Section X - Copy Buckets


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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 Cataloguing → Copy Buckets.

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).

In the Copy Bucket interface on the click Buckets in either the Pending Copies or Bucket View tab.
From the drop down menu select New Bucket.
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.

Note

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

Editing Copy Buckets

In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.
From the drop down menu select the bucket you would like to edit. The bucket will load in the interface.
Click on Buckets.
From the drop down menu select Edit Bucket.
Update the desired information and click Apply Changes.

Note

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

Sharing Copy Buckets

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.

In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.
From the drop down menu select Shared Bucket.
Enter the bucket ID and click Load Bucket.
The shared bucket will display and can be worked with the same as any bucket you own.

Deleting Copy Buckets

In the Copy Bucket interface click Buckets in either the Pending Copies or Bucket View tab.
From the drop down menu select the bucket you would like to delete. The bucket will load in the interface.
Click on Buckets.
From the drop down menu select Delete Bucket.
On the confirmation pop up click Delete Bucket.
Refresh your screen.

Adding Copies to a Bucket

From the Copy Bucket Interface

In the Copy Bucket interface click on the Pending Copies tab.
Scan in all of the items you wish to add to the bucket.
Click on Buckets.
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 Copy Bucket Interface section of Creating Copy Buckets).
Use the check boxes to select the item(s) you wish to add to the bucket.
Click Actions.
From the drop down menu select Add To Bucket.
The number of items in the bucket, displayed beside the bucket name, will update as will the number on the Bucket View tab.

Note

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 Catalogue Search

Retrieve the title through a catalogue search.
If it is not your default view click on the Holdings View tab.
Use the check boxes to select the item(s) you would like to add to the bucket.
Click Actions.
From the drop down menu select Add Items to Bucket
Enter a name for your bucket or select an existing from the drop down menu.
Click Add To New Bucket or Add To Selected Bucket.
Repeat steps 1 through 7 to add additional copies.

From the Item Status Interface

Note

Functionality currently missing.

Removing Copies from a Bucket

Open the Copy Bucket interface. By default you are on the Bucket View tab.
Click on Buckets.
From the drop down menu select the bucket containing the item(s) you would like to remove.
Use the check boxes to select the item(s) you wish to remove from the bucket.
Click Actions.
From the drop down menu select Remove Selected Copies from Bucket.
Your bucket will reload and the selected item(s) will no longer be in the bucket.

Editing Copies in a Bucket

Open the Copy Bucket interface. By default you are on the Bucket View tab.
Click on Buckets.
From the drop down menu select the bucket containing the item(s) you would like to edit.
Use the check boxes to select the item(s) you wish to edit.
Click Actions.
From the drop down menu select Edit Selected Copies.
The Copy Editor will open in a new tab. Make your edits and then click Save and Exit.
Your items have been updated.

Deleting Copies from the Catalogue

Open the Copy Bucket interface. By default you are on the Bucket View tab.
Click on Buckets.
From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
Use the check boxes to select the item(s) you wish to delete.
Click Actions.
From the drop down menu select Delete Selected Copies from Catalog.
On the confirmation pop up click OK/Continue.
The items have been deleted from the catalogue.

Placing Holds on Copies in a Bucket

Open the Copy Bucket interface. By default you are on the Bucket View tab.
Click on Buckets.
From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
Use the check boxes to select the item(s) you wish to delete.
Click Actions.
From the drop down menu select Request Seleted Copies.
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.
Select the correct Pickup Library.
Select the correct Hold Type. (More explanation of the hold types needed here.)
Click OK.
The hold has been placed.

Transferring Copies to Volumes

Retrieve the title through a catalogue search.
If it is not your default view click on the Holdings View tab.
Use the check boxes to select the volume you would like to transfer the item(s) to.
Click Actions.
From the drop down menu select Volume as Item Transfer Destination
Open the Copy Bucket interface. By default you are on the Bucket View tab.
Click on Buckets.
From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
Use the check boxes to select the item(s) you wish to transfer.
Click Actions.
From the drop down menu select Transfer Selected Copies to Marked Volume.
The item(s) is transferred.

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