Tagging Content in Sitecore

Tagging Content in Sitecore



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 ...

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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Tagging Content in Sitecore Tagging Content in Sitecore Presentation Transcript

  • Adding Context toSitecore ContentA description of tagging content in Sitecorewithout using the terms ‘big data’ or ‘metadata’May 20, 20131
  • Sitecore Enterprise Web CMS• Popular .NET Web Content Management System formid-to-large organizations• Provides friendly tools for non-technical ContentAuthors and Marketers• Can be customized and extended to meet almost anyconceivable business need2
  • 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 item3
  • Tags vs. Sitecore Content TreeTags 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 importantThe Content Tree uses hierarchical categorization• The Content Tree is more like a Table of Contents• Parent-child categorizations are becoming lessimportant as content sets grow large and complex 4
  • 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 interestSearch 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 practical5
  • The Art of TaggingDefine 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
  • Guidelines for Tags in SitecoreUse 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 abbreviationsBe 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 controls7
  • Managing Tags in SitecoreSitecore 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’ Appendix8
  • Tags can be Assigned to ControlsTags 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 contextTags 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 Toolbars9
  • Using Tag Commands in SitecoreSitecore 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’ Appendix10
  • Scoring Content in SitecoreSitecore 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 – 5Extends 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 Bibliography11
  • Using the Content Editor to TagContent 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 itemItems 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’ Appendix12
  • Using the Page Editor to TagContent Items can be tagged from the Ribbon*• Same functionality as Content Editor Ribbon• Users can add new tags without using Content EditorControls 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’ Appendix13
  • Tagging Items vs. ControlsTag 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 contextsTags 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 visitor14
  • Tag Storage in SitecoreTags can be stored in various locations• Sitecore Master/Web databases• Sitecore Core database• External databases• XML files in file systemGuidelines for Tag Storage• Review business requirements with stakeholders• Keep things as simple as possible15
  • Using Tags with SitecoreMake 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 contentUnderstand 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 Editors16
  • Adding Context to Sitecore FieldsSteps 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 fieldOptions 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 textwhen users point at the field name• Use Help Link to add a link to the field name thatdirects the user to another internal or external page17
  • Tagging Content in Sitecore 7Sitecore 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
  • 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 context19
  • Caveat EmptorThere 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 firstThis presentation is intended to be academic• To enhance public knowledge of tagging issues• To promote a better understanding of tagging in SitecoreAuthor cannot guarantee accuracy or fitness for your site• Author makes no representations or warranties• Author disclaims any liability if you act on this information20
  • Bibliography• Content Relevancy and Tagging• Find Missing Sitecore Help Text• Intro to Tags• Tagging Best Practices• Top 10 Tagging Best Practices for Anything Web 2.021Download slide presentation to view URLs
  • More Topics from Sitecore CraigCreating Web 2.0 Sitecore Siteshttp://www.slideshare.net/cwnelson/interactive-users3How to Avoid Shooting Yourself in the SEOhttp://www.slideshare.net/cwnelson/sitecore-seo-tipsHow to Select a Content Management Systemhttp://www.slideshare.net/cwnelson/how-to-select-a-cmsSitecore 7 – New Features for Usershttp://www.slideshare.net/cwnelson/sitecore-7-new-featuresSupporting Mobile Users on Sitecore Siteshttp://www.slideshare.net/cwnelson/supporting-mobile-users-on-sitecore-sites22
  • Get Help with your Sitecore SiteInvite Sitecore Craig to connect with you on LinkedIn• http://www.linkedin.com/in/sitecorecraigAdd Sitecore Craig to your Circles on Google Plus• https://plus.google.com/114214657038667808289Follow Sitecore Craig on Twitter• https://twitter.com/TheInsideCornerContact Craig Directly• Craig Nelson - Certified Developer and Sitecore Partner• cwnelson[at]theinsidecorner.com• Mobile - 707.319.7446Visit Craig’s Sitecore Hobby Site• http://www.theinsidecorner.com23
  • Developers’ AppendixTable 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 2824
  • Creating Tag Items in SitecoreCreate 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 existCreate a data template for tags• Should minimally contain name and value fields• Use this to create tag items under the containerAdd a Tags checklist field to content templates• Add checklist field to base templates for content• Set the datasource to the container (tags’ parent) 25
  • Creating Tag Properties in SitecoreCreate Sitecore tag items from preceding topic• Create container, data template and tag itemsCreate a rendering parameter template• Add a checklist field that points to container as source• Assign Standard Rendering Parameters as baseAssign 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 26
  • Creating Sitecore Tag CommandsSitecore Marketplace• Meta-Tags shared source module• Simple Tracking Tags shared source module• MetaTag Manager third-party module• Taxonomy shared source module27Download slide presentation to view URLs
  • Adding Commands to ToolsSitecore-related Blogs• Add a Command to the Sitecore Item Context Menu• All About the Content Editor Ribbon in the SitecoreASP.NET CMS• Sitecore CMS 6.4 Core Database Changes• Sitecore CMS 6.4: Page Editor Commands28Download slide presentation to view URLs
  • Thankyoufor taking the time to view thispresentationon Adding Contextto SitecoreContentPleaseshare withothers and add acommentif youthinkit is usefulThanks! -CraigMay 20, 201329