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Tagging Content in Sitecore

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A description of tagging content in Sitecore without using the terms ‘big data’ or ‘metadata’. Explains how to add context to Sitecore content, especially for Sitecore versions prior to Sitecore 7. …

A description of tagging content in Sitecore without using the terms ‘big data’ or ‘metadata’. Explains how to add context to Sitecore content, especially for Sitecore versions prior to Sitecore 7.

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  • 1. Adding Context to Sitecore Content A description of tagging content in Sitecore without using the terms ‘big data’ or ‘metadata’ May 20, 2013 1
  • 2. Sitecore Enterprise Web CMS • Popular .NET Web Content Management System for mid-to-large organizations • Provides friendly tools for non-technical Content Authors and Marketers • Can be customized and extended to meet almost any conceivable business need 2
  • 3. What is a Tag in Sitecore? A tag is a word that describes an item • An item is a structured unit of content in Sitecore • An item can be assigned any number of tags • Each tag can describe any attribute of the item 3
  • 4. Tags vs. Sitecore Content Tree Tags are index terms assigned to content items • Non-hierarchical keywords that provide context • Used to improve search results • Helps people find relevant content quickly • Content indexes are becoming increasingly important The Content Tree uses hierarchical categorization • The Content Tree is more like a Table of Contents • Parent-child categorizations are becoming less important as content sets grow large and complex 4
  • 5. Why Tag Content? Tags provide context and relevancy to content • Improves search results for visitors • Makes content easier and quicker to find • Supports Search Engine Optimization (SEO) • Can provide visitors with a Tag Cloud to navigate site • Visitors can quickly perceive the most prominent keywords • Visitors can quickly access topics of interest Search Rankings are becoming more important • Sitecore supports large and complex content sets • Millions of items can now be stored in ‘buckets’ • Using trees to organize data is no longer practical 5
  • 6. The Art of Tagging Define and then stick to your tagging system • Determine how tags will be created and assigned • Internal, or collaborative with registered users • If internal, identify tags that make sense to you • Determine if tag names will be singular or plural • Is the tag for an item or what an item is one of? • Determine if tag names will be lowercase • Does your site employ case-sensitive searching? 6
  • 7. Guidelines for Tags in Sitecore Use simple, descriptive & memorable tag names • Use a single word instead of a phrase • Only use spaces and hyphens for punctuation • Include company, brand & product names • Minimize the use of abbreviations Be consistent in your use of tags • Try to use less than 12 tags for a single content item • Determine whether to assign tags to items or controls 7
  • 8. Managing Tags in Sitecore Sitecore developers can create tag commands* • Some commands enable users to manage tags • Users could view all existing tag names • Users could add new tags without navigating the tree • Users could rename and delete tags in the tag pool • Admins could restrict access to tag commands • Other commands enable users to assign tags • Users could assign tags to content items • Users could assign tags to controls that render content *Requires custom development - See Developers’ Appendix 8
  • 9. Tags can be Assigned to Controls Tags can be Sitecore items themselves • Tag items can be managed in the Content Tree • Tag items can exist in one or more Sitecore ‘buckets’ • Tag items can have fields to indicate scope of context Tags can be a property of a Sitecore control • Managed through the Control Properties dialog box • Supports assigning context of content on that page • Supports personalization through Sitecore DMS • Users assign tags in the Page Editor Floating Toolbars 9
  • 10. Using Tag Commands in Sitecore Sitecore developers can add tag commands to tools* • Commands that assign tags to items can be added to… • The Content Editor Ribbon • The Content Editor Quick Action Bar • The Content Tree Shortcut Menu • The Page Editor Ribbon • Commands that assign tags to controls can be added to… • Page Editor Floating Toolbars * Requires custom development - See Developers’ Appendix 10
