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.

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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[]

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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.