How to Build Your Tag Taxonomy: A Step-by-Step Guide

This is an example and a guide for how to create your own, customized tag schema from scratch.

In this article:

• Step 1 - Create Your Domain or Select the Domain You Want to Edit
• Step 2 - Start with the Structure Tag Group
• Step 3 - Pair Your Domain With an Existing Structure
• Step 4 - Create a New Tag Structure with New Tag Fields
• Step 5 - Create Child or Nesting Tag Fields

Step 1 - Create Your Domain or Select the Domain You Want to Edit

For a new Domain, in order to build out your taxonomy, you need to do two things:

1. Associate the Domain with a Structure
2. Associate Existing Tag Groups or Create New Tag Groups that fit the workflow and metadata requirements you’ve identified for this Domain.

For an existing Domain with a defined taxonomy, you’ll add new Tag Fields or edit existing ones. Follow the same steps below to achieve the results you want. For the purposes of this guide, these instructions are about how to build out a tag taxonomy for a new Domain.

To create a Domain,

1. Go to the Left Tag Types Panel
2. Select the  button next to the Domain dropdown menu
3. Enter the name of your Domain. For this guide, we’ll call it “Online.”
4. Save.

You’ve now completed the first step in building a taxonomy.

Step 2 - Start with the Structure Tag Group

Structure is the most important Tag Group of all the Tag Groups in the CORE system. Structure defines the Metadata categorization. Files that share the same structure are grouped together like folders. These files are browsable in the Browser Tab’s virtual directory and searchable in the Filter Tab under Structure.

By setting a Tag Field to Structural, it will be listed in the structural categorization of the Filter and reflected in an Asset Group’s Name.

Step 3 - Pair Your Domain With an Existing Structure

To create a structure for your Domain, you can pair it with an existing Structure and modify it, or build your structure from scratch.

Description	Image
1. In the Left Tag Types Panel, select a top level Tag Field in the Structure Tag Group by clicking on it. In this case, Production.
2. Production becomes an editable field to indicate changes are being made.
3. Next, Scroll Down to the Tag Field Options Box below the Tag Hierarchy Tree. This area is titled by the Tag Field you are editing, so you always know the Tag Field you are changing. This example is called “Editing Production.”

Under “Editing [Production],” you can choose different options that will reflect how a user will view and interact with the Tag Field.

At the top of the box, there are three check boxes:

• Structural
• Restrict values to Domain
• Restrict tag values by parent values

Selecting Structural ensures this Tag Field will be applied to the structural string of an asset group even if it isn’t a part of the Structure Tag Group.

Selecting Restrict values to Domain means that the tag values associated with the Tag Field are specific and available to that Domain only. For instance, with this restriction selected, users would see in the Film Domain that the Production Tag Values are The Fantasticals 3 and Daylight, while the TV Domain has Newb Detective, Ugliest Liars Ever, and Babe’s Big Burritos.

If this box was not selected, both Film and TV Domains would see all the values: The Fantasticals 3, Daylight, Newb Detective, Ugliest Liars Ever, and Babe’s Big Burritos.

Selecting the third checkbox restricts tag values by parent values which means that the tag values of a nested or child tag is restricted by the values of its parent. For example Babe’s Big Burritos is an animated show whereas Ugliest Liars Ever and Newb Detective are not. By choosing “restrict by parent tag values”, the Tag Field Department would show Animation as a Tag Value only when Babe’s Big Burritos was selected. The other two shows wouldn’t have Animation as a Department tag value.

Description	Image
4. In our example with Production, since we are building out our structural hierarchy, we will make sure Structure is checked, and Restrict values to our Domain Purpose. At the top most level of the tag structure, this first Tag Field is the parent, so it cannot be restricted by parent values. Therefore, Restrict tag values by parent values is not clickable for top-level Tag Fields.
5. Next, select the top  button to the right of the Locked column.
6. In the new, blank field, use the arrow to expand the dropdown menu and select your Domain.
7. Then, check the Required box if this Tag Field is a required tag when a file is uploaded. Required tags mean the user must fill out those Tag Fields when uploading. This is helpful to ensure users are organizing their files with basic categorization so that files don’t get lost in the mix and go tagless.
8.Next to Required is the Locked column. If you check Locked, it Locks a Tag Field. This means users can select only the Tag Values that are provided in the tag’s menu. If this box is left unchecked, it means the Tag Field is unlocked, so when users upload files, they will see a  next to the field and be able to add their own values and menu items. For our example, we will Lock this field.
9. Now scroll up and hit the Save button.

