admin:settings:statcats
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admin:settings:statcats [2019/03/28 20:31] – created tmccanna | admin:settings:statcats [2021/08/25 17:32] – [Add/Edit Statistical Categories] tmccanna | ||
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====== Add/Edit Statistical Categories ====== | ====== Add/Edit Statistical Categories ====== | ||
- | This interface allows your library system to set up or edit locally-defined statistical categories (aka StatCats) for copies or patrons. These statistical categories can then be set when adding patrons or cataloging copies and then used to generate reports on copy usage or patron statistics. Use of statistical categories is entirely optional and governed by local needs (with a single | + | This interface allows your library system to set up or edit locally-defined statistical categories (aka StatCats) for copies or patrons. These statistical categories can then be set when adding patrons or cataloging copies and then used to generate reports on copy usage or patron statistics. Use of statistical categories is entirely optional and governed by local needs (with the exception |
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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