Add a tag to a package
Preconditions
- Minimum permissions assigned: eHoldings: Can edit providers, packages, titles detail records and Tags: All permissions
Steps
- Go to eHoldings app
- Search for and select a package.
- Using the Search & filter search bar with the Packages toggle selected. Click on your chosen package to select it.
- Open the Tags accordion at the top of the record, if it's not already open.
- Either select a tag(s) from the dropdown menu...
- It will appear in the Tags bar.
- Or type a new tag into the Tags bar. Then click "Add tag for:..."
Expected Result
Tags are saved to the package
Remove a tag from a package
- Minimum permissions assigned: eHoldings: Can edit providers, packages, titles detail records and Tags: All permissions
Steps
- Go to the eHoldings app.
- Click on the packages toggle.
- Filter packages by one or more tags: Check the "Search by tags only" box, then select a tag(s) from the dropdown menu.
- Choose any package returned by clicking on that package record.
- Remove a tag by clicking the "X" next to the tag's name.
Expected Result
Tag is removed from a package
Filter package results by a tag
Steps
- Go to the eHoldings app.
- Go to the "Packages" tab.
- Click the checkbox next to "Search by tags only" in the tags accordion.
- Select tag from the dropdown menu.
Expected Result
Packages with that tag will be returned in the righthand pane.
Add a tag to a title / delete a tag
- In the eHoldings app, search for and select a title.
- Click on the Titles toggle.
- Search within the search bar in the Search & filter pane.
- Click on the chosen title record to open it up.
- Under the packages accordion in the title record, choose a package by clicking on it.
- From here you can add tags to, and delete tags from, a title within a package following the same steps as adding/deleting tags to/from a package (see above).
To add/delete tags to/from a title, you must access that title from within a package.
- To filter by tags for titles, follow the same steps as filtering by tags for packages (see above), but be sure the Titles toggle is selected in the Search & filter pane.