spring 2016 cataloguing committee roundtable · spring 2016 cataloging roundtable item status and...
TRANSCRIPT
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!