder of the community.|
|Regional User Groups||A folder for regional user groups to save reports. This may be useful, for example, when preparing for local conferences.|
|Shared Reports||Contains the Reports sub-folder and multiple sub-folders by subject and business area. Each institution can contribute their own reports, prefixing the report by the name of their institutions. For example:
|Support||A folder used by support. Each institution can place a report in the support folder and then notify Ex Libris support when sending the support case that the report is in the support folder.|
The folder is divided into sub-folders according to business area. Each institution can add its own reports to the relevant sub-folder to share with others. Each institution prefixes the name of the report with its institution name and a dash so that each report is identifiable by the institution that contributed it. For example:
- Flinders - Invisible inactive loans via self-check units
- Lancaster - All loans for all items in bib given a barcode
- NDSU - Circulation Loans (Group Study Rooms)
Reports that are contributed by Ex Libris are prefixed with ‘Ex Libris’. For example:
- Ex Libris - All active courses (end date later than today and start day earlier than today)
- Ex Libris - All active courses (end date later than today and start day earlier than today) with prompt filter by reading list status
- Ex Libris - All active courses which will end within the next three months
Each institution can browse the folders for reports pertaining to a specific area or perform a search for reports from a specific institution.
All reports placed in the community folder are immediately accessible to all other institutions in the same region. Every Friday each region is synchronized with all other regions,which makes all reports accessible to all institutions in the world.
For example, if on Wednesday institution A in the European data center places a report in the community folder, immediately all other institutions in the European data center are able to access the report. By Friday night, all other institutions in all other data centers in the world are also able to access the report that was added by institution A in the European data center.
Deleting a Folder or File in the Community Folder
If you delete a folder or file in the community folder using the standard delete option, it is deleted only from the data center of your region. The folder or file is restored after the weekly synchronization between data centers. To perform a permanent deletion from the community zone (which will remain deleted after the weekly synchronization), do the following. (Note that the deletion occurs on Friday when all Data Center community folders are synchronized.)
- To delete a file, prompt, filter, shortcut, or report, put the text DeleteReport in the description. This marks the entity for deletion.
- To delete a folder, put the text DeleteFolder in the description. This marks the folder for deletion.
A folder can be deleted only if a) it has DeleteFolder in the description, and b) it is empty or all entities under it are also marked for deletion.
- To delete a dashboard, if the dashboard icon contains a folder, put the text DeleteDashboard in the description to mark it for deletion. These kinds of dashboards appear as follows:
If the dashboard icon does not contain a folder, put the text DeleteReport in the description to mark it for deletion. These kinds of dashboards appear as follows:A dashboard can be deleted only if a) it has DeleteDashboard or DeleteReport (as noted above) in the description and b) it is empty or all editable entities under it are also marked for deletion.