HomeCatalogingOther cataloging featuresDigital Bookplates (also known as Copy Tags / Item Tags)

7.5. Digital Bookplates (also known as Copy Tags / Item Tags)

Digital Bookplates (also known as Copy Tags / Item Tags in various screens and versions of Evergreen, so these terms are used inconsistently in documentation) allow your location to add a tag to draw attention to a feature of your particular copy.

SPARK Libraries have agreed on the following Digital Bookplate / Item/Copy Tag Types:





They can be searched in the catalog. They were designed for memorial, honor, and special item recognition for items in the catalog. 

Permissions:

In SPARK below are currently assigned to the Library Admin and Technical Services permission group.  As we look at scope of permissions, this may be revised so that Copy Tags can only be administered by User Group decision.

  • ADMIN_COPY_TAG_TYPES: required to create a new tag type under Server Administration→Copy Tag Types  (Only PaILS Support staff can add a new type: this is intentional to keep the list limited.)
  • ADMIN_COPY_TAG: required to create a new tag under Local Administration→Copy Tags
  • UPDATE_COPY is required to assign a tag to a copy

Library Settings: 

OPAC: Enable Digital Bookplate Search is set to True for the search option to be available in the catalog. This is set to true at the SPARK level; this is a system standard setting that the SPARK Community has agreed to.   This means that patrons can search the catalog by the Digital Bookplates



Create Copy Tag Types  (Only SPARK Support staff can create new types)

  1. Go to Administration→Server Administration→Copy Tag Types.
  2. In the upper left hand corner, click New Record. A dialog box will appear. Assign the following to create a new Copy Tag Type:

    1. Code: a code to identify the copy tag type.
    2. Label: a label that will appear in drop down menus to identify the copy tag type.
    3. Owner: the organizational unit that can see and use the copy tag type.
  3. Click Save and the new Copy Tag Type will appear in the list. Next create the associated Copy Tags.


Create Copy Tags

  1. Go to Administration→Local Administration→Copy Tags.
  2. In the upper left hand corner, click New Record. A dialog box will appear. Assign the following to create a new Copy Tag:

    1. Copy Tag Type: select the Copy Tag Type with which you want to associate the new Copy Tag.
    2. Label: assign a label to the new copy tag.
    3. Value: assign a value to the new copy tag. This will display in the catalog.
    4. Staff Note: a note may be added to guide staff in when to apply the copy tag.
    5. Is OPAC Visible?: If a copy tag is OPAC Visible, it can be searched for and viewed in the OPAC and the staff catalog.
    6. Owner: select the organization unit at which this tag can be seen and used.
  3. Click Save and the new Copy Tag will appear in the list.
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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:

  1. In the Copy Editor, click on Item Tags. A dialog box called Manage Item Tags will appear.
  2. 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

  1. 1. In the Copy Editor, click on Item Tags. A dialog box called Manage Item Tags will appear.
  2. 2. Click Remove next to the tag you would like to remove,and click OK.
  3. 3. Click Save & Exit. The copy tag will now be removed from the catalog

Applying Copy Tags in Batch

Copy tags can be added to multiple copies in batch using Copy Buckets. After adding the items to a copy bucket:

  1.  Go to Cataloging→Copy Buckets→Bucket View and select the bucket from the Buckets drop down menu.
  2.  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
  3.  The Apply Copy Tags dialog box will appear.
  4.  Select the Tag Type and enter the Tag. Click Add Tag, then click OK. The copy tag will now be attached to the copies.

 

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.


 

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