You have successfully associated a Tag Field with your Domain. However, there are no tag values in this field’s menu yet. It’s essentially an empty field. To add those, we must add Tag Values.

Description	Image
10. After Saving, next select Tag Values at the top of the section.
11. In Tag Values, select the Domain of your Tag Field. Here you’ll see the Tag Field Production above the Tag Values box.
12.To add the Tag Values a user will see in their menus when tagging a file, select the  sign above the box.
13.An empty field appears below the box. Add the first value in your Production Tag Field.
14. Hit the Save button again.
15. Select the  sign above the box again, and add another value. Then hit save.

Congratulations. You have just associated your Domain with the Production Tag Field, and given it Tag Values.

CHECK YOUR WORK:

Description	Image
1. Refresh the page.
2. Go to the Left Tag Types Panel, and select your Domain.
3. The Domain filters what Tag Groups and Fields are associated with it. You should see your selected Tag Field under Structure. Select it.
4. Go to Tag Values.
5. Select your Domain.
6. You should see the Tag Values you entered.

Follow these same steps to pair additional existing Tag Groups and Fields with your Domain.

Step 4 - Create a New Tag Structure with New Tag Fields

To create your own tag Structure,

Description	Image
1. Click on the Structure Tag Group name, and in the Tag hierarchy you will see a new top level empty field at the bottom.
2. Enter your intended name. We will call it Project Name here for training purposes.
3. In the dropdown, choose how a user will select the tag value. For Structure tags, use a dropdown.
4. Then follow the same instructions to associate it with your Domain and Tag Values as you did with an existing Tag Field. 5. Start by scrolling Down to Tag Field Option Box below the Tag Hierarchy Tree. 6. Select Structural 7.Select Restrict value to Domain 8. Add a new Domain row by clicking  and select your Domain. 9. Check Required. 10. Leave it unlocked.
11. Scroll up and Save.
12. Go to Tag Values.
13. Select Domain.
14. Click  next to Project Name
15. Add Project A 16. Save 17. Add Project B 18. Save 19. Add Project C 20. Save.

Check your Work. Well done.

Step 5 - Create Child or Nesting Tag Fields

Nesting Tag Fields with a parent-child relationship is like creating a folder structure. Tags in direct connection to each other where one is subordinate are a parent and child.

To create child Tag Fields,

Description	Image
1. Go to the Tag Field that will be the parent. In this example, Project Name. 2. Select the  next to the field. An indented, new blank field will appear under it. This is the child Tag Field or rather the next step down in your tag hierarchy.
3. Enter your intended name. We will call it Project Name here for training purposes.
4. Then follow the same instructions to associate the tag with your domain and select the various options: 5. Scroll Down to Tag Field Option Box below the Tag Hierarchy Tree. 6. Select Structural. 7. Select Restrict value to Domain. 8. Select Restrict tag values by parent values. 9. Add a new Domain row by clicking  and select your Domain. 10. Check Required. 11. Leave it unlocked.
12. Scroll up and Save.
13. Go to Tag Values.
14. Select Domain.
15. Click Project A under Project Name.
16. Select  next to Teams.
17. Add 123. 18. Save. 19. Select  next to Teams. 20. Add 456. 21. Save.
22. Go back to Project Name and select Project B.
23. Select  next to Teams.
24. Add Alaska. 25. Save.26. Select  next to Teams. 27. Add California. 28. Save and check your work.
29. Refresh
30. Select Teams in the Left Tag Types Panel.
31. On the right, select your Domain
32. In the Project Name Tag Value Box, you see that Project A, Project B, and Project C are listed under Project Names.
33. Select Project A. You will see that 123 and 456 are listed in the Teams tag box.
34. Select Project B. It shows Alaska and California.
35.Select Project C. It has nothing.

Tag Values are restricted by parent values. Mission accomplished