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7.2. Adding Patrons to User Buckets

Last Updated 08/28/2025

How to Add Patrons to Buckets

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User accounts can be added to User Buckets individually or by uploading a file of user barcodes. Staff can add patrons to buckets via the Patron Search or in the Bucket interface directly. Instructions for each method are outlined on this page.

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.

Add to Bucket from the Patron Search

To add users to a bucket via the Patron Search screen:

1. Enter your search criteria. Select the users from the results list you want to add to the user bucket by checking the box next to each user row. You can also hold down the CTRL or SHIFT on your keyboard and select multiple users.

2. Click Add to Bucket and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

3. After adding users to a bucket, an update will appear at the bottom-right-hand corner of the screen that says "Successfully added # users to bucket [Name]".

Add Patrons to a Bucket via the Bucket Interface Individually

1. Scan or type the barcodes of the users that you want to add to the selected bucket into the Scan Card field. Each user account will be added to the Pending Users tab. 
2. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by checking the 'select all' box at the top of the grid.
3. From the Actions menu, select Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket.
4. The user accounts will move to the Bucket View tab and are now in the selected bucket.

Add Patrons to a Bucket via the Bucket Interface in Batch

1. In the Pending Users tab, click Choose File and select the file of barcodes to be uploaded. The file that is uploaded must be a .txt file that contains a single barcode per row.
2. The user accounts will automatically appear in the list of Pending Users.
3. Select the user accounts that you want to add to the bucket by checking the box next to each user row, by using the CTRL or SHIFT key on your keyboard to select multiple users, or by checking the 'select all' box at the top of the grid.
4. From the Actions menu, select Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket.
5. The user accounts will move to the Bucket View tab and are now in the selected bucket.