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 Scan Item Interface
158 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
160 . Click on _Search_ -> _Search for Copies by Barcode_
161 . Scan the barcode(s) of the item(s) you wish to add to the bucket.
162 . Make sure that the items you want to add are selected (i.e. that the checkbox on the left
163 side of the screen is checked.
164 . Right click on one of the selected items.
165 . Click _Add items to bucket_.
166 . Choose the existing bucket that you'd like to add to, or create a new bucket.
169 Removing Copies from a Bucket
170 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
172 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
174 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
176 . Click on *Buckets*.
177 . From the drop down menu select the bucket containing the item(s) you would like to remove.
179 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
181 . Use the check boxes to select the item(s) you wish to remove from the bucket.
183 . From the drop down menu select *Remove Selected Copies from Bucket*.
185 image::media/copy-bucket-remove-3.png[Copy Bucket Interface]
187 . Your bucket will reload and the selected item(s) will no longer be in the bucket.
189 Editing Copies in a Bucket
190 ~~~~~~~~~~~~~~~~~~~~~~~~~~
192 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
194 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
196 . Click on *Buckets*.
197 . From the drop down menu select the bucket containing the item(s) you would like to edit.
199 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
201 . Use the check boxes to select the item(s) you wish to edit.
203 . From the drop down menu select *Edit Selected Copies*.
205 image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface]
207 . The _Copy Editor_ will open in a new tab. Make your edits and then click *Save and Exit*.
209 image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface]
211 . Your items have been updated.
213 image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface]
215 Deleting Copies from the Catalogue
216 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
218 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
220 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
222 . Click on *Buckets*.
223 . From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
225 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
227 . Use the check boxes to select the item(s) you wish to delete.
229 . From the drop down menu select *Delete Selected Copies from Catalog*.
231 image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface]
233 . On the confirmation pop up click *OK/Continue*.
235 image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface]
237 . The items have been deleted from the catalogue.
240 Placing Holds on Copies in a Bucket
241 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
243 . Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
245 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
247 . Click on *Buckets*.
248 . From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
250 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
252 . Use the check boxes to select the item(s) you wish to delete.
254 . From the drop down menu select *Request Selected Copies*.
256 image::media/copy-bucket-request-1.png[Copy Bucket Interface]
258 . 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.
260 image::media/copy-bucket-request-2.png[Copy Bucket Interface]
262 . Select the correct _Pickup Library_.
263 . Select the correct _Hold Type_. (More explanation of the hold types needed here.)
265 . The hold has been placed.
268 Transferring Copies to Volumes
269 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
271 1. Retrieve the title through a catalogue search.
272 2. If it is not your default view click on the *Holdings View* tab.
274 image::media/copy-bucket-cat-1.png[Holdings View]
276 3. Use the check boxes to select the volume you would like to transfer the item(s) to.
278 5. From the drop down menu select *Volume as Item Transfer Destination*
280 image::media/copy-bucket-transfer-1.png[Holdings View]
282 6. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
284 image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
286 7. Click on *Buckets*.
287 8. From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
289 image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
291 9. Use the check boxes to select the item(s) you wish to transfer.
293 11. From the drop down menu select *Transfer Selected Copies to Marked Volume*.
295 image::media/copy-bucket-transfer-2.png[Copy Bucket Interface]
297 12. The item(s) is transferred.
299 image::media/copy-bucket-transfer-3.png[Copy Bucket Interface]