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