Chapter 75. Copy Buckets

Table of Contents

Managing Copy Buckets
Creating Copy Buckets
Editing Copy Buckets
Sharing Copy Buckets
Deleting Copy Buckets
Adding Copies to a Bucket
From the Copy Bucket Interface
From a Catalogue Search
From the Item Status Interface
Removing Copies from a Bucket
Editing Copies in a Bucket
Deleting Copies from the Catalogue
Placing Holds on Copies in a Bucket
Transferring Copies to Volumes

Copy buckets are containers copy records can be put into to easily perform batch actions on. Copies stay in buckets until they are removed.

The Copy Bucket interface is accessed by going to CataloguingCopy Buckets.

Cataloguing Menu

Note

The words copy and item are used interchangeably in Evergreen.

Managing Copy Buckets

Creating Copy Buckets

Copy buckets can be created in the Copy Bucket interface as well as on the fly when adding copies to a bucket from a catalogue search or from within the Item Status interface. For information on creating buckets on the fly see Adding Copies to a Bucket (needs section ID).

  1. In the Copy Bucket interface on the click Buckets in either the Pending Copies or Bucket View tab.

    Copy Bucket Interface
  2. From the drop down menu select New Bucket.

    Copy Bucket Interface
  3. Enter a Name and a Description (optional) for your bucket and click Create Bucket.

    Copy Bucket Interface

    The bucket can also be set as Publicly Visible at this time.

Note

The functionality for making buckets publicly visible does not appear to be in place at this time.

Editing Copy Buckets

  1. In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.

    Copy Bucket Interface
  2. From the drop down menu select the bucket you would like to edit. The bucket will load in the interface.
  3. Click on Buckets.
  4. From the drop down menu select Edit Bucket.

    Copy Bucket Interface
  5. Update the desired information and click Apply Changes.

    Copy Bucket Interface

Note

The functionality for making buckets publicly visible does not appear to be in place at this time.

Sharing Copy Buckets

Finding the Bucket ID

  1. With the bucket open, look at the URL for the bucket ID. Share this ID with the staff member who needs access to this bucket.
Bucket ID URL

Opening a Shared Bucket

  1. In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.

    Copy Bucket Interface
  2. From the drop down menu select Shared Bucket.

    Copy Bucket Interface
  3. Enter the bucket ID and click Load Bucket.

    Copy Bucket Interface
  4. The shared bucket will display and can be worked with the same as any bucket you own.

    Copy Bucket Interface

Deleting Copy Buckets

  1. In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.

    Copy Bucket Interface
  2. From the drop down menu select the bucket you would like to delete. The bucket will load in the interface.
  3. Click on Buckets.
  4. From the drop down menu select Delete Bucket.

    Copy Bucket Interface
  5. On the confirmation pop up click Delete Bucket.
  6. Refresh your screen.