Web Client - Copy Buckets


About

Copy (or item) Buckets are used to collect copy records for batch actions.


WebClient_ItemCopyBucket.png

Access Item Buckets

  1. From the Home tab, open the Cataloging menu
  2. Select Copy Buckets
  3. The Bucket View tab will display
  4. Select Pending Copies tab or stay in the Bucket View tab

Pending Copies

In the Pending Copies tab, staff can scan item barcodes of items they want to add to a bucket.

  1. Click the Pending Copies tab
  2. Select an existing bucket
    • If a bucket was selected in the Bucket View before switching to Pending Copies, that bucket will remain selected in Pending Copies
  3. Scan item barcodes
  4. Check all pending copies, from the Actions mwenu select Add To Bucket
  5. Select Clear List to work with a different bucket, or switch to Bucket View to work with the items in the current bucket

WebClient_ItemCopyBucket_PendingCopies_AddToBucket.png

Bucket View

In the Bucket View tab, staff can access their existing buckets to work with the items in the bucket, create new buckets, and manage existing buckets.

Select a Bucket

  1. Click the "Buckets" button to open the list of bucket actions and existing buckets
  2. Click on the bucket to open

Bucket Actions

Bucket

  • Remove Selected Copies from Bucket

Items

Show

  • Print Labels?

New Bucket


WebClient_ItemCopyBucket_CreateNew.png

NOTE: "Publicly visible" means that the bucket can be shared to other staff, even across libraries. Theoretically it can also be used in the online catalog, but this functionality is not fully implemented.

Edit Bucket

Change a bucket name, description, or shareability.
WebClient_ItemCopyBucket_EditBucket.png

Delete Bucket

Once the bucket is no longer deleted, it can be deleted.

Shared Bucket

If a bucket has been marked "Publicly Visible" it can be retrieved by any staff person who has the bucket ID. The bucket ID can be found in the URL of the bucket page. The bucket owner can share the ID with others.

Bucket ID in URL
WebClient_ItemCopyBucket_Shareable_BucketID.png

Load by bucket ID
WebClient_ItemCopyBucket_Shareable_LoadByBucketID.png

Add Items to Bucket

The Add Item to Bucket option appears in various list views.

  1. Select the copy record
  2. Click the Add Item to Bucket button
  3. In the Add to Bucket dialog
    • Select an existing bucket and click Add to Select Bucket, or
    • Enter a name for a new bucket and click Add to New Bucket

WebClient_ItemCopyBucket_AddToBucket.png
EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r5 - 25 Jul 2018 - 11:57:32 - LindsayStratton
Evergreen.WebClientCopyBuckets moved from Evergreen.WebClientItemBuckets on 20 Jul 2018 - 14:39 by LindsayStratton - put it back
 

This site is powered by the TWiki collaboration platformCopyright © by the contributing authors. All material on this collaboration platform is the property of the contributing authors.
Ideas, requests, problems regarding PLUM? Send feedback