Harvard Open Access Project - User contributions [en]

TagTeam basics

2014-11-03T17:07:05Z

Jsrednicki: /* Creating a new remixed feed */

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* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*:For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.
*On the left, click the Remixes tab.
*:The Remixed Feeds screen appears.
*On the Remixed Feeds screen, click the name of the remixed feed.

The following tabs appear on the left:
*Items: displays items contained in the feed
*About: contains a brief description of the feed
*Inputs: shows the tags, searches, and items used to create this feed
*Removals: shows the feeds, tags, and items that are removed from this feed before publication

=== Creating a new remixed feed ===
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*On the left, click the Remixes tab.
*:The Remixed feeds screen appears.
*On the Remixed feeds screen, click the '''New Remixed Feed''' link.
*:The Create a new remixed feed screen appears.
*On the New remixed feed screen, supply the following:
**Title
**URL key
**Description
**Limit (how many items to show in this feed)
*Click '''Create new remixed feed'''.
*On the left, click the Inputs tab to specify tags, searches, and items to include in the newly created remixed feed.
*Click the Removal tab to indicate items to remove from the remixed feed.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T17:05:18Z

Jsrednicki: /* Creating a new remixed feed */

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* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*:For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.
*On the left, click the Remixes tab.
*:The Remixed Feeds screen appears.
*On the Remixed Feeds screen, click the name of the remixed feed.

The following tabs appear on the left:
*Items: displays items contained in the feed
*About: contains a brief description of the feed
*Inputs: shows the tags, searches, and items used to create this feed
*Removals: shows the feeds, tags, and items that are removed from this feed before publication

=== Creating a new remixed feed ===
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*On the left, click the Remixes tab.
*:The Remixed feeds screen appears.
*On the Remixed feeds screen, click the '''New Remixed Feed''' link.
*:The Create a new remixed feed screen appears.
*On the New remixed feed screen, supply the following:
**Title
**URL key
**Description
**Limit (how many items to show in this feed)
*Click '''Create new remixed feed'''.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T17:02:24Z

Jsrednicki: /* Viewing a remixed feed */

{| align="right"
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* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*:For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.
*On the left, click the Remixes tab.
*:The Remixed Feeds screen appears.
*On the Remixed Feeds screen, click the name of the remixed feed.

The following tabs appear on the left:
*Items: displays items contained in the feed
*About: contains a brief description of the feed
*Inputs: shows the tags, searches, and items used to create this feed
*Removals: shows the feeds, tags, and items that are removed from this feed before publication

=== Creating a new remixed feed ===
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*On the left, click the Remixes tab.
*:The Remixed feeds screen appears.
*On the Remixed feeds screen, click the '''New Remixed Feed''' link.
*:The Create a new remixed feed screen appears.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T16:42:12Z

Jsrednicki: /* Viewing a remixed feed */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
*From the list of all hubs in TagTeam, located the desired hub and click its title.
*:For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.
*On the left, click the Remixes tab.
*:The Remixed Feeds screen appears.
*On the Remixed Feeds screen, click the name of the remixed feed.

The following tabs appear on the left:
*Items: displays items contained in the feed
*About: contains a brief description of the feed
*Inputs: shows the tags, searches, and items used to create this feed
*Removals: shows the feeds, tags, and items that are removed from this feed before publication

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T16:25:12Z

Jsrednicki: /* Viewing a remixed feed */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
*From the list of all hubs in TagTeam, located the desired hub and click its title.

*;For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T16:23:07Z

Jsrednicki: /* Remixed feeds */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

=== Viewing a remixed feed ===
To view a remixed feed:
* From the list of all hubs in TagTeam, located the desired hub and click its title.

