[Evergreen-reports] Report Template Folders

[Cristina Hernandez Trotter]

Beth,

Well, it has been a while since one has been sent out. To be honest, I do
not recall how I received the spreadsheet, but I have to assume it was
distributed via our list-serv.

I see a good practice would be to update the spreadsheet whenever major
changes occur in the shared reports folders, post the updated list to a
reports documentation webpage, and then send email to list-serv notifying
staff about the updated spreadsheet with link.

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



On Wed, May 22, 2013 at 4:27 PM, Beth Willis <willis at noblenet.org> wrote:

> 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/>
>>
>>
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