admin:settings:statcats
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admin:settings:statcats [2019/03/28 20:31] – created tmccanna | admin: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" | The list of existing statistical categories appears in the lower part of the screen, and includes whichever categories set for the "Focus Location" | ||
- | **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 " | Once set, these can be applied to individual copies in the Item Attributes Editor, available to cataloging staff. The " | ||
- | **Patron Statistical Categories** | + | ===== Patron Statistical Categories |
- | Once set, these can be applied | + | Library systems may choose |
- | A new statistical category | + | **Create a Statistical Category** |
- | individual library’s categories | + | |
+ | - 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 ' | ||
+ | - 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 | ||
+ | - 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 | ||
+ | - 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/ | ||
+ | - If you wish to add dropdown list options to your question/ | ||
+ | |||
+ | **Answering the Statistical Category Question** | ||
+ | |||
+ | Your new Patron Statistical Category question/ | ||
+ | |||
+ | **Viewing | ||
+ | |||
+ | - 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' |
admin/settings/statcats.txt · Last modified: 2024/02/21 19:43 by smorrison