Serials Evaluation/Advanced Excel “magic”
-They’ll post a sample spreadsheet to the blog that will have the formulas in it
-Filtering (highlight entire sheet befoe clicking on filter [in sort area]) – like Scott uses
-IF statements, esp. in conjuntion w/ formatting rules
-Makes the review process easier since all info’s in one place and can filter and sort as the discussion goes, as needed
-Easier to update since they’re now more familiar with the process.
-Can use icons instead of shading for conditional formatting
-downloaded info on journal formats from EBSCOnet so they wouldn’t have to flip back and forth
-use data to tell the story rather than text—takes up less space
-Data validation; list; =[named column of info {such as Action: New, Review Next Year, Format Change, etc.}]
-icon sets are under “conditional formatting”; create new rule; choose icon sets when formatting; can use different colors for diff levels of use (just have to decide what levels are what)
-COUNTER compliance makes it easier to standardize our workflows
-Don’t worry so much about “making the wrong decision”—can always reorder something.
Q&A
-Faculty involvement? Not for cancellations. They’ve moved to trimester and enrollment is up, so faculty are very busy.
-Do they use these spreadsheets as justification? Yes, for audits, chancellors, and other outside groups. easy to hide columns that don’t apply.
