From 3709094d3c2ec6ce38d022c6c6054737ba5e09a4 Mon Sep 17 00:00:00 2001 From: Galen Charlton Date: Thu, 11 May 2017 12:46:38 -0400 Subject: [PATCH] LP#1673857: release notes Overall test plan ----------------- [1] In Server Admnistration -> Copy Tag Types, test creating and modifying copy tag types. [2] In Server Admnistration -> Copy Tags, test creating and modifying copy tags. [3] In the volume/copy editor, test use of the 'Copy Tags' button to link or unlink tags from copies. [4] In the volume/copy editor, test use of the 'Copy Tags' button to create and link new tags on the fly. [5] In the copy buckets interface, test use of the 'Apply Tags' grid action to link tags to copies. [6] In the catalog, test the copy_tag(type, search) and copy_tag(*, search) filters. Verify that tag visiblity (as controlled by the "public" flag on a copy tag) is respected. [7] In the catalog, test the display of copy tags in the copy table on the record summary page. [8] Test the opac.search.enable_bookplate_search library setting and verify that it causes a 'Digital Bookplates' search option to be added. Signed-off-by: Galen Charlton Signed-off-by: Josh Stompro Signed-off-by: Galen Charlton --- .../Cataloging/Copy_tags.adoc | 51 +++++++++++++++++++ 1 file changed, 51 insertions(+) create mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/Copy_tags.adoc diff --git a/docs/RELEASE_NOTES_NEXT/Cataloging/Copy_tags.adoc b/docs/RELEASE_NOTES_NEXT/Cataloging/Copy_tags.adoc new file mode 100644 index 0000000000..6be2ab2dfa --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Cataloging/Copy_tags.adoc @@ -0,0 +1,51 @@ +Copy Tags and Digital Bookplates +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Copy tags will allow staff to apply custom, pre-defined labels or tags +to copies. Copy tags are searchable in both the staff client and public +catalog. This feature was designed to be used for Digital Bookplates to +attach donation or memorial information to copies, but may be used for +broader purposes to tag items. + +Each copy tag can either be publicly-visible or visible only to staff. +Copy tags also have types that can be used for restricting catalog +searches on copy tags to particular types. + +Copy tags are displayed in the copy table in the record summary page in +the public catalog, and a new library setting can be used to add +a "Digital Bookplate" search field. Copy tags can also be used +as a search filter, e.g., + + * `copy_tag(bookplate, jane smith)`: search for records that have a + copy tag of type `bookplate` whose value contains `jane smith`. + * `copy_tag(*, jane smith)`: search for records that have a + copy tag of any type whose value contains `jane smith`. + +All staff-side interfaces related to copy tags exist only in the web +staff client. There are two new administration interfaces for managing +copy tags and copy tag types. The copy editor now has a `Copy Tags` +button for applying copy tags to copies; that interface can also be +used to create new copy tags on the fly. Furthermore, the copy buckets +interface now has an `Apply Tags` action for assigning tags to groups +of copies. + +Permissions ++++++++++++ + +Two new permission are included: + + * `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 + +The existing permission `UPDATE_COPY` controls whether or not a user +can link copies to tags. + +Library Settings +++++++++++++++++ +A new library setting, "Enable Digital Bookplate Search", controls +whether to display a "Digital Bookplate" field in the search index +drop-downs in the catalog. A "Digital Bookplate" search will include +all records that have a copy that matches the tag specified by the user. +It should be noted that this library settings does not affect the +display of copy tags on the catalog record summary page. -- 2.43.2