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cat:record_buckets [2020/02/07 20:28] – [Create Carousel from Bucket] ehardycat:record_buckets [2022/09/29 19:23] (current) – [Table] ehardy
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 Clicking on the title of the individual record opens the record in the same tab. You can open in a new tab by right clicking on the linked title and using the browser functions or selecting it with the check box and using the option to open the record from the Actions menu. Clicking on the title of the individual record opens the record in the same tab. You can open in a new tab by right clicking on the linked title and using the browser functions or selecting it with the check box and using the option to open the record from the Actions menu.
 +
 +==== Actions Menu ====
  
 From the Actions menu, you can: From the Actions menu, you can:
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 **Export Records** **Export Records**
     *This can be used to export records for uploading into other editing programs such as MARC Edit or to upload records into OCLC. This function is rarely used by PINES catalogers.     *This can be used to export records for uploading into other editing programs such as MARC Edit or to upload records into OCLC. This function is rarely used by PINES catalogers.
 +
 +{{:cat:pasted:20200207-142846.png}}
 +
 +
 +The Actions menu can also be accessed by right clicking within the record list after you select records.
 +
 +===== Moving Records Between Buckets =====
 +
 +You move titles between buckets by first placing them in the Pending Records section:
 +
 +{{:cat:pasted:20200207-143102.png}}
 +
 +
 +The record is //immediately removed// from the bucket and placed in Pending Records. You can select multiple records to move. You can also move them back to the same bucket from Pending.
 +
 +Next, choose the target bucket for the record while still in bucket view.
 +
 +Go to the Pending Records tab and select the titles to move to the bucket. 
 +
 +{{:cat:pasted:20200207-143137.png}}
 +
 +
 +You can place records in Pending Records and move them to multiple buckets. Just return to Bucket View to select the next target bucket.
 +
 +Records remain in Pending until the list is cleared or the bucket interface is closed.
 +
 +===== Adding titles to record buckets =====
 +
 +
 +Records are added to buckets from Record Query within the Records Bucket interface, the Other Actions menu in any record view, and from record baskets.
 +
 +
 +==== Record Query ====
 +
 +
 +
 +You can also use the Record Query functionality within the record bucket interface to create a list of records to add to a bucket. Record Query allows you to add more than one bibliographic record at a time to a bucket. You can also add to multiple buckets from Record Query using the pending record function.
 +
 +Open Record buckets and click on the Record Query tab:
 +
 +{{:cat:pasted:20200207-143223.png}}
 +
 +
 +You can choose a bucket for your titles directly from Record Query or from the Bucket View tab:
 +
 +{{:cat:pasted:20200207-143315.png}}
 +
 +You can do a keyword search without a search key. Other indexes require a search key followed by a colon (:):
 +
 +You can do a keyword search without a search key. Other indexes require a search key:
 +
 +{{tablelayout?rowsHeaderSource=Auto&float=center}}
 +| Search key       | Definition                                                                           |   |   |
 +| keyword/kw:      | search keyword(s)                                                                    |   |   |
 +| author/au/name:  | search author(s)                                                                     |   |   |
 +| title/ti:        | search title                                                                         |   |   |
 +| subject/su:      | search subject                                                                       |   |   |
 +| series/se:       | search series                                                                        |   |   |
 +| site:            | search at specified org unit, using the library short name (STATELIB or STATELIB-L)  |   |   |
 +
 +
 +(keyword, title, author, subject, and series support additional search subclasses, specified with a |. For example: title|proper: gone with the wind)
 +
 +
 +You can also combine search keys. For example: au: Weber ti: by schism rent asunder.
 +You can use Boolean operators such as * as well as **&&** for **AND**, **||** for **OR**.
 +
 +Examples:
 +
 +  * autis*
 +  * subject:christmas (netherlands || dutch || holland)
 +  * ((learning || reading) && (difference* || difficult*) ) || dyslexia
 +
 +<note>There should be no space between the closing parentheses in the above example; however, wiki formatting rules necessitate the space to prevent automatic formatting.
 +</note>
 +
 +Use the enter key to execute your search.
 +
 +Move records from the query tab either to Pending Records or directly to the bucket displayed in Bucket View from the Action menu.
 +
 +{{:cat:pasted:20200207-143627.png}}
 +
 +
 +The record query list clears with a new search or when the record bucket interface is closed.
 +
 +==== Other actions menu ====
 +
 +
 +With the record displayed in any view, choose Add to Bucket from the Other Actions menu:
 +
 +{{:cat:pasted:20200207-144125.png}}
 +
 +From the dialog box, choose an existing bucket or Add to New Bucket. If you add to new, you will need to name the new bucket.
 +
 +{{:cat:pasted:20200207-144155.png}}
 +
 +
 +==== Baskets ====
 + 
 +
 +You can add records to a bucket from search results or from an individual record’s OPAC view using a basket. Baskets are temporary holders for a specific action and will empty on logout.
 +
 +From the search results, select the records to be added to the basket:
 +
 +{{:cat:pasted:20200207-144316.png}}
 +
 +
 +The basket counter tracks the number of records added as soon as you click the check boxes:
 +
 +{{:cat:pasted:20200207-144340.png}}
 +
 +
 +You can also add to the basket from the OPAC display of a record:
 +
 +{{:cat:pasted:20200207-144404.png}}
 +
 +
 +<note>You can add records to a basket from different search results.</note>
 +
 +Once you have all desired records in a basket, you can transfer them to a bucket.
 +
 +{{:cat:pasted:20200207-144604.png}}
 +
 +
 +Click on Go. A dialog box will open for you to choose a bucket. You may need to clear the basket to reuse it prior to signing off.
 +
 +===== Merging records =====
 +
 +
 +See section on [[cat:merging_bibliographic_records|Merging Title Records in Evergreen]]
 +
 +===== Deleting titles =====
 +
 +
 +You can batch delete bibliographic records from the record bucket interface. In general, this functionality will be rarely used in the PINES database since bibliographic records delete automatically when the last holding is deleted. There may be times, however, when you do need to batch delete title records that have no holdings, such as those for electronic resources.
 +
 +After you have entered the records to be deleted, select them and then choose Delete Selected Records from Catalog from the Actions menu. A dialog box will open confirming the deletion:
 +
 +{{:cat:pasted:20200207-144744.png}}
 +
 +Clicking OK/continue deletes the records unless holdings are still attached. If holdings are present, an dialog box displays listing the records by Record/Database ID that could not be deleted:
 +
 +{{:cat:pasted:20200207-144810.png}}
 + 
 +
  
  
cat/record_buckets.1581107294.txt.gz · Last modified: 2020/02/07 20:28 by ehardy