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7.1. Creating User Buckets

Last Updated 08/28/2025

Creating User Buckets

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Buckets can be created at the point of adding patrons. This page explains how to create a bucket from the User Buckets interface, as well as the process for sharing buckets and retrieving shared buckets.

User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen.

Buckets may be created at the time users are added (see Adding Users to Buckets for more details on this process) or they can be creted first and patrons added later, following the process below.

1. From the Circulation menu, select User Buckets.
2. In the buckets interface, from the Buckets drop-down, select New Bucket.
   
3. Name the bucket in the pop-up modal.
4. If other staff will be working with this bucket, check the box to make it Shareable.
5. Click Create Bucket.

How to Share a Bucket

1. Create the bucket as described above, making sure to click the Shareable button.
2. Locate the bucket ID number in the top right above the grid.
   
3. Share that number with other staff who need to access the bucket.

To access a shared bucket using the ID number:

1. Select Shared Bucket from the Buckets drop-down in the bucket interface.
2. Enter the bucket ID number in the pop-up modal.
   
3. Click Load Bucket.