Item Buckets
Item buckets are containers copy records can be put into to easily perform batch actions on. Copies stay in buckets until they are removed.
The Item Bucket interface is accessed by going to Cataloguing → Copy Buckets.
| The words copy and item are used interchangeably in Evergreen. |
Managing Item Buckets
Creating Item Buckets
Item buckets can be created in the Item Bucket interface as well as on the fly when adding items to a bucket from a catalog 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).
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In the Item Bucket interface on the click Buckets in either the Pending Copies or Bucket View tab.
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From the drop down menu select New Bucket.
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Enter a Name and a Description (optional) for your bucket and click Create Bucket.
The bucket can also be set as Publicly Visible at this time.
| The functionality for making buckets publicly visible does not appear to be in place at this time. |
Editing Item Buckets
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In the Item Bucket interface click Buckets in either the Pending Copies or Bucket View tab.
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From the drop down menu select the bucket you would like to edit. The bucket will load in the interface.
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Click on Buckets.
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From the drop down menu select Edit Bucket.
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Update the desired information and click Apply Changes.
| The functionality for making buckets publicly visible does not appear to be in place at this time. |
Sharing Item Buckets
Deleting Item Buckets
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In the Item Bucket interface click Buckets in either the Pending Copies or Bucket View tab.
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From the drop down menu select the bucket you would like to delete. The bucket will load in the interface.
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Click on Buckets.
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From the drop down menu select Delete Bucket.
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On the confirmation pop up click Delete Bucket.
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Refresh your screen.
Adding Copies to a Bucket
From the Item Bucket Interface
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In the Item Bucket interface click on the Pending Copies tab.
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Scan in all of the items you wish to add to the bucket.
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Click on Buckets.
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From the drop down menu select the bucket you wish to add the items to. Alternatively you can create a New Bucket (link back to Item Bucket Interface section of Creating Copy Buckets).
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Use the check boxes to select the item(s) you wish to add to the bucket.
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Click Actions.
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From the drop down menu select Add To Bucket.
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The number of items in the bucket, displayed beside the bucket name, will update as will the number on the Bucket View tab.
| Once you have added your selected items to a bucket you can deselect them, select other items on your pending list, and add those items to a different bucket. |
From a Catalog Search
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Retrieve the title through a catalog search.
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If it is not your default view click on the Holdings View tab.
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Use the check boxes to select the item(s) you would like to add to the bucket.
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Click Actions.
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From the drop down menu select Add Items to Bucket
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Enter a name for your bucket or select an existing from the drop down menu.
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Click Add To New Bucket or Add To Selected Bucket.
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Repeat steps 1 through 7 to add additional items.
From the Scan Item Interface
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Click on Search → Search for Copies by Barcode
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Scan the barcode(s) of the item(s) you wish to add to the bucket.
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Make sure that the items you want to add are selected (i.e. that the checkbox on the left side of the screen is checked.
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Right click on one of the selected items.
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Click Add items to bucket.
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Choose the existing bucket that you’d like to add to, or create a new bucket.
Removing Copies from a Bucket
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Open the Item Bucket interface. By default you are on the Bucket View tab.
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Click on Buckets.
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From the drop down menu select the bucket containing the item(s) you would like to remove.
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Use the check boxes to select the item(s) you wish to remove from the bucket.
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Click Actions.
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From the drop down menu select Remove Selected Copies from Bucket.
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Your bucket will reload and the selected item(s) will no longer be in the bucket.
Editing Copies in a Bucket
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Open the Item Bucket interface. By default you are on the Bucket View tab.
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Click on Buckets.
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From the drop down menu select the bucket containing the item(s) you would like to edit.
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Use the check boxes to select the item(s) you wish to edit.
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Click Actions.
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From the drop down menu select Edit Selected Copies.
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The Copy Editor will open in a new tab. Make your edits and then click Save and Exit.
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Your items have been updated.
Deleting Copies from the Catalog
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Open the Item Bucket interface. By default you are on the Bucket View tab.
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Click on Buckets.
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From the drop down menu select the bucket containing the item(s) you would like to delete from the catalog.
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Use the check boxes to select the item(s) you wish to delete.
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Click Actions.
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From the drop down menu select Delete Selected Copies from Catalog.
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On the confirmation pop up click OK/Continue.
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The items have been deleted from the catalog.
Placing Holds on Copies in a Bucket
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Open the Item Bucket interface. By default you are on the Bucket View tab.
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Click on Buckets.
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From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
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Use the check boxes to select the item(s) you wish to delete.
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Click Actions.
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From the drop down menu select Request Selected Copies.
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Enter the barcode for the patron who the hold is for. By default the system enters the barcode of the account logged into the client.
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Select the correct Pickup Library.
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Select the correct Hold Type. (More explanation of the hold types needed here.)
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Click OK.
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The hold has been placed.
Transferring Copies to Volumes
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Retrieve the title through a catalog search.
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If it is not your default view click on the Holdings View tab.
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Use the check boxes to select the volume you would like to transfer the item(s) to.
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Click Actions.
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From the drop down menu select Volume as Item Transfer Destination
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Open the Item Bucket interface. By default you are on the Bucket View tab.
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Click on Buckets.
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From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
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Use the check boxes to select the item(s) you wish to transfer.
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Click Actions.
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From the drop down menu select Transfer Selected Copies to Marked Volume.
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The item(s) is transferred.
