7.5. Batch Adding Stat Cats and Notes

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Patron Stat Cats and Notes allow staff to add extra information to patron accounts that can be used for reporting. These extra details can be added in batch using User Buckets, but have limitations: Stat Cat edits made in bulk cannot be rolled back, and Notes and Messages cannot be deleted or edited in bulk. Instructions for adding both categories can be found below.

1. From the Bucket View tab, click Buckets and select the bucket you want to modify from the list of existing buckets.
2. After selecting a bucket, the name, description, number of items, and creation date of the bucket will appear at the top of the screen.
3. Verify the list of users in the bucket and click Batch modify statistical categories. A dialog box called Update statistical categories will appear where you can select the batch modifications to be made to the user accounts. The existing patron statistical categories will be listed and staff can choose:
   1. To leave the stat cat value unchanged in the patron accounts.
   2. To select a new stat cat value for the patron accounts.
   3. Check the box next to Remove to delete the current stat cat value from the patron accounts.
4. Click Apply Changes. The stat cat modification(s) will be applied in batch.

Note: Unlike user data field updates, modification of Statistical Category Entries is permanent and cannot be rolled back.

Batch Create Notes

You can also batch add staff-generated messages to users in a User Bucket in bulk.  To learn more about how to do this, click here.  Note that, like batch changes to statistical categories, these staff-generated messages cannot be rolled back or reversed.  They must be manually removed from each patron account individually.

The new Batch create notes button (pictured below) allows you to batch add staff-generated messages to users in a User Bucket in bulk.

To learn more about staff-generated messages and how to add them, click here.

Note: Staff-generated messages cannot be rolled back or reversed. They must be manually removed from each patron account individually.