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Home → Cataloging in NC Cardinal → Item Buckets → Adding and Removing Items in an Item Bucket

7.3. Adding and Removing Items in an Item Bucket

Last Updated 11/03/2023


Adding Items to a Bucket

From the Item Bucket Interface

  1. In the Item Bucket interface click on the Pending Items tab. Click on Buckets.
  2. From the drop down menu select the bucket you wish to add the items to.  Alternatively you can create a New Bucket.
  3. Scan in all of the items you wish to add to the bucket.
    "Scan Item" barcode field under "Pending Items" tab
  4. The number of items in the bucket, displayed beside the bucket name, will update as will the number on the Bucket View tab.

 

 

 

Note

Staff can also scan in pending items without first selecting a bucket. Items from the pending list may then be added to multiple buckets by selecting Add to Bucket from the Actions menu and choosing the correct bucket for each subset of items.

"Add to Bucket" is the first option listed in the "Actions" dropdown menu.

From a Bibliographic Record

  1. Retrieve the desired title through a catalog search.
  2. If it is not your default view click on the Holdings View tab.
     
  3. Use the check boxes to select the item(s) you would like to add to the bucket.
  4. Click Other Actions menu button below the Record Summary.
  5. From the drop down menu select Add to Bucket
    The Other Actions menu is the right most button just below the Record Summary.
  6. To add the item to an existing bucket, select the one you wish to add to from the drop down menu in the pop up box.
    The existing bucket drop down is in the first tab of the pop up box.
  7. To create a new bucket, select the New bucket tab and enter a name for your bucket.
    The New Bucket tab is the second on on the Add Item to Bucket pop up.
  8. Repeat steps 1 through 7 to add additional items from other bibliographic records, as needed.

Scan barcodes in the Item Status screen

  1. Click on Search → Search for Items by Barcode
  2. Scan the barcode(s) of the item(s) you wish to add to the bucket.
  3. Make sure that the items you want to add are selected (i.e. box on the left side of the screen is checked).
  4. Right click on one of the selected items or go to the Actions menu.
  5. Click Add items to bucket.
  6. Choose an existing bucket or create a new bucket.

"Add to Item Bucket" is the first option listed in the "Actions" dropdown menu.

Upload file of barcodes in the Item Status screen

  1. Run report to get a list of barcodes that you want to edit or delete using an item bucket (e.g. Lost items more than x years overdue)
  2. Save only the necessary barcodes in either a .txt or .csv file. Barcodes must be on separate lines and may be comma separated. 
  3. Click on Search → Search for Items by Barcode
  4. Click Choose File and select your saved .txt or .csv file of barcodes.
  5. A successful file upload will display each barcode as a line item.
  6. Make sure that the items you want to add are selected (i.e. box on the left side of the screen is checked).
  7. Right click on one of the selected items or go to the Actions menu.
  8. Click Add items to bucket.
  9. Choose an existing bucket or create a new bucket.


The "Choose File" button is to the right of the "Scan Item" barcode field.


Note:
Uploading files with extraneous data (other than barcodes) or punctuation other than commas will result in errors.
Incorrect or deleted barcode notification

Removing Items from a Bucket

  1. Open the Item Bucket interface. By default you are on the Bucket View tab.
     
  2. Click on Buckets. 
  3. From the drop down menu select the bucket containing the item(s) you would like to remove. All items in the bucket will display.
    Selecting the bucket from which you would like to remove items
  4. Use the check boxes to select the item(s) you wish to remove from the bucket.
  5. Right click on one of the selected items or go to the Actions menu.
  6. From the drop down menu choose Remove Selected Items from Bucket.
    "Remove Selected Items from Bucket" is the second option listed under "Bucket" in the Actions dropdown menu.
  7. Your bucket will reload and the selected item(s) will no longer be in the bucket.

 

Knowledge Tags
item buckets  /  buckets  / 

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