6.1. Managing Item Buckets

Last Updated 11/03/2023

Item Buckets

Item buckets are a way to conveniently group a list of item records. Staff can use item buckets to easily perform batch actions for a number of item records at the same time. Items remain in buckets until they are removed, but are not restricted in any way from checking out, fulfilling holds, etc.

The Item Bucket interface is accessed by going to Cataloging → Item Buckets.

"Item Buckets" is listed in the "Cataloging" dropdown menu in the staff OPAC.

Note

The words copy and item may be used interchangeably in Evergreen.

Managing Item Buckets

Creating Item Buckets

Item buckets can be created in the Item Bucket interface as well as on the fly when adding items to a bucket from a catalog search or from within the Item Status interface. For information on creating buckets on the fly see Adding Items to a Bucket.

In the Item Bucket interface click on Buckets in either the Pending Items or Bucket View tab.
From the drop down menu select New Bucket.
Enter a Name and a Description (optional) for your bucket and click Create Bucket.

Note: Checking the Shareable box makes the bucket visible and searchable by any staff member

Editing Item Buckets

In the Item Bucket interface click Buckets in either the Pending Items or Bucket View tab.
From the drop down menu select the bucket you would like to edit. The bucket will load in the interface.
Click on Buckets.
From the drop down menu select Edit Bucket.
Update the desired information and click Apply Changes.

Sharing Item Buckets

Finding the Bucket ID

There are two ways to share an item bucket. The first is by checking the Shareable box when creating (or editing) the bucket, which makes the bucket visible and searchable by any staff member. The second is to provide the bucket ID to the staff member who needs access to a specific bucket.

The bucket ID number is to the left of the bucket name.

Opening a Shared Bucket with Bucket ID

In the Item Bucket interface click Buckets in either the Pending Items or Bucket View tab.
From the drop down menu select Shared Bucket.
Enter the bucket ID and click Load Bucket.
The shared bucket will display and can be used in the same way as any bucket you own.

Deleting Item Buckets

In the Item Bucket interface click Buckets in either the Pending Items or Bucket View tab.
From the drop down menu select the bucket you would like to delete. The bucket will load in the interface.
Click on Buckets.
From the drop down menu select Delete Bucket.
On the confirmation pop up click Delete Bucket.
Refresh your screen.

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