This section illustrates how to create a survey, shows where the survey responses are saved in the patron record, and explains how to report on surveys.

Survey questions can be optional or required. Surveys come up when a patron is first registered, and upon subsequent edits. Required survey questions have to be answered whenever the patron record is edited. Some examples of survey questions might include: Would you use the library if it were open on a Sunday? Would you like to be contacted by the library to learn about new services? Do you attend library programs?

To find out the survey result you need to run reports on survey questions. For example, you could find out how many people say they would use the library if it were open on a Sunday, or you could get a list of patrons who say they would like to receive marketing material from the library. There is a shared report template for reporting on patron surveys under Sitka_templates → Patrons → Other folder. See Chapter 27, Shared Sitka Templates for more about shared templates and contact Co-op support if you need help tweaking this template.

  1. Go to Administration → Local Administration → Surveys.
  2. The Survey List will open. In this example the table is empty because no surveys have been created. Click Add New Survey.
  3. Fill out the New Survey form, then click Save Changes.

    • Start Date must always be in the future. It is not possible to add questions to a survey after the start date.
    • Dates should be in YYYY-MM-DD format
    • OPAC Survey? and Poll Style? are not yet implemented - leave unchecked
    • Check Is Required: if the survey should be mandatory for all patron registration and update
    • Check Display in User Summary to make survey answers visible in patron records in OtherSurveys.
    • Surveys can not only start from a future date.
  4. A summary of your new survey will appear. Type the first survey question in the Question field, then click Save Question & Add Answer. Survey questions are multiple choice.

  5. Enter possible multiple choice answers and click Add Answer. Each question may have as many answers as you like.

  6. Repeat the steps above to add as many questions and answers as you wish. Once finished, click a Save Changes button. Use browser back button to go back.
  7. Your new survey will appear in the Survey List table. To make further changes click the survey name to open the detailed view. To end a survey before the end date, you may select it, then click End Survey.


This is what the survey looks like in the patron registration/edit screen. Note that in this example this survey question appears in red and is required as the Is Required box was checked when creating the survey.


To see a patron’s response to a survey, retrieve the patron record. Click Other→ Surveys to see the response.



Survey questions show up in patron account only after the start date. They disappear after the end date.

Reporting on Surveys

There is a shared report template for reporting on patron surveys on the report interface, under Sitka_templates → Patrons → Other folder. For more information about shared templates, refer to Chapter 27, Shared Sitka Templates. If you need help tweaking this template please contact Co-op support.

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