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Assigning PSTATS

Patron Statistical Classes, referred to as PSTATs, define a patron's place of residence.   In January 2018 we expanded the PSTAT list in Koha (sort1 field) and modified some existing codes to provide a county-based list of codes for all Wisconsin Counties. 

  • For SCLS counties we have municipal divisions based on city or village or town or district or census tract and new ILL-County codes (replacing the X-ILL code).
  • For the counties adjacent to any SCLS county we have municipal divisions based on city or village or town.
  • For the counties not-adjacent to any of the SCLS counties, we have created 3 codes per county;
    • COUNTY WITH LIB
    • COUNTY NO LIB
    • ILL-COUNTY

Circulation statistics and adjacent county payment information are generated based on these codes.  Adjacent counties would prefer granular municipal information when they send or receive requests for adjacent county reimbursements.

 

How to choose the correct PSTAT:

  • Determine the exact municipal division in which the patron resides          
    • Municipal divisions within SCLS counties
    • Municipal divisions in counties adjacent to SCLS counties
    • Municipal divisions in counties that are not adjacent to SCLS counties
    • Other codes
  • What to do when you're too busy to do all of the above
  • What to do when a patron’s address changes

Determine the exact municipal division in which the patron resides.

Municipal divisions within SCLS counties:

  1. If the patron submits the application in-library, ask if they know in which municipal division they reside.  For example, the patron may have a mailing address of Sun Prairie but they live in the Town of Burke. That is their municipal division.
  2. If the patron does not know, no worries.  The U.S. Census Bureau provides the online tool American FactFinder [USCB AFF] that can assist you in finding out in which municipal division the patron resides.
  3. Open the Factfinder tool
    • Enter the patron’s street address, city and state. You MUST click Go.Hitting enter or Tab doesn’t force a search.
    • Above the Geography Results grid, confirm the address
    • In the results screen there are multiple possible Geography Type options that may correlate with our list of codes:

For municipal divisions in SCLS Counties:

  • Use the information in the County Subdivision Geography Type. This will be a city, village or town, except for the 4 municipal divisions in Dane County listed below the North Freedom example.

north freedom example

For patrons with mailing addresses in the following municipal division, follow these directions:

  • If the County Subdivision = Madison, city, Dane County, Wisconsin, use the Census tract Geography Type.The Census tract number is contained in our PSTAT description. 
    • EXAMPLE: For an address that listed Census Tract 4.06 in this field, you would select our code “Madison, 4.06 CITY CENSUS TRACT.
  • madison example
    • If the County Subdivision = Middleton, city, Dane County, Wisconsin, use Geography Type=Block Group within Census Tract to determine which District in Middleton.
      • EXAMPLE: For an address that listed Block Group 3 in this field, you would select our code “MIDDLETON, 3 CITY-DISTRICT”.
    • If the County Subdivision = Sun Prairie, city, Dane County, Wisconsin, use the Geography Type=Block Group within Census Tract to determine which District in Sun Prairie.
      • EXAMPLE: For an address that listed Block Group 2 in this field, you would select our code “SUN PRAIRIE, DISTRICT 2”.
    • If the County Subdivision = Verona, city, Dane County, Wisconsin, use the Geography Type=Block Group within Census Tract to determine which District in Verona.
      • EXAMPLE: For an address that listed Block Group 4 in this field, you would select our code “VERONA, DISTRICT 4”.

Municipal divisions in counties adjacent to SCLS counties

For municipal divisions in counties adjacent to SCLS counties:

  • Use the information listed in the Geography Type=County Subdivision field.  This will be a city, village or town

Municipal divisions in counties that are not adjacent to SCLS counties

For the rest of the counties in Wisconsin (not adjacent to any SCLS counties):

  • Determine which county the patron lives in.
    • If possible ask the patron or
    • Use the info in the USCB AFF Geography Type=County field.
  • THEN refer to the 2018 list of PSTATs for Wisconsin municipalities** to see if the municipality supports a library. 
    • How do you know if a community supports a library?
      • The 2018 list of PSTAT changes spreadsheet has a column that lists the name of a library supported by the community.We have also provided a column indicating which code/description should be used for each municipal division.
      • The Library System Map and Contact Information described above can help.  Clicking on a system in the map will usually take you to that system's web page, and many have lists of their member libraries. 
      • PLEASE NOTE: There are about 25 joint libraries in Wisconsin, three of which are in SCLS. In a joint library, more than one municipality supports the library.   These are listed in Joint Libraries in Wisconsin (PDF). 

Other codes

  • Libraries in ANY county will be assigned the ILL (InterLibrary Loan) code for the county, including SCLS counties.
  • Businesses or Schools should have a PSTAT based on whether the patron account is the end-user of the materials or a conduit to the end-user.
    • If the business or the school is the end user then assign a PSTAT according to the municipal division in which the institution is located.
    • If the business or school is a conduit to the end-user, then assign the ILL (InterLibrary Loan) code for the county in which the institution is located, including SCLS counties.
  • ANY walk-in patron, library, business or school that has an address outside of the State of Wisconsin will be assigned one of the two OUT OF STATE PSTAT codes:
    • Walk-in patron=OUT OF STATE
    • Library, business or school=ILL-OUT OF STATE

What to do when you're too busy to do all of the above?

  • If, at the point of registering the patron, you do not have time to investigate the exact PSTAT, you can enter the code “UNDETERMINED”.
    • It is highly recommended that you review and update any records where you have applied this PSTAT on no less than a monthly basis.
    • Instructions for doing “PSTAT Clean-up” are located in the Circulation Manual, Section X Circulation Codes, Part B PSTAT Clean-up

What to do when a patron’s address changes?

  • REMEMBER that any time a patron reports a change of address, or you receive change of address information from the USPS, you should determine if the PSTAT has changed as well.
  • Follow the same steps listed above for identifying the correct code to use for the updated address.

What to do when the US Census Bureau does not recognize the address?

  • Sometimes the address provided is not found in the US Census Bureau database.This can be a result of inaccurate information provided by the patron or new construction information that has not yet been uploaded to the USCB database.
  • If the USCB AFF is unable to locate or match the address, leave the PSTAT as UNDETERMINED and enter a Note on the patron’s Check Out screen requesting updated address information.

**2018 list of PSTATs for Wisconsin municipalities

How the list of PSTATs is arranged:

  • The list provides the following information: System, County, Municipal Division, Library Name (if the municipality supports one), the PSTAT code and the Description you will see in the Koha sort1 field (PSTAT) pull-down menu
  • At the bottom of the list are the PSTATs for Out-of-State patrons and the Internal PSTATS assigned by LINKcat libraries for internal accounts.
  • You can download this list/spreadsheet to your own PC and sort it however you want.

For more information about PSTATs and the information on this page, contact Heidi Oliversen by email

For more information about PSTAT codes and your annual report, contact Mark Ibach.

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