admin:settings:statcats
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admin:settings:statcats [2019/03/28 21:58] – [Patron Statistical Categories] tmccanna | admin:settings:statcats [2024/02/21 19:43] (current) – [Patron Statistical Categories] smorrison | ||
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- | ====== | + | ====== 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 Statistical | + | ==== 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 ===== | + | < |
- | Library systems may choose to create Patron Statistical Categories to track customized types of information | + | ==== Creating Entries |
- | **Create a Statistical Category** | + | 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: |
- | - In the Evergreen Staff Client, click Administration. | + | - Click the **Entries** link on the category’s row.\\ {{: |
- | - Click Local Administration. | + | - Click **New Statistical |
- | - Click Statistical | + | - Input the value and owning |
- | | + | - Repeat steps 2 through 3 until all values |
- | - Enter the Name (this will be what appears on the Edit Patron | + | - To return back to the main category page, click the **Return** button at the top right-hand corner |
- | - Select your Owning Library (usually | + | |
- | - 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 | + | |
- | - If Show In Summary is On, the most recent answer/ | + | |
- | - Leave SIP Field as 'No SIP Export.' | + | |
- | - Click the Create new statistical | + | |
- | - The new category/ | + | |
- | - If you wish to add dropdown list options to your question/ | + | |
- | **Answering the Statistical Category | + | ==== Editing a Statistical Category |
+ | After creating a stat cat, if you need to edit any of the fields, such as name or description: | ||
- | Your new Patron Statistical Category question/ | + | - Double-click |
+ | - Make the desired changes. | ||
+ | - Click **Save**. | ||
- | **Viewing an Individual Patron' | + | 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 an Individual Patron' | ||
- Open a patron account. | - Open a patron account. | ||
- | - Click the Other button. | + | - Click the **Other** button. |
- | - Choose Statistical Categories. | + | - Choose |
- You will see the current answers / choices. | - You will see the current answers / choices. | ||
- | **Reports** | + | ===== Reports ===== |
+ | |||
+ | You may create reports on your system' | ||
+ | | ||
+ | | ||
+ | | ||
- | You may create reports on your system' | + | If you require assistance, please contact the [[https:// |
admin/settings/statcats.1553810287.txt.gz · Last modified: 2019/03/28 21:58 by tmccanna