OS4+-+Lobby+Lounge

** Smart Group, Query and Advanced Lists **

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 * Link to ether pad discussion:**

**Attendees**: John - whipple hill - johns@whipplehill.com Damian - whipple hill - damiank@whipplehill.com Kelsey - whipple hill - kelseyw@whipplehill.com Bonni Bigler - bbigler@paceacademy.org - Pace Academy - Atlanta, GA Mona Steiger - msteiger@pjds.org, Perelman Jewish Day School, Phila., PA  Bill Ushler -wushler@towerhill.org, Tower Hill School, Wilmington, DE  D. J. Plante - dplante@hopkins.edu, Hopkins School, New Haven, CT  Dan Evon - dan.evon@formanschool.org - The Forman School in Litchfield, CT  Mardia Minila - mminila@sanroberto.edu.mx - Instituto San Roberto, Monterrey, Mexico Marybeth Jewhurst - jewhumar@berkeleyprep.org Berkeley Preparatory School, Tampa FL Ced Paine -cpaine@fessenden.org The Fessenden School, Newton, MA  Carolynne Bull - carolynne.bull@scs.on.ca, St. Clement's School, Toronto
 * Notes**:
 * Smart groups pull from criteria - a feature of community groups. Restrict it by a conditional statement. Set your refresh to daily, weekly,monthly, etc.
 * Smart groups are part of Community groups - make a community group and then set the members of the group by
 * When creating smart groups think about how it will work in subsequent years (Based on Year of Graduation vs. grade number)
 * Smart groups work well for general roles. When you need to drill down to a more specific group move to advanced lists.
 * You may use your 10 custom user fields to create lists based on certain criteria.
 * Create a list - advanced lists - diagram link
 * WEBINAR ON ADVANCED LISTS: [| https://www.whipplehill.com/webinars/archives_detail.aspx?ItemId=598022]
 * Build a good base advanced list and then copy it and edit it rather than starting from scratch eveyry time.
 * Advanced lists can be used for: pushpage2010, create a portal page that executes an advanced list, can't be used in community groups
 * Advanced lists - list manager - templates
 * Advanced vs Basic -
 * Basic lists do not allow joining multiple objects together. Once you select the basic topic you can only work with the fields available within that topic. To use John's analogy, with basic lists you can only shop in one aisle... with Advanced you can pick fields from multiple aisles
 * Once you make an advanced list rerun it to pull in any changes
 * level 1 is object=bucket of data
 * level 2 is select objects = fields you want to see
 * level 3 is filters - specific type of info you want to see if that field
 * you can count stuff - very technical :-)
 * In advanced lists, display fields tab, in grouping there is a drop down to change it from "group by" to "count"
 * Create community groups for targeted (grade, division) email lists. Great for things that exist larger than classes - such as a group of teachers that teach the same topic and want to share ideas, or for activities or groups that are not part of the normal academic schedule
 * Tip: get your division heads to agree to have teachers work on group pages for 15 minutes at each faculty meeting