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7.3. Editing Patrons in User Buckets
Last Updated 08/28/2025
Batch Modifying Patrons in Buckets
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User Buckets in Evergreen allow staff to batch delete and modify fields realted to account functionality. Fields that can be batch edited include Main Profile, Internet Access Level, Barred Flag, Active Flag, Juvenile Flag, and Expiration Date. Instructions for making batch edits are below.
User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen. 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.
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.
Batch Edit All Users
To batch edit all users in a user bucket:
- From the Circulation menu, select User Buckets.
- Navigate to the Bucket View tab.
- 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 edit all users. A dialog box called Update all users will appear where you can select the batch modifications to be made to the user accounts.
- Assign a Name for edit set. This name will allow staff to identify the batch edit for future verification or rollbacks.
- Set the values that you want to modify.
- Click Apply Changes. The modification(s) will be applied in batch.
Note: Staff may make batch changes, such as marking accounts "inactive" or "deleted", to accounts in the School permission group. However, annual data ingest may override changes.
Which Fields May Be Batch Edited?
Main Profile: You may change patron permissions groups, such as switching patrons from juvenile to adult.
Internet Access Level: This detail is used by libraries to control patron access to the internet on public-use computers. You can switch patrons between filtered and unfiltered in batch.
Barred Flag: Patrons may be barred and unbarred from the library in batch.
Active Flag: Staff may deactivate or re-activate patron accounts in batch by switching this flag.
Juvenile Flag: Staff may remove the juvenile flag from users in batch.
Privelege Expiration Date: Patron account expire every three years (yearly for limited accounts). Staff may change the expiration date in batch, either to pre-expire accounts to be deleted, or to extend expiration dates for groups of patrons.
Note: Identification and contact details cannot be changed in batch.