Working With Tags

This chapter provides an overview of tagging in Oracle's PeopleSoft Enterprise Portal and discusses how to:

• Creating and managing tags.

• Work with the Tag Cloud pagelet.

• Perform searches for tags.

Understanding Tagging in PeopleSoft Enterprise Portal

Tagging, also known as social bookmarking, provides the means for you to store, organize, search, and manage content bookmarks in PeopleSoft Enterprise Portal. Tagging enables both publishers and consumers of content to classify the material in a way that is meaningful. Moreover, tags are shared with other users, thus benefitting the entire user community. This increases the probability of properly characterizing the content and hence its discovery and use. Tags are also a way to measure which particular topics are of relevance to the user community. Tagging provides for discovery of and navigation to other content that is related through the same tags without the need to hard-code those connections. Thus, tagging is both a means of classifying content and a way of creating ad hoc navigation paths among related items.

PeopleSoft Enterprise Portal supports three models for tagging content:

• As a feature integrated directly with other PeopleSoft Enterprise Portal content types including blogs, collaborative workspaces, content management system items, and discussion forums. Specifically, PeopleSoft Enterprise Portal is delivered with the ability for you to tag:

  • Blogs and blog posts.

  • Collaborative workspaces, workspace blogs and blog posts, workspace discussion forums and topics, and workspace content.

  • Content management system items including news articles, managed content, and categorized content.

  • Discussion forums and topics.

  See the remainder of this chapter for a discussion of how to use the built-in tagging features of PeopleSoft Enterprise Portal.

• As the Related Tags related content service that can be added to transaction pages in other PeopleSoft applications.

  See Working With the Related Tags Service.

• As a web service for consumption by non-PeopleSoft applications.

  See Enabling Web Services.

For each of these models, the PeopleSoft Enterprise Portal database serves as the central tag repository.

In addition, PeopleSoft Enterprise Portal provides tag cloud features and a tag browser (search) allowing you to discover content using tags. Moreover, tagging is integrated into PeopleSoft Enterprise Portal search and enhances the ability to search and retrieve PeopleSoft Enterprise Portal content.

Creating and Managing Tags

This section provides an overview of creating and managing tags and discusses how to:

• Create and update tags.

• Manage tags as a portal administrator.

Understanding Creating and Managing Tags

In PeopleSoft Enterprise Portal, tags can be assigned to the following items:

• Blogs and blog posts.

• Collaborative workspaces, workspace blogs and blog posts, workspace discussion forums and topics, and workspace content.

• Content management system items including news articles, managed content, and categorized content.

• Discussion forums and topics.

The tools to create and manage tags are integrated directly into the pages where those content items are displayed. These tagging tools are located in an expandable Tags section that includes:

• Tag list — The tag list provides the ability to view, create, and update your public and private tags for the current item.

• Tag cloud — The tag cloud displays all of the public tags for the current scope.

The following example shows the expandable Tags section from a discussion forum. At this level, the Tags section includes the tag list and the tag cloud:

This section also discusses the following topics:

• Scope of the tag cloud.

• Public tags vs. private tags.

• Special characters and tag searches.

• Tags in a multi-language environment.

Scope of the Tag Cloud

In PeopleSoft Enterprise Portal, there are three different types of tag clouds:

• Feature-specific tag clouds.

  This section provides additional information on feature-specific tag clouds.

• Tag Cloud homepage pagelet.

  See Working With the Tag Cloud Pagelet.

• Search page tag cloud.

  See Searching for Tags.

A feature-specific tag cloud displays all of the public tags for the current scope. Tag clouds are provided for high-level features (blogs, collaborative workspaces, discussion forums, workspace blogs, and workspace discussions) and not for individual content items in that feature (for example, blog posts, discussion topics, news articles, items of managed content, and so on). The scope of the tag cloud spans tags for that item as well as all the content within that item. For example, the scope of the tag cloud for a blog includes tags on the blog itself plus the tags for all of the posts in that blog. The scope of the tag cloud for a workspace includes tags on the workspace itself plus all tags for all features within the workspace including the workspace blog, documents, and discussions.

The following example shows the expandable Tags section from a discussion forum. In this Tags section, the tag list shows tags at the discussion forum level, while the tag cloud shows public tags for the forum itself plus all public tags for all topics within this forum:

In this example, employees and offices are tags at the forum level. Furthermore, you can deduce that gatherings, Pleasanton, and New York are tags at the topic level only because they do not appear in the tag list for the forum itself. Because of its larger font size, you can deduce that offices must also be a tag at the topic level as well as a tag at the forum level.

The default sort order in the tag cloud is from the most recently created tag to the oldest tag. The sort order in feature-specific tag clouds is not user configurable.

Public Tags vs. Private Tags

Public tags are shared with everyone who has access to a feature. Public tags are the essence of social bookmarking. In addition, PeopleSoft Enterprise Portal provides the ability for you to create private tags. These tags are visible to and searchable by you only and provide a mechanism for you to create your own private bookmarks. Private tags can be deleted only by the user who created the private tag.

