Docs: web client copy buckets documentation

Signed-off-by: Yamil Suarez <yamil@yamil.com>

diff --git a/docs/cataloging/copy-buckets_web_client.txt b/docs/cataloging/copy-buckets_web_client.txt
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+Section X - Copy Buckets
+------------------------
+
+Copy buckets are containers copy records can be put into to easily perform batch actions on.  Copies stay in buckets until they are removed.
+
+The _Copy Bucket_ interface is accessed by going to *Cataloguing* -> *Copy Buckets*.
+
+image::media/copy-bucket-2.png[Cataloguing Menu]
+
+NOTE: The words _copy_ and _item_ are used interchangeably in Evergreen. 
+
+Managing Copy Buckets
+~~~~~~~~~~~~~~~~~~~~~
+
+Creating Copy Buckets
+^^^^^^^^^^^^^^^^^^^^^
+
+Copy buckets can be created in the _Copy Bucket_ interface as well as on the fly when adding copies to a bucket from
+a catalogue search or from within the _Item Status_ interface.  For information on creating buckets on the fly see _Adding Copies to a Bucket_ (needs section ID).
+
+1. In the _Copy Bucket_ interface on the click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
++
+image::media/copy-bucket-new-1.png[Copy Bucket Interface]
++
+2. From the drop down menu select *New Bucket*.
++
+image::media/copy-bucket-new-2.png[Copy Bucket Interface]
++
+3. Enter a _Name_ and a _Description_ (optional) for your bucket and click *Create Bucket*.  
++
+image::media/copy-bucket-new-3.png[Copy Bucket Interface]
++
+The bucket can also be set as _Publicly Visible_ at this time. 
+
+NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time.
+
+Editing Copy Buckets
+^^^^^^^^^^^^^^^^^^^^
+
+1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
++
+image::media/copy-bucket-new-1.png[Copy Bucket Interface]
++
+2. From the drop down menu select the bucket you would like to edit.  The bucket will load in the interface.
+3. Click on *Buckets*.
+4. From the drop down menu select *Edit Bucket*.
++
+image::media/copy-bucket-edit-1.png[Copy Bucket Interface]
++
+5. Update the desired information and click *Apply Changes*.  
++
+image::media/copy-bucket-edit-2.png[Copy Bucket Interface]
+
+NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time.
+
+Sharing Copy Buckets
+^^^^^^^^^^^^^^^^^^^^
+
+Finding the Bucket ID
++++++++++++++++++++++
+
+1. With the bucket open, look at the URL for the bucket ID.  Share this ID with the staff member who needs access to this bucket.
+
+image::media/copy-bucket-share-1.png[Bucket ID URL]
+
+Opening a Shared Bucket
++++++++++++++++++++++++
+
+1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
++
+image::media/copy-bucket-new-1.png[Copy Bucket Interface]
++
+3. From the drop down menu select *Shared Bucket*.
++
+image::media/copy-bucket-share-2.png[Copy Bucket Interface]
++
+4. Enter the bucket ID and click *Load Bucket*.
++
+image::media/copy-bucket-share-3.png[Copy Bucket Interface]
++
+5. The shared bucket will display and can be worked with the same as any bucket you own.
++
+image::media/copy-bucket-share-4.png[Copy Bucket Interface]
+
+Deleting Copy Buckets
+^^^^^^^^^^^^^^^^^^^^^
+
+1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
++
+image::media/copy-bucket-new-1.png[Copy Bucket Interface]
++
+2. From the drop down menu select the bucket you would like to delete.  The bucket will load in the interface.
+3. Click on *Buckets*.
+4. From the drop down menu select *Delete Bucket*.
++
+image::media/copy-bucket-delete-1.png[Copy Bucket Interface]
++
+5. On the confirmation pop up click *Delete Bucket*.
+6. Refresh your screen.
+
+
+Adding Copies to a Bucket
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+From the Copy Bucket Interface
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+1. In the _Copy Bucket_ interface click on the *Pending Copies* tab.
++
+image::media/copy-bucket-pending-1.png[Copy Bucket Interface]
++
+2. Scan in all of the items you wish to add to the bucket.
++
+image::media/copy-bucket-pending-3.png[Copy Bucket Interface]
++
+3. Click on *Buckets*.
+4. From the drop down menu select the bucket you wish to add the items to.
+Alternatively you can create a *New Bucket* (link back to Copy Bucket Interface section of Creating Copy Buckets).
++
+image::media/copy-bucket-pending-2.png[Copy Bucket Interface]
++
+5. Use the check boxes to select the item(s) you wish to add to the bucket.
+6. Click *Actions*.
+7. From the drop down menu select *Add To Bucket*.
++
+image::media/copy-bucket-pending-4.png[Copy Bucket Interface]
++
+8. The number of items in the bucket, displayed beside the bucket name, will update as will the number on the *Bucket View* tab.
++
+image::media/copy-bucket-pending-5.png[Copy Bucket Interface]
+
+NOTE: Once you have added your selected items to a bucket you can deselect them, select other items on your pending list, and add those items to a different bucket.
+
+
+From a Catalogue Search
+^^^^^^^^^^^^^^^^^^^^^^^
+
+1. Retrieve the title through a catalogue search.
+2. If it is not your default view click on the *Holdings View* tab.
++
+image::media/copy-bucket-cat-1.png[Holdings View]
++
+3. Use the check boxes to select the item(s) you would like to add to the bucket.
+4. Click *Actions*.
+5. From the drop down menu select *Add Items to Bucket*
++
+image::media/copy-bucket-cat-2.png[Holdings View]
++
+6. Enter a name for your bucket or select an existing from the drop down menu.
+7. Click *Add To New Bucket* or *Add To Selected Bucket*.
++
+image::media/copy-bucket-cat-3.png[Copy Bucket Interface]
++
+8. Repeat steps 1 through 7 to add additional copies.
+
+
+From the Item Status Interface
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+NOTE: Functionality currently missing.
+
+Removing Copies from a Bucket
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
++
+image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
++
+3. Click on *Buckets*.
+4. From the drop down menu select the bucket containing the item(s) you would like to remove.
++
+image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
++
+5. Use the check boxes to select the item(s) you wish to remove from the bucket.
+6. Click *Actions*.
+7. From the drop down menu select *Remove Selected Copies from Bucket*.
++
+image::media/copy-bucket-remove-3.png[Copy Bucket Interface]
++
+8. Your bucket will reload and the selected item(s) will no longer be in the bucket.
+
+Editing Copies in a Bucket
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
++
+image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
++
+3. Click on *Buckets*.
+4. From the drop down menu select the bucket containing the item(s) you would like to edit.
++
+image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
++
+5. Use the check boxes to select the item(s) you wish to edit.
+6. Click *Actions*.
+7. From the drop down menu select *Edit Selected Copies*.
++
+image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface]
++
+8. The _Copy Editor_ will open in a new tab.  Make your edits and then click *Save and Exit*.
++
+image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface]
++
+9. Your items have been updated.
++
+image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface]
+
+Deleting Copies from the Catalogue
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
++
+image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
++
+3. Click on *Buckets*.
+4. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
++
+image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
++
+5. Use the check boxes to select the item(s) you wish to delete.
+6. Click *Actions*.
+7. From the drop down menu select *Delete Selected Copies from Catalog*.
++
+image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface]
++
+8. On the confirmation pop up click *OK/Continue*.
++
+image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface]
++
+9. The items have been deleted from the catalogue.
+
+
+Placing Holds on Copies in a Bucket
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
++
+image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
++
+3. Click on *Buckets*.
+4. From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
++
+image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
++
+5. Use the check boxes to select the item(s) you wish to delete.
+6. Click *Actions*.
+7. From the drop down menu select *Request Seleted Copies*.
++
+image::media/copy-bucket-request-1.png[Copy Bucket Interface]
++
+8. Enter the barcode for the patron who the hold is for. By default the system enters the barcode of the account logged into the client.
++
+image::media/copy-bucket-request-2.png[Copy Bucket Interface]
++
+9. Select the correct _Pickup Library_.
+10. Select the correct _Hold Type_. (More explanation of the hold types needed here.)
+11. Click *OK*.
+12. The hold has been placed.
+
+
+Transferring Copies to Volumes
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Retrieve the title through a catalogue search.
+2. If it is not your default view click on the *Holdings View* tab.
++
+image::media/copy-bucket-cat-1.png[Holdings View]
++
+3. Use the check boxes to select the volume you would like to transfer the item(s) to.
+4. Click *Actions*.
+5. From the drop down menu select *Volume as Item Transfer Destination*
++
+image::media/copy-bucket-transfer-1.png[Holdings View]
++
+6. Open the _Copy Bucket_ interface.  By default you are on the *Bucket View* tab.
++
+image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
++
+7. Click on *Buckets*.
+8. From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume.
++
+image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
++
+9. Use the check boxes to select the item(s) you wish to transfer.
+10. Click *Actions*.
+11. From the drop down menu select *Transfer Selected Copies to Marked Volume*.
++
+image::media/copy-bucket-transfer-2.png[Copy Bucket Interface]
++
+12. The item(s) is transferred.
++
+image::media/copy-bucket-transfer-3.png[Copy Bucket Interface]
+
+
+
+
+
+

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diff --git a/docs/root.txt b/docs/root.txt
index 8acd468..ef8b80b 100644 (file)
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -525,6 +525,19 @@ Use this section for understanding the circulation procedures in the Evergreen s
 
 include::circulation/circulation_patron_records_web_client.txt[]
 
+Cataloging
+----------
+Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen.
+
+// Push titles down one level.
+:leveloffset: 1
+
+include::cataloging/copy-buckets_web_client.txt[]
+
+// Return to normal title levels.
+:leveloffset: 0
+
+
 
 Using the Public Access Catalog
 ===============================