Buckets
Buckets are virtual “containers” to use in batch processing bibliographic and item records. They can be used to perform various cataloging/holdings maintenance tasks in batch.
Contents |
Types of buckets
There are currently two types of buckets used in Evergreen, record buckets and item buckets.
Record buckets are generally used to merge two or more records within the catalog. This merging process is covered in the Merging records section. In the 2.1 version of Evergreen, a new MARC Batch Edit feature that uses record buckets is also available. See the MARC batch edit section for more information.
Item buckets are used for all types of processes involving manipulation of item records. For example, from an item bucket you can change the status of multiple titles (none of which need to be related) all at the same time. Most item attributes can be changed/edited from buckets.
From the holding maintenance screen, highlight the item or items that you want to add to a bucket. Click on the Actions for Selected Rows menu and then select Add Items to Buckets. In this example, you will be creating and adding items to an item bucket.
Creating buckets
There are many ways to create buckets. The methods are basically the same; they are just started from different screens. These are just a few ways to create buckets.
Record buckets
From the catalog
Click on Actions for this Record and select Add to Bucket
A small window will appear in the upper left with the message: "Copy this record into which bucket?" There are options to select a bucket from the list of buckets, or to add to a new bucket. Click on the Add to New Bucket button.
Another window will pop up and prompt for a name for the bucket. Type the name in the box provided.
Click on OK. The item is now added to a bucket – a record bucket.
From the record bucket screen
To create record buckets via the bucket screen, click on the Edit menu and select Record Buckets.
The Record buckets view will display. To create a new bucket - click on Bucket Actions and select New Bucket.
A new window will pop up with the message: “What would you like to name the bucket?” Fill in the name of the bucket.
Click on OK.
The new record bucket will automatically display on the screen.
Item buckets
From the catalog
Click on Actions for this Record and select Holdings Maintenance
Highlight the item or items by clicking on an item, using the Ctrl or Shift keys and clicking on the other items) that you want to add to a bucket. Click on the Actions for Selected Rows menu and then select Add Items to Buckets. Note: you can also right click on the item(s) and select Add Items to Buckets.
A small window will appear in the upper left with the message: "Copy this item into which bucket?" There are options to select a bucket from the list of buckets, or to add to a new bucket. Click on the Add to New Bucket button.
Another window will pop up and prompt for a name for the bucket. Type the name in the box provided.
Click on OK. The item is now added to a bucket – an item bucket.
From the copy bucket screen
Click on the Edit menu and select Copy Buckets.
The Copy Buckets view will appear. To create a new copy bucket, click on the New Bucket button near the middle of the screen.
A new window will pop up with the message: “What would you like to name the bucket?” Fill in the name of the bucket.
Click on OK.
The screen will refresh and the new bucket will display in the bottom portion of the screen.
Adding to buckets
Record buckets
From the catalog
Click on Actions for this Record and select Add to Bucket
A small window will pop up. Select the bucket you wish to add to and click on Add to Selected Bucket.
The record will be added to the bucket.
From the item status screen
Scan in the barcode of copy attached to a record you want to add to a bucket.
Click on the item. Click on Actions for Catalogers or Actions for Selected Items and choose Add to Record Bucket.
A small window will pop up. Select the bucket and click on Add to Selected Bucket.
From the record buckets screen
Another option is to use the record bucket view to search for and add records.
Retrieve an record bucket by clicking on Edit and selecting Record Buckets or click on the Cataloging menu and select Manage Record Buckets.
Under the drop-down menu Choose a Bucket...., select a bucket.
The records in the bucket will display.
Notice the Record Query tab. If you click on it, you will see a box for Query. Click on the Help button. This displays the search terms that you can use to perform searches.
This is useful because you can perform searches and add those results to the Pending Records tab.
After a search is performed, select records one at a time and click on the Add Selected to Pending Records or select multiple records in a row by clicking on one, holding down the Shift key and selecting the last one and then clicking on the Add Selected to Pending Records.
The Pending Records tab will display those records and has options at the bottom to Add All to current Bucket or Add Selected to current Bucket. You can select as many or as few of the pending records to add them to a bucket.