For example, locate the hub for the Open Access Tracking Project (OATP) and click its title.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-11-03T16:06:37Z

Jsrednicki: /* remix feeds */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. If we remember that TagTeam can subscribe to any existing feed from elsewhere, that every TagTeam tag generates its own feed, and that every TagTeam search generates its own feed, then we can see the power of remix feeds. TagTeam can create remix feeds based on any boolean combination of input feeds, tag feeds, and search feeds. Hub owners can carefully craft certain remix feeds and offer them to users. Or users with suitable privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
#* To see the filters on a particular item, click on the item to display the tag record, and then click on "Filters" in the left sidebar.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
#* To see the filters on a particular feed, click on the Inputs tab, then click on the particular feed, and then click on "Filters" in the left sidebar.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to tag B.
#* To see the hub-level filters, go to any hub-level view, such as the hub front page or the Items tab for that hub. Then click on the "Filters" tab in the left sidebar.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

== Remixed feeds ==

A remixed feed allows hub owners to create their own custom aggregations of feed items by adding (or removing):

*All the items from an input feed
*All items that have a specific tag
*and individual items

A remixed feed is constructed by pulling together all the additions to a feed and then removing all the removals. A remixed feed will not contain the same item more than once even if that item is included in multiple item sources.

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-22T16:12:32Z

Jsrednicki: /* Subscribing to tag feeds from other platforms */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to to tag B.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME>/<TAG[+TAG...+TAG]></nowiki>

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-22T16:09:04Z

Jsrednicki: /* Modifying tags for Item */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to to tag B.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for an Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user:

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-22T16:02:12Z

Jsrednicki: /* Subscribing to tag feeds from other platforms */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. TagTeam supports three kinds of filter:
# An ''item-level filter'' changes a tag for one item only. If the item originally had tag A, and the filter changes A to B, then the item is then tagged with B and not A.
# A ''feed-level filter'' changes a tag for an entire input feed. If the filter changes tag A to tag B, then any instances of tag A arriving through that feed in the future will automatically be converted to tag B inside TagTeam.
# A ''hub-level filter'' changes a tag throughout a hub. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all instances of tag A already in the hub will be converted retroactively to to tag B.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission to filter. To request permission, see the section on [[Requesting permission to tag for someone else's hub]], and ask for permission to create filters, not just permission to tag.

In most tagging platforms, users can only modify their own tags. In TagTeam, the hub owner and users with permission can modify any tags in the hub. This is the power enabling a TagTeam research project to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary of project-approved tags.

Note that TagTeam always allows user-defined tags. Project managers can convert any tags to any other tags, but they cannot limit taggers to a predetermined set of tags.

Also note that filters can be deleted. A filter changing tag A to tag B takes effect as soon as it is created. If deleted, the instances of tag B added or created by the filter revert to instances of tag A. Permission to create filters includes permission to delete them.

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: <nowiki>http://feeds.delicious.com/v2/rss/<USER_NAME></nowiki>
* URL of a Delicious feed for a specific tag(s): <nowiki>http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]></nowiki>
* URL of a Delicious feed for tag(s) supplied by a specific user:

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-22T15:58:26Z

Jsrednicki: /* Subscribing to tag feeds from other platforms */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==

In TagTeam, a "filter" is a rule for modifying tags. There are three kinds of filter:
# Item-level filters. These change a tag for one item only. If the item originally used tag A, and the filter changes A to B, then the item is then tagged with B and not A.
# Feed-level filters. These change a tag for an entire input feed. If the filter changes tag A to tag B, and any items in that feed ever uses tag A in the future, then the tag will automatically be converted to tag B inside TagTeam.
# Hub-level filters. If the filter changes tag A to tag B, then any items arriving in the future, from input feeds or manual tagging through the bookmarklet, will automatically be converted to tag B inside TagTeam. In addition, all items in the hub already tagged with A will be converted retroactively to be tagged with B instead.

Users may only create filters with the permission of the hub owner. Permission to tag is not the same as the permission create filters. To request permission, see the section [[#Requesting permission to tag for someone else's hub]], and simply change your request from permission to tag to permission to filter.

