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cat:stat-cats [2021/10/07 19:51] – [Holdings editor and Holdings template editor] ehardycat:stat-cats [2024/03/01 15:35] (current) – tlittle
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 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.
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 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 #ff0000>There is currently a bug preventing OPAC visibility even when set. However, make the stat cat visible if needed so that when the bug is fixed, it will be visible.</fc>+  * OPAC Visibility: Controls whether the stat cat is displayed in the OPAC. <color #ff0000>There is currently a bug preventing OPAC visibility even when set. However, make the stat cat visible if needed so that when the bug is fixed, it will be visible.</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.
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 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.
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 <note>If all PINES libraries appear in the drop-down menu here, then you have created a statistical category with owning library PINES. Delete the entry and create a new one with your system or branch as the owning library.</note> <note>If all PINES libraries appear in the drop-down menu here, then you have created a statistical category with owning library PINES. Delete the entry and create a new one with your system or branch as the owning library.</note>
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 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.
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 <note warning>Do not create any entries under Legacy CAT1 or Legacy CAT2. All local entries should be created under a local statistical category.</note> <note warning>Do not create any entries under Legacy CAT1 or Legacy CAT2. All local entries should be created under a local statistical category.</note>
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 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.
  
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 Select **Edit** by the category name you wish to edit. A dialog box will open beneath the stat cat appears.  Make the needed changes to the name and/or attributes, and then click on **Update Statistical Category**. Here, I want to edit the name of my stat cat to Technology funds. Select **Edit** by the category name you wish to edit. A dialog box will open beneath the stat cat appears.  Make the needed changes to the name and/or attributes, and then click on **Update Statistical Category**. Here, I want to edit the name of my stat cat to Technology funds.
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 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.
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 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**.
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 <note>Every locally created entry created by all libraries under the legacy stat cats are visible in the holdings template editor. Use only those entries here that are identified as PINES. Best practice it to not use stat cat 1 or stat cat2 but create local stat cats instead.</note> <note>Every locally created entry created by all libraries under the legacy stat cats are visible in the holdings template editor. Use only those entries here that are identified as PINES. Best practice it to not use stat cat 1 or stat cat2 but create local stat cats instead.</note>
  
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 You can assign a stat cat to an existing or new holdings template. Instructions on maintaining holding templates can be found here [[cat:item_templates|Holdings templates]]. You can assign a stat cat to an existing or new holdings template. Instructions on maintaining holding templates can be found here [[cat:item_templates|Holdings templates]].
  
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 To add to an existing template, either from the holdings template editor in local administration, or the item template tab in the holdings editor, choose the existing template and click apply. Make the additions or changes to the stat cat and then click Save. When creating a new template, add the stat cat as you would any other attribute. Note here that the statistical categories are filtered by the library system since they do not use the legacy PINES statistical categories. To add to an existing template, either from the holdings template editor in local administration, or the item template tab in the holdings editor, choose the existing template and click apply. Make the additions or changes to the stat cat and then click Save. When creating a new template, add the stat cat as you would any other attribute. Note here that the statistical categories are filtered by the library system since they do not use the legacy PINES statistical categories.
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 <note>Every entry created by all libraries under the PINES legacy stat cats are visible in the holdings editor. Use only those entries here that are identified as PINES. Best practice is not to use the legacy statcat1 and stat cat2.</note> <note>Every entry created by all libraries under the PINES legacy stat cats are visible in the holdings editor. Use only those entries here that are identified as PINES. Best practice is not to use the legacy statcat1 and stat cat2.</note>
  
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 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. 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.
  
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 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 <NONE> 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 <NONE>
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 Select **Save & Exit** to save. Select **Save & Exit** to save.
  
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 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**. 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**.
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cat/stat-cats.1633636265.txt.gz · Last modified: 2021/10/07 19:51 by ehardy