1. Go to Search→Search for Patrons.
2. Enter your search and select the users you want to add to the user bucket by checking the box next to each user row. You can also hold down the CTRL or SHIFT on your keyboard and select multiple users.

3. Click Add to Bucket and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

   1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
4. After adding users to a bucket, an update will appear at the bottom-right hand corner of the screen that says "Successfully added # users to bucket [Name]".

1. Go to Circulation→User Buckets and select the Pending Users tab at the top of the screen.

2. Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

   1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
   2. After selecting or creating a bucket, the Name, Description, number of items, and creation date of the bucket will appear above the Scan Card field.
3. Scan in the barcodes of the users that you want to add to the selected bucket into the Scan Card field. Each user account will be added to the Pending Users tab. Hit ENTER on your keyboard after manually typing in a barcode to add it to the list of Pending Users.
4. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by using the CTRL or SHIFT key on your keyboard to select multiple users.
5. Go to Actions→Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket. The user accounts will move to the Bucket View tab and are now in the selected User Bucket.

1. Go to Circulation→User Buckets and select the Pending Users tab at the top of the screen.

2. Click on Buckets and select an existing bucket from the drop down menu or click New Bucket to create a new user bucket.

   1. If creating a new user bucket, a dialog box called Create Bucket will appear where you can enter a bucket Name and Description and indicate if the bucket is Staff Shareable?. Click Create Bucket.
   2. After selecting or creating a bucket, the Name, Description, number of items, and creation date of the bucket will appear above the Scan Card field.

3. In the Pending Users tab, click Choose File and select the file of barcodes to be uploaded.

   1. The file that is uploaded must be a .txt file that contains a single barcode per row.
4. The user accounts will automatically appear in the list of Pending Users.
5. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by using the CTRL or SHIFT key on your keyboard to select multiple users.
6. Go to Actions→Add To Bucket or right-click on a selected user account to view the Actions menu and select Add To Bucket. The user accounts will move to the Bucket View tab and are now in the selected User Bucket.

1. Go to Circulation→User Buckets and select the Bucket View tab.

2. Click Buckets and select the bucket you want to modify from the list of existing buckets.

   1. After selecting a bucket, the Name, Description, number of items, and creation date of the bucket will appear at the top of the screen.
3. Verify the list of users in the bucket and click Batch edit all users. A dialogue box will appear where you can select the batch modifications to be made to the user accounts.
4. Assign a Name for edit set. This name will allow staff to identify the batch edit for future verification or rollbacks.

5. Set the values that you want to modify. The following fields can be modified in batch:

   • Home Library
   • Profile Group
   • Network Access Level
   • Barred flag
   • Active flag
   • Juvenile flag
   • Privilege Expiration Date
6. Click Apply Changes. The modification(s) will be applied in batch.

Batch modify statistical categories for all users in a bucket:

1. Go to Circulation→User Buckets and select the Bucket View tab.

2. Click Buckets and select the bucket you want to modify from the list of existing buckets.

   1. After selecting a bucket, the Name, Description, number of items, and creation date of the bucket will appear at the top of the screen.

3. Verify the list of users in the bucket and click Batch modify statistical categories. A dialogue box will appear where you can select the batch modifications to be made to the user accounts. The existing patron statistical categories will be listed and staff can choose:

   1. To leave the stat cat value unchanged in the patron accounts.
   2. To select a new stat cat value for the patron accounts.
   3. Check the box next to Remove to delete the current stat cat value from the patron accounts.
4. Click Apply Changes. The stat cat modification(s) will be applied in batch.

1. The batch changes that have been made to User Buckets can be viewed by going to Circulation→User Buckets and selecting the Bucket View tab.
2. Click Buckets to select an existing bucket.
3. Click View batch changes. A dialogue box will appear that lists the Name, date Completed, and date Rolled back of any batch changes made to the bucket. There is also an option to Delete a batch change. This will remove this batch change from the list of actions that can be rolled back. It will not delete or reverse the batch change.
4. Click OK to close the dialog box.

1. Batch Changes and Batch Deletions can be rolled back or reversed by going to Circulation → User Buckets and selecting the Bucket View tab.
2. Click Buckets to select an existing bucket.
3. Click Roll back batch edit. A dialog box will appear that contains a drop down menu that lists all batch edits that can be rolled back. Select the batch edit to roll back and click Roll Back Changes. The batch change will be reversed and the roll back is recorded under View batch changes.

1. To retrieve a shared bucket click Circulation→User Buckets and click the Bucket View tab.
2. Click Buckets and select Shared Bucket.
3. A dialogue box will appear. Enter the ID of the bucket you wish to retrieve and click Load Bucket.
4. The shared bucket will load in the Bucket View tab.