[Evergreen-reports] Report Template Folders
Beth Willis
willis at noblenet.org
Wed May 22 16:27:16 EDT 2013
Hi Cristina,
The spreadsheet is a great idea.
How often does PINES update this spreadsheet and how is it made
available to their libraries?
Thank you.
beth
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923
On 5/22/2013 2:00 PM, Cristina Hernandez Trotter wrote:
> I definitely agree that a type of numbering system could be useful. This
> would be so helpful for long lists of reports. Of course, the sorting
> enhancement is going to be lovely!
>
> I just wanted to add that I found it very helpful when PINES distributed
> a spreadsheet with all shared reports. The spreadsheet included the
> following columns:
>
> Folder
> Template Name
> Description
> Date Created
> User
> Main Folder
> SubFolder 1
> SubFolder 2
>
> This allowed me to quickly see all the types of reports available. Plus,
> I could easily do a keyword search in Excel to find the name of the
> exact report I needed, along with its creation date which allowed me to
> locate its relative position in the folder. (Wishlist item: I dream of a
> day when there is "find" feature in Evergreen.)
>
> Hope this is of some help,
>
> Cristina
>
> --
>
> Cristina Hernandez Trotter
>
> Head of Reference Dept. and Heritage Center
>
> Oconee Regional Library System
>
> 801 Bellevue Ave.
>
> Dublin, GA 31021
>
> 478-272-5710 (phone)
>
> 478-272-0524 (fax)
>
> www.ocrl.org <http://www.ocrl.org/>
>
>
>
>
>
> On Wed, May 22, 2013 at 12:07 PM, Beth Willis <willis at noblenet.org
> <mailto:willis at noblenet.org>> wrote:
>
> Jessica,
>
> Thank you for your reply.
>
> Yes, we are looking forward to the enhancement that will allow us to
> alphabetize our templates. I think that our librarians may still
> have trouble identifying the correct templates in some of our
> folders, because the names often start with "List of items added..."
> or "Count of items by ..."
>
> We also are considering using some sort of numbering system by which
> to identify report templates. In this case, I plan to stay away
> from the database ID numbers. Instead, I will assign a number to
> each template and this number will remain constant even if the
> template is cloned (i.e. edited). If a template is cloned (i.e.
> copied) a new number will be assigned.
>
> And I agree that making these edits in the database is much easier
> and less confusing than cloning templates to edit descriptive
> information about them.
>
> Thanks again for your input.
>
> beth
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>
> On 5/22/2013 10:07 AM, Jessica Venturo wrote:
>
> Hi Beth,
>
> FWIW, in a future version of Evergreen (2.4 I think?), an
> enhancement has
> been added that will sort template names alphabetically. We
> have this
> enhancement running in production and it is fantastic. I think
> libraries
> are able to find shared reports a lot more quickly and easily.
>
> We do still run into problems occasionally because, as you said,
> a lot of
> the reports have similar names and descriptions and do similar
> things. I
> recently went through the folders and tweaked the names of some
> of the
> templates trying to make them clearer. If you have access to
> your database,
> changing the names of your templates there is SO much easier
> than cloning
> them and deleting the original!
>
> One of our librarians suggested that we incorporate numbers into our
> template names so we can tell them "You need template #XYZ"
> instead of
> giving them the long convoluted name that the templates usually
> end up with.
> I would like to do that, but I'm trying to figure out a way to
> do it that is
> simple and makes sense, and doesn't defeat the purpose of
> alphabetizing the
> templates. I don't really like the idea of having to look up
> the template
> ID number to tag onto the end of the name every time I add a
> report to the
> shared folders, but maybe that's what I'll end up doing should
> we decide we
> need to implement a numbering system.
>
> I hope this helps, and I hope we hear from some library systems and
> consortia. I'm sure the organization of report folders is a
> common dilemma.
>
> Thanks,
> Jessica
>
> ---
> Jessica Venturo
> Applications Support Specialist
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 ext. 105 <tel:203-577-4070%20ext.%20105>
>
>
> -----Original Message-----
> From: evergreen-reports-bounces at __list.evergreen-ils.org
> <mailto:evergreen-reports-bounces at list.evergreen-ils.org>
> [mailto:evergreen-reports-__bounces at list.evergreen-ils.org
> <mailto:evergreen-reports-bounces at list.evergreen-ils.org>__] On
> Behalf Of Beth
> Willis
> Sent: Tuesday, May 21, 2013 9:56 AM
> To: evergreen-reports at list.__evergreen-ils.org
> <mailto:evergreen-reports at list.evergreen-ils.org>
> Subject: [Evergreen-reports] Report Template Folders
>
> We have created dozens of shared report templates for our member
> libraries
> to use and to clone. These templates are located in folders
> such as "Lists
> of Items," "Counts of Items," "Circulation,"
> "Acquisitions," etc. In some folders there are many templates,
> include
> several templates with similar functions, similar names and
> descriptions.
> Consequently, it can be very difficult for library staff to
> identify the
> correct template for their desired report.
>
> Since there currently is no way to control the order in which
> the report
> templates display, we are trying to come up with some
> alternative way to
> organize these templates.
>
> Have others developed systems for organizing their report
> templates more
> effectively? If so, I'd appreciate hearing from you.
>
> Thanks.
> beth
>
>
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>
>
>
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