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Home → Circulation in Evergreen → Batch Editing Patrons → User Buckets

6.1. User Buckets

Last Updated 05/07/2024


Batch Modifications in User Buckets

User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen. Batch modifications can be made to the following fields in the patron account, if the staff member has the permissions:

  • Active flag
  • Barred flag 
  • Home Library
  • Internet Access Level
  • Juvenile flag 
  • Primary Permission Group
  • Privilege Expiration Date
  • Statistical Categories

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.

Add to Bucket

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]".
Screenshot of patron search results list with Add to Bucket button indicated.
Create Bucket popup window
"Successfully added # users to bucket [Name]" update message
 

Shared Buckets

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.

Bucket ID number highlighted in yellow in the bucket label and at the end of the URL

A shared bucket can be retrieved by going to the Circulation menu and selecting User Buckets.
  1. Navigate to the Bucket View tab.
  2. Click Buckets and select Shared Bucket.
  3. A dialog box called Load Shared Bucket by Bucket ID will appear. Enter the ID of the bucket you wish to retrieve and click Load Bucket. The shared bucket will load in the Bucket View tab. 

User Bucket Interface

To add users to a new or existing bucket using the User Bucket interface:

  1. From the Circulation menu, select User Buckets.
  2. Navigate to the Pending Users tab at the top of the screen.
  3. Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.
    Buckets dropdown menu under the Pending Users tab
  4. 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.
  5. 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.
  6. Add patrons to the bucket, either by scanning/entering individual barcodes or by uploading a .txt file of user barcodes.

The Choose File button is to the right of the Scan Card field under the Pending Users tab.

To add users to a bucket by scanning barcodes 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.

To add users to a bucket by uploading a file of user barcodes:

  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.

Batch Edit All Users

To batch edit all users in a user bucket:

  1. From the Circulation menu, select User Buckets.
  2. Navigate to the Bucket View tab.
  3. 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.
  4. 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.
  5. Assign a Name for edit set. This name will allow staff to identify the batch edit for future verification or rollbacks.
  6. Set the values that you want to modify.
  7. Click Apply Changes. The modification(s) will be applied in batch.
Editing the expiration date in the Update all users popup window.
 

Note: Staff are now able to make batch changes, such as marking accounts "inactive" or "deleted", to accounts in the School permission group. However, annual data ingest may override changes

Batch Delete Users

To batch delete users in a bucket:

  1. From the Circulation menu, select User Buckets.
  2. Navigate to the Bucket View tab.
  3. Click on 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.
  4. Verify the list of users in the bucket and click Delete all users. A dialog box called Delete all users will appear.
  5. Assign a Name for delete set. This name will allow staff to identify the batch deletion for future verification or rollbacks.
  6. Click Apply Changes. All users in the bucket will be marked as deleted.

Batch deleting patrons from a user bucket does not use the Purge User functionality, but instead marks the users as deleted.

Name for delete set field in the Delete all users popup window

Roll Back Batch Changes

  1. In the Bucket View tab, click Buckets to select an existing bucket.
  2. Click Roll back batch edit.
  3. A dialog box will appear that contains a drop-down menu that lists all batch edits that can be rolled back.
  4. Select the batch edit to roll back and click Roll Back Changes.
  5. The batch change will be reversed and the rollback is recorded under View batch changes.

Note: Batch statistical category changes cannot be rolled back.

Roll back batch edit is the fifth button from the left in the bucket view.Roll back batch edit popup window with dropdown menu

View Batch Changes

  1. From the Bucket View tab, click Buckets to select an existing bucket.
  2. Click View batch changes.
  3. A dialog box will appear that lists the Name, date Completed, and date Rolled back of any batch changes made to the bucket.
  4. There is also an option to Delete a batch change. This will remove this batch change from the list of actions that can be rolled back. It will not delete or reverse the batch change.
  5. Click OK to close the dialog box.

Bucket view of example bucket labeled Bucket #2: Edit patrons - today's date

View batch changes popup window
 

Batch Modify Statistical Categories

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:

  1. From the Bucket View tab, click Buckets and select the bucket you want to modify from the list of existing buckets.
  2. After selecting a bucket, the name, description, number of items, and creation date of the bucket will appear at the top of the screen.
  3. 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:
    1. To leave the stat cat value unchanged in the patron accounts.
    2. To select a new stat cat value for the patron accounts.
    3. Check the box next to Remove to delete the current stat cat value from the patron accounts.
  4. Click Apply Changes. The stat cat modification(s) will be applied in batch.

The Batch modify statistical categories button is located beneath the Buckets and Delete all users buttons in the bucket view.

Update statistical categories popup window

Knowledge Tags
user buckets  /  buckets  /  patron  / 

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