  • 11. Scoring Content in Sitecore Sitecore developers can provide tag scoring* • A field is added to the data template for Tag items • Users would use a simple scale to score, like 1 – 5 Extends tagging beyond just using keywords • Use scoring to supplement simple keyword tagging • Score shows degree that item relates to keyword • Allows for finer degree of relevance • Enables prioritizing items in search results * Requires custom development - See Bibliography 11
  • 12. Using the Content Editor to Tag Content items can be tagged from the Ribbon* • Tag commands can be added to the Ribbon • Users can add and remove tags for the selected item • Users can assign tags with a checklist field • Permissions can be used to restrict access • Users can change the score weight of a tag for an item Items can be tagged from the Content Tree* • Users can use the context menu or Quick Action Bar • Tags remain constant for the item across the site • Tag scores remain constant for the item across the site * Requires custom development - See Developers’ Appendix 12
  • 13. Using the Page Editor to Tag Content Items can be tagged from the Ribbon* • Same functionality as Content Editor Ribbon • Users can add new tags without using Content Editor Controls can be tagged from Floating Toolbars* • Field Editor pop-up displays tags checklist • Users can assign tags to renderings instead of items • Tags can change depending on context of content • Tag scores can change depending on context • Permissions can be used to restrict access * Requires custom development - See Developers’ Appendix 13
  • 14. Tagging Items vs. Controls Tag Controls to index the context of an item • Content can be displayed on multiple web pages • The same content can have multiple contexts • Tags assigned to content items provide a single context • Tags assigned to renderings support multiple contexts Tags support DMS when assigned to controls • Sitecore users assign in Page Editor Floating Toolbars • Tags can work in concert with site personalization • Search results can be personalized for the visitor 14
  • 15. Tag Storage in Sitecore Tags can be stored in various locations • Sitecore Master/Web databases • Sitecore Core database • External databases • XML files in file system Guidelines for Tag Storage • Review business requirements with stakeholders • Keep things as simple as possible 15
  • 16. Using Tags with Sitecore Make tagging easy for Sitecore users • Store all tags in one location • Make it easy for users to manage tags • Make it easy for users to assign tags to content Understand your authoring environment • Content Authors who use the Content Editor • Content Authors who use the Page Editor • Web Designers who can only access Page Editor • Marketers who can access both Editors 16
  • 17. Adding Context to Sitecore Fields Steps to add context to a Sitecore field • Log on to the Sitecore Desktop as an admin • Enable Standard Fields in the Ribbon’s View tab • Find the Help section of the target template field Options for adding context to a field • Use Short Description to add text next to the field • Use Long Description to add a pop-up window of text when users point at the field name • Use Help Link to add a link to the field name that directs the user to another internal or external page 17
  • 18. Tagging Content in Sitecore 7 Sitecore 7 provides additional support for tags • Tags can be used to refine search results with facets • Tags can be used to boost items in search results • Users can assign tags as a bulk operation • Users perform a search and display results • Users use facets to refine search results • Users apply “Add Tag” bulk operation to results • Users can store tags in a file system or external DBs • Lucene and Solr can display both in search results 18
  • 19. In Summary • Consistency is the most important part of tagging • Several options exist for tagging content in Sitecore • Decide whether to assign tags to items or controls • Assign tags to controls to support multiple contexts • Consider using scoring for finer degrees of context 19
  • 20. Developers’ Appendix Table of Contents • Creating Tag Items in Sitecore – Slide 25 • Creating Tag Properties in Sitecore – Slide 26 • Creating Sitecore Tag Commands – Slide 27 • Adding Commands to Tools– Slide 28 20
