Bulk Tagging Tool

The Bulk Tagging Tool allows you to manage all of the tags assigned to your records in one place. The following sections in this help guide explain what tags are, how they are used, and how they can be managed through the interface.

What is a Tag?

A tag is a word or phrase which is attached to one or more records to assist in grouping and discovery. Tags are stored separately from a record's RIF-CS to ensure they are persistent across harvests/imports. Tags are case insensitive meaning 'Oceans' is equal to 'oceans'.



Tags come in two flavors:

Public Tags

Public tags are treated much like the subjects described in your records RIF-CS. They are both visible and searchable in Research Data Australia. Public tags are displayed on the record view page in Research Data Australia with a heading of "User Contributed Tags".



Public tags can be added to your records by two groups of users. The first group is any user who has access to your Data Source Account(s) in the ANDS Registry (e.g. Data Source Administrator). The second group is any user who has logged into Research Data Australia via one of the supported authentication providers (e.g. Google).

The use of meaningful and descriptive Public tags will improve Research Data Australia's search accuracy, which will in turn assist users in discovering your records.

Secret Tags

Secret tags are mainly used to group records, making them easier to manage in the ANDS Registry. Secret tags are not visible in Research Data Australia.

Secret tags can only be added to your records by users who have access to your Data Source Account(s) in the ANDS Registry (e.g. Data Source Administrator). Research Data Australia users are unable to add Secret tags to your records.

return to menu

Theme Page Tags

Theme page tags are essentially secret tags. They are reserved tags which are used to group records for display with Theme Pages in Research Data Australia.

Theme Page tags can only be added to your records by users who have access to your Data Source Account(s) in the ANDS Registry (e.g. Data Source Administrator & ANDS Registry Staff). Research Data Australia users are unable to add Theme Page tags to your records.

return to menu

Searching for Records to Tag

At its core the Bulk Tagging Tool is a search interface that is made up of 4 sections:

Bulk Tagging Tool Panes


The Search Pane

Use the Search Pane to conduct text searches and apply custom filters.

The Search Pane

The Facets Pane

Use the Facets Pane to quickly refine your search results by common record attributes.

The Facets Pane

The Tags Pane

The Tags Pane is used to display a listing of all the tags assigned to the records in your search results (or records selected in your search results). This pane is used to add and delete tags from records.

The Tags Pane

The Search Results Pane

Use the Search Results Pane to browse search results and select specific records.

The Search Results Pane

Default Search View

Upon load of the Bulk Tagging Tool, all records you have access to through your Data Source Accounts are returned in the search results. This gives you a quick and easy way of viewing and managing all the tags applied to your records.

return to menu

To conduct a text search:

  1. Enter your search term into the text field.
  2. Press enter on the keyboard or click the 'Search' button.
  3. Any records which contain your term of phrase will be returned in the Search Pane.
  4. To clear the text search, simply delete your search term or phrase and click the 'Search' button.


return to menu

Applying Search Filters

To apply a custom filter:

  1. Click the '+Add Filter' button. A new filter will be added below the search bar.
  2. Use the drop down button at the front of the filter to select a filter type.
  3. Enter a value for the filter. Note that autocomplete suggestions will be provided for most filters after you have typed 2 or more characters.
  4. Press the 'Enter' key or click the 'Search' button to execute the search with the filter.
  5. Repeat steps 1-3 to add additional filters.
  6. To remove a filter simply click the 'X' shown with the filter. The search will auto update.

Tip: A quick way to add a tag filter to a search is simple to click on the tag in the Tags Pane. A filter for the tag will automatically be inserted into your search.



return to menu

Selecting Records

In some situations you may only wish to manage tags for a subset of records returned by a search. To achieve this you can select the specific records from your search results.

To select records:

  1. Using your mouse cursor, click any white area of the record in the search results. The background colour of the row will turn blue to indicate it has been selected.
  2. Repeat the process for any other records you wish to manage tags for. Note that you can select records over multiple pages of search results.
  3. The number of records selected and any tags assigned to the records will be displayed in the Tags Pane.
  4. To deselect a record simply repeat step 1 for the record. Note that all selections can be cleared by clicking on the 'Clear Selected' button shown in the Tags Pane.



return to menu

Tagging Records

Tagging Multiple Records

To tag multiple records:

  1. Conduct a search to locate the records you wish to tag.
  2. If you only wish to tag a subset of the returned records use the steps outlined in Selecting Records above to select the specific records.
  3. Select the type of tag you wish to add to the records (Public or Secret). Public is selected by default.
  4. Enter a word or phrase for the tag.
  5. Click the '+ Add Tag' button. The tag will be assigned to the records. Note that adding a tag to 50+ records can take up to 5 minutes as all the tagged records need to be re-indexed.

Caution: As explained in the Default Search View section above, all records you have access to will be returned in the default search. Adding a tag with the default search loaded will add the tag to all records.




return to menu

Tagging a Single Record

To tag a single record:

  1. Conduct a search to locate the record you wish to tag.
  2. Use the steps outlined in Selecting Records above to select the specific record
  3. Select the type of tag you wish to add to the records (Public or Secret). Public is selected by default.
  4. Enter a word or phrase for the tag.
  5. Click the '+ Add Tag' button. The tag will be assigned to the record.
return to menu

Deleting Tags

To delete tags from one or more records:

  1. Conduct a search to locate the records you wish to delete the tag from.
  2. If you only wish to delete the tag from a single/subset of the returned records use the steps outlined in Selecting Records above to select the specific record(s).
  3. Locate the tag you wish to delete from the record(s) in the Tags Pane and click on the delete icon displayed with the tag. A confirmation message will be displayed.
  4. Click the 'Ok' button to confirm the deletion. The tag will be removed from the record(s). Note that deleting a tag from 50+ records can take up to 5 minutes as all the records need to be re-indexed



return to menu

Adding Records to a Theme Page

Your records can be included in a Research Data Australia Theme by adding the theme's reserved secret tag to them.

To add a Theme page tag to your records:

  1. Conduct a search to locate the records you wish to tag.
  2. If you only wish to tag a subset of the returned records use the steps outlined in Selecting Records above to select the specific records.
  3. Use the 'Choose a theme page' dropdown displayed in the Tags Pane to select the theme page you would like to add your records to. The reserved secret tag value will be inserted into the new tag field.
  4. Click the '+ Add Tag' button. The tag will be assigned to the records. Note that adding a tag to 50+ records can take up to 5 minutes as all the tagged records need to be re-indexed.

Caution: As explained in the Default Search View section above, all records you have access to will be returned in the default search. Adding a tag with the default search loaded will add the tag to all records.




return to menu

Support

If you are experiencing any issues with the page or have questions/comments, please email services@ands.org.au. A JIRA ticket will automatically be raised for your request and you will receive an email from the JIRA system with a link to the ticket. Opening the link to the ticket allows you to track and update the issue. You will also receive emails from the system whenever the ticket is updated.