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Date

Preliminary Agenda

Charge of Group

The purpose of this group is to have a regular forum for distributing work of report writing, as well

as sharing of expertise and problem-solving.


1) How we will operate (agenda setting, bringing questions to the table, sharing of expertise)

2) Communicating with one another; troubleshooting in between meetings

3) Communication to  Staff

  • Process for Taking Requests
  • Email
  • Listservs

Let's keep each other in the loop


Naming and Describing Conventions

1) Personal/Drafts

2) Published / Shared to Library

3) Archiving Reports


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)

Differences between set and report (report provides more options for selecting records and output)

Matt: Expert in cataloging

Karen: Collection by subject; expenditures;

Brian Boling: Fulfillment

Webinar on What's New in Analytics - Cynthia will share the link

Karen will also send some links to Andrea that relate to report writing










Move reports (foe




Attendees



Recording


Notes

Action items

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