Get started as a tagger

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Harvard Open Access Project (HOAP) » Open Access Tracking Project (OATP) » Get started as a tagger

  • This is how to get started as a tagger for the Open Access Tracking Project (OATP) hub within TagTeam. The method is essentially the same for other TagTeam hubs.

If you don't yet have a TagTeam account

  1. The Harvard instance of TagTeam is temporarily closed to open sign-ups, and requires case-by-case approval for new accounts.
    • The main reason is that we're in the process of limiting new accounts to academic or research projects.
    • Of course the code is open and you're free to host an instance of TagTeam elsewhere.
    • But if you have an academic or research project, and want an account on the Harvard instance of TagTeam, please write to Peter Suber and say something about your project. If you want to tag for OATP, please say so.
    • When you're cleared, you'll get a temporary username and password for TagTeam.
    • This system of human approval will not scale and we'll soon replace it. Stay tuned, and apologies for the inconvenience.
  2. Go to the Harvard instance of TagTeam.
  3. Click the "Sign in" link in the upper right corner.
  4. Log in with your temporary username and password.
    • This will take you to a page where you can choose your own username and password.
    • When you get this far, you'll have an account in TagTeam. That allows you create new hubs, tag for those hubs, and authorize others to tag for them as well.
    • To tag for an existing hub, like OATP, you'll need the permission of the hub owner, which you can request through the "Contact" tag on that hub. (See next.)

Once you have a TagTeam account

  1. Log in to TagTeam, and go to the OATP hub.
  2. Click on the "Contact" tab in the left sidebar. Fill in the form, for example, by asking for permission to tag for OATP. Click "Submit".
  3. The OATP hub owner (Peter Suber) will receive the message and approve you when it arrives.

Adding and using the tagging bookmarklet

  1. Log in to TagTeam, and go to the OATP hub.
  2. Click on the "Bookmarks" tab in the left sidebar.
  3. Drag the "Add to TagTeam" link to your browser's bookmarks toolbar.
  4. When you're viewing a page you want to tag, click on the bookmarklet and fill in the pop-up form.

Learn about OATP tagging

  1. Read the OATP tagging guidelines.
  2. Review the major, project-approved OATP tags.
  3. Review the section of the TagTeam manual on tagging.
  4. For more background, read our brief introduction to TagTeam.

Additional tips and suggestions

  • You might want to create a personal hub on TagTeam just to play with the software, or to track (academic or research) items unrelated to OA or OATP. If you do, then you'll have tagging permission in more than one hub — OATP plus your own hubs. When you tag a new item, the bookmarklet lets you choose which hub it will go to (in a pull-down menu in the upper left corner). The default is that the new item goes to the hub for which you most recently tagged.
  • If you click on the TagTeam bookmarklet, and the form pops up already filled in, that means that the page you're viewing has already been tagged. You could back out and move on, relieved that someone has saved you time. Or you could review the tags already applied to that page and decide to apply some additional tags omitted by the previous tagger(s).
  • The OATP tagging guidelines and list of approved tags are both fairly long and might be intimidating. But don't be intimidated. There's a learning curve, but it's not that steep. Once you start tagging for OATP, we may send you feedback on your tagging.
  • If there's a subtopic on which you'd like to find and tag all new items, let Peter Suber know. OATP is trying to recruit taggers to take responsibility --alone or jointly-- for certain OA subtopics, for example, items in a certain field, in a certain country, in a certain region, or in a certain language. This is optional, but keep the possibility in mind.
  • If you want, Peter Suber can send you some older items not previously tagged. Tagging them retroactively is useful to the project, but doesn't put them in the current feed received by subscribers. Hence, retroactive tagging is a good "sandbox" for learning how to tag. Just drop Peter a line if you'd like to give this a try.