+++ /dev/null
-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 items or they can be created on the fly during the cataloging process.
-
-Adding Existing Copy Tags to Items
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Copy Tags can be added to existing items or to new items 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 item, 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 Items
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To remove a copy tag from a item:
-
-. 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 Items in Batch
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Copy tags can be added to multiple items 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 items.
-
-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)
-
--- /dev/null
+Item Tags
+---------
+
+Item Tags allow staff to apply custom, pre-defined labels or tags to items. Item 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.
+
+Item 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 items or they can be created on the fly during the cataloging process.
+
+Adding Existing Item Tags to Items
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Item Tags can be added to existing items or to new items as they are cataloged. To add an item tag:
+
+. In the _Holdings Editor_, click on *Item Tags*. A dialog box called _Manage Item Tags_ will appear.
+
+image::media/item_tag_button.png[Location of Item Tag Button]
+
+. Select the *Tag Type* from the drop down menu and start typing in the Tag field to bring up tag suggestions from the existing item tags. Select the tag and click *Add Tag*, then click *OK*.
+.. If you are cataloging a new item, make any other changes to the item record.
+. Click *Save & Exit*. The item tag will now appear in the catalog.
+
+image::media/manage_item_tags.png[Assigning an Item Tag]
+
+image::media/copytags7.PNG[Item Tags in the OPAC]
+
+Creating and Applying a Item Tag During Cataloging
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Item tags can be created in the Holdings Editor on the fly while cataloging or viewing an item:
+
+. In the _Holdings Editor_, click on *Item Tags*. A dialog box called _Manage Item 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->Item Tags*.
+
+
+Removing Item Tags from Items
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To remove an item tag from a item:
+
+. In the Holdings Editor, click on *Item Tags*. A dialog box called _Manage Item Tags_ will appear.
+. Click *Remove* next to the tag you would like to remove, and click *OK*.
+. Click *Save & Exit*. The item tag will now be removed from the catalog.
+
+image::media/remove_item_tag.png[Removing an Item Tag]
+
+
+Adding Item Tags to Items in Batch
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Item tags can be added to multiple items in batch using _Item Buckets_. After adding the items to a Item Bucket:
+
+. Go to *Cataloging->Item Buckets->Bucket View* and select the bucket from the Buckets drop down menu.
+. Select the items to which you want to add the item tag and go to *Actions->Apply Tags* or right-click and select *Apply Tags*. The _Apply Item Tags_ dialog box will appear.
+. Select the *Tag Type* and enter the *Tag*. Click *Add Tag*, then click *OK*. The item tag will now be attached to the items.
+
+image::media/copytags9.PNG[Item Bucket View]
+
+NOTE: It is not possible to remove tags using the Item Bucket interface.
+
+Searching Item Tags
+~~~~~~~~~~~~~~~~~~~
+
+Item Tags can be searched in the public catalog if searching has been enabled via Library Settings. Item Tags can be searched in the Basic and Advanced Search interfaces by selecting Digital Bookplate as the search field. Specific item tags can also be searched using a Keyword search and a specific search syntax.
+
+Digital Bookplate Search Field
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+*Basic Search*
+
+image::media/copytags10.png[Digital Bookplates Search Field Location in Basic Search]
+
+*Advanced Search*
+
+image::media/copytags11.png[Digital Bookplates Search Field Location in Advanced Search]
+
+
+Keyword Search
+^^^^^^^^^^^^^^
+
+Item 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(item 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 item tag types:
+
+copy_tag(*, smith)
+
include::cataloging/copy-buckets_web_client.adoc[]
-include::cataloging/copy_tags_cataloging.adoc[]
+include::cataloging/item_tags_cataloging.adoc[]
include::cataloging/MARC_Editor.adoc[]
include::cataloging/copy-buckets_web_client.adoc[]
-include::cataloging/copy_tags_cataloging.adoc[]
+include::cataloging/item_tags_cataloging.adoc[]
include::cataloging/conjoined_items.adoc[]
projects / working / Evergreen.git / commitdiff
