cat:stat-cats
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
cat:stat-cats [2021/10/07 14:45] – [Creating a statistical category entry] ehardy | cat:stat-cats [2024/03/01 15:35] (current) – tlittle | ||
---|---|---|---|
Line 1: | Line 1: | ||
====== Statistical Categories for Items ====== | ====== Statistical Categories for Items ====== | ||
+ | ### | ||
Statistical categories (stat cats) are a way for libraries to report on local item attributes not recorded elsewhere in Evergreen. Libraries use stat cats to record if an item is a gift, purchased with particular funds, or is a particular genre, among other things. They can be created at the system or branch level. Whether to use stat cats and which stat cats to use are local decisions. If your library does not need to collect additional item statistics, there is no need to create or use any stat cat. | Statistical categories (stat cats) are a way for libraries to report on local item attributes not recorded elsewhere in Evergreen. Libraries use stat cats to record if an item is a gift, purchased with particular funds, or is a particular genre, among other things. They can be created at the system or branch level. Whether to use stat cats and which stat cats to use are local decisions. If your library does not need to collect additional item statistics, there is no need to create or use any stat cat. | ||
+ | ### | ||
+ | |||
+ | ### | ||
Statistical categories are divided into two parts: the statistical category itself and | Statistical categories are divided into two parts: the statistical category itself and | ||
an entry. The statistical category can have one entry, or libraries can use it to group like entries together, but it must have at least one. | an entry. The statistical category can have one entry, or libraries can use it to group like entries together, but it must have at least one. | ||
+ | ### | ||
+ | |||
Examples: | Examples: | ||
Line 32: | Line 38: | ||
+ | ### | ||
To determine which stat cat is best for your library, first determine which statistics are needed for reporting. For example: Do you need to count circs for genres? Report the circulation of materials purchased with a specific fund? How your library needs statistics not reportable elsewhere will determine which stat cats and entries to create and report on. If your library doesn’t collect additional stats, item stat cats might not be necessary. | To determine which stat cat is best for your library, first determine which statistics are needed for reporting. For example: Do you need to count circs for genres? Report the circulation of materials purchased with a specific fund? How your library needs statistics not reportable elsewhere will determine which stat cats and entries to create and report on. If your library doesn’t collect additional stats, item stat cats might not be necessary. | ||
+ | ### | ||
+ | |||
+ | |||
+ | |||
+ | * One library wants to monitor how nonfiction DVDs circulate. Since they assign a legacy stat cat PINES-NONFICTION and PINES-FICTION to all items, they were able to run circulation reports on nonfiction DVDs. | ||
+ | |||
- | * One library wants to monitor how nonfiction DVDs circulate. Since they assign a legacy stat cat PINES-NONFICTION and PINES-FICTION to all items, they were able to run circulation reports on nonfiction DVDs. | ||
< | < | ||
- | | + | * Another library needs to report annual circulation statistics of items purchased with several local funds to each funding administrator. They created a statistical category Funds, and then entries for each fund they use. They can easily add any new fund as an entry. |
+ | |||
+ | * A third library needs to keep track of gift items and how much they would have spent without those gifts. In this instance they do not need circulation stats; but do need to periodically create lists of gift items or report on the number and price of gift items in the collection for their board. They create a stat cat named “Gift” with an entry also called “Gift” since these are items gifted to the library and not bought with gift funds. | ||
- | | + | * A fourth |
- | * A fourth library has no need of collecting statistics beyond the standard ones available in Evergreen reports, so do not assign any stat cats to their items. | ||
===== Maintaining statistical categories ===== | ===== Maintaining statistical categories ===== | ||
Line 65: | Line 78: | ||
+ | ### | ||
