Setting Up and Using Tags

Prepare Your Tags

The first step is to create a list of entities in Digimind, using the “Manage Lists” interface.

You can of course use an existing list or lists if you prefer.

The tag takes its name from the name of the entity in the list.  In this example, I will have seven tags, each named after a superhero:

Although you do not need to add a query to define each tag, this will be useful for you if you would like to use the same list to filter search results or alerts in an agent.  In addition, the query will serve for automatic tagging if you apply automatic storage rules.

Link Tags and Projects

Inside a project you can now link a list to the project.  The tags lists that are linked to a project will appear on the right of the screen.

Clicking on the “Manage tag lists” option will open a new window,  where you can select as many lists of tags as you want for one project.  For example a single project could be linked to a list of geographical zones, a list of major competitors and a list of consumer target groups.

One single list can be linked to one project or to multiple projects.  For example a list of competitors could be linked to several projects: Marketing Actions, R&D News, Corporate News, etc.

Entities from public lists will be available for use as tags across all projects in the platform.

Tag Information While Validating

Tags can be applied to information during the validation process, simply by selecting the appropriate tag or tags from the ones available for you.  

On the validation page, click inside the box “add tags” to see the list of tags you can apply to this information:

Select the ones you would like to add by clicking in the boxes: