Helpful documents:
December 8, 2:00-3:00
Attendees
Notes
December 2, 9:30-10:30
Attendees
Lingling Jiang
Ian Ingram
Tony Onorato
Amanda Van Mierlo
Jennifer Mo
Notes
Edit Out of the Box report “Physical Inventory Count”
Added Library Name
Added Location Name
Added Year of Creation
Added Month of Creation
Decided to contact Centennial and Georgian to ask for what they use the Item Type report. Amanda Van Mierlo Could potential use Item Additions/Withdrawls.
Ask George Brown how they set up self checkout. Amanda Van Mierlo If they are individual circulation desks then they can use the Loans by Circulation Desk report.
Examined Loans by Hour report. Useful report that might be improved by adding a prompt to filter by date. Ask if the combination of loans and Inhouse loans is preferred.
Next time we will continue to work through the Fulfilment Dashboard and see if any more modifications are needed. Once that is done we will look for any pieces of information is missing.
We may need to make training material. Both about editing reports/dashboards and about scheduling reports (recreating the monthly delivered reports).
November 24, 9:30-10:30
Attendees
Lingling Jiang
Rebecca Pearson
Soulliere, Robert
Onorato, Tony
Jennifer Mo
Amanda Van Mierlo
Ian Ingram
Notes
Reviewed Alma's out-of-box Fulfillment Dashboard
Worked on and customized Page1+General Circulation Statistics report.
Column label changes in this report:
Loans (In House) → In Library Use
Loans (Not In House) → Loans
WB Change Backward → Shorten Due Date
WB Change Forward → Extend Due Date
Bulk Change Forward → Extend Due Date by Job
Bulk Change Backward → Shorten Due Date by Job
Future hours:
Are we focusing on CLO questions?
If no, are we going to ask Colleges where we should direct our attention? Until we have an answer we can continue with fulfilment reports.
Do we build these reports into our own dashboard?