Wrap your head around tags
Tags are labels you link to your files to make them more searchable. They can be creative and personal, and describe specific elements of a file.
You might have already created your file structure (if not, see First steps to a perfect file structure), and you might be wondering how tags are different from categories.
Categories describe properties common to a number of files, and that is why they are used as filters. Tags, on the other hand, describe properties that are unique or specific only to a limited number of files. Normally, if you search on a tag, you'd end up with a handful of files while using a category filter would provide you at least a dozen.
Best practices for tags
We've observed how our users create tags and put together a cheat sheet for you to use when you start managing tags in your portal.
- After you've created your file structure and you're left with properties that do not belong to any of the filters, then make them tags.
- Give users freedom creating tags, especially in the first 3 months of using the portal. At the same time monitor actively the tags that are being created. For example, if users create a lot of color-related tags, then this is an indication you're missing a color filter.
- Do regular tag clean ups: look for varieties of the same tag (like singular and plural forms of the same word or same words spelled in upper and lower case) and unify them. If you need specific clean up guidelines, have a look at what we've collected:
- Capitalize names of people, countries, cities, events, campaigns.
- Do not capitalize descriptive words (red, plastic) or type words ( game, clothing). Choose to capitalize all tags or not capitalize all tags.
- Choose whether or not to keep some tags in all caps, for instance, put acronyms in all caps.
- Determine whether to maintain abbreviations or spell them out. For example, B&W, Black and White, black and white, black & white.
- Choose whether or not to use hyperlinks as tags. If you choose to use hyperlinks as tags, choose the same format, for example, http://www.__.com, http//www.__.com, www.__.com)
- Determine if you want to collapse similar tags, for example, John Doe, John Doe Photography.
Do you know...
You can create and manage tags in Tag management. See Create and manage tags. The users will then be able to pick and use these tags when they upload new files. You can also create tags on the file detail page (click on any file and open it to see the detail page). When you create a tag there, it will be linked to this file. It will also appear in the Tag management overview.
Bynder Orbit has an AI mechanism built in that offers automated tagging. JPG and PNG images are scanned on upload. Objects in the images are tagged if the confidence level is above 60%. Right now the tags do not display in your file detail view, but you can search for them using the search bar.
Start managing your tags. See Create and manage tags.