4 Copy buckets are containers copy records can be put into to easily perform batch actions on. Copies stay in buckets until they are removed.
6 The _Copy Bucket_ interface is accessed by going to *Cataloguing* -> *Copy Buckets*.
8 image::media/copy-bucket-2.png[Cataloguing Menu]
10 NOTE: The words _copy_ and _item_ are used interchangeably in Evergreen.
18 Copy buckets can be created in the _Copy Bucket_ interface as well as on the fly when adding copies to a bucket from
19 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).
21 1. In the _Copy Bucket_ interface on the click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
23 image::media/copy-bucket-new-1.png[Copy Bucket Interface]
25 2. From the drop down menu select *New Bucket*.
27 image::media/copy-bucket-new-2.png[Copy Bucket Interface]
29 3. Enter a _Name_ and a _Description_ (optional) for your bucket and click *Create Bucket*.
31 image::media/copy-bucket-new-3.png[Copy Bucket Interface]
33 The bucket can also be set as _Publicly Visible_ at this time.
35 NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time.
40 1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
42 image::media/copy-bucket-new-1.png[Copy Bucket Interface]
44 2. From the drop down menu select the bucket you would like to edit. The bucket will load in the interface.
45 3. Click on *Buckets*.
46 4. From the drop down menu select *Edit Bucket*.
48 image::media/copy-bucket-edit-1.png[Copy Bucket Interface]
50 5. Update the desired information and click *Apply Changes*.
52 image::media/copy-bucket-edit-2.png[Copy Bucket Interface]
54 NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time.
62 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.
64 image::media/copy-bucket-share-1.png[Bucket ID URL]
66 Opening a Shared Bucket
67 +++++++++++++++++++++++
69 . In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
71 image::media/copy-bucket-new-1.png[Copy Bucket Interface]
73 . From the drop down menu select *Shared Bucket*.
75 image::media/copy-bucket-share-2.png[Copy Bucket Interface]
77 . Enter the bucket ID and click *Load Bucket*.
79 image::media/copy-bucket-share-3.png[Copy Bucket Interface]
81 . The shared bucket will display and can be worked with the same as any bucket you own.
83 image::media/copy-bucket-share-4.png[Copy Bucket Interface]
88 1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
90 image::media/copy-bucket-new-1.png[Copy Bucket Interface]
92 2. From the drop down menu select the bucket you would like to delete. The bucket will load in the interface.
93 3. Click on *Buckets*.
94 4. From the drop down menu select *Delete Bucket*.
96 image::media/copy-bucket-delete-1.png[Copy Bucket Interface]
98 5. On the confirmation pop up click *Delete Bucket*.
99 6. Refresh your screen.
102 Adding Copies to a Bucket
103 ~~~~~~~~~~~~~~~~~~~~~~~~~
105 From the Copy Bucket Interface
106 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
108 1. In the _Copy Bucket_ interface click on the *Pending Copies* tab.
110 image::media/copy-bucket-pending-1.png[Copy Bucket Interface]
112 2. Scan in all of the items you wish to add to the bucket.
114 image::media/copy-bucket-pending-3.png[Copy Bucket Interface]
116 3. Click on *Buckets*.
117 4. From the drop down menu select the bucket you wish to add the items to.
118 Alternatively you can create a *New Bucket* (link back to Copy Bucket Interface section of Creating Copy Buckets).
120 image::media/copy-bucket-pending-2.png[Copy Bucket Interface]
122 5. Use the check boxes to select the item(s) you wish to add to the bucket.
124 7. From the drop down menu select *Add To Bucket*.
126 image::media/copy-bucket-pending-4.png[Copy Bucket Interface]
128 8. The number of items in the bucket, displayed beside the bucket name, will update as will the number on the *Bucket View* tab.
130 image::media/copy-bucket-pending-5.png[Copy Bucket Interface]
132 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.
135 From a Catalogue Search
136 ^^^^^^^^^^^^^^^^^^^^^^^
138 1. Retrieve the title through a catalogue search.
139 2. If it is not your default view click on the *Holdings View* tab.
141 image::media/copy-bucket-cat-1.png[Holdings View]
143 3. Use the check boxes to select the item(s) you would like to add to the bucket.
145 5. From the drop down menu select *Add Items to Bucket*
147 image::media/copy-bucket-cat-2.png[Holdings View]
149 6. Enter a name for your bucket or select an existing from the drop down menu.
150 7. Click *Add To New Bucket* or *Add To Selected Bucket*.
152 image::media/copy-bucket-cat-3.png[Copy Bucket Interface]
154 8. Repeat steps 1 through 7 to add additional copies.
157 From the Item Status Interface
158 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
160 NOTE: Functionality currently missing.
162 Removing Copies from a Bucket
163 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
165 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
167 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
169 . Click on *Buckets*.
170 . From the drop down menu select the bucket containing the item(s) you would like to remove.
172 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
174 . Use the check boxes to select the item(s) you wish to remove from the bucket.
176 . From the drop down menu select *Remove Selected Copies from Bucket*.
178 image::media/copy-bucket-remove-3.png[Copy Bucket Interface]
180 . Your bucket will reload and the selected item(s) will no longer be in the bucket.
182 Editing Copies in a Bucket
183 ~~~~~~~~~~~~~~~~~~~~~~~~~~
185 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
187 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
189 . Click on *Buckets*.
190 . From the drop down menu select the bucket containing the item(s) you would like to edit.
192 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
194 . Use the check boxes to select the item(s) you wish to edit.
196 . From the drop down menu select *Edit Selected Copies*.
198 image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface]
200 . The _Copy Editor_ will open in a new tab. Make your edits and then click *Save and Exit*.
202 image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface]
204 . Your items have been updated.
206 image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface]
208 Deleting Copies from the Catalogue
209 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
211 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
213 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
215 . Click on *Buckets*.
216 . From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
218 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
220 . Use the check boxes to select the item(s) you wish to delete.
222 . From the drop down menu select *Delete Selected Copies from Catalog*.
224 image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface]
226 . On the confirmation pop up click *OK/Continue*.
228 image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface]
230 . The items have been deleted from the catalogue.
233 Placing Holds on Copies in a Bucket
234 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
236 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
238 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
240 . Click on *Buckets*.
241 . From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
243 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
245 . Use the check boxes to select the item(s) you wish to delete.
247 . From the drop down menu select *Request Seleted Copies*.
249 image::media/copy-bucket-request-1.png[Copy Bucket Interface]
251 . 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.
253 image::media/copy-bucket-request-2.png[Copy Bucket Interface]
255 . Select the correct _Pickup Library_.
256 . Select the correct _Hold Type_. (More explanation of the hold types needed here.)
258 . The hold has been placed.
261 Transferring Copies to Volumes
262 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
264 1. Retrieve the title through a catalogue search.
265 2. If it is not your default view click on the *Holdings View* tab.
267 image::media/copy-bucket-cat-1.png[Holdings View]
269 3. Use the check boxes to select the volume you would like to transfer the item(s) to.
271 5. From the drop down menu select *Volume as Item Transfer Destination*
273 image::media/copy-bucket-transfer-1.png[Holdings View]
275 6. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
277 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
279 7. Click on *Buckets*.
280 8. From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
282 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
284 9. Use the check boxes to select the item(s) you wish to transfer.
286 11. From the drop down menu select *Transfer Selected Copies to Marked Volume*.
288 image::media/copy-bucket-transfer-2.png[Copy Bucket Interface]
290 12. The item(s) is transferred.
292 image::media/copy-bucket-transfer-3.png[Copy Bucket Interface]