8.1. Accessing Record Buckets

• Deleting all (or selected) records in the bucket.
• Merging all (or selected) records in the bucket.
• Transferring title holds among records in the bucket.
• Creating an OPAC Carousel from bucket members.
• Exporting the files for all (or selected) records in the bucket, so you can edit the records in another program like MARCEdit.
• Moving or adding all (or selected) records from the current bucket to another bucket.

Bucket Grid

Buckets are listed in a grid. You can modify the list of buckets available to access in a variety of ways.

• My buckets shows all buckets that you created or that you own directly

• Favorites shows the buckets that you have marked as a favorite

• Recent shows buckets that you have recently viewed

• Shared with others shows buckets that you have shared with other staff users or organizational units

• Shared with me shows buckets that have either been directly shared with you, or shared with you via organizational unit membership, for which you have editing permissions

• Visible to me shows buckets that have either been directly shared with you, or shared with you via organizational unit membership, for which you have view-only permissions.

• Favorite - select or deselect the star icon to add a bucket to your Favorites list. Favorited buckets will populate your Favorites view in the buckets interface, as well as in the staff catalog buckets tab.

• Bucket ID - this is the internal database ID for the record bucket.

• Name - this is the name for the record bucket. This is a hyperlink, and clicking on this will open the individual bucket.

• Description - this is the (optional) description for the record bucket.

• # of entries - this tells you the number of entries in the record bucket, which can include duplicates of individual bibs if you’ve added duplicates to your bucket.

• Bucket Type - this tells you what type of bucket this is. Typically this will be staff_client, meaning it is only available to staff members (as distinct from patron-created buckets in the OPAC).

• Public - indicates if the bucket is publicly visible. Use this to create buckets that you would like to be publicly viewable in the OPAC.

• Created On - the date the bucket was created.

• Owner - the staff user that owns the bucket.

• Owning Lib - the owning library of the bucket. This field is read-only and will only have a value if the bucket is used for a Carousel.

• Actions - this column has 4 buttons that are shortcuts to bucket actions:

  • Edit bucket - represented by a pencil icon, this will allow you to edit bucket details like name, description, and whether or not the bucket is public.

  • Create Carousel - represented by a picture icon, this will prompt you to create an OPAC Carousel from your bucket. For more information, see the Carousels documentation.

  • Share bucket - represented by a person icon, this will open a modal allowing you to share a bucket with specific users and/or organizational units.

  • Delete bucket - represented by an X icon, this will delete the bucket. You will be asked to confirm the delete.

• # of org shares - this shows a count of the number of organizational units with whom the bucket is shared.

• # of user edit shares - this shows a count of the number of users with edit permissions, with whom the bucket is shared directly (i.e. not via an organizational unit share).

• # of user view shares - this shows a count of the number of users with view-only permissions, with whom the bucket is shared directly (i.e. not via an organizational unit share).