admin:settings:statcats
Differences
This shows you the differences between two versions of the page.
Next revision | Previous revision | ||
admin:settings:statcats [2019/03/28 20:31] – created tmccanna | admin:settings:statcats [2024/02/21 19:43] (current) – [Patron Statistical Categories] smorrison | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== | + | ====== Statistical Categories |
- | This interface | + | As of the 3.12 upgrade in February 2024, the Statistical Categories Editor |
- | <wrap indent> | + | ===== Patron |
- | The list of existing statistical categories appears | + | 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 bus. Other libraries have found creative ways to use it, such as to track which staff member updated |
- | **Copy | + | ==== Creating a Statistical |
- | Once set, these can be applied to individual copies | + | - In the Evergreen Staff Client, go to **Administration > Local Administration > Statistical Categories Editor - Patron**. |
+ | - Click **New Statistical Category Editor - Patron**.\\ {{: | ||
+ | - The editor will open, where you can set the following: | ||
+ | * //Name//: This is what will appear in the patron’s account.\\ | ||
+ | * //Owning Library//: Select the library for which the stat cat applies.\\ | ||
+ | * // | ||
+ | * //OPAC Visible//: Select this option if the category should be displayed | ||
+ | * //User Summary//: Select this option if the category | ||
+ | * //Free Text//: Select this option if the user can supply their own value for the category in a patron’s account.\\ | ||
+ | * //Checkout Archive//: Select this option if the category and its values for the item should be archived with circulation data.\\ | ||
+ | * //SIP Field//: Select the SIP field identifier that will contain the category and its value (if applicable).\\ | ||
+ | * //SIP Format//: Specify the SIP format string (if applicable).\\ | ||
+ | - Click **Save**.\\ {{: | ||
- | **Patron Statistical Categories** | + | < |
- | Once set, these can be applied to individual patrons in the User Editor. The 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. | + | ==== Creating Entries for a Statistical Category ==== |
- | A new statistical | + | Entries for patron stat cats are the values that will appear in the category’s dropdown menu in the patron’s account. To add entries for the stat cat: |
- | individual library’s categories are only available to that single unit. | + | |
+ | - Click the **Entries** link on the category’s row.\\ {{: | ||
+ | - Click **New Statistical Category Entry - Patron** and input the value and owning library.\\ {{: | ||
+ | - Input the value and owning library, and then click **Save**.\\ {{: | ||
+ | - Repeat steps 2 through 3 until all values you would like to appear in the dropdown list for the stat cat are entered. | ||
+ | - To return back to the main category page, click the **Return** button at the top right-hand corner | ||
+ | |||
+ | ==== Editing | ||
+ | After creating a stat cat, if you need to edit any of the fields, such as name or description: | ||
+ | |||
+ | - Double-click | ||
+ | - Make the desired changes. | ||
+ | - Click **Save**. | ||
+ | |||
+ | OR you can click on the stat cat, click the actions menu, and click **Edit Selected**.\\ {{: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | ==== Deleting a Statistical Category ==== | ||
+ | |||
+ | To delete a stat cat: | ||
+ | - Click on the stat cat. | ||
+ | - Click on the actions menu, and click **Delete Selected**.\\ {{: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | ==== Answering the Statistical Category Question ==== | ||
+ | |||
+ | Your new Patron Statistical Category question/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once the field is populated, whether using the dropdown or inputting free text, click **Save**. | ||
+ | |||
+ | ==== 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' | ||
+ | * List of Patrons by Permissions Profile and Statistical Category | ||
+ | * Patron Email Opt-In Statistical Category Report | ||
+ | * Monthly New Users by Demographic and Stat Cat | ||
+ | |||
+ | If you require assistance, please contact the [[https:// |
admin/settings/statcats.1553805074.txt.gz · Last modified: 2019/03/28 20:31 by tmccanna