In most tagging platforms, users may only modify their own tags. In TagTeam, the hub owner and users with permission may modify all tags in the hub. This is the power that enables those managing a research project in TagTeam to manage the evolution from a folksonomy to an ontology, or from user-defined tags to a standard vocabulary.

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type in the '''New Input Feed''' field.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following URL formats in the '''New Input Feed''' field. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* URL of a Delicious feed for a specific user: http://feeds.delicious.com/v2/rss/<USER_NAME>
* URL of a Delicious feed for a specific tag(s): http://feeds.delicious.com/v2/rss/tag/<TAG[+TAG...+TAG]>
* URL of a Delicious feed for tag(s) supplied by a specific user:

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-22T15:45:06Z

Jsrednicki: /* Subscribing to tag feeds from other platforms */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==
To subscribe to feeds from other platforms:
* Navigate to the desired TagTeam hub.
* Click the Input tab.
* On the Input tab, specify a URL for the desired feed type.

The format of the URL depends on the platform from which you import and the type of feed that you want to import. For example, you
can import the following types of feeds from other platforms:

* Feeds for users

* Feeds for tags

* Feeds for items tagged by a specific user

To determine the format of the URL, go to the specific platform and look at any help information or user documentation. You can also use a search engine.

For example, to subscribe to feeds from Delicious, use the following formats. In these formats, angle brackets (< >) indicate placeholders for which you supply specific values.

* Feed for a specific user: http/

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:33:37Z

Jsrednicki: /* Fuzzy searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

''Example'': If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:32:29Z

Jsrednicki: /* Searching */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

Example: If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:32:06Z

Jsrednicki: /* Running fuzzy searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Saving a Boolean search ===

=== Fuzzy searches ===
To do a fuzzy search, use the tile symbol "~".

Example: If you search for "roam~", TagTeam finds terms such as "foam" and "roams".

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:26:38Z

Jsrednicki: /* Wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

You cannot use "?" or "*" as the first character of a wildcard search.

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:24:20Z

Jsrednicki: /* Wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*".

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:23:16Z

Jsrednicki: /* Running Boolean search */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*."

=== Boolean searches ===
TagTeam supports searches containing the Boolean operators AND, "=", OR, NOT, and "-". Boolean operators that are words, such as AND, must be in all capital letters.

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:17:37Z

Jsrednicki: /* Searching */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For additional details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*."

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:16:52Z

Jsrednicki: /* Searching */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
*:''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
*:''Example'': To search for "testing" or "tester", use "test*."

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:13:53Z

Jsrednicki: /* Wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?".
''Example'': To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*".
''Example'': To search for "testing" or "tester", use "test*."

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:09:08Z

Jsrednicki: /* Running wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Wildcard searches ===
* For a single-character wildcard search, use the symbol "?". Example: To search for "test" or "text", use "te?t".
* For a multi-character wildcard search, use the symbol "*". Example: To search for "testing" or "tester", use "test*."

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:01:51Z

Jsrednicki: /* Running phrase and wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Running wildcard searches ===

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:01:30Z

Jsrednicki: /* Searching for tags and keywords */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching by phrases and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Running phrase and wildcard searches ===

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T17:00:58Z

Jsrednicki: /* Searching for tags and keywords */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===
TagTeam supports searches by keywords, such as "Google," and phrases, such as "Google Chrome."

=== Running phrase and wildcard searches ===

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:51:10Z

Jsrednicki: /* running fuzzy searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===

=== Running phrase and wildcard searches ===

=== Running Boolean search ===

=== Saving a Boolean search ===

=== Running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:50:52Z

Jsrednicki: /* saving a Boolean search */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===

=== Running phrase and wildcard searches ===

=== Running Boolean search ===

=== Saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:50:36Z

Jsrednicki: /* running Boolean search */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===

=== Running phrase and wildcard searches ===

=== Running Boolean search ===

=== saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:50:19Z

Jsrednicki: /* running phrase and wildcard searches */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===

=== Running phrase and wildcard searches ===

=== running Boolean search ===

=== saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:50:04Z

Jsrednicki: /* searching for tags and keywords */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== Searching for tags and keywords ===

=== running phrase and wildcard searches ===

=== running Boolean search ===

=== saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-21T16:49:16Z

Jsrednicki: /* Searching */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take four forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) an output feed modifying an input feed, (4) an output feed combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==

You can access [http://tagteam.harvard.edu/ TagTeam] without signing up for an account or signing in. You can view all hubs. You can also select any tab on any hub and view its information in read-only mode. However, to create a new hub or make any changes to an existing hub, you must create an account and log in.

