Sitka Training Video - Patron Statistical Categories (6:15)
Statistical categories, often referred to as stat cats, allow your library to capture information about your patrons that is not included in the standard fields in the patron record. Statistical categories can be created at the branch, system, or federation level by staff with the appropriate permissions.
Patron statistical categories can be set to display to library staff in the patron summary in the patron account and to patrons in the Personal Information section of My Account in the public catalogue. Patron statistical categories can also be used in reporting.
Sitka Snippet Video - Creating Patron Statistical Categories (2:05)
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
Click New Statistical Category Editor- Patron to open the editor.
Enter the relevant information for your statistical category.
- Name: The name will be visible to library staff and can be visible to patrons.
- Required: If YES is selected, a value must be assigned when creating a new account or saving an existing account.
- OPAC Visible: If YES is selected, the stat cat name and the selected value are displayed in the patron’s account in the public catalogue.
- User Summary: If YES is selected, the stat cat and value display in the patron summary within the patron account if a value has been entered.
- Free Text: If YES is selected, staff can type in a value rather than being restricted to a the list of predefined entries.
- Checkout Archive: If YES is selected, the stat cat and its value are kept in aged circulation records.
SIP Field and SIP Format are not currently used by Sitka.
- Click Save.
- The statistical category now displays in the grid. Entries can now be added as per the section called “Adding Statistical Category Entries”.
Sitka Snippet Video - Editing Patron Statistical Categories (0:57)
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
- Select the statistical category you would like to edit.
From the Actions menu choose Edit Selected.
- Make your changes and click Save.
- Your changes will be reflected in the grid and in the statistical category field in the patron account.
Sitka Snippet Video - Deleting Patron Statistical Categories (1:07)
Caution
Once a statistical category is deleted it cannot be un-deleted by either library staff or Co-op Support.
Deleting a statistical category also removes the associated values from any patrons using them.
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
- Select the statistical category you would like to delete.
From the Actions menu choose Delete Selected.
- A pop-up will appear asking you to confirm that you wish to delete the statistical category.
If you truly wish to delete the statistical category click Confirm.
- Your statistical category is deleted and no longer displays in the grid. The statistical category and all associated values are also removed from all patron accounts.
Sitka Snippet Video - Adding Patron Statistical Category Entries (1:01)
Each statistical category can have multiple values that library staff can choose from when registering or editing a patron.
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
Click Entries for the stat cat you would like to add values to.
Click New Statistical Category Entry - Patron.
Enter the value and click Save.
- Repeat as needed to add additional values.
- Clicking Return in the top right of the screen will take you back to the previous screen.
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
Click Entries for the stat cat you would like to edit the values of.
- Click the checkbox of the entry you want to edit.
Select Actions → Edit Selected.
Edit the value as desired and click Save.
- The entry is updated in the grid as well as on any patron accounts using the value.
- Repeat as needed to edit other entries.
- Clicking Return in the top right of the screen will take you back to the previous screen.
Caution
Once a statistical category entry is deleted it cannot be un-deleted by either library staff or Co-op Support.
Deleting a statistical category entry also removes the entry from any patrons using it.
- Go to Administration → Local Administration→ Statistical Categories Editor - Patron.
- Statistical categories are displayed for your workstation’s library. Multi-branch libraries need to set the library to their system in the library selector and check the box to display descendants.
Click Entries for the stat cat you would like to delete the values of.
- Click the checkbox of the entry you want to delete.
Select Actions → Delete Selected.
Click Confirm to confirm deletion.
- The entry no longer displays in the grid and is deleted from any patron accounts that were using the value.
- Repeat as needed to delete other entries.
- Clicking Return in the top right of the screen will take you back to the previous screen.
