TagTeam FAQ: Difference between revisions

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[[Main_Page|Harvard Open Access Project]] (HOAP) » [[Open Access Tracking Project]] (OATP) » '''FAQ'''
* [[Main_Page|Harvard Open Access Project]] (HOAP) » [[TagTeam]] (TT) » '''FAQ'''
 
* Suggested short URL for this page = [http://bit.ly/tagteam-faq bit.ly/tagteam-faq]
 
* For more detail on TagTeam features, see our [[TagTeam basics | user documentation or "basics" page]].
 
* Unless indicated otherwise, all the answers here are about the [https://tagteam.harvard.edu/ Harvard instance of TagTeam].
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| style="background:yellow; color:black" |  &nbsp; This page has '''''not''''' yet been updated to reflect the [[Transition to TagTeam|transition from Connotea to TagTeam]]. It will be soon &nbsp;
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== How do I get started as an OATP reader? ==
== How do I get a TagTeam account? ==
 
# Go to the [https://tagteam.harvard.edu/ Harvard instance of TagTeam] and click the '''Sign in''' link in the upper right corner. Or go directly to the [https://tagteam.harvard.edu/accounts/sign_up '''Sign up''' page]. Be sure to start with the green "sign up" button rather than the blue "log in" button.
# Fill out the form.
#* Note that the Harvard instance of TagTeam is limited to academic or research projects. Use the form to give a brief description of your project. If you want to tag for an existing TagTeam project, just say that.
#* Click the '''Sign up''' button. <!-- (not the blue '''Log in''' button). -->
 
:Once you have an account in TagTeam, you may create new hubs (projects).
 
== How do I create a TagTeam hub? ==
 
* Once you create an account and log in, you'll see a big blue button on the front page that says, ''Start a hub''. Just press it and you're nearly done. Give your hub a title, a nickname, and a description, and you're done. You may create more than one hub if you like.
 
* Once you've created a hub, you may tag for it and authorize others to tag for it as well. To tag for a hub created by someone else, you'll need the permission of the hub owner, which you can request through the "Contact" tab on that hub.
 
== How do I get permission to tag for a hub owned by someone else? ==
 
# Log in to [https://tagteam.harvard.edu/ TagTeam], and go to the hub for which you'd like permission to tag, for example, the [https://tagteam.harvard.edu/hubs/oatp Open Access Tracking Project].
# Click on that hub's '''Contact''' tab in the left sidebar. Fill in the form, for example, by asking for permission to tag. Click '''Submit'''.
# The hub owner will receive the message and make a decision.
 
== What can I do without an account, or when I'm not logged in? ==
 
Without signing up or signing in, you can:
 
* See a list of all the hubs running on a given instance of TagTeam.
* Run searches in any hub.
* Subscribe to any of the feeds published by the hub.
* Use the '''Contact''' tab to contact the hub owner.
* Request permission to tag for an existing hub, through the '''Contact''' tab. (But you must have a TagTeam account before the hub owner can approve your request.)
* Select any tab (except the '''Team''' tab) on any hub and view its information in read-only mode. Among other things, you can view the lists of tags in use at a given hub. <!-- But you must create an account and log in if you want to create a new hub or make any changes to an existing hub. -->
 
== How do I actually tag for a given hub? ==
 
* First install the tagging bookmarklet on your browser toolbar.
** Log in to TagTeam, and go to any hub for which you are authorized to tag.
** Click on the '''Bookmarks''' tab in the left sidebar.
** Drag the '''Add to TagTeam''' link to your browser's bookmarks toolbar. (You'll only see this link if you're logged in and authorized to tag for this hub.)
 
* When you're viewing a web page you want to tag, click on the bookmarklet and fill in the pop-up form.
 
== How do I revise the tags for a given item? ==
 
:After you've tagged an item, you may want to add new tags, or modify or remove existing tags. Here's how.
 
# Log in to TagTeam and go to the right hub.
# Go to the tag record for the item you want to update.
#* For example, run a search or scroll through the list of items until you find the one you want to update. Then click on the link in the item's title. That takes you to the tag record for that item. 
# Click on the '''Filters''' tab in the left sidebar.
# Chose one of the three options (add, remove, modify a tag), and fill in the form.
# Another way to add new tags (but not to remove or modify them) is to return to the original page on the web, and click on the tagging bookmarklet. The tagging form will pop up prepopulated, and you can add new tags directly through the form. <!-- When you add new tags this way, you need not be logged in to TagTeam. -->
 
* Permission to tag for a hub doesn't include permission to create item-level filters. If you have the first but not the second, then ask the hub owner for the second.
* Similarly, permission to create item-level filters doesn't include permission to create feed-wide or hub-wide filters. If you want the latter, ask the hub owner.
 
== How does TagTeam support user-defined tags? ==
 
* All authorized taggers can invent new tags while tagging.
 
