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--- evergreen-reports:meetings:2021-05-27 [2021/05/17 13:31] – created lfloyd
+++ evergreen-reports:meetings:2021-05-27 [2022/02/10 13:34] (current) – external edit 127.0.0.1
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-.	Welcome
+====== Evergreen Report Interest Group Meeting: 2021-05-27 ======
-.	Introduction to the Reports Interest Group
-.	Discussion about Naming of Reports
+  * Evergreen Conference: Thursday, May 27th at 2:30 PM Eastern
-.	Seeing if we can come up with a list of suggestions and best practices when naming reports.
-.	Next Meeting date and time.
+Agenda:
+  - Welcome
+  - Introduction to the Reports Interest Group
+  - Discussion about Naming of Reports
+    - Bibliomation practices:
+      - All templates under one admin user account with a generic name.
+      - Templates grouped by type in shared holds
+      - List report templates start with "List of", count report templates start with "Count of"
+      - Alphanumeric code at end of name - three letters signify the folder it came from (ex. ITC for "Item Count"), number is just a unique number (usually the order that it was added to the folder). Version number follows main number. Example: ITC 004.1
+  - Seeing if we can come up with a list of suggestions and best practices when naming reports.
+      - All consortia/libraries are a little different with their needs, so may not be possible.
+  - Sharing of Report Templates
+    -  Some templates in breadcrumb format on the wiki
+  - Patron privacy and reports
+      - Be careful with what accounts get report access - know that they get access to ALL data
+      - Don't email reports with patron data as attachments if you can help it
+  - Next Meeting date and time. (TBD)
+  - New wishlist items:
+      - "Report admin" permission, that would enable direct access to the templates/reports/output of other users (within their scope, etc)
+      - A report that puts machine-readable output (json? csv if you must) at a place that another script can harvest
+      - Permission to restrict what type of reports a staff member can view and create