  • 21. Creating Tag Items in Sitecore Create a container item in the Content Tree • Should be parallel to, not nested under, Home item • Can be made a bucket if many child tag items exist Create a data template for tags • Should minimally contain name and value fields • Use this to create tag items under the container Add a Tags checklist field to content templates • Add checklist field to base templates for content • Set the datasource to the container (tags’ parent) 21
  • 22. Creating Tag Properties in Sitecore Create Sitecore tag items from preceding topic • Create container, data template and tag items Create a rendering parameter template • Add a checklist field that points to container as source • Assign Standard Rendering Parameters as base Assign your data template to a rendering control • Go to the control definition item in the Content Tree • Add your template as the value for Parameters Template • View Control Properties dialog box to see tags checklist 22
  • 23. Creating Sitecore Tag Commands Sitecore Marketplace • Meta-Tags shared source module • Simple Tracking Tags shared source module • MetaTag Manager third-party module • Taxonomy shared source module 23 Download slide presentation to view URLs
  • 24. Adding Commands to Tools Sitecore-related Blogs • Add a Command to the Sitecore Item Context Menu • All About the Content Editor Ribbon in the Sitecore ASP.NET CMS • Sitecore CMS 6.4 Core Database Changes • Sitecore CMS 6.4: Page Editor Commands 24 Download slide presentation to view URLs
  • 25. Caveat Emptor There are many ways to manage tagging for Sitecore sites • Skilled developers can provide other solutions • Review your tagging needs with your Sitecore partner • Review proposed changes with all stakeholders • Implement new configurations on a test system first This presentation is intended to be academic • To enhance public knowledge of tagging issues • To promote a better understanding of tagging in Sitecore Author cannot guarantee accuracy or fitness for your site • Author makes no representations or warranties • Author disclaims any liability if you act on this information 25
  • 26. More Topics from TIC All Sitecore-related SlideShares from TIC http://www.slideshare.net/cwnelson/presentations How to Assure Success for a New Sitecore Site (full slide deck) http://www.slideshare.net/cwnelson/creating-new-sitecore-sites-full Implementing Routine Sitecore Maintenance http://www.slideshare.net/cwnelson/sitecore-maintenance-tips Performance Tips for Sitecore Mobile Users http://www.slideshare.net/cwnelson/sitecore-mobile-performance-tips Sitecore 7 – New Features for Users http://www.slideshare.net/cwnelson/sitecore-7-new-features Sitecore Performance Tips for Visitor Engagement http://www.slideshare.net/cwnelson/sitecore-performance-tips Troubleshooting Sitecore Performance http://www.slideshare.net/cwnelson/troubleshooting-sitecore-performance 26
  • 27. The Inside Corner, Inc. • The Inside Corner, Inc. (TIC) is owned by Craig Nelson • TIC is a Sitecore partner & web consultancy • A U.S. point of contact for teams of Sitecore specialists • We create new Sitecore sites & enhance existing ones 27
  • 28. Primary Developer - Craig Nelson • Sitecore Specialist certified for Sitecore 7 • 10 years of system administration experience • 10 years as a Microsoft Certified Trainer • 5 years of ASP.NET web development experience • 4 years of Sitecore development experience • 3 years as a Sitecore technical instructor • Sitecore architecture & configuration expert • Performance & SEO optimization specialist • Workflow configuration specialist 28
  • 29. Get Help with your Sitecore Site Follow TIC on LinkedIn • http://www.linkedin.com/company/the-inside-corner-inc. Add TIC to your Circles on Google Plus • http://google.com/+Theinsidecorner Follow TIC on Twitter • https://twitter.com/TheInsideCorner Contact Craig Directly • Craig Nelson - Certified 7.0 Developer and Sitecore Partner • cwnelson[at]ticdevs.com • Mobile - 707.319.7446 Visit the TIC website • http://ticdevs.com 29
  • 30. Bibliography • Content Relevancy and Tagging • Find Missing Sitecore Help Text • Intro to Tags • Tagging Best Practices • Top 10 Tagging Best Practices for Anything Web 2.0 30 Download slide presentation to view URLs
  • 31. Thank you for taking the time to view this presentation on Adding Context to Sitecore Content Please share with others and add a comment if you think it is useful Thanks! May 20, 2013 31