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https://docs.google.com/spreadsheets/d/1NZFZIZco9ZZYnTpUtJwVg8lTvbHCKYhCITxHlK6LXrY/edit#gid=65566494

January 26, 1:00-2:00

Attendees

Lingling Jiang

Ian Ingram

Tony Onorato

Rebecca Pearson

Jennifer Mo

Robert Soulliere

Amanda Van Mierlo

Notes

1. Found that we could not make all of the edits to a dashboard in the Consortia folders. All work was done in a personal folder from then on until we moved the finished product to the Page 1+ Consortia folder.

2. Made sure the reports we wanted to use where in the personal folder as well.

3. The dashboard has 4 pages where we placed the 4 modified reports. General Statistics, Item Statistics, Loans by Patron Group, and Loan Counts by Item.

4. Turned off the Collapse option in the Section settings.

5. Made a prompt file. Added the saved prompts to the dashboards page.
   **Months are in alphabetical order, Month key puts the months in order but strip them of their name. Alphabetical version given preference.

6. Lingling will finish off the dashboard and publish it.

January 19, 2:00-3:00

Attendees

Lingling Jiang

Ian Ingram

Tony Onorato

Rebecca Pearson

Notes

1. Recalled item report on the Fulfillment dashboard was determined to be more beneficial to collection, so it was out of scope of this set of work.

2. Loans Item Ratio was also determined to be more in the scope of collection development.

3. Loan per Library iasnot being adjusted because the Loan per Patron Group has library information built in.

4. Last step is to create the dashboard with our modified reports. Participants will review the training documentation for dashboards and come prepared for the next working meeting.

December 8, 2:00-3:00

Attendees

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1. Worked on and customized Page1+ Item Circulation Statistics report

   1. Instead of having one column containing both in-house and not in-house loans, changed it to two columns - Loans and In Library Use

   2. Will have library and location prompts when we include this report as part of the new fulfillment dashboard

   3. Added Library Name column

   4. Set the Loans column to sort descending

2. We skipped the Circulation Notes report since we didn’t see the need of using this report.

3. Worked on and customized Page 1+ Count of Items Loaned by Patron Group

   1. Only contains real loans (i.e., not in-house loans) in the Loans column

4. Worked on and customized Page 1+ Loan Counts by Title

   1. Instead of having one column containing both in-house and not in-house loans, changed it to two columns - Loans and In Library Use

   2. Set the Call Number column to sort ascending

   3. Removed MMS ID column

5. We agreed to cancel the meeting on Dec. 15 as most of us would be absent. Lingling will send another doodle later to schedule Working Hour meetings for Jan/Feb 2023.

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