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Web Client - Copy Buckets

About

Copy (or item) Buckets are used to collect copy records for batch actions.


WebClient ItemCopyBucket.png

Access Item Buckets

  1. From the Home tab, open the Cataloging menu
  2. Select Copy Buckets
  3. The Bucket View tab will display
  4. Select Pending Copies tab or stay in the Bucket View tab

Pending Copies

In the Pending Copies tab, staff can scan item barcodes of items they want to add to a bucket.
  1. Click the Pending Copies tab
  2. Select an existing bucket
    • If a bucket was selected in the Bucket View before switching to Pending Copies, that bucket will remain selected in Pending Copies
  3. Scan item barcodes
  4. Check all pending copies, from the Actions mwenu select Add To Bucket
  5. Select Clear List to work with a different bucket, or switch to Bucket View to work with the items in the current bucket

WebClient ItemCopyBucket PendingCopies AddToBucket.png

Bucket View

In the Bucket View tab, staff can access their existing buckets to work with the items in the bucket, create new buckets, and manage existing buckets.

Select a Bucket

  1. Click the "Buckets" button to open the list of bucket actions and existing buckets
  2. Click on the bucket to open

Bucket Actions

Bucket
  • Remove Selected Copies from Bucket

Items

Show

New Bucket


WebClient ItemCopyBucket CreateNew.png

NOTE: "Publicly visible" means that the bucket can be shared to other staff, even across libraries. Theoretically it can also be used in the online catalog, but this functionality is not fully implemented.

Edit Bucket

Change a bucket name, description, or shareability.
WebClient ItemCopyBucket EditBucket.png

Delete Bucket

Once the bucket is no longer deleted, it can be deleted.

Shared Bucket

If a bucket has been marked "Publicly Visible" it can be retrieved by any staff person who has the bucket ID. The bucket ID can be found in the URL of the bucket page. The bucket owner can share the ID with others.

Bucket ID in URL
WebClient ItemCopyBucket Shareable BucketID.png

Load by bucket ID
WebClient ItemCopyBucket Shareable LoadByBucketID.png

Add Items to Bucket

The Add Item to Bucket option appears in various list views, such as Item Status.

  1. Select the copy record, click Actions
  2. Click the Add Item to Bucket button
  3. In the Add to Bucket dialog
    • Select an existing bucket and click Add to Select Bucket, or
    • Enter a name for a new bucket and click Add to New Bucket

WebClient ItemCopyBucket AddToBucket.png
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