Item buckets
From the catalog
Click on Actions for this Record and select Holdings Maintenance.
The holdings for a record will display. Click on the item to be added to the bucket. You can select more than one item by clicking on one, holding down the Ctrl key and clicking on others. Right click and select Add Items to Buckets. [Note: you can also click on Actions for Selected Rows and choose Add Items to Buckets]
A small window will pop up. Select the bucket you wish to add to and click on Add to Selected Bucket.
The item has been added to the bucket.
From the item status screen
Retrieve the Item Status screen (F5)
Scan in an item in the box.
Click on the item to highlight it. You can select more than one item by clicking on one, holding down the Ctrl key and clicking on others. Right click and select Add to Item Bucket. [Note: you can also click on Actions for Selected Items or Actions for Catalogers and choose Add to Item Bucket.
A small window will pop up. Select the bucket you wish to add to and click on Add to Selected Bucket.
Processing buckets
There are several functions for buckets. With record buckets, you can merge records or MARC batch update records. With item records, you can batch delete items, batch update item records and transfer items between volumes.
Record buckets
Click on the Edit menu and select Record Buckets or click on the Cataloging menu and select Manage Record Buckets.
Under the drop-down menu Choose a Bucket...., select a bucket.
The records in the bucket will display.
Notice the options at the bottom. You can Show All in Catalog, Transfer Title Holds, Delete All Records, Merge All Records, MARC Batch Edit and Export All Records.
To, for example, export the records from the bucket, click on the Export All Records button. Notice that options to export in MARC21, UNIMARC, XML, and Evergreen BRE are listed. Select the format you wish to export in.
A new window will pop up allowing you to choose where you want to save the exported file and what you want to name it. Choose a place and enter in a name in the File name: field. Click on the Save button.
The file of records will be exported.
Item buckets
Click on the Edit menu and select Copy Buckets or click on the Cataloging menu and select Manage Copy Buckets.
The screen refreshes to display the Bucket View.
Under the Bucket View, click on the drop-down menu Choose a Bucket.... and select a bucket.
The items in the bucket will display.
Click on the button at the bottom labeled Edit Item Attributes. When you click on that, the system will automatically select all the copies in the bucket. The Copy Editor will display.
From here, you can make any changes to the items in the buckets. Make your changes and click on the Modify Copies button.
The bucket will refresh and the changes will have been made.
It is a good habit to delete items from buckets after they are no longer needed. Delete the items from the bucket by holding the Ctrl key down and clicking on each item. Then click on Remove Selected from Bucket.
The bucket will refresh with no items in it.
Deleting buckets
Record buckets
Before deleting buckets it is a good practice to empty the buckets first. To do that, under the Cataloging menu, select Manage Record Buckets. Or you can click on the Edit menu and select Record Buckets.
Click on the drop-down menu Choose a Bucket.... and select a bucket that is to be deleted.
Select all items in the bucket by clicking on the first item, then holding down the Shift key and clicking on the last items in the list.
Click on Remove Selected From Bucket. DO NOT click on the Delete All all Records button – that actually WILL delete all of the records from the catalog.
The screen will refresh and the items will be gone from the bucket.
Click on the Bucket Actions button. Select Delete Bucket.
The system will send a message: “Delete the bucket named….?” Click on OK.
The screen refreshes with the bucket deleted.
Item buckets
Before deleting buckets it is a good practice to empty the buckets first. To do that, under the Cataloging menu, select Manage Copy Buckets. Or you can click on the Edit menu and select Copy Buckets.
Under the Bucket View, click on the drop-down menu Choose a Bucket.... and select a bucket that is to be deleted.
Select all items in the bucket by clicking on the first item, then holding down the Shift key and clicking on the last items in the list.
Click on Remove Selected From Bucket. DO NOT click on the Delete All from Catalog button – that WILL delete all of the items from the catalog.
The screen will refresh with the items removed from the bucket. To delete the bucket, click on the Delete Bucket button near the middle of the screen.
The system will send a message: “Delete the bucket named … ?” Click on OK.
The screen will refresh and even though the name of the bucket is still listed under Bucket View, the bucket will be gone from the list of bucket options.
Return to the Michigan Evergreen Wiki