* Once they type a few characters, they'll see existing tags that start with those letters. But these are only suggestions, and the tagger can disregard all of them.
 
== How does TagTeam support standardized tag vocabularies? ==
 
* Hub owners (and users with appropriate permission) can convert any tag to any other tag. The primary tool for this job is a hub-wide filter. A hub-wide filter changing tag A to tag B will first change all existing instances of A to B, in that hub, and then stand ready to change all future instances of A to B, in that hub.
** For example, if some taggers for a project use "protein" (singular) and some use "proteins" (plural), the project managers simply have to decide which one they prefer and write a filter to change the deprecated tag to the preferred tag.
** Or if the project formerly recommended "black-hole" and later decides that "black_hole" would be better, it can write a hub-wide filter to change the former to the latter, past and future.
** TagTeam calls this feature "folksonomy in, ontology out".
** In other tagging platforms, taggers can modify their own tags, but only their own tags. Moreover, these modifications tend to be retroactive-only, not prospective. In TagTeam, hub owners and hub members with permission can change any of the tags in the hub, and change them for the past and the future. This is a powerful way for research projects to manage the evolution of a folksonomy into an ontology or standard vocabulary.
* TagTeam projects should make sure new taggers understand that their tags are subject to project-level modification for these good reasons.
 
* For more detail on how TagTeam supports the automatic conversion of certain tags to other tags, see the section of the [[TagTeam_basics|TagTeam manual]] on [[TagTeam_basics#Modifying_tags_.28creating_tag_filters.29|tag filters]].
* In addition to hub-wide filters. TagTeam supports feed-level and item-level filters.
 
== How do I subscribe to a tag feed? ==
 
* Find any occurrence of the tag in which you're interested. Click on it and you'll get a pop-up menu. Click on the top option ("View items tagged with [TAG]"). That will take you to the tag home page, also called the tag library.
 
* On the tag library page, you'll see the three feed icons in the upper right corner (RSS, Atom, JSON). Click the format of your choice, and put the feed URL in your favorite feed aggregator.
 
* If you want to subscribe to more than one tag feed, you can subscribe to each one separately. Or you can [[TagTeam_basics#Remix_feeds|combine them into one remix feed]] and subscribe to the remix feed. Naturally you can share the URL to the remix feed just as easily as you can share the URL of any simple or individual feed.
 
* Finally, of course, you can view the tag library without subscribing to its feed. For example, just bookmark its URL and revisit whenever you want to an update. The page is organized like a blog with the most recent items on top.
 
== How do I subscribe to a search feed? ==
 
* First run a search.
 
* On the search-results page, you'll see the three feed icons in the upper right corner (RSS, Atom, JSON). Click the format of your choice, and put the feed URL in your favorite feed aggregator.
 
* The search-results page also offers a permalink for the search (just below the search box). If you bookmark the search, every time you return, you'll get the latest results. You can also share the permalink in emails, social-media posts, or publications.
 
* The search-results page also offers you an option ("Add to a remix feed") to make the search feed a component in a remix feed.
 
* Subscribing to a search, bookmarking one, or incorporating it into a remix feed is useful even for simple searches. But it's even more useful for complicated searches that would be difficult to recreate or retype, for example, searches using boolean operators, proximity operators, quoted phrases, and so on. In the latter case, refine your initial search until it does just what you want. Then take the following steps.
 
* Finally, of course, you can view the search results without subscribing to them, bookmarking them, or incorporating them into remix feeds.
 
== What's the difference between a feed and a tag library? ==
 
* A feed is a streaming tag library. But for most purposes they're the same thing. If you "follow" or "subscribe to" real-time alerts of a certain kind (for example, all items with a certain tag), we call that set of items a ''feed''. If you consult the same set of items online without following or subscribing to anything, we call it a ''tag library''. In contexts where the items themselves matter more than how a user chooses to view them, it's fair to use the terms interchangeably.
 
== How do I create a private hub or use private tags? ==
 
* You can't. TagTeam outputs are open access.
* We might add private hubs and private tagging in a future version.
 
== How do I search a given hub? ==


* To get started as a reader, just start reading the [[OATP_feeds#Versions_of_the_primary_project_feed | primary project feed]].  
* Go to the home page for that hub in TagTeam, and use the search box at the bottom of the left sidebar.


* You can [[OATP_feeds#Versions_of_the_primary_project_feed | subscribe to the primary feed in many different formats]], including RSS, Atom, JSONP, Email, Twitter, Google+, and Pushbullet. If you don't want to subscribe to anything, then just bookmark the [http://tagteam.harvard.edu/remix/oatp/items HTML edition], which is organized like a blog (most recent items at the top), and visit periodically to catch up.
* For details on the search features and syntax, see the section of the [[TagTeam_basics|TagTeam manual]] on [[TagTeam_basics#Searching|searching]]. Preview: You can search tags, keywords, or both. You can run phrase searches, wildcard searches, or boolean searches. You can bookmark any search, create a new feed from the results of any search, or add the results of any search to a [[TagTeam_basics#Remix_feeds|remix feed]] combining many different feeds.


