diff --git a/routes/operations.js b/routes/operations.js
index fc88b58..a2b0909 100644
--- a/routes/operations.js
+++ b/routes/operations.js
@@ -267,7 +267,16 @@ module.exports = function(pool) {
             await client.query('BEGIN');
             await client.query(`
                 DECLARE pf_cur CURSOR FOR
-                SELECT * FROM ${tbl}
+                SELECT t.*
+                      ,CASE WHEN l.operation IN ('baseline','reference')
+                            THEN COALESCE(NULLIF(l.tag, ''), NULLIF(l.note, ''), '(unlabeled load)')
+                            ELSE '(adjustment)' END                                  AS pf_segment
+                      ,CASE WHEN l.operation IN ('baseline','reference')
+                            THEN NULL
+                            ELSE COALESCE(NULLIF(l.tag, ''), NULLIF(l.note, '')) END AS pf_note
+                FROM ${tbl} t
+                LEFT JOIN pf.log l
+                    ON l.id = t.pf_logid
             `);
 
             // Accumulate into column arrays (not row objects) to avoid allocating one JS
@@ -550,7 +559,8 @@ module.exports = function(pool) {
 
                 await client.query('COMMIT');
                 committed = true;
-                const rows = allRows.map(r => ({ ...r, pf_note: note || null, pf_op: 'scale' }));
+                const opLabel = (req.body.tag || '').trim() || note || null;
+                const rows = allRows.map(r => ({ ...r, pf_segment: '(adjustment)', pf_note: opLabel, pf_op: 'scale' }));
                 res.json({
                     rows,
                     rows_affected:  rows.length,
@@ -609,7 +619,8 @@ module.exports = function(pool) {
                 }
                 await client.query('COMMIT');
                 committed = true;
-                const rows = allRows.map(r => ({ ...r, pf_note: note || null, pf_op: 'recode' }));
+                const opLabel = (req.body.tag || '').trim() || note || null;
+                const rows = allRows.map(r => ({ ...r, pf_segment: '(adjustment)', pf_note: opLabel, pf_op: 'recode' }));
                 res.json({ rows, rows_affected: rows.length, slices_applied: units.length });
             } finally {
                 if (!committed) try { await client.query('ROLLBACK'); } catch {}
@@ -665,7 +676,8 @@ module.exports = function(pool) {
                 }
                 await client.query('COMMIT');
                 committed = true;
-                const rows = allRows.map(r => ({ ...r, pf_note: note || null, pf_op: 'clone' }));
+                const opLabel = (req.body.tag || '').trim() || note || null;
+                const rows = allRows.map(r => ({ ...r, pf_segment: '(adjustment)', pf_note: opLabel, pf_op: 'clone' }));
                 res.json({ rows, rows_affected: rows.length, slices_applied: units.length });
             } finally {
                 if (!committed) try { await client.query('ROLLBACK'); } catch {}
diff --git a/setup_sql/01_schema.sql b/setup_sql/01_schema.sql
index cb53514..3a26b8f 100644
--- a/setup_sql/01_schema.sql
+++ b/setup_sql/01_schema.sql
@@ -64,6 +64,17 @@ CREATE TABLE IF NOT EXISTS pf.log (
 ALTER TABLE pf.log ADD COLUMN IF NOT EXISTS tag text;
 CREATE INDEX IF NOT EXISTS log_tag_idx ON pf.log (tag) WHERE tag IS NOT NULL;
 
+-- seed tags for loads that predate the column: a baseline/reference note is the
+-- segment's name ('Open Orders', 'Prior Year'), which is exactly what tag holds.
+-- Adjustment notes are free text, not labels, so they are left alone.
+UPDATE pf.log
+SET tag = note
+WHERE TRUE
+    AND tag IS NULL
+    AND note IS NOT NULL
+    AND note <> ''
+    AND operation IN ('baseline', 'reference');
+
 -- generated operation SQL per source, stored after col_meta is configured
 CREATE TABLE IF NOT EXISTS pf.sql (
     id           serial PRIMARY KEY,