Spring 2016

Cataloging RoundtableItem Status and Copy Buckets

Item Status

provides a wealth of information!

Accessing Item Status

Splash Screen

Accessing Item Status Search Menu

Accessing Item Status Circulation Menu

Accessing Item Status Cataloging Menu

Accessing Item Status F5 Key

Note: This may not be usable in the Evergreen web client.

Accessing Item Status OPAC View

Columns in Item Status

List View

Column Picker

Columns in Item Status

List View

Column Picker

Options in

Column PickerNumber in List

Alert Message

Author

Barcode

Call Number Prefix

Call Number Suffix

Call Number

Checkin Date

Checkin Scan Date

Checkin Workstation

Checkout Date

Checkout Workstation

Checkout or Renew Library

Circulation or Renewal Workstation

Circulate as Type

Circulate?

Circulation ID

Circulation Library

Circulation Modifier

Classification

Copy ID

Copy Number

Created By

Date Created

Date Last Edited

Date Record Created

Date Record Last Edited

Deleted?

Deposit Amount

Deposit?

Document ID

Due Date

Edited By

Edition

Fine Level

Fines Stopped

Fines Stopped Time

Floating?

Holdable?

ISBN

Loan Duration

Location

OPAC Visible?

Owned by

Owning Library

Part

Price

Publication Date

Publisher

Quality

Reference?

Remaining Renewals

Service

Status

Status Changed Time

TCN

TCN Source

Title

Transaction Finished

Saving Column Picker Preferences

Columns in Item Status

List View

Alternate View

Alternative View: Quick Summary

Alternative View: Circulation History

Alternative View: Holds/Transit

Alternative View: Cataloging Info

Entering Items into Item Status

List View

Entering Items into Item Status

List View

“Upload from File” Feature

Only text (.txt) files & CSV (.csv) files may be uploaded.

Files from Excel or Notepad may be uploaded.

If the file is an Excel spreadsheet (.xls and .xlsx):

Remove all columns of data that do not include item barcodes.

Remove all column headings.

Save the file as a text (tab-delimited .txt) or CSV (.csv) file.

OR

Copy the list of barcodes & paste them into a blank Notepad file & save it as a text

(.txt) file.

Entering Items into Item Status

List View

“Trim List” should be

unchecked when

working with batches.

Actions for Selected Items

Right-click on row.

Copy to Clipboard

Add to Item Bucket

Add to Record Bucket

Show in Catalog

Show Holds on Bib

Show Item Details

Show Last Few Circulations

Show Triggered Events

Make Item Bookable

Book Item Now

Request Item

Find Originating Acquisition

Edit Item Attributes

Edit Items/Volumes Per Bib

Mark Item Damaged

Mark Item Missing

Abort Transits

Check In Items

Renew Items

Print Spine Label

Replace Barcode

Save Columns

Actions for Selected Items

Actions for Catalogers

Copy to Clipboard

Add to Item Bucket

Add to Record Bucket

Show in Catalog

Show Holds on Bib

Show Item Details

Show Last Few Circulations

Show Triggered Events

Edit Item Attributes

Edit Items/Volumes Per Bib

Transfer Items to Previously Marked Volume

Add Volumes

Mark Library as Volume Transfer Destination

Add Items

Edit Volumes

Mark Volume as Item Transfer Destination

Transfer Volumes to Previously Marked Library

Delete Items

Delete Volumes

Mark Item Damaged

Mark Item Missing

Print Spine Label

Replace Barcode

Save Columns

Actions for Catalogers

Many of the Actions for Selected Items &

Actions for Catalogers may be performed on

one item at a time or on many items at once.

one item at a time

many items at once many items at once

What is a “Copy Bucket?”

In Evergreen Indiana, a Copy Bucket is a “virtual container to use in

batch processing items or bibliographic records.” (Evergreen Indiana

Cataloguing Training Manual, Chapter 17) Copy Buckets may be used

to perform all sorts of maintenance tasks in batch.