== How do I get started as an OATP tagger? ==
* If you use Chrome, you can search a given hub directly from the omnibox (the search and URL bar). Go to Chrome ''Settings'', then to ''Manage search engines''. Scroll to the bottom of the page. In the ''Add a new search engine'' text field, enter the name of the hub (for example, "OATP" or "[http://tagteam.harvard.edu/hubs/oatp/items Open Access Tracking Project]"). In the ''keyword'' field, enter a short nickname (for example, "oatp"). In the URL field, enter <tt>http://tagteam.harvard.edu/hubs/oatp/item_search?utf8=%E2%9C%93&q=%s&commit=Go</tt>, replacing <tt>/oatp/</tt> with the name or number of the hub you want to search. Then click ''Done''. Once you've set this up and want to search (for example) OATP from Chrome, just enter "oatp [search string]" in the omnibox and Chrome will run the OATP search for you. Because Chrome is harnessing TagTeam's internal search engine for that hub, your search string should use the same syntax you'd use it TagTeam itself. For example, to search for a tag like ''sample-tag'', search for ''#sample-tag''. You can also use quoted phrases, boolean operators, and so on.


* See our page on [[Get_started_as_a_tagger | getting started as an OATP tagger]]. Help build the feeds for readers.
* TagTeam does not yet support searches across two or more hubs. However, TagTeam hubs are crawled by Google.


== What's in the primary project feed? ==
== I'm a hub owner. How do I ...? ==


* The [[OATP_feeds#Versions_of_the_primary_project_feed|primary project feed]] aims to include all new OA developments in all fields and regions. In practice, it includes the new OA developments ''noticed and tagged by participating taggers''.
=== Add taggers to my project ===


* We do a pretty good job in meeting our goal. But we could do better if we had more taggers, especially in countries, languages, fields, and niches not already well-covered. If you want to help out, consider [[Get_started_as_a_tagger | becoming a tagger]].
* Invite them to (1) create a TagTeam account, and (2) ask permission to tag for your hub (both described above). When their request comes through (by email), approve them (in the '''Team''' or '''Community''' tab of your hub), and give them the permissions you want them to have.  


== What's in the secondary project feeds? ==
* If your project already has a working tag vocabulary, point them to it or help them learn it.


* The [[OATP_feeds#Versions_of_the_secondary_ project_feeds|secondary feeds]] include OA developments in certain fields, in certain countries, or on certain subtopics. For example, you can subscribe to a feed of items tagged with ''[http://tagteam.harvard.edu/hubs/oatp/tag/oa.biology oa.biology]'' or ''[http://tagteam.harvard.edu/hubs/oatp/tag/oa.brazil oa.brazil]'' or ''[http://tagteam.harvard.edu/hubs/oatp/tag/oa.business_models oa.business_models]'' or any other project tag. You can even [[TagTeam_basics#Remix_feeds|create a remix feed]] consisting of any boolean combination of project tags.
=== Prevent spam in my project feeds ===


== The feeds are missing things. How can we make them more comprehensive? ==
* The only people who can tag for your project are those you authorize. If some of your authorized taggers tag off-topic items, you can ask them to stop. Or you can revoke their permission to tag through the '''Team''' or '''Community''' tab of your hub.


* [[Get_started_as_a_tagger | Become a tagger]] and tag items yourself. Recruit other taggers.
== How can I tell ...? ==


== The feeds are too voluminous. How can we make them less comprehensive? ==
=== Whether a given tag is already in use in a given hub ===
<!--
When you build a custom feed, add it to the [[OATP mashups]] page at the OAD, so that others can benefit from it as well.  Also check that section to see what other custom feeds are already available.  -->
<!--
One goal for the future is to incorporate user ratings so that you can subscribe to the full project feed but only view the subset of items with a rating above a certain level. -->
<!-- Another goal is to let you subscribe to a feed of just the items deemed important by a person you trust. You could even be one of those curating such a feed. -->


* Instead of subscribing to the [[OATP_feeds#Versions_of_the_primary_project_feed|primary feed]] of all new OA developments, on all OA subtopics, subscribe to just the [[OATP_feeds#Versions_of_the_secondary_ project_feeds|secondary feeds]] on the subtopics you care about. You can subscribe to separate secondary feeds separately or braid them together into a single [[TagTeam_basics#Remix_feeds|"remix" feed]].
* Go to the hub's home page within TagTeam, and click on the '''Tags''' tab in the left sidebar. Sort the tags alphabetically, and look for the one you have in mind.  


