User Tools

Site Tools


admin:settings:statcats

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
admin:settings:statcats [2019/03/28 21:58] – [Patron Statistical Categories] tmccannaadmin:settings:statcats [2024/02/21 19:43] (current) – [Patron Statistical Categories] smorrison
Line 1: Line 1:
-====== Add/Edit Statistical Categories ======+====== Statistical Categories Editors ======
  
-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 exception, noted below). The interface is available at:+As of the 3.12 upgrade in February 2024, the Statistical Categories Editor interface is split up into two interfaces for Patrons and Items. These interfaces allow your library system to set up or edit locally defined statistical categories (aka StatCats) for items or patrons. These statistical categories can then be set when adding patrons or cataloging items and then used to generate reports on item usage or patron statistics. Use of statistical categories is entirely optional and governed by local needs (with the exception of the Patron StatCat for "Non-English as a Primary Language," which is required by PINES policy). This page gives an overview of creating patron statistical categories. For information on item statistical categories, please see [[cat:stat-cats|Statistical Categories for Items]].
  
-<wrap indent>Admin → Local Administration → Statistical Categories Editor</wrap>+===== Patron Statistical Categories =====
  
-The list of existing statistical categories appears in the lower part of the screenand includes whichever categories set for the "Focus Location" (changeable via the dropdown menu)There are two types of statistical categories, Patron and Copy:+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 itsuch as to track which staff member updated the patron recordOnly staff members belonging to the library system that created the Patron Statistical Category will see the question/category when editing the patron record.
  
-===== Copy Statistical Categories =====+==== Creating a Statistical Category ====
  
-Once setthese can be applied to individual copies in the Item Attributes Editor, available to cataloging staffThe "Legacy CAT1" and "Legacy CAT2" categories were added to Evergreen to ensure continuity in reporting abilities from PINES’ previous automation system.+  - In the Evergreen Staff Client, go to **Administration > Local Administration > Statistical Categories Editor - Patron**. 
 +  - Click **New Statistical Category Editor - Patron**.\\ {{:admin:settings:statcat_patron_new.png?400|}} 
 +  - The editor will openwhere 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.\\ 
 +      * //Required//: Select this option if the category must be assigned a value when editing a patron’s account.\\ 
 +      * //OPAC Visible//: Select this option if the category should be displayed in the patron’s account in the OPAC.\\ 
 +      * //User Summary//: Select this option if the category and its value should be displayed in the patron summary view.\\ 
 +      * //Free Text//: Select this option if the user can supply their own value for the category in a patrons 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**.\\ {{:admin:settings:statcat_patron_form.png?400|}}
  
-===== Patron Statistical Categories =====+<note>If you make a category //Required// and also disallow //Free Text//, make sure that you populate an entry list for the category so that the user may select a value. Failure to do so will result in an unsubmittable patron registration/edit form.</note>
  
-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 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.+==== Creating Entries for Statistical Category ====
  
-**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.\\ {{:admin:settings:statcat_patron_entries.png?400|}} 
-  - Click Local Administration+  - Click **New Statistical Category Entry - Patron** and input the value and owning library.\\ {{:admin:settings:statcat_patron_new_entry.png?400|}} 
-  - Click Statistical Categories Editor. +  - Input the value and owning library, and  then click **Save**.\\ {{:admin:settings:statcat_patron_entry_form.png?400|}} 
-  In the top portion of the screen you will see a section titled 'Create a new statistical category.' +  - Repeat steps 2 through 3 until all values you would like to appear in the dropdown list for the stat cat are entered
-  - Enter the Name (this will be what appears on the Edit Patron screen). +  - To return back to the main category page, click the **Return** button at the top right-hand corner of the screen.\\ {{:admin:settings:statcat_patron_return_button.png?400|}}
-  - 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 a 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/category, click the Add link on your question's row. Enter the value and click Create new entry. (If you want the form to default to one of the options, check the Default entry box when adding the desired optionRepeat this step until all options are entered.+
  
-**Answering the Statistical Category Question**+==== 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/category will appear in the 'Statistical Categories' section on the new patron registration form and the edit patron form.+  - Double-click the stat cat to open the editor form
 +  - Make the desired changes.  
 +  - Click **Save**.
  
-**Viewing an Individual Patron's Statistical Categories**+OR you can click on the stat cat, click the actions menu, and click **Edit Selected**.\\ {{:admin:settings:stat_cat_edit_selected.png?200|}} 
 + 
 +<note important>You are able to edit the attributes of a stat cat, but there is not yet the functionality to edit or delete the invididual entries created for each stat cat.</note> 
 + 
 +==== Deleting a Statistical Category ==== 
 + 
 +To delete a stat cat: 
 +  - Click on the stat cat. 
 +  - Click on the actions menu, and click **Delete Selected**.\\ {{:admin:settings:stat_cat_delete_selected.png?200|}} 
 + 
 +<note important>If a value for a stat cat has been recorded on a patron's account, the system will not allow the deletion of the stat cat.</note> 
 + 
 +==== Answering the Statistical Category Question ====  
 + 
 +Your new Patron Statistical Category question/category will appear in the **Statistical Categories** section toward the bottom of the patron registration form and the edit patron form.  
 + 
 +{{:admin:settings:patron_acccount_stat_cat_section.png?400|}} 
 + 
 +Once the field is populated, whether using the dropdown or inputting free text, click **Save**. 
 + 
 +==== Viewing an Individual Patron's Statistical Categories ==== 
  
   - Open a patron account.   - Open a patron account.
-  - Click the Other button. +  - Click the **Other** button. 
-  - Choose Statistical Categories.+  - Choose **Statistical Categories**.\\ {{:admin:settings:other_stat_cats.png?200|}}
   - You will see the current answers / choices.   - You will see the current answers / choices.
  
-**Reports**+===== Reports ===== 
 + 
 +You may create reports on your system's custom statistical categories if needed. Here are a few pre-made templates in the reporter that may be helpful: 
 +  List of Patrons by Permissions Profile and Statistical Category 
 +  Patron Email Opt-In Statistical Category Report 
 +  Monthly New Users by Demographic and Stat Cat
  
-You may create reports on your system's custom statistical categories if needed. If you require assistance, please contact the [[https://help.georgialibraries.org|Help Desk]] with details.+If you require assistance, please contact the [[https://help.georgialibraries.org|Help Desk]] with details.
admin/settings/statcats.1553810287.txt.gz · Last modified: 2019/03/28 21:58 by tmccanna