Chapter 24. User Buckets

Table of Contents

Create a User Bucket
Batch Edit All Users
Batch Modify Statistical Categories
Batch Delete Users
View Batch Changes
Roll Back Batch Changes
Sharing Buckets
Permissions

User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen. Batch modifications can be made to selected fields in the patron account:

Batch modifications and deletions can be rolled back or reversed, with the exception of batch changes to statistical categories. Batch changes made in User Buckets will not activate any Action/Trigger event definitions that would normally be activated when editing an individual account.

User accounts can be added to User Buckets by scanning individual user barcodes or by uploading a file of user barcodes directly in the User Bucket interface. They can also be added to a User Bucket from the Patron Search screen. Batch changes and batch edit sets are tied to the User Bucket itself, not to the login of the bucket owner.

Create a User Bucket

To add users to a bucket via the Patron Search screen:

  1. Go to Search→Search for Patrons.
  2. Enter your search and select the users you want to add to the user bucket by checking the box next to each user row. You can also hold down the CTRL or SHIFT on your keyboard and select multiple users.
  3. Click Add to Bucket and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

    1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
  4. After adding users to a bucket, an update will appear at the bottom-right hand corner of the screen that says "Successfully added # users to bucket [Name]".
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To add users to a bucket by scanning user barcodes in the User Bucket interface:

  1. Go to Circulation→User Buckets and select the Pending Users tab at the top of the screen.
  2. Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

    1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
    2. After selecting or creating a bucket, the Name, Description, number of items, and creation date of the bucket will appear above the Scan Card field.
  3. Scan in the barcodes of the users that you want to add to the selected bucket into the Scan Card field. Each user account will be added to the Pending Users tab. Hit ENTER on your keyboard after manually typing in a barcode to add it to the list of Pending Users.
  4. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by using the CTRL or SHIFT key on your keyboard to select multiple users.
  5. Go to Actions→Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket. The user accounts will move to the Bucket View tab and are now in the selected User Bucket.
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To add users to a bucket by uploading a file of user barcodes:

  1. Go to Circulation→User Buckets and select the Pending Users tab at the top of the screen.
  2. Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

    1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
    2. After selecting or creating a bucket, the Name, Description, number of items, and creation date of the bucket will appear above the Scan Card field.
  3. In the Pending Users tab, click Choose File and select the file of barcodes to be uploaded.

    1. The file that is uploaded must be a .txt file that contains a single barcode per row.
  4. The user accounts will automatically appear in the list of Pending Users.
  5. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by using the CTRL or SHIFT key on your keyboard to select multiple users.
  6. Go to Actions→Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket. The user accounts will move to the Bucket View tab and are now in the selected User Bucket.