Chapter 17. Copy Buckets


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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 Scan Item 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 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

Finding the Bucket ID

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.

Opening a Shared 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.

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