2017-09-06 Meeting notes Analytics Working Group

Owned by Nancy Turner
Last updated: Nov 28, 2018 by Cynthia Schwarz (Unlicensed)
2 min read

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


Attendees


  • Nancy Turner

  • 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