This article covers the new record buckets module. For the legacy record bucket module, visit Using Record Buckets (Legacy)
Buckets are virtual “containers” to use in batch processing item or bibliographic records. They can be used to perform various cataloging/holdings maintenance tasks in batch. This includes:
- Deleting all (or selected) records in a bucket
- Merging all (or selected) records in a bucket
- Transferring title holds among records in a bucket
- Creating a classic catalog (OPAC) carousel from bucket members
- Exporting marc files for all (or selected) records in a bucket. This allows you to edit the records in an other program like MARCEdit.
- Moving or adding all (or selected) records from the current bucket to another bucket.
Record Buckets are used to manage bibliographic records. They are also used to merge duplicate records found in the catalog.
Access #
You can open the newer record bucket module from the Cataloging menu by selecting Record Buckets. You can also access Record Buckets from the home page.
Interface #
When you first open the record buckets module, you’ll open the My Buckets option. Any buckets that you have created will appear in the grid below.
Shortcuts are included to navigate between different sets of buckets:
- My buckets shows all buckets that you’ve created or that you own directly
- Favorites shows the buckets 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 (library branches/systems)
- Shared with me shows buckets that have either been directly shared with you, or shared with you via organizational unit (library system) 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 (library system) membership, for which you have view-only permissions.
The Bucket ID field allows you to search your bucket list as well as those that have been shared.
The Search Catalog field allows you to search the catalog. The results will open in a new tab.
Creating a new bucket #
Click New Bucket to start the process.
Enter the name of your new bucket with an optional description and click Create New Bucket.
Your new bucket will appear in the grid below and the number next to “My Buckets” will increase.
Favorite buckets #
You have the ability to mark buckets as favorites! These starred buckets will appear in the buckets tab in the staff catalog and in the Add to Bucket search result button.
There are two ways you can mark a bucket as a favorite:
If the “Favorite” column is active, click the star icon. The page will refresh and the star will turn yellow (you may have to manually refresh the page).
Select the bucket and right-click or from Actions click Add to Favorites.
Adding records to a bucket #
Bibliographic records can be added to a new or existing bucket via several means, including:
- Directly in the record bucket interface
- From the staff catalog search results page
- From a staff catalog basket
- From the Item Status interface
- From within the bibliographic record details interface
- Directly via one-time or recurring reports output(s).
From the record bucket interface #
Navigate to Cataloging → Record Buckets. The view will default to show your buckets. You can also select other sets of buckets to view, described above.
There are two ways to add records via the record bucket interface:
- Via the Search Catalog box on the upper right. This can take either simple keyword input or more advanced searching. Results will open in a new tab.
- Via the Upload Records action
The Upload Records action is available in the Actions menu. Choose a bucket by selecting its checkbox, and then navigate to the actions menu and select Upload Records. When selected, this will open a popup window:
From here, you can select whether you want to upload Bib IDs or TCNs. You can select a file from your computer using the Choose file button. You can also, as shown in the screenshot above, paste values into the text box in the popup. You should have 1 value per line.
When ready, select Import Bib IDs (or Import TCNs) to complete the upload.
From reports output #
Buckets can also be populated directly from reports output using the new reporter module.
NOTE: The report template will need to have a column containing the numeric Bib (Database) ID in order to populate a bucket.
When creating a report, there are two new options on the output tab under the label Bibliographic Record Bucket Options. You are also directed to select the column containing the Bib ID data in your report.
- New Record Bucket – select this checkbox if you wish to create a new record bucket with your report output. The new bucket will be given the same name as your report title, and its description will read “Generated by report #<report ID>.” You can change either of these after the bucket is created using the Edit Bucket action.
- Existing Record Bucket – select this checkbox if you wish to add your report output to an existing record bucket. Enter the bucket’s ID in the Destination Record Bucket ID field. You will need to have edit permissions for the selected bucket.
Note that you can select both options on a single report.
NOTE: If you are running a recurring report and wish to have a single bucket that collects the report’s output each time the recurring report is run, you will need to have an existing bucket to point the output to. Each run of the report will append new output to the bucket.
From catalog search #
You can add records to buckets directly from the staff catalog search results, or from a basket. In either case, you perform a catalog search and then select one or several records from the results list using the checkbox on each result.
There is a buckets subtab to the left of the catalog search results, which will show your favorites as well as your recently-viewed buckets in two collapsable accordions. Each set displays the bucket name, any organizational unit sharing in place, the bucket owner and organizational unit, and the count of records in the bucket. If you hover over the record count, and have selected records in the results list, you will see an option to add those records to a bucket.
Additionally, you can add a record directly to a bucket from its place in the search results lists. There is a button on the lower right of each result that says Add to Bucket. Select this button to see a list of your favorite buckets and recently viewed buckets. Select a bucket from this list to add a record to your bucket.
Individual record bucket actions #
To access an individual bucket, click on its title in the main buckets interface. This will take you to the Bibs in a Bucket view, where you can see all records within the record bucket and perform actions on them. This grid has filters and sort options available on each column, and as with other grids you can save your grid view.
This interface has several actions available, some via buttons and some via the Actions menu.
Buttons include:
- Remove Filters – this will remove all grid filters that are in place.
- Show in Catalog Results – this will open all selected records in a staff catalog search results page. This will open in a new tab.
- Open Selected in New Tabs – this will open each selected record in its own tab, and show you the record detail view for each record.
- Upload – this opens the Upload Records modal described above.
- Export All – this exports all records in the bucket in either USMARC or MARCXML format. If you select this option you will see a popup with export options and the ability to confirm before you process the export.
Additional actions are available in the Actions menu, and all may be performed on one or several records, with the exception of Merge Selected Records, which is explained in [[merging records article link]].
Additional actions include:
- Add Selected Records to a Different Bucket – this will copy selected records from the current bucket into a new or existing bucket for which you have edit permissions
- Delete Selected Records from Catalog – if you have appropriate delete permissions you can delete records from the catalog. Note that this will only work for ’empty’ records – any records with holdings or items attached will be blocked from deletion.
- Export Selected Records – this functions the same as Export All described above, but allows you to select specific records for export.
- Merge Selected Records – this is described in detail in the next section.
- Move Selected Records to a Different Bucket – this will move selected records from the current bucket into a new or existing bucket for which you have edit permissions
- Transfer Title Holds – this will transfer all title-level holds from the selected record to a pre-selected holds transfer destination record. For more information on setting a holds transfer destination, please see the Transferring holds in Evergreen article.
Click Return to Buckets to close the bucket.
Parts of this article were modified from documentation created and shared by the Evergreen community.