Two legacy statistical categories, leftover from a previous library management system that did not allow creation of local stat cats, exist. PINES Legacy stat cat1 is for genres and formats and PINES legacy stat cat2 is audience. In the previous system, these were the only statistical categories available, and libraries could not create local ones. With Evergreen, libraries can create and use their own statistical categories and no longer need to use the legacy ones. With the development and migration to Evergreen, the plan for these legacy stat cats is for them to be eventually replaced by locally created stat cats. | Two legacy statistical categories, leftover from a previous library management system that did not allow creation of local stat cats, exist. PINES Legacy stat cat1 is for genres and formats and PINES legacy stat cat2 is audience. In the previous system, these were the only statistical categories available, and libraries could not create local ones. With Evergreen, libraries can create and use their own statistical categories and no longer need to use the legacy ones. With the development and migration to Evergreen, the plan for these legacy stat cats is for them to be eventually replaced by locally created stat cats. | ||
+ | ### | ||
+ | |||
+ | ### | ||
Unfortunately, | Unfortunately, | ||
+ | |||
+ | ### | ||
===== Viewing Statistical categories and their entries ===== | ===== Viewing Statistical categories and their entries ===== | ||
Line 79: | Line 98: | ||
+ | ### | ||
You can view all statistical categories created by your system in the statistical categories editor. The Focus Location is based on your workstation. The drop-down menu allows you to change the focus to view statistical categories and entries created for your system or a branch. | You can view all statistical categories created by your system in the statistical categories editor. The Focus Location is based on your workstation. The drop-down menu allows you to change the focus to view statistical categories and entries created for your system or a branch. | ||
+ | |||
+ | ### | ||
;#; | ;#; | ||
Line 115: | Line 137: | ||
+ | ### | ||
Default view (Filter by library) is all, PINES view is all, system view excludes legacy stat cats. Branch view displays stat cats created only for that branch. If none are created for system or branch, no stat cats will be visible in system or branch filters. | Default view (Filter by library) is all, PINES view is all, system view excludes legacy stat cats. Branch view displays stat cats created only for that branch. If none are created for system or branch, no stat cats will be visible in system or branch filters. | ||
+ | |||
+ | ### | ||
You can change the selection at the editors if needed. The selection reverts to the set default the next time you select the editor. | You can change the selection at the editors if needed. The selection reverts to the set default the next time you select the editor. | ||
Line 138: | Line 163: | ||
There are several attributes you can assign the stat cat: | There are several attributes you can assign the stat cat: | ||
- | * OPAC Visibility: Controls whether the stat cat is displayed in the OPAC. <fc # | + | * OPAC Visibility: Controls whether the stat cat is displayed in the OPAC. <color # |
* Required: Controls whether the stat cat assignment is mandatory when creating or editing the item attributes. PINES libraries have not required stat cat assignment. If you wish to do so, please consult with PINES staff first. | * Required: Controls whether the stat cat assignment is mandatory when creating or editing the item attributes. PINES libraries have not required stat cat assignment. If you wish to do so, please consult with PINES staff first. | ||
* Archive with Circs: Controls whether the category and its values for the item be archived with aged circulation data. Set to yes if your library wants to maintain the link to archived circulation statistics and assigned stat cats. | * Archive with Circs: Controls whether the category and its values for the item be archived with aged circulation data. Set to yes if your library wants to maintain the link to archived circulation statistics and assigned stat cats. | ||
Line 170: | Line 195: | ||
;#; | ;#; | ||
+ | ### | ||
