LP#1657282: fix redirect of one-hit metarecord searches

[Evergreen.git] / docs / cataloging / copy-buckets_web_client.txt

Section X - Copy Buckets
------------------------

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*.

image::media/copy-bucket-2.png[Cataloguing Menu]

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).

1. In the _Copy Bucket_ interface on the click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
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image::media/copy-bucket-new-1.png[Copy Bucket Interface]
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2. From the drop down menu select *New Bucket*.
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image::media/copy-bucket-new-2.png[Copy Bucket Interface]
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3. Enter a _Name_ and a _Description_ (optional) for your bucket and click *Create Bucket*.  
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image::media/copy-bucket-new-3.png[Copy Bucket Interface]
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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
^^^^^^^^^^^^^^^^^^^^

1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
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image::media/copy-bucket-new-1.png[Copy Bucket Interface]
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2. From the drop down menu select the bucket you would like to edit.  The bucket will load in the interface.
3. Click on *Buckets*.
4. From the drop down menu select *Edit Bucket*.
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image::media/copy-bucket-edit-1.png[Copy Bucket Interface]
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5. Update the desired information and click *Apply Changes*.  
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image::media/copy-bucket-edit-2.png[Copy Bucket Interface]

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
+++++++++++++++++++++

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.

image::media/copy-bucket-share-1.png[Bucket ID URL]

Opening a Shared Bucket
+++++++++++++++++++++++

1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
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image::media/copy-bucket-new-1.png[Copy Bucket Interface]
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3. From the drop down menu select *Shared Bucket*.
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image::media/copy-bucket-share-2.png[Copy Bucket Interface]
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4. Enter the bucket ID and click *Load Bucket*.
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image::media/copy-bucket-share-3.png[Copy Bucket Interface]
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5. The shared bucket will display and can be worked with the same as any bucket you own.
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image::media/copy-bucket-share-4.png[Copy Bucket Interface]

Deleting Copy Buckets
^^^^^^^^^^^^^^^^^^^^^

1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
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image::media/copy-bucket-new-1.png[Copy Bucket Interface]
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2. From the drop down menu select the bucket you would like to delete.  The bucket will load in the interface.
3. Click on *Buckets*.
4. From the drop down menu select *Delete Bucket*.
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image::media/copy-bucket-delete-1.png[Copy Bucket Interface]
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5. On the confirmation pop up click *Delete Bucket*.
6. Refresh your screen.


Adding Copies to a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~

From the Copy Bucket Interface
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

1. In the _Copy Bucket_ interface click on the *Pending Copies* tab.
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image::media/copy-bucket-pending-1.png[Copy Bucket Interface]
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2. Scan in all of the items you wish to add to the bucket.
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image::media/copy-bucket-pending-3.png[Copy Bucket Interface]
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3. Click on *Buckets*.
4. 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).
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image::media/copy-bucket-pending-2.png[Copy Bucket Interface]
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5. Use the check boxes to select the item(s) you wish to add to the bucket.
6. Click *Actions*.
7. From the drop down menu select *Add To Bucket*.
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image::media/copy-bucket-pending-4.png[Copy Bucket Interface]
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8. The number of items in the bucket, displayed beside the bucket name, will update as will the number on the *Bucket View* tab.
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image::media/copy-bucket-pending-5.png[Copy Bucket Interface]

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
^^^^^^^^^^^^^^^^^^^^^^^

1. Retrieve the title through a catalogue search.
2. If it is not your default view click on the *Holdings View* tab.
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image::media/copy-bucket-cat-1.png[Holdings View]
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3. Use the check boxes to select the item(s) you would like to add to the bucket.
4. Click *Actions*.
5. From the drop down menu select *Add Items to Bucket*
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image::media/copy-bucket-cat-2.png[Holdings View]
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6. Enter a name for your bucket or select an existing from the drop down menu.
7. Click *Add To New Bucket* or *Add To Selected Bucket*.
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image::media/copy-bucket-cat-3.png[Copy Bucket Interface]
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8. Repeat steps 1 through 7 to add additional copies.


From the Item Status Interface
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

NOTE: Functionality currently missing.

Removing Copies from a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
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image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
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3. Click on *Buckets*.
4. From the drop down menu select the bucket containing the item(s) you would like to remove.
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image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
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5. Use the check boxes to select the item(s) you wish to remove from the bucket.
6. Click *Actions*.
7. From the drop down menu select *Remove Selected Copies from Bucket*.
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image::media/copy-bucket-remove-3.png[Copy Bucket Interface]
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8. Your bucket will reload and the selected item(s) will no longer be in the bucket.

Editing Copies in a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
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image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
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3. Click on *Buckets*.
4. From the drop down menu select the bucket containing the item(s) you would like to edit.
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image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
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5. Use the check boxes to select the item(s) you wish to edit.
6. Click *Actions*.
7. From the drop down menu select *Edit Selected Copies*.
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image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface]
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8. The _Copy Editor_ will open in a new tab.  Make your edits and then click *Save and Exit*.
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image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface]
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9. Your items have been updated.
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image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface]

Deleting Copies from the Catalogue
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
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image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
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3. Click on *Buckets*.
4. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
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image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
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5. Use the check boxes to select the item(s) you wish to delete.
6. Click *Actions*.
7. From the drop down menu select *Delete Selected Copies from Catalog*.
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image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface]
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8. On the confirmation pop up click *OK/Continue*.
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image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface]
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9. The items have been deleted from the catalogue.


Placing Holds on Copies in a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
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image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
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3. Click on *Buckets*.
4. From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
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image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
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5. Use the check boxes to select the item(s) you wish to delete.
6. Click *Actions*.
7. From the drop down menu select *Request Seleted Copies*.
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image::media/copy-bucket-request-1.png[Copy Bucket Interface]
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8. 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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image::media/copy-bucket-request-2.png[Copy Bucket Interface]
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9. Select the correct _Pickup Library_.
10. Select the correct _Hold Type_. (More explanation of the hold types needed here.)
11. Click *OK*.
12. The hold has been placed.


Transferring Copies to Volumes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Retrieve the title through a catalogue search.
2. If it is not your default view click on the *Holdings View* tab.
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image::media/copy-bucket-cat-1.png[Holdings View]
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3. Use the check boxes to select the volume you would like to transfer the item(s) to.
4. Click *Actions*.
5. From the drop down menu select *Volume as Item Transfer Destination*
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image::media/copy-bucket-transfer-1.png[Holdings View]
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6. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
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image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
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7. Click on *Buckets*.
8. From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
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image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
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9. Use the check boxes to select the item(s) you wish to transfer.
10. Click *Actions*.
11. From the drop down menu select *Transfer Selected Copies to Marked Volume*.
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image::media/copy-bucket-transfer-2.png[Copy Bucket Interface]
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12. The item(s) is transferred.
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image::media/copy-bucket-transfer-3.png[Copy Bucket Interface]