Evergreen Admin Group Tuesday, August 19, 2025 2 pm EST

Discussion Topic: Statistical Categories: Items - Data Clean Up, Management and Use

Connection info:

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