A dialog box will open below the stat cat. Input the entry name and select the focus location from the drop-down menu if it differs from the owning library for the stat cat – you can create entries for your system or for individual branches. Click on **Create new entry** to save. | A dialog box will open below the stat cat. Input the entry name and select the focus location from the drop-down menu if it differs from the owning library for the stat cat – you can create entries for your system or for individual branches. Click on **Create new entry** to save. | ||
+ | |||
+ | ### | ||
;#; | ;#; | ||
Line 176: | Line 204: | ||
;#; | ;#; | ||
+ | ### | ||
< | < | ||
+ | ### | ||
+ | |||
+ | ### | ||
Create as many entries as needed for the statistical category, making sure to select the focus location for each if you are creating entries for separate branches. The entries will appear in the drop-down menu as they are created. You can create entries at any time after creating the statistical category. | Create as many entries as needed for the statistical category, making sure to select the focus location for each if you are creating entries for separate branches. The entries will appear in the drop-down menu as they are created. You can create entries at any time after creating the statistical category. | ||
+ | ### | ||
+ | |||
<note warning> | <note warning> | ||
Line 186: | Line 220: | ||
At present, you can only edit the statistical category name and the attributes assigned to it. You cannot edit an entry name. | At present, you can only edit the statistical category name and the attributes assigned to it. You cannot edit an entry name. | ||
+ | ### | ||
Select **Edit** by the category name you wish to edit. A dialog box will open beneath the stat cat appears. | Select **Edit** by the category name you wish to edit. A dialog box will open beneath the stat cat appears. | ||
+ | |||
+ | ### | ||
;#; | ;#; | ||
Line 203: | Line 240: | ||
+ | ### | ||
Currently, you can only delete statistical categories and all entries attached to it. You cannot delete an individual entry. Deleting the stat cat will delete all instances of the category associated with items. | Currently, you can only delete statistical categories and all entries attached to it. You cannot delete an individual entry. Deleting the stat cat will delete all instances of the category associated with items. | ||
+ | |||
+ | ### | ||
Select edit at the category you wish to delete and then choose **Delete Statistical Category**. | Select edit at the category you wish to delete and then choose **Delete Statistical Category**. | ||
Line 216: | Line 256: | ||
===== Assigning stat cats to items ===== | ===== Assigning stat cats to items ===== | ||
+ | |||
+ | |||
+ | Stat Cats are assigned to items in the holding’s editor. You can create holdings templates including stat cats so that you don’t have to manually assign them each time. | ||
+ | |||
+ | Holding templates | ||
+ | |||
+ | < | ||
+ | |||
+ | ### | ||
+ | You can assign a stat cat to an existing or new holdings template. Instructions on maintaining holding templates can be found here [[cat: | ||
+ | |||
+ | ### | ||
+ | |||
+ | ### | ||
+ | To add to an existing template, either from the holdings template editor in local administration, | ||
+ | |||
+ | ### | ||
+ | |||
+ | ;#; | ||
+ | {{: | ||
+ | |||
+ | ;#; | ||
+ | |||
+ | When you apply the template at item creation, the stat cat will be applied as are other attributes set in the template. | ||
+ | |||
+ | ==== Holdings editor ==== | ||
+ | |||
+ | < | ||
+ | |||
+ | ### | ||
+ | If you wish to add or edit a statistical category to an item or items, you can do so in the holdings editor. You can access the editor either from holdings view on an individual bibliographic record or in an item bucket, where you can batch edit or add the stat cat to multiple items. | ||
+ | |||
+ | ### | ||
+ | |||
+ | ### | ||
+ | In holdings view, select the entry from the drop down menu, if you wish to remove the stat cat and its entry from the item, select < | ||
+ | |||
+ | ### | ||
+ | |||
+ | ;#; | ||
+ | {{: | ||
+ | ;#; | ||
+ | |||
+ | Select **Save & Exit** to save. | ||
+ | |||
+ | ### | ||
+ | The process is similar from an item bucket, select the items in the bucket for the new or edited stat cat or entry, and select edit items from the actions menu. Make the necessary changes to stat cat and then **Save & Exit**. | ||
+ | ### | ||
+ | |||
+ | |||
+ | ;#; | ||
+ | {{: | ||
+ | ;#; | ||
+ | |||
+ | ===== Viewing stat cats assigned to items ===== | ||
+ | |||
+ | Assigned stat cats can only be viewed in the Holdings editor, or in a report. | ||
cat/stat-cats.1633617943.txt.gz · Last modified: 2021/10/07 14:45 by ehardy