PPTX - Evergreen

Batches, Buckets and Bookbags
Elizabeth B. Thomsen
NOBLE: North of Boston Library Exchange
Four Kinds of Batches
• Item Status -- Temporary batch of items
• Copy Buckets -- Persistent batch of item
• Record Buckets -- Persistent batch of
bibliographic records
• Bookbags -- Persistent batch of bibliographic
records created My Lists in staff or public
Item Status
Create a batch of items:
• Scan items
• Upload a file of barcodes
• Be sure Trim List is unchecked!
Table Tips:
• Use the column picker to select and rearrange what
columns appear on the screen.
• Sorting and selecting lets you work with different
groups of records
• If you print or save CSV, you will get the same fields
in the same order
Upload from a File
Item Status Screen
Working with a Batch
Select some or all records
Edit, delete or perform other actions on items
Print a list, save as CSV
You can create and work with a batch of items
in Item Status, but that batch only exists until
you close the tab. If you want to be able to
retain the batch, select all items and add them
to a copy bucket.
Sort and Select
Actions for Selected Items
Edit Batch of Items
Save List CSV or Print
Print List Expanded Format
Before You Close the Tab
Bucket Basics
• Buckets hold batches of items or records for as
long as you need them
• You always see current item or record data in
your bucket
• Buckets are associated with your login but can
be shared by number (they are never really
Copy Buckets
• Go to Copy Buckets from the portal page, toolbar
or menu to create, delete or select copy buckets
• Add selected items to new or existing copy
bucket from the staff client
• Use Pending as a temporary holding place to split
and merge buckets
• There are options to edit, etc., in record buckets
but they work on ALL records, not selected
records. The Show Status button opens records
in Item Status for more options
Copy Bucket
Copy Selected to Pending
Add Items to New Bucket
Record Buckets
• Record means bibliographic record
• Does not connect to your library’s volume and
item information
• After the conference, NOBLE will be sharing
some web-based tools that give you options
for working with document ids to get
barcodes and create booklists from files of
document ids
Record Bucket
Adding Records to Buckets
• Go to Record Buckets to create or manage
• Add one at a time from staff client (it's easier
to select and add one bib record than multiple
• Use a query
Actions for Record
Using Record Queries
• Click on the Record Query tab in the Record
Buckets interface
• Input a simple query:
author:steinbeck title:red pony
su:iceland site:MELROSE
• You can add all or selected titles from search
results to Pending, and from there, you can add
all or selected titles to one or more buckets
• You can do multiple queries one at a time, and
add all the records to one or more buckets
Record Query
Pending Records
Record Bucket View
MARC Batch Update
Bookbags (My Lists)
• From the staff or public versions of the
catalog, choose titles and drop records directly
into any bucket from the record page or
search results.
• Go to the patron account options to set the
list to Shared. (If you did this in the staff client,
you'll need to go to the catalog in a browser
and login as the staff user.)
Bookbags (My Lists)
Shared View of List
Open a Bookbag as a Bucket
• In My Lists, click on HTML View to see the
URL for your list. It will end with something
like this:
… /eg/opac/results?bookbag=953000
• Copy the number after bookbag=
• Go to Record Buckets, and under Bucket View
select Retrieve Shared Bucket from the
dropdown and enter the bookbag id to open
your list as a bucket
Bucket View of List
Converting a Bucket to a Bookbag
You need to make two changes in database:
• Change btype from staff_client to bookbag
• Set public flag to TRUE
Elizabeth Thomsen
Member Services Manager
NOBLE: North of Boston Library Exchange
[email protected]

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