Share/Clone to Other Bank

This action type allows you to share or clone selected items and stimuli across banks. You can share them with or clone them to a different item bank that shares a centralized database with the source bank, as long as sharing or cloning is enabled between the banks. Note that not all item banks are configured to allow cloning of items or stimuli.

You can also clone items and stimuli within an item bank, as described in Cloning an Item or Stimulus Within an Item Bank.

To prevent sharing issues across banks, the following sharing rules have been implemented:

• Content can only be shared between item banks that are on the same centralized database. Content cannot be shared within an item bank itself. However, you can clone items and stimuli within an item bank, as described in Cloning an Item or Stimulus Within an Item Bank.

• Entities can only be shared from the original bank where the entity was created. (A shared or cloned entity can be cloned from the destination bank, however.)

• A shared entity’s content can be edited only in the source bank. The shared entities can be viewed in the destination banks.

• A shared entity’s attribute values, including CSRs, can be edited in the destination bank. However, item-item and item-stimulus associations cannot be edited in the destination bank.

Note also that a stimulus cannot be shared or cloned by itself across item banks. The items with which the stimulus is associated must be shared or cloned as well. Likewise, an item associated with a stimulus can only be shared or cloned across banks together with that stimulus.

In the source and destination banks, the View\Edit page shows information on an entity’s sharing or cloning:

• When you view a shared item or stimulus in the source bank, the icon is displayed on the right.

• When a shared item or stimulus is currently undergoing platform review, the Platform Review swim lane in the Content Files panel displays the bank key, batch key, batch name, and batch status of the review. This information displays in the swim lane in multiple banks:

  • A destination bank, when the entity is in a source bank batch

  • A source bank, when the entity is in a destination bank batch

  • A destination bank, when the entity is in a batch in a different destination bank and shares the same source

  This Platform Review swim lane information disappears when the batch is either completed or abandoned.

• In the source bank for a shared or cloned item or stimulus, the Content Attributes and Shared Item Information panel (or Content Attributes and Shared Stimulus Information panel) lists information on the sharing or cloning destination banks.

• When you view a shared item or stimulus in the destination bank, the icon is displayed on the right.

• In the destination bank for a shared item or stimulus, the Content Files panel also includes sharing information in the form of two buttons below the review lanes:

• View Source Status opens a window displaying the lanes for the original item or stimulus.

• View Source Content History opens a window displaying the original item or stimulus’s version history.

To share or clone an item across banks:

1. Verify that the item being shared or cloned and its associated entities, such as tutorials, stimulus, and/or cover page, have content.

2. From the Actions menu on the left, select Share/Clone to Other Bank. The Share/Clone Entity(ies) with Another Bank window appears.

3. Choose from the available options:

   1. Destination bank to export entity(ies) to: Indicates the bank with which you wish to share or clone the entity. The dropdown list displays the banks on the centralized database that you have access to.

   2. Item Review Level: Indicates the review level the item should be at in the destination bank. Note that not all statuses are available in the destination bank; for example, you cannot select an unsubmitted status or a rejected status.

   3. Stimulus Review Level: Indicates the review level the associated stimulus should be at in the destination bank. Again, note that not all statuses are available.

   4. Share or Clone: Indicates which action you want to perform.

   5. Overwrite entity(ies) if they exist: Indicates whether you wish to update the existing content in the destination bank for an item that has been previously shared with or cloned to the selected destination bank. To overwrite the existing content in the destination bank, mark the checkbox.

4. Click Submit. A log file downloads and a message appears in the Share/Clone Entity(ies) with Another Bank window, indicating whether the items were successfully shared or cloned. Click Close.