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
Attendees
Matt Ducmanas
- Katy Rawdon
- Karen Kohn
- Cynthia Schwarz
- Justin Hill
Recording
Nancy Turner
Notes
Naming Convention: We did not come up with specific convention, but agreed that author's initials should be part of description, not part of Report Title.
Description should include information on filter; purpose of report
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)
Communication:
Go To People
As requests are made and directed to Cynthia, or others, people "on call" are:
Matt: Expert in cataloging
Karen: Collection by subject; expenditures;
Brian Boling: Fulfillment
Nancy: General
Action items
- Cynthia Schwarz (Unlicensed) create Slack channel
- Cynthia Schwarz (Unlicensed) send out a link on the recent webinar, "What's New In Analytics"
- Karen Kohn (Unlicensed) will also send some links to Andrea that relate to report writing
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