====== Evergreen Report Interest Group Meeting: 2022-06-16 ======

  * **Thursday, June 16, 2022** at 1:30 PM at the Evergreen International Conference

Agenda/Notes:
  - Welcome! What the heck is this group?
    - We meet the last Wednesday of every month to talk about all things reports!
    - Organizing committee: We want YOU!
  - New standing agenda items:
    - Report-related wins!
    - Report-related struggles
      - Cleaning up recurring reports - how to manage recurring reports based on old templates?
        - PINES got rid of 11,000 recurring reports from deleted staff accounts
        - Run reports for libraries on recurring so that they can clean them up and cancel them.
      - Reports rated poorly on Bibliomation user surveys. Opportunity to clean up templates and cull out list of shared reports, especially with Simple Reports incoming.
  - Are third-party reporting tools within the scope of the Reports Interest Group?
    - Yes!
    - TADL uses Jasper Reports
    - KCLS uses Power BI
    - Let's get some links to resources on these on the wiki (and maybe invite these folks to speak at a meeting!)
  - Project: Wiki cleanup
    - Goals:
      - Update and cleanup info that's already there
        - Start over and/or remove a lot of pages. Link back to old version if necessary
      - Create a "hub" for information on Evergreen reports
        - Link to documentation, conference presentations, and Launchpad bugs with reports tag
        - Get sample reports posted as a starting point for new libraries/consortia to Evergreen
        - Link to resources on third-party reporting tools
    - Questions:
      - Do we need/want to keep both the [[https://wiki.evergreen-ils.org/doku.php?id=evergreen-reports|Evergreen reports wiki page]] and the [[evergreen-reports:rig|Interest Group]] page?
        - No - consolidate! Make the Interest group page the main. Ruth will do (thank you!)
      - How do we make those cool menus that other interest group pages? Examples: [[cataloging:cwg|Catalogers Interest Group]] and [[newdevs:start|New Developers Group]].
        - Create new page [[evergreen-reports:rig:sidebar]]. Ruth will do as part of the consolidation.
      - Who do we talk to about deleting pages?
        - Outreach
        - Recommend deprecating/archiving rather than deleting
        - Candidates for deletion:
          - [[evergreen-reports:taskforce_wish_lists|Wish List]] - let's just use Launchpad!
          - [[zzz_archive:evergreen-reports:rig_reports-related_development_projects|Development Projects]] - again, Launchpad
          - [[evergreen-reports:posting_guidelines|Posting Guidelines]] - we'll create new guidelines for templates and SQL
    - Sample Templates
      - Main page with links out by topic? (as with the [[evergreen-reports:sql|SQL page]]?
      - Link to [[acq:reports|Acq Reports]] from the acq interest group, and perhaps use for inspiration/guidelines
      - [[evergreen-reports:posting_guidelines|Posting Guidelines]] 
        - Put these on main pages for posting templates and SQL, have different guidelines for templates and SQL
          - For SQL, designate whether it is read-only or needs read/write access, and make it friendly for PG Admin, not just for command line.
          - Screen shots of display fields and filters are helpful for report templates