8 Helping Others Find Your Content

The source of the problem has been identified: Tony Notebook's warranty period is too low. Tony Notebook's competitors expanded their warranties during the last quarter, while Tony Notebook's policies remained static. This could easily explain why sales took a nose dive during that period. You realize that this issue could affect other lines of business besides Sales, and want to make the information readily available to other Storefront employees. Let's examine a couple of ways you might accomplish this: linking and tagging.

8.1 Step 1: Create a Link

Links are an effective way of associating related information within a group space. For example, you can use a link to associate a discussion thread originating from a customer to a document that supports his or her claim. For the purposes of this exercise, let's assume that the page Zeba created in Section 6.5, "Step 5: Drop the List on a Page", contains more relevant information than just the list she assembled to complete her task. You want to create a link from the Data page to the kick-off meeting you scheduled for tomorrow, so that people can review the information before the meeting.

  1. Click Tony Notebook Sales, then click Data.

  2. In the page header, click Links:

    Figure 8-1 Setting a Link for the Page

    Links link

    The Links pop-up displays:

    Figure 8-2 Establishing a Link

    Linking to a report
  3. You want to link to an event that has already been created (as opposed to creating one now), so click Link to Existing.

  4. From the drop-down, select Event.

  5. In the Link to Existing Event window, click the kick-off meeting to select it:

    Figure 8-3 Linking To an Event

    Linking to an event

    As soon as you click the event, it appears in the list of links established for the page:

    Figure 8-4 Data Page Linked to the Sales Kick-Off Event

    List linked to an event
  6. Close the Links pop-up.

    How will your group space members know that this link has been established? By checking the Links icon at either end of the link. That is, when a group space member goes to the Data page, he or she may notice that the color of the Links icon has changed from gray to gold. That indicates that a link has been established for the page. Clicking Links displays the pop-up shown in Figure 8-4.

    A user could also display the link by going to the Events page (or the Events area of the Home page), clicking the Tony Notebook Sales Kick-Off event, and clicking Links in that pop-up:

    Figure 8-5 The Other End of the Link

    The other end of the link

    Clicking the Links icon in the Edit Event pop-up displays information on the link from the perspective of the event (that is, to the page):

    Figure 8-6 The Link From the Event's Perspective

    Link from the Event perspective

    It's important to check Links frequently as you move throughout WebCenter Spaces, so you can be sure you're accessing all the information relevant to a given topic.

  7. Click the X in the upper right corner of the Links window to close it, then Cancel to exit Edit Event.

Let's move on and see how you might give the Customer Questions list even greater exposure in the Tony Notebook Sales group space.

8.2 Step 2: Tag a Page

Tagging is a powerful social networking feature that allows you to label a page with a word or phrase. When someone performs a search, the tags are matched against the search term just as other search criteria would be, thus ensuring that the content is surfaced.

Let's use the Data page again for this exercise. You want to attach some tags to the Data page so that anyone searching on the terms "warranty", "Tony Notebooks" will receive a link to the page in their search results.

  1. In Tony Notebook Sales, click Data to display that page.

  2. In the page header, click Tags:

    Figure 8-7 The Tags Link

    The Tags link

    Because Data is the current page, that's the page that will be tagged.

  3. In the Tags field, type warranty tony_notebook, separating each term with a space. Joining the words tony and notebook with an underscore indicates that it is a single term.

    Figure 8-8 Tagging a Page

    Tagging a page

    By leaving the Shared check box selected, you make this page available to other users when they search on the associated tags. That is, if someone at Storefront, Inc. searches on the term warranty, the Data page will appear in their search results (assuming that they have view privileges on the page, that is). You can keep a tagged item for your eyes only by clearing the Shared check box.

  4. Click Save.

    Let's test this tag to make sure it worked.

  5. Click Personal Space so we can launch the search from outside of this group space.

  6. In the search field (located in the Banner), type warranty, then click the arrow icon at the end of the field:

    Figure 8-9 Testing the Warranty Tag

    Searching for a tag

    A pop-up displays with your search result:

    Figure 8-10 Search Results Pop-Up

    Search results for warranty tag

    Notice that the results are grouped into three categories: items returned by Oracle Secure Enterprise Search that matched the search criteria, the tag warranty and the number of objects that were tagged with this word (1), and the items that were actually tagged with warranty, which in this case is the Data page.

  7. Under Tags, click warranty.

    The Tag Center opens, as shown in Figure 8-11:

    Figure 8-11 Tag Center

    The Tag Center

    The Tag Center gives you lots more information about the warranty tag and where it appears. You can see a list of all tags in this WebCenter Spaces instance, or just the tags that you created. You also get to see how exactly the warranty tag appeared when it was employed on the Data page (the term "Tony notebook" was specified as well), as well as a link to the objects tagged with the word warranty. The Tag Cloud, in the upper left pane, is a visual depiction of all the tags used within your WebCenter Spaces application, subject to the filter you apply through the drop-down list. More frequently used tags display in bold fonts and varying font sizes, the larger the font, the more often the tag has been applied to WebCenter Spaces items.

The Tony Notebook problem has been resolved. Now turn the page to examine some ways you can use WebCenter Spaces to communicate with others who share your interests outside of work.