You can request permission to tag for someone else's hub without signing up for an account or signing in. However, before you can be approved, you must have a TagTeam account.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right corner of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==

To create a new hub:

<ol>
<li>Log in to TagTeam.</li>
<li>Click the '''New hub''' link.</li>
<li>Fill in the required '''Description''' field. If you like, fill in any of the optional fields for '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>

<li>Click '''Create hub'''.</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other people permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.</li>
<li>On the "Contact the owners of this hub" screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in. Hub owners are more likely to approve your request if they know who you are.</li>
<li>Select "Request to collaborate" from the Reason drop-down list. When "Ways you'd like to collaborate" list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>
</li>
</ol>

The hub owner should then reply to your request by email. Note that these requests must be approved by the human hub owner and cannot (yet) be automated. If the owner is busy or traveling, this may take some time. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==

If you have permission to tag for a hub, then you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>

<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

If you then visit a web page that you want to tag for that hub, click on the bookmarklet and fill in the bookmarklet form.

If you have permission to tag for more than one hub, clicking the bookmarklet adds the item to the most recently selected hub. You can specify a different hub with the drop-down list near the top of the bookmarklet form.

== Tagging ==

There are two ways to tag for a given hub:
# From within TagTeam
# From another tagging platform

'''Using TagTeam as your tagging platform'''
* Create a TagTeam account as described above. After you create an account, you can create TagTeam hubs, tag items for your own hubs, and tag for hubs owned by others if the owners give you permission to do so.
* To tag for one of your own hubs, create the hub, install the bookmarklet, and start tagging. Go to a web page you want to tag, click on the bookmarklet, and fill in the bookmarlet form.
* To tag for a hub owned by someone else, request permission and wait to be approved. Then install the bookmarklet and start tagging.

'''Using a tagging platform other than TagTeam'''
* This works only if your favorite tagging platform creates RSS or Atom feeds for each of its tags. Examples are CiteULike and Delicious. The basic idea is that a TagTeam can subscribe to the feed generated by a special tag you use from your favorite platform. You just need to pick that special tag, request permission to tag for a TagTeam hub, and ask the hub owner to subscribe to the feed generated by your special tag. To do all this, you need not use TagTeam itself or have a TagTeam account.
* Create a special tag for items you want the TagTeam hub to include, such as add2hubx, jane-add2hubx, 14159, or zebra. Your special tag may be any string of characters accepted as a valid tag by your chosen tagging platform.
* Determine the URL of the RSS or Atom feed generated by your chosen tagging platform for your special tag.
** If your chosen tagging platform generates a feed for your individual use of that tag, and a separate feed for everyone's use of the same tag, then use the former.
* Request permission to tag for a given TagTeam hub.
** To request permission to tag items for a TagTeam hub, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS or Atom feed for your special tag.
** When you are approved, the hub owner can subscribe to the feed generated by your special tag.
** From your chosen tagging platform, use your special tag for all the items you want the TagTeam hub to include, and omit it from all the items you want the hub to exclude.
** When you apply your special tag to an item, you may apply any number of other tags as well. If you do, then the TagTeam hub will harvest all the tags you applied.
** If you use your special tag for too many items unrelated to the hub topic, the hub owner may unsubscribe from your feed.
** If you have not already done so, review the commonly used tags for the hub.

