User Buckets can be created to temporarily hold a group of patrons that need to be reviewed or updated. For example, you may wish to create a user bucket of potential duplicate patron accounts that you wish to review further, or a user bucket for a family that needs to have all of their addresses updated, or a user bucket for all new accounts that are created so that they can be double-checked for completeness later.
Patrons can be added to a User Bucket from the Patron Search Screen or the Circulation Menu.
Only staff with LibraryManager or LocalAdmin permissions can use the Batch Edit feature. Clicking on the Batch Edit All Users button allows you to update certain fields on all of the patrons in the current bucket at once. Give the update a name in the “Name for edit set” field and then you can update:
This allows you to see the list of batch edits that have already been done on the current bucket.
This allows you to select a previous batch edit that was done to the current bucket and undo it.
For those libraries that use patron stat cats, this will allow all patrons in the current bucket to be updated at once.
Select the patrons you wish to edit from the list and click on Actions > Individually Edit Selected Users. Each of the patron accounts you selected will open in a new tab.
Select the patrons you wish to remove from the current bucket and click Actions > Remove Selected Users From Bucket. The patrons you selected will be removed from the bucket.