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
- Listservs
Let's keep each other in the loop
Naming and Describing Conventions
1) Personal/Drafts
2) Published / Shared to Library
3) Archiving Reports
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
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)
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
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