Add a patron statistical code

To add a patron statistical code to Polaris for reporting purposes:

Note:
Check the table for duplicates before you enter a new statistical code. You cannot remove entries from the Patron Statistical Class Codes policy table.

1. In the Administration Explorer, expand the Policy Tables folder for the organization, and select Patron Statistical Class Codes. The Patron Statistical Class Codes table appears in the details view.

Note:
To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.

2. Click  to display the Insert Patron Statistical Class Codes dialog box.

 

Note:
If the Patron Statistical Class Codes policy table is opened at the branch level, only the branch name is displayed in the Organization list.

3. Select the branch in the Organization list to which the new statistical code belongs.
4. Type the statistical code description in the Description box, and click OK. The new entry is displayed in the Patron Statistical Class Codes policy table. Modification pending appears in the status bar.
5. Select File | Save to save your changes. Record saved appears in the status bar.

Related Information

Modify a table entry - Select the entry, click , and change the description. Changes to a statistical code entry affect all patron records that used the original wording of the entry, so you should limit changes to correcting spelling or using similar wording.