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2) Published / Shared to Library
3) Archiving Reports
Notes: Move reports (foe
Attendees
Matt Ducamus
- Katie Rawdon
- Karen Kohn
- Cynthia Schwarz
- Justin Hill
Recording
Nancy
Notes
Naming convention - put the author's initials in the description ;
Description should include information on filter; purpose of repo
Ambler should have it's own folder with reports related to Fulfillment, Expenditures, Cataloging
(same with Japan)Organization of the Reports: Create separate folders for Ambler and Japan reports.
In many cases reports developed for special projects (e.g. in cataloging) are kept in Personal folders and are not shared.There are times when Reports allow for more granular extract from catalog, with more options for output. Matt is using this function to identify and export records, edit those in excel and re-upload to system.
As far as we know, however, if a report is to be shared with even one person, it needs to be in the shared area.
We will test out the "locking down" of reports, so that they can be put in sharable space but not edited.
Differences between set and report (report provides more options for selecting records and output)
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Karen will also send some links to Andrea that relate to report writing
Move reports (foe
Attendees
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Recording
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