One purpose of a TagTeam hub is to publish carefully curated feeds of content relevant to the hub's topics. Requiring permission for tagging lets hub owners prevent spammers from undermining the value of project feeds. Hub owners who notice spamming can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==
This section summarizes searching in TagTeam.

TagTeam uses the Apache Lucerne query parser. For details about searching, see http://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
=== searching for tags and keywords ===

=== running phrase and wildcard searches ===

=== running Boolean search ===

=== saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

TagTeam basics

2014-10-20T18:26:10Z

Jsrednicki: /* Modifying tags that apply to the entire hub */

{| align="right"
| __TOC__
|}

* This page is part of the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project] (HOAP).

* Suggested short URL for this page = [http://bit.ly/tagteam-basics bit.ly/tagteam-basics]

* Visit [http://tagteam.harvard.edu/ TagTeam] itself.

* Also see our [[Intro to TagTeam|Introduction to TagTeam]].

== Preface ==

Here we describe how to use TagTeam. First we introduce some TagTeam terminology, and then we describe the essential tasks that you can perform with TagTeam, such a creating a hub, creating and modifying tags, subscribing to feeds, and searching.

== TagTeam terms ==

* A TagTeam project is a '''hub'''. The person who creates the hub is the hub owner. The hub owner can add others to the project and give them various roles or rights. Hub members with the right privileges can tag web pages for the hub, modify the tags used by any project taggers, have the hub subscribe to feeds published elsewhere, modify the feeds to which the hub subscribes, and create hub feeds based on combinations of tag feeds and input feeds.
** Hub inputs take three forms: (1) tags applied to external web pages, (2) feeds to which the hub subscribes, and (3) tag records imported from other tagging platforms such as Connotea. Hubs store their inputs from all three sources for deduping, back-up, export, modification, and searching.
** Hub outputs take three forms: (1) an output feed for each hub tag, (2) an output feed for each input feed, without modification, and (3) output feeds modifying input feeds, (4) output feeds combining any tag feeds and/or input feeds, with or without modifications.

* An '''item''' is the unit of TagTeam information. If you tag an article for a TagTeam hub, the item contains the URL of the article, all the tags you applied to the article, the "description" of the article you may have added at the time of tagging, the fact that you were the one (or one of the ones) who tagged it for the hub, and similar information. (Hence, we sometimes call items "tag records".) The item does not include the text of the article itself. When a hub subscribes to feeds from elsewhere, those feeds deliver streams of items to the hub. When a hub publishes its own feeds, those feeds deliver streams of items to feed subscribers.


* The '''bookmarklet''' is the button on your browser bar that lets you tag web pages. If you have permission to tag for a hub, then you can find the bookmarklet in the "Bookmarks" tab. Near the top of that page is an underlined phrase "Add to TagTeam". Just drag that phrase to your browser bar. If you don't have permission to tag for a given hub, you will not see that phrase on the hub's Bookmarks tab.

* A '''filter''' is a rule for modifying tags. Hub members with suitable privileges can create filters, for example, to replace deprecated tags with approved tags, to replace misspelled tags with correctly spelled tags, and so on. TagTeam can apply filters to individual items, to individual input feeds, or to the entire hub. Feeds can be prospective (modifying all tags made in the future) and retroactive (modifying all tags already stored in the hub). Hub owners can use filters to tidy up a chaotic collection of tags, and to manage the evolution of a folksonomy of user-defined tags into an ontology or standard vocabulary of project-approved tags.
** If a hub owner adds no other members and runs the hub solo, the power is much like the power provided by other tagging platforms to modify one's own tags. What makes filters special first appears when the hub has other members. Members with suitable privileges can modify the tags of all members, not just the tags their own tags.

* A '''remix feed''' is a feed published by TagTeam consisting of some combination of other feeds. If your project has many tags, for example, A, B, C, D, and E, then a remix feed could contain just the items with tags A, B, and C, or just the items with A and B but not C. Hub owners can carefully create certain remix feeds and offer them to users. Or users with the right hub privileges can create their own.

