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January 26, 1:00-2:00
Attendees
Lingling Jiang
Ian Ingram
Tony Onorato
Rebecca Pearson
Jennifer Mo
Robert Soulliere
Amanda Van Mierlo
Notes
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.
Made sure the reports we wanted to use where in the personal folder as well.
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.
Turned off the Collapse option in the Section settings.
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.Lingling will finish off the dashboard and publish it.
January 19, 2:00-3:00
Attendees
Lingling Jiang
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Worked on and customized Page1+ Item Circulation Statistics report
Instead of having one column containing both in-house and not in-house loans, changed it to two columns - Loans and In Library Use
Will have library and location prompts when we include this report as part of the new fulfillment dashboard
Added Library Name column
Set the Loans column to sort descending
We skipped the Circulation Notes report since we didn’t see the need of using this report.
Worked on and customized Page 1+ Count of Items Loaned by Patron Group
Only contains real loans (i.e., not in-house loans) in the Loans column
Worked on and customized Page 1+ Loan Counts by Title
Instead of having one column containing both in-house and not in-house loans, changed it to two columns - Loans and In Library Use
Set the Call Number column to sort ascending
Removed MMS ID column
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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