Special Characters and Tag Searches

Special characters—such as, +, -, #, $, *, and so on—can be used as part of a tag. However, because these characters are filtered out of a search when you click on a tag, your search results do not display the tag or the tagged content. You must manually re-enter the search term and click the Search button to retrieve the correct results.

For example, if C++ is the tag that you created, then clicking the C++ tag searches on the term C, and not C++. You must manually re-enter C++ on the Search Tags page and click the Search button to retrieve the correct results.

Therefore, we recommend you avoid using the following special characters in tags:

,  !  @  #  $  %  ^  &  (  )  *  +  =  {  
}  [  ]  :  ;  "  `  <  >  ?  /  .  |  \

Note. A comma (,) is always interpreted as the tag separator.

Tags in a Multi-Language Environment

In a multi-language environment, when there are tags available for an item in the base language but not in the session language, then you are presented with an option to view the base language tags. This is because there can be only one base language per database and this base language is typically a common language. However, tags are not displayed for other non-base languages that are different from the session language.

PeopleSoft Enterprise Portal displays session language tags and base language tags as follows:

• If the session language is the base language and there are no base language tags, no tags are displayed even if there are tags in a non-base language.

• If the session language is not the base language and there are session language tags, the session language tags are displayed. You are also given the option to view base language tags if there are base language tags present.

• If the session language is not the base language and there are no session language tags, you are given the option to view base language tags if there are base language tags present.

• If the session language is not the base language and there are no session language tags and no base language, no tags are displayed even if there are tags in another non-base language.

Creating and Updating Tags

In the expandable Tags section, use the tag list to create and update tags.

Use the tag list to view and create tags for the current item. In view mode, the Edit button is active. In update mode, the Update Tags and Cancel buttons are active.

	Click the Expand section button to reveal the content in the Tags section; click the Collapse section button to hide the content in the Tags section.
Public	Click this link to view or edit your public tags for the current item.
Private	Click this link to view or edit your private tags for the current item.
Edit	Click this button to create tags or update tags for the current item.
<edit box>	In view mode, click a tag link to open the Search Tags page searching on this tag and using a scope that is appropriate for the current feature (that is, if the tag clicked is in a blog post, then the search scope on the Search Tags page is set to all blogs). In update mode, enter tags here separated by commas. Important! We recommend that you avoid special characters in tags. See Special Characters and Tag Searches.
Update Tags	Click to save any changes and return to view mode.
Cancel	Click to cancel any changes and return to view mode
Tagged by # users	Mouse over the number link to view which users have tagged this item.

Managing Tags as an Administrator

As an administrator for a particular item, you have the ability to manage not only your own tags, but all public tags created for that feature. This tag administration capability applies to blog moderators, content management folder administrators, discussion forum moderators, workspace administrators, and workspace contributors, as well as portal administrators. As an administrator, when you click the Edit button for public tags, you are able to edit and update any of the public tags. However, when you click the Private link you are able to see your private tags only. Similarly, when you click the Edit button for private tags, you are able to edit and update your private tags only.

Note. However, the news publication details (EPPCM_NWDSPSEC) pages accessible from news publication homepage pagelets do not allow an administrator to manage public tags for other users. When the same news article is accessed through the content management system, the administrator can manage all public tags.

Working With the Tag Cloud Pagelet

This section describes how to:

• Personalize the Tag Cloud pagelet.

• Use the Tag Cloud pagelet.

Page Used to Personalize the Tag Cloud Pagelet

Personalizing the Tag Cloud Pagelet

Access the Personalize Tag Cloud page (click the Customize Tag Cloud button on the Tag Cloud pagelet).

Use the Personalize Tag Cloud page to customize the display of tags in the Tag Cloud pagelet.

Using the Tag Cloud Pagelet

Access the Tag Cloud pagelet on the portal homepage.

Use the Tag Cloud pagelet to view tags in use in the system. The information displayed in the pagelet depends on the personalizations you set on the Personalize Tag Cloud page. You can personalize the information displayed in the cloud by:

• Scope — Select the feature for which tags are displayed.

• Sort order — Alphabetic or by count.

• Time period — The period in which tags were created.

You can use the Tag Cloud pagelet to:

• Visually review the tags in use in the system and the relative frequency of their use. (Use refers to the number of times a tag has been assigned to an item, and not the number of times a tag has been clicked, accessed, or searched.)

  Tags appearing in the largest font have been assigned to items more frequently than other tags have. In the preceding example, employees, Enterprise Portal, offices, and Portal Solutions have been used the most frequently.

• Click on a specific tag to access the Search Tags page with a search on where that tag has been used using the scope specified for the Tag Cloud pagelet.

• Enter your own search term to access the Search Tags page with a search to determine if that tag has been used anywhere within the portal scope.

See Also

Personalizing the Tag Cloud Pagelet

Performing Searches for Tags

Performing Searches for Tags

This section describes how to search for tags.

Page Used to Perform Searches for Tags

Searching for Tags

Access the Search Tags page (click a tag anywhere in the portal; or My Content, Search Tags).

Use the Search Tags page to search for tags. You can specify a search term and scope or click a tag in the Tag Cloud section to perform a search on this page.

Important! Special characters in tags do not give the expected search results.

See Special Characters and Tag Searches.