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evergreen-eag:meetings:2025-08-19 [2025/08/13 09:23] – created edavisevergreen-eag:meetings:2025-08-19 [2025/08/22 10:09] (current) edavis
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 https://us06web.zoom.us/j/84576448978?pwd=ObkEU7MB3iW7gkuw6fpl861gV8koVU.1 Meeting ID: 845 7644 8978 Passcode: 334998 https://us06web.zoom.us/j/84576448978?pwd=ObkEU7MB3iW7gkuw6fpl861gV8koVU.1 Meeting ID: 845 7644 8978 Passcode: 334998
 +
 +
 +Notes: 
 +
 +
 +Items: 
 +  * Acquisitions- tracking vendors
 +  * Acquisitions- gift, purchase, lease etc
 +  * Audience Level of Item
 +  * Reports: for governmental reports- count/don’t count
 +  * Weeding: stat cat to prevent weeding
 +  * ways of tracking special aspects of college, like audience
 +
 +Patrons- 
 +  * permission groups, how they get 
 +  * school identifiers
 +  * newsletters opt in/out
 +  * SIP connection to allow or deny services
 +
 +Bugs: 
 +  * Can't Edit and Delete Stat Cat Entries in Web Client: https://bugs.launchpad.net/evergreen/+bug/1752367
 +  * Wishlist: Add report field for stat cat last edit date in patron account: https://bugs.launchpad.net/evergreen/+bug/2067774
 +  * Require copy stat cat based on use of another: https://bugs.launchpad.net/evergreen/+bug/2031337
 +  * Angular Circulation cannot save a patro:  https://bugs.launchpad.net/evergreen/+bug/2081327
 +  * Wishlist: A/T hook for juvenile-to-adult transitions: https://bugs.launchpad.net/evergreen/+bug/1783354
 +
 +
 +
 +Reports: 
 +Examples from BC Libraries: https://docs.google.com/document/d/1VkIYlyNil9AzSfzmsspvII33baXQyzfAJpnApwjePwI/edit?usp=sharing
 +There are two tables for Stat Cats - Stat-Cat entry maps" and  "Statistical Category Entries."
 +
 +Other topics:
 +  * Possible Topics
 +    * Reports Committee session - how best to run reports on stat cats
 +    * User Buckets
 +  * Online Renew
 +    * https://librarytechnology.org/pr/31040
 +    * https://www.quipugroup.com/
 +  * Patron API with Overdrive- do we need a bug for Stat Cats?
 +
 +Notes about meetings:
 +September: No Meeting- attend the Permissions Working Group Meeting
 +
 +
 +Report Templates: 
 +Example use case: Libraries received items through a grant and need to report on circulations in a given time frame per grant and use type. 
 +Two stat cats were created to track 1) grant name and 2) use type. To create the report, fields/filters for the grant and type were added through the two different stat cat tables: Statistical Category Entries and Stat-Cat entry maps.
 +
 +
 +Source: Item
 +
 +
 +Display Fields:
 +Item (Required) -> Barcode
 +Item (Required) -> Circulating Library (Required) -> Circ Lib
 +Item (Required) -> Call Number/Volume (Required) -> Bib Record (Required) -> Simple Record Extracts (Required) -> TCN Value
 +Item (Required) -> Call Number/Volume (Required) -> Bib Record (Required) -> Simple Record Extracts (Required) -> Title Proper (normalized)
 +Item (Required) -> Call Number/Volume (Required) -> Call Number Label
 +Item (Required) -> Price
 +Item (Required) -> OPAC Visible
 +Item (Required) -> Is Reference
 +Item (Required) -> Is Holdable
 +Item (Required) -> Is Deleted
 +Item (Required) -> Creation Date/Time
 +Item (Required) -> Circulation Modifier -> Circ Mod
 +Item (Required) -> Copy Status (Required) -> Copy Status
 +Item (Required) -> Statistical Category Entries -> stat_cat_entry -> Project Name
 +Item (Required) -> Stat-Cat entry maps -> stat_cat_entry -> Item Use
 +Item -> Circulations -> Circs in Time Period
 +
 +
 +Filters:
 +Item (Required) -> Shelving Location (Required) -> Owning Org Unit
 +Item (Required) -> Stat-Cat entry maps -> stat_cat -> Stat Cat ID
 +Item (Required) -> Statistical Category Entries (Required) -> stat_cat (Required) -> Stat Cat ID
 +Item -> Circulations -> Checkout Date/Time
 +
 +
evergreen-eag/meetings/2025-08-19.1755091387.txt.gz · Last modified: 2025/08/13 09:23 by edavis

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