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admin:settings:statcats [2019/03/28 20:31] – created tmccannaadmin:settings:statcats [2019/03/28 21:58] – [Patron Statistical Categories] tmccanna
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 The list of existing statistical categories appears in the lower part of the screen, and includes whichever categories set for the "Focus Location" (changeable via the dropdown menu). There are two types of statistical categories, Patron and Copy: The list of existing statistical categories appears in the lower part of the screen, and includes whichever categories set for the "Focus Location" (changeable via the dropdown menu). There are two types of statistical categories, Patron and Copy:
  
-**Copy Statistical Categories**+===== Copy Statistical Categories =====
  
 Once set, these can be applied to individual copies in the Item Attributes Editor, available to cataloging staff. The "Legacy CAT1" and "Legacy CAT2" categories were added to Evergreen to ensure continuity in reporting abilities from PINES’ previous automation system. Once set, these can be applied to individual copies in the Item Attributes Editor, available to cataloging staff. The "Legacy CAT1" and "Legacy CAT2" categories were added to Evergreen to ensure continuity in reporting abilities from PINES’ previous automation system.
  
-**Patron Statistical Categories**+===== Patron Statistical Categories =====
  
-Once set, these can be applied to individual patrons in the User EditorThe Non-English Primary Language is a category required by PINES policy, but any other categories are entirely up to local systems as to whether/how they are used.+Library systems may choose to create Patron Statistical Categories to track customized types of information for their own patrons. Some libraries are using this feature to track how many patrons live in different congressional districts or how many juvenile patrons ride the school busOther libraries have found creative ways to use it, such as to track which staff member updated the patron record. Only staff members belonging to the library system that created the Patron Statistical Category will see the question/category when editing the patron record.
  
-new statistical category can be created in the top part of the screen by entering name for the category, choose whether the category will be visible on the public OPAC, the owning libraryand the typeStatistical categories owned by library systems are available to all system librarieswhile an +**Create a Statistical Category** 
-individual library’s categories are only available to that single unit.+ 
 +  - In the Evergreen Staff Client, click Administration. 
 +  - Click Local Administration. 
 +  - Click Statistical Categories Editor. 
 +  - In the top portion of the screen you will see a section titled 'Create a new statistical category.' 
 +  - Enter the Name (this will be what appears on the Edit Patron screen). 
 +  - Select your Owning Library (usually the library system, but it could be a single branch if appropriate). 
 +  - OPAC Visibility will usually be left as Off unless you specifically want patrons to be able to see it in their account information. 
 +  - Change Type to Patron. 
 +  - Decide whether the question should be Required (On) or not (Off) each time the patron's account information is edited. (If staff member from a different library system edits the patron recordhe or she will not see the question.) 
 +  - If Allow Free Text is On, a text box is displayed to the staff member when editing the patron account information. 
 +  - If you wish to have a dropdown list of options for the staff member to choose from, 
 +  - If Show In Summary is On, the most recent answer/category will appear in the patron summary info. 
 +  - Leave SIP Field as 'No SIP Export.' 
 +  - Click the Create new statistical category button. 
 +  - The new category/question will appear on the list below (you may need to click on the Patron Statistical Categories link in the middle of the page to see it). 
 +  - If you wish to add dropdown list options to your question/categoryclick the Add link on your question's rowEnter the value and click Create new entry. (If you want the form to default to one of the optionscheck the Default entry box when adding the desired option. Repeat this step until all options are entered. 
 + 
 +**Answering the Statistical Category Question** 
 + 
 +Your new Patron Statistical Category question/category will appear in the 'Statistical Categories' section on the new patron registration form and the edit patron form. 
 + 
 +**Viewing an Individual Patron's Statistical Categories** 
 + 
 +  - Open a patron account. 
 +  - Click the Other button. 
 +  - Choose Statistical Categories. 
 +  - You will see the current answers / choices. 
 + 
 +**Reports** 
 + 
 +You may create reports on your system'custom statistical categories if needed. If you require assistance, please contact the [[https://help.georgialibraries.org|Help Desk]] with details.
admin/settings/statcats.txt · Last modified: 2024/02/21 19:43 by smorrison