== How do I search the tagged items? ==
* You could also append the tag you're wondering about to this URL template, <tt>[http://tagteam.harvard.edu/hubs/HUB/TAG/ http://tagteam.harvard.edu/hubs/HUB/TAG/]</tt>, replacing ''HUB'' with the TagTeam name or number of that hub, and replacing ''TAG'' with the tag you're wondering about.


* Use the TagTeam search engine for the [http://tagteam.harvard.edu/hubs/oatp OATP hub] (at the bottom of the left sidebar). You needn't have a TagTeam account to do so. The search engine covers all OATP tag records back to the launch of the project in 2009.  
* Some hubs post a (public, evolving) list of project-approved tags. For example, see [[OATP_tags|the list of approved tags for the Open Access Tracking Project]].


* For details on the search features and syntax, see the section of the [[TagTeam_basics|TagTeam manual]] on [[TagTeam_basics#Searching|searching]]. Preview: You can search tags, keywords, or both. You can run phrase searches, wildcard searches, or boolean searches. You can bookmark any search, create a new feed from the results of any search, or add the results of any search to a [[TagTeam_basics#Remix_feeds|remix feed]] combining many different OATP feeds.
=== Whether a given item has already been tagged in a given hub ===


* If you use Chrome, you can search OATP directly from the omnibox (the search and URL bar). Go to Chrome ''Settings'', then to ''Manage search engines''. Scroll to the bottom of the page. In the ''Add a new search engine'' text field, enter something like "OATP" or "Open Access Tracking Project". In the ''keyword'' field, enter "oatp". In the URL field, enter <tt>http://tagteam.harvard.edu/hubs/oatp/item_search?utf8=%E2%9C%93&q=%s&commit=Go</tt>. Then click ''Done''. (If this technique is new to you, you'll be happy to know that Chrome can do the same thing with any other site-specific search engines, such as those at Amazon, Netflix, Twitter, and so on.) Once you've set this up and want to search OATP from Chrome, just enter "oatp [search string]" in the omnibox and Chrome will run the OATP search for you. This is fast and elegant. Because Chrome is harnessing the OATP internal search engine, your search string should use the same syntax you'd use with the OATP internal search engine. For example, to search for a tag like ''oa.policies'', search for ''#oa.policies''. You can also use quoted phrases, boolean operators, and so on.
* First, you can search for it in that hub (see the question on search, above).  


== How can I use OATP for research on OA itself? ==
* Second, if you're authorized to tag for that hub, then try to tag the item you're wondering about. If the tag form pops up blank, the item has not yet been tagged. If it pops up pre-populated with tags, then it has already been tagged. In the second case, you could withdraw, knowing that the item has already been tagged, or you could review the tags and add any new ones you think should be added.


* See our page on [[Use_OATP_for_research_on_OA | using OATP for research on OA]].
== How can I deep-link to specific tag libraries? ==


== Does OATP support user-defined tags? ==
=== All items in a given hub with a given tag ===


* Yes. See the OATP [[OATP_conventions#Tag_syntax|tag syntax]] for details on creating new project tags.  
* Add the hub and tag to this URL template, <tt>[http://tagteam.harvard.edu/hubs/HUB/TAG/ http://tagteam.harvard.edu/hubs/HUB/TAG/]</tt>. For example, to link to the tag library for ''oa.policies'' in the [http://tagteam.harvard.edu/hubs/oatp/items Open Access Tracking Project (OATP) hub], link to this URL <tt>[http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies]</tt>.


* When OATP [http://legacy.earlham.edu/~peters/fos/2009/04/open-access-tracking-project-oatp.html launched] in 2009, it had only one official tag, ''oa.new''. All the rest were user-defined. Now it has a [[OATP_tags|longer list of official tags]], in effect codifying the usage of its users into a standard vocabulary. But it continues to support user-defined tags and always will.
=== All items in a given hub tagged by a given tagger ===


* We developed [[Intro_to_TagTeam|TagTeam]] to support a vision of "folksonomy in, ontology out" and get the best of both worlds. As users introduce useful new tags, we can [[OATP_tags|approve and recommend them]], and add them to OATP's standard vocabulary. In addition, TagTeam lets us convert deprecated tags to approved tags, automatically, and OATP takes advantage of that power. For more detail on how TagTeam supports the automatic conversion of certain tags to other tags, see the section of the [[TagTeam_basics|TagTeam manual]] on [[TagTeam_basics#Modifying_tags_.28creating_tag_filters.29|tag filters]].
* Add the hub and tagger's username to this root URL, <tt>[http://tagteam.harvard.edu/hubs/HUB/user/USERNAME http://tagteam.harvard.edu/hubs/HUB/user/USERNAME]</tt>. For example, to link to the tag library of user abernard102, in the [http://tagteam.harvard.edu/hubs/oatp/items Open Access Tracking Project (OATP) hub], link to this URL <tt>[http://tagteam.harvard.edu/hubs/oatp/user/abernard102 http://tagteam.harvard.edu/hubs/oatp/user/abernard102]</tt>.


