[OPEN-ILS-GENERAL] Evergreen Statistical Categories

[Sharp, Chris]

Lise,

I would need to see what you tried that didn't work to provide specific guidance, 
but I can provide an example from a template I recently created for one of our 
libraries.  The request was for a list of items by genre heading (655$a).  Here are
the paths I took to create the report:

-----begin template description-----

Uses Item Source.

Displayed Fields:

Item -> Call Number/Volume -> Owning Library -> Short (Policy) Name as "Owning Library"
Item -> Call Number/Volume -> Call Number Label
Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Title Proper (normalized) as "Title"
Item -> Barcode
Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Normalized Value as "Tag 655a"

Base Filters:

Item -> Call Number/Volume -> Owning Library -> Organizational Unit ID (In list)
Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Normalized Value (Lower case) (In list)
Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag (Equals) ("655")
Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Subfield (Equals) ("a")
Item -> Is Deleted (Equals) (False)

USAGE: Enter the item owning library(ies) and one or more Genre entries.

-----end template description-----

This example hard-codes the tag and subfield since the request was very specific, but you 
could potentially create the template so that those are entered when creating the report definition.

If you share what you've tried (specifically the generated SQL from the debugging info), I
may be able to assist you in what you're trying to do.

Chris



----- Original Message -----
> From: "Elisabeth Keppler" <keppleep at forsyth.cc>
> To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
> Sent: Wednesday, June 25, 2014 11:29:39 AM
> Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
> 
> 
> I heard about the Flattened MARC Fields at the conference in March
> but have had no success with them, either at the field or subfield
> level. Any guidance, Chris?
> 
> 
> Thanks,
> Lise
> 
> 
> 
> On Wed, Jun 25, 2014 at 10:50 AM, Sharp, Chris <
> csharp at georgialibraries.org > wrote:
> 
> 
> Lise and Don,
> 
> In the reports interface, you can take the following path from the
> Item source:
> 
> Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields
> 
> That source gives you the means to filter on/display MARC Fields and
> subfields.
> 
> Hope that's helpful!
> 
> Chris
> 
> 
> 
> ----- Original Message -----
> > From: "Elisabeth Keppler" <keppleep at forsyth.cc>
> > To: "Evergreen Discussion Group" <
> > open-ils-general at list.georgialibraries.org >
> > Sent: Wednesday, June 25, 2014 10:42:13 AM
> > Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
> > 
> > 
> > If you're planning to use the reports module rather than writing
> > your
> > own SQL code, there are some limits on what statistics can be
> > easily
> > and accurately captured. Pulling fields and subfields out of the
> > MARC record is especially tricky, if not impossible. You can,
> > however, use a combination of circulation modifiers, shelving
> > locations, call numbers, and/or stat cats to garner useful data. I
> > can't speak for the NC Cardinal consortium, of course, but I find
> > that circ modifiers and stat cats are my most reliable friends. The
> > challenge is to use enough of each to differentiate materials
> > without overdoing the complexity.
> > 
> > 
> > Good luck with your migration!
> > 
> > 
> > Lise Keppler
> > 
> > 
> > 
> > On Wed, Jun 25, 2014 at 10:18 AM, Donald Butterworth <
> > don.butterworth at asburyseminary.edu > wrote:
> > 
> > 
> > 
> > 
> > 
> > 
> > 
> > Colleagues,
> > 
> > Here at Asbury Seminary we are rapidly closing in on our Evergreen
> > migration date in mid July. Our sister institution, Asbury
> > University, will making their transition after the Fall semester.
> > We
> > have been testing, testing, testing and feel like we are nearly
> > ready. There is still at least one area though, where we are
> > seeking
> > your collective wisdom, Statistics.
> > 
> > In our legacy system we have a list of statistical codes that
> > describe the item type. e.g. monograph, annual, bound periodical,
> > DVD, etc. My understanding is that Evergreen can pull totals for
> > item types based on elements in the bibliographic record. Is this
> > correct, or is it a false assumption?
> > 
> > What statistical categories have all y'all found valuable to keep?
> > We
> > are particularly interested in the kind of categories other
> > academic
> > libraries are creating in the Statistical Category Editor.
> > 
> > Thanks for sharing!
> > 
> > Don
> > 
> > 
> > 
> > 
> > 
> > 
> > --
> > Don Butterworth
> > Faculty Associate / Librarian III
> > B.L. Fisher Library
> > Asbury Theological Seminary
> > don.butterworth at asburyseminary.edu
> > (859) 858-2227
> > 
> > 
> > 
> > 
> > --
> > 
> > Lise Keppler
> > Forsyth County Public Library
> > 
> > 660 W 5th St
> > Winston Salem NC 27101
> > 336-703-3070
> 
> --
> Chris Sharp
> PINES System Administrator
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, Georgia 30345
> (404) 235-7147
> csharp at georgialibraries.org
> http://pines.georgialibraries.org/
> 
> 
> 
> 
> --
> 
> Lise Keppler
> Forsyth County Public Library
> 
> 660 W 5th St
> Winston Salem NC 27101
> 336-703-3070

-- 
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
csharp at georgialibraries.org
http://pines.georgialibraries.org/