Home → Circulation in Evergreen → Batch Editing Patrons → User Buckets
User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen. Batch modifications can be made to selected fields in the patron account, if the staff member has the permissions:
Batch modifications and deletions can be rolled back or reversed, with the exception of batch changes to statistical categories.
Batch changes made in User Buckets will not activate any Action/Trigger event definitions that would normally be activated when editing an individual account.
User accounts can be added to User Buckets by scanning individual user barcodes or by uploading a file of user barcodes directly in the User Bucket interface. They can also be added to a User Bucket from the Patron Search screen. Batch changes and batch edit sets are tied to the User Bucket itself, not to the login of the bucket owner.
Note: Staff should not edit patron accounts that were issued by a different library system, except to add alerts/messages or update contact information. Each library system should only make batch edits to their own patrons, meaning that each patron barcode in the bucket must match the library's established barcode range. |
To add users to a bucket via the Patron Search screen:
Click Add to Bucket and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.
If a user bucket has been made Staff Shareable, it can be retrieved via bucket ID by another staff account. The ID for each bucket can be found at the head of the bucket label in the Pending Users tab display or at the end of the URL for the bucket. For example, in the screenshot below, the bucket ID is 2.
To add users to a new or existing bucket using the User Bucket interface:
Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.
As with the Patron Search screen, if creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable. Click Create Bucket. After selecting or creating a bucket, the name, description, number of items, and creation date of the bucket will appear above the Scan Card field. The next step is to add patrons to the bucket, either by scanning/entering individual barcodes or by uploading a .txt file of user barcodes.
To add users to a bucket by scanning barcodes individually:
To add users to a bucket by uploading a file of user barcodes:
To batch edit all users in a user bucket:
Click Buckets and select the bucket you want to modify from the list of existing buckets. After selecting a bucket, the name, description, number of items, and creation date of the bucket will appear at the top of the screen.
Set the values that you want to modify. The following fields can be modified in batch:
Note: Staff are now able to make batch changes, such as marking accounts "inactive" or as "deleted", to accounts in the School permission group. However, annual data ingest may override changes. |
To batch delete users in a bucket:
Batch deleting patrons from a user bucket does not use the Purge User functionality, but instead marks the users as deleted.
Note: Batch statistical category changes cannot be rolled back.
Note: Unlike user data field updates, modification of Statistical Category Entries is permanent and cannot be rolled back.
To batch modify statistical categories for all users in a bucket:
Click Buckets and select the bucket you want to modify from the list of existing buckets. After selecting a bucket, the name, description, number of items, and creation date of the bucket will appear at the top of the screen.
Verify the list of users in the bucket and click Batch modify statistical categories. A dialog box called Update statistical categories will appear where you can select the batch modifications to be made to the user accounts. The existing patron statistical categories will be listed and staff can choose: