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commit af1b87a2bffa05c87030b09acdbb83873d5dc79a
Author: Angela Kilsdonk <akilsdonk at esilibrary.com>
Date: Thu Nov 9 14:27:13 2017 -0800
Docs: Copy Tags/Digital Bookplates
Documentation for the copy tags feature.
Signed-off-by: Angela Kilsdonk <akilsdonk at esilibrary.com>
diff --git a/docs/admin/copy_tags_admin.adoc b/docs/admin/copy_tags_admin.adoc
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@@ -0,0 +1,75 @@
+Copy Tags (Digital Bookplates)
+------------------------------
+
+Copy Tags allow staff to apply custom, pre-defined labels or tags to items. Copy tags are visible in the public catalog and are searchable in both the staff client and public catalog based on configuration. This feature was designed to be used for Digital Bookplates to attach donation or memorial information to items, but may be used for broader purposes to tag items.
+
+
+Administration
+~~~~~~~~~~~~~~
+
+New Permissions:
+
+* ADMIN_COPY_TAG_TYPES: required to create a new tag type under *Server Administration->Copy Tag Types*
+* ADMIN_COPY_TAG: required to create a new tag under *Local Administration->Copy Tags*
+
+NOTE: The existing permission UPDATE_COPY is required to assign a tag to a copy
+
+
+New Library Settings:
+
+* OPAC: Enable Digital Bookplate Search: when set to _True_ for a given org unit, the digital bookplate search option will be available in the catalog.
+
+
+Creating Copy Tags
+~~~~~~~~~~~~~~~~~~
+There are two components to this feature: Copy Tag Types and Copy Tags.
+
+Copy Tag Types are used to define the type of tag, such as “Bookplates” or “Local History Notes”, as well as the organizational unit scope for use of the tag type.
+
+Copy Tags are associated with a Copy Tag Type and are used to configure the list of tags that can be applied to copies, such as a list of memorial or donation labels, that are applicable to a particular organizational unit.
+
+Create Copy Tag Types
+^^^^^^^^^^^^^^^^^^^^^
+
+. Go to *Administration->Server Administration->Copy Tag Types*.
+. In the upper left hand corner, click *New Record*. A dialog box will appear. Assign the following to create a new Copy Tag Type:
+.. *Code*: a code to identify the copy tag type.
+.. *Label*: a label that will appear in drop down menus to identify the copy tag type.
+.. *Owner*: the organizational unit that can see and use the copy tag type.
+. Click *Save* and the new Copy Tag Type will appear in the list. Next create the associated Copy Tags.
+
+image::media/copytags1.PNG[]
+
+image::media/copytags2.PNG[]
+
+Create Copy Tags
+^^^^^^^^^^^^^^^^
+
+. Go to *Administration->Local Administration->Copy Tags*.
+. In the upper left hand corner, click *New Record*. A dialog box will appear. Assign the following to create a new Copy Tag:
+.. *Copy Tag Type*: select the Copy Tag Type with which you want to associate the new Copy Tag.
+.. *Label*: assign a label to the new copy tag.
+.. *Value*: assign a value to the new copy tag. This will display in the catalog.
+.. *Staff Note*: a note may be added to guide staff in when to apply the copy tag.
+.. *Is OPAC Visible?*: If a copy tag is OPAC Visible, it can be searched for and viewed in the OPAC and the staff catalog. If a copy tag is not OPAC Visible, it can only be searched for and viewed in the staff catalog.
+.. *Owner*: select the organization unit at which this tag can be seen and used.
+. Click *Save* and the new Copy Tag will appear in the list.
+
+image::media/copytags3.PNG[]
+
+image::media/copytags4.PNG[]
+
+
+Managing Copy Tags
+~~~~~~~~~~~~~~~~~~
+
+Editing Tags
+^^^^^^^^^^^^
+
+Existing copy tags can be edited by selecting a tag and clicking *Actions->Edit Record* or right-clicking on a tag and selecting *Edit Record*. The dialog box will appear and you can modify the copy tag. Click *Save* to save any changes. Changes will be propagated to any copies that the tag has been attached to.
+
+Deleting Tags
+^^^^^^^^^^^^^
+
+Existing copy tags can be deleted by selecting a tag and clicking *Actions->Delete Record* or right-clicking on a tag and selecting *Delete Record*. Deleting a tag will delete the tag from any copies it was attached to in the catalog.
+
diff --git a/docs/cataloging/copy_tags_cataloging.adoc b/docs/cataloging/copy_tags_cataloging.adoc
new file mode 100644
index 0000000..fce8086
--- /dev/null
+++ b/docs/cataloging/copy_tags_cataloging.adoc
@@ -0,0 +1,93 @@
+Copy Tags
+---------
+
+Copy Tags allow staff to apply custom, pre-defined labels or tags to items. Copy tags are visible in the public catalog and are searchable in both the staff client and public catalog based on configuration. This feature was designed to be used for Digital Bookplates to attach donation or memorial information to items, but may be used for broader purposes to tag items.
+
+Copy tags can be created ahead of time in the Administration module (See the Administration section of this documentation for more information.) and then applied to copies or they can be created on the fly during the cataloging process.
+
+Adding Existing Copy Tags to Copies
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Copy Tags can be added to existing copies or to new copies as they are cataloged. To add a copy tag:
+
+. In the _Copy Editor_, click on *Copy Tags*. A dialog box called _Manage Copy Tags_ will appear.
+
+image::media/copytags5.PNG[]
+
+. Select the *Tag Type* from the drop down menu and start typing in the Tag field to bring up tag suggestions from the existing copy tags. Select the tag and click *Add Tag*, then click *OK*.
+.. If you are cataloging a new copy, make any other changes to the item record.
+. Click *Save & Exit*. The copy tag will now appear in the catalog.
+
+image::media/copytags6.PNG[]
+
+image::media/copytags7.PNG[]
+
+Creating and Applying a Copy Tag During Cataloging
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Copy tags can be created in the Copy Editor on the fly while cataloging or viewing an item:
+
+. In the _Copy Editor_, click on *Copy Tags*. A dialog box called _Manage Copy Tags_ will appear.
+. Select the *Tag Type* from the drop down menu and type in the new Tag you want to apply to the item. Click *Add Tag*, then click *OK*. The new tag will be created and attached to the item. It will be owned by the organization unit your workstation is registered to. The tag can be modified under *Admin->Local Administration->Copy Tags*.
+
+
+Removing Copy Tags from Copies
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To remove a copy tag from a copy:
+
+. In the Copy Editor, click on *Copy Tags*. A dialog box called _Manage Copy Tags_ will appear.
+. Click *Remove* next to the tag you would like to remove, and click *OK*.
+. Click *Save & Exit*. The copy tag will now be removed from the catalog.
+
+image::media/copytags8.PNG[]
+
+
+Adding Copy Tags to Copies in Batch
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Copy tags can be added to multiple copies in batch using _Copy Buckets_. After adding the items to a copy bucket:
+
+. Go to *Cataloging->Copy Buckets->Bucket View* and select the bucket from the Buckets drop down menu.
+. Select the copies to which you want to add the copy tag and go to *Actions->Apply Tags* or right-click and select *Apply Tags*. The _Apply Copy Tags_ dialog box will appear.
+. Select the *Tag Type* and enter the *Tag*. Click *Add Tag*, then click *OK*. The copy tag will now be attached to the copies.
+
+image::media/copytags9.PNG[]
+
+NOTE: It is not possible to remove tags using the Copy Bucket interface.
+
+Searching Copy Tags
+~~~~~~~~~~~~~~~~~~~
+
+Copy Tags can be searched in the public catalog if searching has been enabled via Library Settings. Copy Tags can be searched in the Basic and Advanced Search interfaces by selecting Digital Bookplate as the search field. Specific copy tags can also be searched using a Keyword search and a specific search syntax.
+
+Digital Bookplate Search Field
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+*Basic Search*
+image::media/copytags10.PNG[]
+
+*Advanced Search*
+
+image::media/copytags11.PNG[]
+
+
+Keyword Search
+^^^^^^^^^^^^^^
+
+Copy Tags can also be searched by using a Keyword search in the Basic and Advanced search interfaces. Searches need to be constructed using the following syntax:
+
+
+copy_tag(copy tag type code, search term)
+
+
+For example:
+
+
+copy_tag(bookplate, friends of the library)
+
+
+It is also possible to conduct a wildcard search across all copy tag types:
+
+copy_tag(*, smith)
+
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diff --git a/docs/root.adoc b/docs/root.adoc
index 52e437d..952e5aa 100644
--- a/docs/root.adoc
+++ b/docs/root.adoc
@@ -246,6 +246,8 @@ include::admin/floating_groups.adoc[]
include::admin/MARC_Import_Remove_Fields.adoc[]
+include::admin/copy_tags_admin.adoc[]
+
include::admin/MARC_RAD_MVF_CRA.adoc[]
include::admin/Org_Unit_Proximity_Adjustments.adoc[]
@@ -332,6 +334,7 @@ include::cataloging/marc_tag_table.adoc[]
include::cataloging/copy-buckets_web_client.adoc[]
+include::cataloging/copy_tags_cataloging.adoc[]
include::cataloging/MARC_Editor.adoc[]
diff --git a/docs/root_cataloging.adoc b/docs/root_cataloging.adoc
index c80108f..d4aff79 100644
--- a/docs/root_cataloging.adoc
+++ b/docs/root_cataloging.adoc
@@ -58,6 +58,7 @@ include::cataloging/monograph_parts.adoc[]
include::cataloging/copy-buckets_web_client.adoc[]
+include::cataloging/copy_tags_cataloging.adoc[]
include::cataloging/conjoined_items.adoc[]
diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc
index 5828152..e83954c 100644
--- a/docs/root_staff_client_admin.adoc
+++ b/docs/root_staff_client_admin.adoc
@@ -67,6 +67,8 @@ include::admin/lsa-statcat.adoc[]
include::admin/MARC_Import_Remove_Fields.adoc[]
+include::admin/copy_tags_admin.adoc[]
+
include::admin/MARC_RAD_MVF_CRA.adoc[]
include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
-----------------------------------------------------------------------
Summary of changes:
docs/admin/copy_tags_admin.adoc | 75 +++++++++++++++++++++++
docs/cataloging/copy_tags_cataloging.adoc | 93 +++++++++++++++++++++++++++++
docs/media/copytags1.PNG | Bin 0 -> 28087 bytes
docs/media/copytags10.png | Bin 0 -> 29818 bytes
docs/media/copytags11.png | Bin 0 -> 31089 bytes
docs/media/copytags2.PNG | Bin 0 -> 17755 bytes
docs/media/copytags3.PNG | Bin 0 -> 32089 bytes
docs/media/copytags4.PNG | Bin 0 -> 28117 bytes
docs/media/copytags5.PNG | Bin 0 -> 16900 bytes
docs/media/copytags6.png | Bin 0 -> 27004 bytes
docs/media/copytags7.PNG | Bin 0 -> 44060 bytes
docs/media/copytags8.PNG | Bin 0 -> 21183 bytes
docs/media/copytags9.PNG | Bin 0 -> 34796 bytes
docs/root.adoc | 3 +
docs/root_cataloging.adoc | 1 +
docs/root_staff_client_admin.adoc | 2 +
16 files changed, 174 insertions(+), 0 deletions(-)
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