Step 3: Enable Schemas for Smart Tagging

For Experience Space users, you can enable the Smart Tagging feature for efficient and consistent classification of content. This involves creating or modifying your Component Schemas to ensure the appropriate fields allow automatic classification with Smart Tagging.

Before you begin

When implementing the Smart Tagging feature, you should ensure that the Language property has been configured in the Publication's settings. If you do not, users may get errors when requesting tag suggestions because Taxonomy Space is not able to detect a source language.

Procedure

  1. In Content Manager Explorer, create or modify each Schema (Component) that you want to support Smart Tagging, and ensure that it includes the following:
    • One or more text fields (content or metadata) to be used as input for the "smart tagging" automated classification. The external taxonomy system will suggest tags based on the content in these fields.
    • One or more classification fields (content or metadata), which will be the recipients of the classification tags. These are also called "smart taggable" fields, and they must meet the following requirements:
      • Field Type is Text
      • Values will be selected from a list
      • A Category is selected as the basis for the list of values and that category is defined in the taxonomy connector's configuration as a stubCategory.
  2. In Experience Space, verify the Smart Tagging feature. You can do this in either (or both) of the following ways:
    • By editing a Components that is based on a supporting Schema (as you created in this task). This option provides semi-automatic classification, meaning you can review and change the tags, as needed.
    • By selecting multiple Components from the Content Area for a batch action. This option enables you to perform fully automatic classification across a large number of items.

    The following screen capture illustrates the edit window for a Component where Smart Tagging is available:

    1. The window will include a Suggest tags button.
    2. The "smart taggable" fields can be identified by the presence of the double tag icon. The fields also indicate when they have been updated with suggestions, which are based on the current content and metadata of the Component being edited. Editors have the ability to review and change the tags.

    The following screen capture illustrates the Content Area of Experience Space where Smart Tagging is available to use for multiple selected items:

    1. When a user selects one or more items and at least one of them is based on a Schema that supports Smart Tagging, then...
    2. The double tag (Auto classify) button appears. The system will let users know whether the classification is successful or not. It's possible that some items can be classified while others cannot. The reasons for this can vary, such as one or more of the Components are not based on a supporting Schema.