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Statistical Categories – Item

PermissionDefineCat1Cat2Cat3LocalAdmin
CREATE_COPY_STAT_CATUser may create an item stat catX
CREATE_COPY_STAT_CAT_ENTRYUser may create a new item stat cat entryX
DELETE_COPY_STAT_CATUser may delete an item stat catX
DELETE_COPY_STAT_CAT_ENTRYUser may delete an item stat cat entryX
UPDATE_COPY_STAT_CATUser may update an item stat catX
UPDATE_COPY_STAT_CAT_ENTRYUser may update an item stat cat entryXXXX
CREATE_COPY_STAT_CAT_ENTRY_MAPUser may link an item to a stat cat entryXXXX
DELETE_COPY_STAT_CAT_ENTRY_MAPUser may delete an item stat cat entry mapXXX

Currently, there are three usable consortium level item stat cats.  Audience is required for all holdings in the consortium.  Fiction/Nonfiction and Detailed Item Type (used to track entrance pass partnership programs) are both optional entries.

Item stat cat editor

Create an item stat cat #

To create a copy stat cat, click New Statistical Category Editor – Item.

new item statistical category

Name: (required) Enter a name for the item statistical category.
Owning Library: (required) Select your system level or a specific branch of your organization depending on how widely the stat cat will be used.
Required: (required) When checked, an entry must be selected in order to save the item in the Holdings Editor.
OPAC Visible: (required) When checked, the stat cat will appear in the catalog.
Checkout Archive: When checked, stat cat information will be retained with anonymized circulations.

Modify an item stat cat #

To modify an existing stat cat, double click on the row, or select from the Actions menu or right-click and choose Edit Selected. You can update the name, OPAC visibility and whether or not the information is archived with anonymized circulations.  You cannot change the ownership of the statistical category.

Modify an item stat cat

Add listed entries on an item stat cat #

For item stat cats, a list of possible entries must be provided for assignment to holdings.  To add new entries, click on the Entries button under the Entries column of the stat cat grid.  

Circle around Entries button

Click New Statistical Category Entry – Item.

Arrow pointing at New Entry button

Enter the value (entry name). The Entry Owner should match the owner of the statistical category. Click Save when finished.

Create a new item stat cat entry

The new stat cat value will be available for staff to assign to holdings.

View all entries for an item stat cat

NOTE: You cannot edit entries once they are created. You will have to delete the current entry and create a new one.

Updated on 2025-12-30

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