====== Evergreen Report Interest Group Meeting: 2021-05-27 ====== * Evergreen Conference: Thursday, May 27th at 2:30 PM Eastern 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