== How can I tell whether a certain item has already been tagged? ==
=== All items in a given hub tagged with a given tag by a given tagger ===


* First, you can search for it in OATP (see the [[#How_do_I_search_the_project_feeds.3F|earlier question on search]]). Second, if you're authorized to tag for OATP, then try to tag the item you're wondering about. If the tag form pops up blank, the item has not yet been tagged. If it pops up pre-populated with tags, then it has already been tagged. In the second case, you could withdraw, knowing that the item has already been tagged, or you could review the tags and add any new ones you think should be added.
* Add the hub, tagger's username, and tag to this root URL, <tt>[http://tagteam.harvard.edu/hubs/HUB/user/USERNAME/tag/TAG http://tagteam.harvard.edu/hubs/HUB/user/USERNAME/tag/TAG]</tt>. For example, to link to the tag library of items tagged with "oa.policies" by user abernard102, in the [http://tagteam.harvard.edu/hubs/oatp/items Open Access Tracking Project (OATP) hub], link to this URL <tt>[http://tagteam.harvard.edu/hubs/oatp/user/abernard102/tag/oa.policies http://tagteam.harvard.edu/hubs/oatp/user/abernard102/tag/oa.policies]</tt>.  


== How can I tell whether a certain tag is already in use? ==
=== All items in a given hub tagged on a given date ===


* To see whether a given tag is an approved or official project tag, look at the [[OATP_tags|OATP list of approved tags]].  
* Add the hub and date in YYYY/MM/DD format to this URL template, <tt>[http://tagteam.harvard.edu/hubs/HUB/by_date/ http://tagteam.harvard.edu/hubs/HUB/by_date/]</tt>. For example, to link to the tag library for December 1, 2016, in the [http://tagteam.harvard.edu/hubs/oatp/items Open Access Tracking Project (OATP) hub], link to this URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/by_date/2016/12/01 http://tagteam.harvard.edu/hubs/oatp/by_date/2016/12/01]</tt>.


* To see whether it's ever been used at all, click on the [http://tagteam.harvard.edu/hubs/oatp/tags Tags tab], sort the tags alphabetically, and look for the one you have in mind.
=== All items that come up in a given search ===


* You could also append the tag to this root URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/tag/ http://tagteam.harvard.edu/hubs/oatp/tag/]</tt>, and look at the results. For example, to see whether ''oa.policies'' has ever been used, put this URL in your browser, <tt>[http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies]</tt>.
* Every TagTeam search has a unique URL. Fine-tune your search, and then save the URL from the word ''Permalink'' under the search box. This URL will point to the HTML edition of the search returns. If you prefer to save the URL of the RSS, Atom, or JSON feed for that search, then save the URL under those feed icons in the top right corner of the search page. Then share the URL at will.


== How can I deep-link to the OATP library of all items with a given tag? ==
== Why is the Harvard instance limited to academic or research projects? ==


* The previous answer showed the way. To link to a given tag library (collection of all the items tagged with a given tag), just append the tag to this root URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/tag/ http://tagteam.harvard.edu/hubs/oatp/tag/]</tt>. For example, to link to the tag library for ''oa.policies'', link to this URL <tt>[http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies http://tagteam.harvard.edu/hubs/oatp/tag/oa.policies]</tt>.
The simple answer is bandwidth. We don't know how popular TagTeam will become. The Harvard instance is hosted by the [https://cyber.harvard.edu/ Berkman Klein Center for Internet & Society], which has limited resources for hosting the current academic/research instance.
<!-- this is commented out because the feature does NOT YET WORK
== How can I deep-link to the OATP library of all items tagged by a given tagger? ==


* Just append the tagger's TagTeam username to this root URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/user/ ]</tt>. For example, to link to the tag library of user abernard102, link to this URL <tt>[http://tagteam.harvard.edu/hubs/oatp/user/abernard102 http://tagteam.harvard.edu/hubs/oatp/user/abernard102]</tt>. -->
Remember that [https://github.com/berkmancenter/tagteam the code is open], and that anyone may host other instances of TagTeam elsewhere. In fact, if you do host another instance open to non-academic users, please let us know about it. We'll point non-academic users toward your instance. We'd much rather point non-academic users to some instance than leave them without access to any instance.


== How can I deep-link to the OATP library of all items tagged on a given date? ==
== What are the copyright and licensing terms on the code and data? ==


* Just append the date in YYYY/MM/DD format to this root URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/by_date/ http://tagteam.harvard.edu/hubs/oatp/by_date/]</tt>. For example, to link to the tag library for December 1, 2016, link to this URL, <tt>[http://tagteam.harvard.edu/hubs/oatp/by_date/2016/12/01 http://tagteam.harvard.edu/hubs/oatp/by_date/2016/12/01]</tt>.
These answers apply only to the [http://tagteam.harvard.edu/ Harvard instance] of TagTeam. We encourage those who use the open code to create new instances of TagTeam to draft their own terms of service to govern their own instances. See [[TagTeam terms of service#1.2|Section 1.2 of the Harvard terms of service]].


== What's the difference between OATP and TagTeam? ==
* The TagTeam code is [https://github.com/berkmancenter/tagteam in GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL). See the details in [[TagTeam terms of service#6.2|Section 6.2 of the terms of service]]


* OATP is a social-tagging project. Participants use tags for sharing new developments about OA, and organizing knowledge of the field.  
* When users enter original content into TagTeam, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it, including the right to allow others to use it. TagTeam uses this license to allow users to copy, distribute, display, and perform its content. <!-- TagTeam does not block commercial use or require attribution.--> See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].


* [[Intro to TagTeam|TagTeam]] is software to support social-tagging projects, and calls these projects ''hubs''. OATP is one hub within TagTeam.
* When users enter content they don't own, they warrant that they have the rights necessary to share it through TagTeam. See the details in [[TagTeam terms of service#6.4|Section 6.4 of the terms of service]].


* OATP could run on almost any tagging platform, and when it launched in 2009 it ran on [http://www.connotea.org/ Connotea]. However, existing tagging platforms did not have all the features we wanted and we developed our own, TagTeam. For more background on TagTeam itself, and the features we wanted that didn't exist in other tagging platforms, see our [[Intro_to_TagTeam|Introduction to TagTeam]]. For more details on these and other features, also see the [[TagTeam_basics | TagTeam user manual]].
* Some data arise from the use of TagTeam, such as the dates when items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam relinquishes its copyright and releases the data into the public domain through a [http://creativecommons.org/publicdomain/zero/1.0/ CC0 Public Domain Dedication]. Insofar as these data are copyrightable by users, users also agree, as a condition of using the software, to release the data into the public domain. See the details in [[TagTeam terms of service#6.6|Section 6.6 of the terms of service]].


== Who's behind OATP? ==
== How do I change my password? ==  


[http://bit.ly/petersuber Peter Suber] launched OATP in April 2009. Until mid-2011, it was an overload project, like a blog. In mid-2011, it became one of the initiatives overseen by the grant-funded [[Main_Page|Harvard Open Access Project]] (HOAP), directed by Suber. Also see the [[Main_Page| HOAP front page]] for the HOAP funders, project principals, project coordinators, research assistants, and software developers.
* Go to the [https://tagteam.harvard.edu/accounts/sign_in TagTeam sign-in page]. Click on the "Forgot your password?" link below the green and blue buttons.
<!-- If you try to see this option before you need it, you'll have to log out first. It's not visible to those who are logged in. -->

Latest revision as of 10:34, 26 June 2023

How do I get a TagTeam account?

  1. Go to the Harvard instance of TagTeam and click the Sign in link in the upper right corner. Or go directly to the Sign up page. Be sure to start with the green "sign up" button rather than the blue "log in" button.
  2. Fill out the form.
    • Note that the Harvard instance of TagTeam is limited to academic or research projects. Use the form to give a brief description of your project. If you want to tag for an existing TagTeam project, just say that.
    • Click the Sign up button.
Once you have an account in TagTeam, you may create new hubs (projects).

How do I create a TagTeam hub?

  • Once you create an account and log in, you'll see a big blue button on the front page that says, Start a hub. Just press it and you're nearly done. Give your hub a title, a nickname, and a description, and you're done. You may create more than one hub if you like.
  • Once you've created a hub, you may tag for it and authorize others to tag for it as well. To tag for a hub created by someone else, you'll need the permission of the hub owner, which you can request through the "Contact" tab on that hub.

How do I get permission to tag for a hub owned by someone else?

  1. Log in to TagTeam, and go to the hub for which you'd like permission to tag, for example, the Open Access Tracking Project.
  2. Click on that hub's Contact tab in the left sidebar. Fill in the form, for example, by asking for permission to tag. Click Submit.
  3. The hub owner will receive the message and make a decision.

What can I do without an account, or when I'm not logged in?

Without signing up or signing in, you can:

  • See a list of all the hubs running on a given instance of TagTeam.
  • Run searches in any hub.
  • Subscribe to any of the feeds published by the hub.
  • Use the Contact tab to contact the hub owner.
  • Request permission to tag for an existing hub, through the Contact tab. (But you must have a TagTeam account before the hub owner can approve your request.)
  • Select any tab (except the Team tab) on any hub and view its information in read-only mode. Among other things, you can view the lists of tags in use at a given hub.

How do I actually tag for a given hub?

  • First install the tagging bookmarklet on your browser toolbar.
    • Log in to TagTeam, and go to any hub for which you are authorized to tag.
    • Click on the Bookmarks tab in the left sidebar.
    • Drag the Add to TagTeam link to your browser's bookmarks toolbar. (You'll only see this link if you're logged in and authorized to tag for this hub.)
  • When you're viewing a web page you want to tag, click on the bookmarklet and fill in the pop-up form.

How do I revise the tags for a given item?

After you've tagged an item, you may want to add new tags, or modify or remove existing tags. Here's how.
  1. Log in to TagTeam and go to the right hub.
  2. Go to the tag record for the item you want to update.
    • For example, run a search or scroll through the list of items until you find the one you want to update. Then click on the link in the item's title. That takes you to the tag record for that item.
  3. Click on the Filters tab in the left sidebar.
  4. Chose one of the three options (add, remove, modify a tag), and fill in the form.
  5. Another way to add new tags (but not to remove or modify them) is to return to the original page on the web, and click on the tagging bookmarklet. The tagging form will pop up prepopulated, and you can add new tags directly through the form.
  • Permission to tag for a hub doesn't include permission to create item-level filters. If you have the first but not the second, then ask the hub owner for the second.
  • Similarly, permission to create item-level filters doesn't include permission to create feed-wide or hub-wide filters. If you want the latter, ask the hub owner.

How does TagTeam support user-defined tags?

  • All authorized taggers can invent new tags while tagging.
  • Once they type a few characters, they'll see existing tags that start with those letters. But these are only suggestions, and the tagger can disregard all of them.

How does TagTeam support standardized tag vocabularies?

  • Hub owners (and users with appropriate permission) can convert any tag to any other tag. The primary tool for this job is a hub-wide filter. A hub-wide filter changing tag A to tag B will first change all existing instances of A to B, in that hub, and then stand ready to change all future instances of A to B, in that hub.
    • For example, if some taggers for a project use "protein" (singular) and some use "proteins" (plural), the project managers simply have to decide which one they prefer and write a filter to change the deprecated tag to the preferred tag.
    • Or if the project formerly recommended "black-hole" and later decides that "black_hole" would be better, it can write a hub-wide filter to change the former to the latter, past and future.
    • TagTeam calls this feature "folksonomy in, ontology out".
    • In other tagging platforms, taggers can modify their own tags, but only their own tags. Moreover, these modifications tend to be retroactive-only, not prospective. In TagTeam, hub owners and hub members with permission can change any of the tags in the hub, and change them for the past and the future. This is a powerful way for research projects to manage the evolution of a folksonomy into an ontology or standard vocabulary.
  • TagTeam projects should make sure new taggers understand that their tags are subject to project-level modification for these good reasons.
  • For more detail on how TagTeam supports the automatic conversion of certain tags to other tags, see the section of the TagTeam manual on tag filters.
  • In addition to hub-wide filters. TagTeam supports feed-level and item-level filters.

How do I subscribe to a tag feed?

  • Find any occurrence of the tag in which you're interested. Click on it and you'll get a pop-up menu. Click on the top option ("View items tagged with [TAG]"). That will take you to the tag home page, also called the tag library.
  • On the tag library page, you'll see the three feed icons in the upper right corner (RSS, Atom, JSON). Click the format of your choice, and put the feed URL in your favorite feed aggregator.
  • If you want to subscribe to more than one tag feed, you can subscribe to each one separately. Or you can combine them into one remix feed and subscribe to the remix feed. Naturally you can share the URL to the remix feed just as easily as you can share the URL of any simple or individual feed.
  • Finally, of course, you can view the tag library without subscribing to its feed. For example, just bookmark its URL and revisit whenever you want to an update. The page is organized like a blog with the most recent items on top.

How do I subscribe to a search feed?

  • First run a search.
  • On the search-results page, you'll see the three feed icons in the upper right corner (RSS, Atom, JSON). Click the format of your choice, and put the feed URL in your favorite feed aggregator.
  • The search-results page also offers a permalink for the search (just below the search box). If you bookmark the search, every time you return, you'll get the latest results. You can also share the permalink in emails, social-media posts, or publications.
  • The search-results page also offers you an option ("Add to a remix feed") to make the search feed a component in a remix feed.
  • Subscribing to a search, bookmarking one, or incorporating it into a remix feed is useful even for simple searches. But it's even more useful for complicated searches that would be difficult to recreate or retype, for example, searches using boolean operators, proximity operators, quoted phrases, and so on. In the latter case, refine your initial search until it does just what you want. Then take the following steps.
  • Finally, of course, you can view the search results without subscribing to them, bookmarking them, or incorporating them into remix feeds.

What's the difference between a feed and a tag library?

  • A feed is a streaming tag library. But for most purposes they're the same thing. If you "follow" or "subscribe to" real-time alerts of a certain kind (for example, all items with a certain tag), we call that set of items a feed. If you consult the same set of items online without following or subscribing to anything, we call it a tag library. In contexts where the items themselves matter more than how a user chooses to view them, it's fair to use the terms interchangeably.

How do I create a private hub or use private tags?

  • You can't. TagTeam outputs are open access.
  • We might add private hubs and private tagging in a future version.

How do I search a given hub?

  • Go to the home page for that hub in TagTeam, and use the search box at the bottom of the left sidebar.
  • For details on the search features and syntax, see the section of the TagTeam manual on searching. Preview: You can search tags, keywords, or both. You can run phrase searches, wildcard searches, or boolean searches. You can bookmark any search, create a new feed from the results of any search, or add the results of any search to a remix feed combining many different feeds.
  • If you use Chrome, you can search a given hub directly from the omnibox (the search and URL bar). Go to Chrome Settings, then to Manage search engines. Scroll to the bottom of the page. In the Add a new search engine text field, enter the name of the hub (for example, "OATP" or "Open Access Tracking Project"). In the keyword field, enter a short nickname (for example, "oatp"). In the URL field, enter http://tagteam.harvard.edu/hubs/oatp/item_search?utf8=%E2%9C%93&q=%s&commit=Go, replacing /oatp/ with the name or number of the hub you want to search. Then click Done. Once you've set this up and want to search (for example) OATP from Chrome, just enter "oatp [search string]" in the omnibox and Chrome will run the OATP search for you. Because Chrome is harnessing TagTeam's internal search engine for that hub, your search string should use the same syntax you'd use it TagTeam itself. For example, to search for a tag like sample-tag, search for #sample-tag. You can also use quoted phrases, boolean operators, and so on.
  • TagTeam does not yet support searches across two or more hubs. However, TagTeam hubs are crawled by Google.

I'm a hub owner. How do I ...?

Add taggers to my project

  • Invite them to (1) create a TagTeam account, and (2) ask permission to tag for your hub (both described above). When their request comes through (by email), approve them (in the Team or Community tab of your hub), and give them the permissions you want them to have.
  • If your project already has a working tag vocabulary, point them to it or help them learn it.

Prevent spam in my project feeds

  • The only people who can tag for your project are those you authorize. If some of your authorized taggers tag off-topic items, you can ask them to stop. Or you can revoke their permission to tag through the Team or Community tab of your hub.

How can I tell ...?

Whether a given tag is already in use in a given hub

  • Go to the hub's home page within TagTeam, and click on the Tags tab in the left sidebar. Sort the tags alphabetically, and look for the one you have in mind.
  • You could also append the tag you're wondering about to this URL template, http://tagteam.harvard.edu/hubs/HUB/TAG/, replacing HUB with the TagTeam name or number of that hub, and replacing TAG with the tag you're wondering about.

Whether a given item has already been tagged in a given hub

  • First, you can search for it in that hub (see the question on search, above).
  • Second, if you're authorized to tag for that hub, then try to tag the item you're wondering about. If the tag form pops up blank, the item has not yet been tagged. If it pops up pre-populated with tags, then it has already been tagged. In the second case, you could withdraw, knowing that the item has already been tagged, or you could review the tags and add any new ones you think should be added.

How can I deep-link to specific tag libraries?

All items in a given hub with a given tag

All items in a given hub tagged by a given tagger

All items in a given hub tagged with a given tag by a given tagger

All items in a given hub tagged on a given date

All items that come up in a given search

  • Every TagTeam search has a unique URL. Fine-tune your search, and then save the URL from the word Permalink under the search box. This URL will point to the HTML edition of the search returns. If you prefer to save the URL of the RSS, Atom, or JSON feed for that search, then save the URL under those feed icons in the top right corner of the search page. Then share the URL at will.

Why is the Harvard instance limited to academic or research projects?

The simple answer is bandwidth. We don't know how popular TagTeam will become. The Harvard instance is hosted by the Berkman Klein Center for Internet & Society, which has limited resources for hosting the current academic/research instance.

Remember that the code is open, and that anyone may host other instances of TagTeam elsewhere. In fact, if you do host another instance open to non-academic users, please let us know about it. We'll point non-academic users toward your instance. We'd much rather point non-academic users to some instance than leave them without access to any instance.

What are the copyright and licensing terms on the code and data?

These answers apply only to the Harvard instance of TagTeam. We encourage those who use the open code to create new instances of TagTeam to draft their own terms of service to govern their own instances. See Section 1.2 of the Harvard terms of service.

  • When users enter original content into TagTeam, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it, including the right to allow others to use it. TagTeam uses this license to allow users to copy, distribute, display, and perform its content. See the details in Section 6.3 of the terms of service.
  • Some data arise from the use of TagTeam, such as the dates when items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam relinquishes its copyright and releases the data into the public domain through a CC0 Public Domain Dedication. Insofar as these data are copyrightable by users, users also agree, as a condition of using the software, to release the data into the public domain. See the details in Section 6.6 of the terms of service.

How do I change my password?

  • Go to the TagTeam sign-in page. Click on the "Forgot your password?" link below the green and blue buttons.