This document discusses four types of batches or buckets that can be used to organize items and bibliographic records in a library catalog: item status batches, copy buckets, record buckets, and bookbags. Item status batches allow temporary organization of item records, while the other three - copy buckets, record buckets, and bookbags - allow permanent organization. Copy buckets and record buckets can hold item and bibliographic records, respectively, while bookbags are lists of records that patrons create and can share with staff. The document provides instructions on creating, editing, and moving records between these different types of batches/buckets.

1. Batches, Buckets and Bookbags
Elizabeth B. Thomsen
NOBLE: North of Boston Library Exchange
EGILS2014

2. Four Kinds of Batches
• Item Status -- Temporary batch of items
• Copy Buckets -- Persistent batch of item
records
• Record Buckets -- Persistent batch of
bibliographic records
• Bookbags -- Persistent batch of bibliographic
records created My Lists in staff or public
catalog

3. 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

4. Upload from a File

5. Item Status Screen

6. 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.

7. Sort and Select

8. Actions for Selected Items

9. Edit Batch of Items

10. Save List CSV or Print

11. Print List Expanded Format

12. Before You Close the Tab

13. 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
private)

14. 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

15. Copy Bucket

16. Copy Selected to Pending

17. Add Items to New Bucket

18. 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

19. Record Bucket

20. Adding Records to Buckets
• Go to Record Buckets to create or manage
buckets
• Add one at a time from staff client (it's easier
to select and add one bib record than multiple
items)
• Use a query

21. Actions for Record

22. 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

23. Record Query

24. Pending Records

25. Record Bucket View

26. MARC Batch Update

27. 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.)

28. Bookbags (My Lists)

29. Shared View of List

30. 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

31. Bucket View of List

32. 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

33. Questions?
Elizabeth Thomsen
Member Services Manager
NOBLE: North of Boston Library Exchange
et@noblenet.org