Defining tags
Go to RiSE > Tagging > Tags:
Do one of the following:
- Click New to create a new tag. Enter a Tag Name. Define the tag’s Properties, Related Tags, and Access Settings.
- Select an existing tag to edit the tag’s properties. Define the tag’s Properties, Related Tags, and Access Settings, if necessary.
- Select an existing tag, and then click Delete to delete the tag.
When you create a child tag, it automatically copies the properties of the parent tag. Subsequent changes to the parent tag's properties do not affect the child tag.
You can reorganize the tag hierarchy by dragging and dropping tags into new positions. Drop tag A onto tag B to make A subordinate to B (A becomes a child of B, and B is the parent of A).
Configuration options for tags
These fields control the properties of tags that are defined in the system.
Go to RiSE > Tagging > Tags.
Do one of the following:
- Select a tag in the tag hierarchy
- Click New
- A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
- The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
- The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the AdvancedSearch content item if the user selects that tag at runtime on the rendered page that contains the advanced search form.
- The pre-filtered result set of a rendered Content Tagged List content item also includes published content records that are tagged with any descendant of a tag that is specified in the configuration of the Content Tagged List.
- The content of the Items by Tag Report (in Reports > Content reports) does not list published content records that are tagged with any descendant of each tag in the report.
Specifies the tag name, which can comprise multiple words with spaces and even some special punctuation characters.
Specifies a description of the tag that is oriented to the people who perform web-content authoring and website management. This text is not displayed anywhere except when editing the definition for a tag.
Specifies a comma-delimited list of other terms that are synonymous with the Tag Name. If these alias terms are entered by the user in a basic or advanced search panel, all content tagged with the associated Tag Name will be listed in the search results, but with a lower relevancy than if the actual Tag Name had been used in a search.
Specifies who can use and select this tag to be used on a content record. These Access Settings will not secure content, and any access settings you need to designate to overall content records should be done on the content record level. See Granting access to content using the Access Settings.
Example: As a staff user, you create a new tag called Training. The training team needs to use this tag for their content only, because they plan to use the tag on the public RiSE website. You do not want the marketing team to also use this Training tag for their upcoming internal training courses, so you specify Specific users that have access to placing the tag on content (training team members only).
When someone from the marketing team creates a new content record and adds tags, they do not see the Training tag as an available option. When someone from the training team (who you specified in the Specific users) creates a new content record and adds tags, they do see the new Training tag.
- Automatically create reciprocal relationships – (Displayed when you click Add in the Related Tags section of the tag definition)
- Choose a relationship type – (Displayed when you click Add in the Related Tags section of the tag definition)
Creates an appropriate reciprocal version of the relationship type specified for this tag in the target related tag. For example, if you specify a more broadly defines relationship in the Choose a relationship type drop-down list for this tag, the target tag will have an explicit further defines relationship created that points back to this tag.
If this checkbox is subsequently cleared on either side of a reciprocal relationship, the corresponding checkbox will automatically be cleared on the other side too.
Specifies an explicit type of relationship from this tag to another tag.
Explicit tag relationships currently affect only search results. If these related tags are entered by the user in a basic or advanced search panel, all content tagged with the associated Tag Name will be listed in the search results, but with a lower relevancy than if the actual Tag Name had been used in a search.
Explicit tag relationships currently have no effect on the dynamically rendered list of content records from a Content Tagged List content item, nor in the content of the Items by Tag Report (in Reports > Content Reports).
Explicit tag relationships are not transitive. If A is related to B, and B is related to C, there is no relationship between A and C. Neither are these relationships implicitly reciprocal. You must manually create the reciprocal relationship or select the Automatically create reciprocal relationships checkbox when defining an explicit relationship to other tags.
Note: The specific type of relationship has no particular functionality. Future releases might make use of specific relationship types, but currently all types of explicit tag relationships yield the same search results as a term specified in the Tag Alias List field.
Troubleshooting
- You must be a member of at least one content authority group.
- Although no specific Document system permissions are required to define tags, the people who perform web-content authoring must have Select Document system permissions on a tag to be able to assign that tag to a content record or content folder.
- You must plan your tag hierarchy in a manner that accounts for the effect of implied relationships between parent and child tags in the hierarchy. A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
- The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
- The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the Advanced Search content item if the user selects that tag at runtime on the rendered page that contains the advanced search form.
- The pre-filtered result set of a rendered Content Tagged List content item also includes published content records that are tagged with any descendant of a tag that is specified in the configuration of the Content Tagged List.
- The content of the Items by Tag Report (in Reports > Content reports) does not list published content records that are tagged with any descendant of each tag in the report.
Note: Membership in the SysAdmin security role effectively grants the full set of Document system permissions and the full set of content authority group permissions (you are effectively a member of a MasterAdmin content authority group too). However, to participate in web-content authoring workflow, even members of the SysAdmin role must be an explicitly-listed member of at least one content authority group.