evergreen-reports:meetings:2021-05-27
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- | 1. Welcome | + | ====== Evergreen Report Interest Group Meeting: 2021-05-27 ====== |
- | 2. Introduction to the Reports Interest Group | + | |
- | 3. Discussion about Naming of Reports | + | * Evergreen Conference: Thursday, May 27th at 2:30 PM Eastern |
- | 4. Seeing if we can come up with a list of suggestions and best practices when naming reports. | + | |
- | 5. Next Meeting date and time. | + | Agenda: |
+ | - Welcome | ||
+ | - Introduction to the Reports Interest Group | ||
+ | | ||
+ | - 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" | ||
+ | - Seeing if we can come up with a list of suggestions and best practices when naming reports. | ||
+ | - All consortia/ | ||
+ | - 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: | ||
+ | - " | ||
+ | - 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 | ||
evergreen-reports/meetings/2021-05-27.1621272684.txt.gz · Last modified: 2022/02/10 13:33 (external edit)