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

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. If a copy tag is not OPAC Visible, it can only be searched for and viewed in 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.