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Stat. Codes & collectionHQ

Stat. Codes & collectionHQ - The Perfect Pair

Did you know that Polaris statistical codes and collectionHQ play very well together?

Stat. codes can make weeding with collectionHQ more manageable by breaking your collection down into smaller parts, and reports such as the Collection Use Summary are much more meaningful once stat. codes have been widely implemented in your collection.

“But how do I retro my collection without pulling every item off the shelf?”

The easiest way to do this is:

  1. Run an item record search in Polaris with whatever criteria you'd like to use for a particular stat. code, such as call number or subject heading, making sure to limit Assigned Branch to your library's items.

    TIP:  Keep in mind that the Polaris default retrieval limit of number of records is 1000, so if you think you may have more results than that, simply increase the number in Retrieval Limit in the Settings tab of the search box (see screenshot under #2).

    ANOTHER TIP:  Don't forget about the awesome “karate chop” feature in Polaris (CTRL+SHIFT+A) which will load all the results at once without having to keep scrolling down - this works with both item records searches and record set displays.

  2. Put the results in a record set.

  3. Open the record set, look it over to make sure it reflects what you were looking for, and then do a bulk change.

    REMINDER:  After running any bulk changes, you have to wait until the next month's dataset posts before you can use the stat. codes in collectionHQ.

“Now that I've implemented some stat. codes, how do I use them in collectionHQ?”

  1. After generating a weeding report (i.e. Dead or Grubby Items Removal for Fiction, Non-Fiction, or Non-Book), make sure the Polaris Statistical Category is one of the columns displayed.  If it's not then you simply need to click on the arrows on the left-hand side of the screen and then click and drag it over.

  2. Type your desired stat code into the empty space in the column header.  This will then display only the results that have that stat code.

  3. After sorting this list by whatever is useful to you (e.g. call number), you now have a weeding report for your desired section (biography, travel, mystery, romance, etc.).

“But isn't collectionHQ more than just a weeding tool?  How can I use stat. codes in collectionHQ to help analyze my collection?”

One of the reports where stat. codes are most useful is Collection Use Summary (found under Manage, Fiction, Collection Demand).

Rather than only breaking the collection down by hardcover and paperback fiction, this report breaks it down additionally by stat. code, which can be very useful in determining which sections of the library might need more attention than others.

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