Copy Buckets are used to manage copy or item information.

When you might use Copy Buckets:

To temporarily change the status or shelving location of a group of

items for a period of time.

Moving items to storage

Trading parts of collections (books on CD, for example) between branches

Marking items that are part of a display

To make permanent changes in the status of a group of items.

Changing shelving location

Deleting items

To track leased items.

If you lease books or books on CD, placing items in a Copy Bucket will allow you to

batch delete all or some of the items when you return them, making that task

simpler

To collect items for a project.

Preparing a special collection, a list, or for changes in the item status

Accessing Copy Buckets

Splash Screen Access (17.2)

Accessing Copy Buckets From the Cataloguing drop-down menu: (17.2)

Accessing Copy Buckets

From the Edit drop-down menu: (17.2)

# CREATOR NUMBER NAME

1 nwcpl-cat2 6592 Books to Delete

2 nwcpl-cat2 6485 Chapter Books

3 nwcpl-cat2 6559 LV Juvenile Nonfiction

4 nwcpl-cat2 8001 Morocco Books on CD

5 nwcpl-cat2 6584 Morocco Juvenile Nonfiction

6 nwcpl-cat2 6486 Picture Books

7 nwcpl-cat2 6753 Roselawn Juvenile Nonfiction

8 marykaylv-localadmin 8101 Spring Roundtable Bucket

9 lvmtl-circ1 8127 Lake Village DVDs

10 lvmlt-circ1 7184 Lake Village Discards

11 mcl-circ1 8140 Morocco Discards

12 rll-circ1 8142 Roselawn Discards

13 nwcpl-cat2 8143 Training Bucket

14 NWCPL-marykay 8159 Just a Bunch of Stuff

15

NEWTON COUNTY PUBLIC LIBRARY COPY BUCKET NUMBERS

How to Add Items to Copy Buckets

Via Pending Copies in the Bucket Manager

Via Holdings Maintenance

Via Item Status

Create a new bucket when adding items:

Copy Bucket Manager Batch Function

Tools

Show Status – opens Item Status screen, allowing user to use all functions of

that screen

Transfer to Specific Volume – This allows you to transfer items in your Bucket

to a different call number at your local branch or another branch

You must first mark the call number you wish to transfer items to as an Item

Transfer Destination

For more information, check Chapter 10.7 in the Evergreen Indiana Cataloguing

Training Manual

Edit Item Attributes – This allows you to make batch edits to the copies in

your Bucket via the copy editor

Delete All from Catalogue – This deletes all items, which is useful for

weeding.

Copying From One Bucket to Another

This is useful for Shared Buckets

First, open the bucket containing the items you wish to copy

Things to keep in mind about copying Bucket

contents: When you have items in a particular Bucket, that’s where they stay

until you delete them from the Bucket. You may delete an item from

Evergreen, but that item remains in the Bucket. This could be a good

way to keep track of eReaders, LaunchPads, and other technology.

While you may work with the items you copied, these items have NOT

been removed from the original Bucket.

If you have copied items from the Bucket of another user, ALWAYS

notify him or her that you have done so. That other user may choose

to delete the original bucket or its contents.

While you may perform the batch functions shown at the bottom of

the screen, you may not remove items or add from the original Bucket

unless you created that Bucket, as well.

Removing Contents from Copy Buckets

Deleting Copy Buckets

This is not the same as deleting the contents of the Bucket, this is deleting

the Bucket itself.

BEFORE deleting a Bucket, remove all contents. (17.25)

Select the Bucket from the drop-down menu, and click “Delete Bucket.” You

will get this pop-up window:

Select “OK.”

Nothing else will appear to happen, but your bucket will be deleted.

Creating Reports with Copy Buckets Copy buckets can be used to generate reports, as shown in this report. Anna

Goben or Jason Boyer can help you through creating the report you want.

Questions? Comments?

Have a bucketful of fun!