Statistical Categories – Patron

There are two consortium level Patron

stat cats, one for Education Card Type and one for PLAC Home library

The library which created a patron's account and issued them a library card.

.  Both are used for the annual report, but are only required entries for specific Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

types.

Create a Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

stat cat #

To create a Patron

stat cat, click New Statistical Category Editor – Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

.

Name: (required) The name that labels this entry on the item attributes interface.
Owning Library: (required) Scope the stat cat to your branch or system depending on how widely the stat cat will be used.
Required: (required) If checked, a Patron

registration will not save unless there is an entry selected for that stat cat. Will appear in yellow.
OPAC Visible: (required) When checked, the stat cat will display in the OPAC.
User Summary: (required) When checked, the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

stat cat will appear in the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

(User) Summary in the staff Client

Browser-based staff interfafce for the Evergreen Integrated Library System or Software (ISL).

.
Free Text: Check mark this option if you want to allow written entries for a particular statistical category.
Checkout Archive: Select this option if the category and its values for the item should be archived with circulation data.

Leave the SIP Field and SIP Format fields blank.

Modify a Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

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, required status, summary appearance, free text eligibility, and whether or not the information is archived with anonymized circulations.  You cannot change the ownership of the statistical category.

Add listed entries on a Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

stat cat #

For Patron

stat cats, a list of possible entries may be provided for assignment to holdings either in addition to or in place of free text entries.  To add new preset entries, click on the Entries button under the Entries column of the stat cat grid.

Click New Statistical Category Entry – Patron

.  

Enter an entry name, select the scope of its availability (system or branch), choose its default status for the stat cat, and click on Save.  The new stat cat value will be available for staff to assign to holdings.

Modify listed entries on a copy stat cat #

It is not currently possible to modify existing entries on a Patron

stat cat in the web Client

Browser-based staff interfafce for the Evergreen Integrated Library System or Software (ISL).

.