== What you can do without signing up or signing in ==
You can access the [http://tagteam.harvard.edu/ TagTeam] application without signing up for an account or signing in. In this mode, you can view all hubs. You can also select the available tabs and view information in read-only mode. However, to add a new hub or make any changes to an existing hub from the TagTeam tabs, you must log in.

You can also request permission to tag for someone else's hub without signing in or signing up for an account as described in the previous section.

== Setting up an account and logging in ==

To start:

<ol>
<li>Go to [http://tagteam.harvard.edu/ TagTeam] and click the '''Log in''' link on the upper right side of the screen.</li>
<li>When the Sign in screen appears, take one of the following actions:
<ul>
<li>If you already have an account, fill in the '''Username or email''' and '''Password''' fields and click '''Sign in'''.</li>
<li>If you do not have an account, click the '''Sign up''' link.</li>
</ul>
</li>
</ol>

Once you have an account, you can create your own hubs, tag for your own hubs, add members to your hubs, and give members different rights or permissions.

== Creating a new hub ==
To create a new hub:

<ol>
<li>Log in to TagTeam.
The main TagTeam screen appears.
</li>
<li>Click the '''New Hub''' link.
The New Hub screen appears.
</li>
<li>Fill in the required '''Description''' field and the following optional fields: '''Title''', '''Nickname''', '''Description''', and '''Tags'''.</li>
<li>Click '''Create Hub'''.
The Filter Tags screen for the newly created hub appears.
</li>
</ol>

You can continue by using any of the available tab selections to make changes to the hub. You can also give other permission to tag for your hub.

== Requesting permission to tag for someone else's hub ==
If you want to tag for a hub owned by someone else, you need the owner's permission. Likewise, if others want to tag for one of your hubs, they need your permission.

To request permission to tag for a certain hub:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Contact tab.
TagTeam displays the Contact the owners of this hub screen.
</li>
<li>On the Contact the owners of this hub screen, do the following:
<ol type="a">
<li>Fill in the Name and Email fields. The Name field is optional, but we recommend filling it in.</li>
<li>Select Request to Collaborate from the Reason drop-down list. When Ways you'd like to collaborate list appears, check any desired selections.</li>
<li>Fill in the Message field to explain your request.</li>
<li>When done, click Submit.</li>
</ol>

</li>
</ol>

The hub owner sends an email message after updating your permissions.

'''Note''': Updating permissions and sending an email require action by the hub owner. Follow up with the hub owner if you do no hear back within a reasonable time.

== Adding the bookmarklet ==
If you have permissions for a hub, you can use a bookmarklet to add bookmarks to a hub.

To add the bookmarklet:
<ol>
<li>Log in to TagTeam and navigate to the desired hub.</li>
<li>Click the Bookmarks tab.</li>
<li>Drag the Add to TagTeam link to your browser's bookmarks tool bar.</li>
</ol>

You can then click the Bookmarklet to add bookmarks to the currently selected hub as you visit web pages. If you have permission for more than one hub, clicking the bookmarklet adds the bookmark the the most recently selected hub. To change to another hub, use the drop-down list.

== Tagging ==

There are two ways to tag for a given hub:
<ul>
<li>From within TagTeam</li>
<li>From another tagging service</li>
</ul>

=== Using TagTeam as your tagging platform ===

To use TagTeam as your tagging platform, create an account as described in the section [[#Setting up an account and logging in]].

After you create an account, you can create TagTeam hubs and tag items for your own hubs. You can also tag for any hubs owned by others if they give you permission to do so.

You can create a "new" tag for times that you want to add to a feed. You can also use this tag to exclude older items.

=== Using a a tagging platform other than TagTeam ===


When tagging for a TagTeam hub, you can use any platform that creates RSS or Atom feeds for its tags. Examples are CiteULike, Delicious, and many others. You do not need to use TagTeam itself or create a TagTeam account.

==== Creating a special tag ====

Create a special tag for items you want the TagTeam hub to include, such as add2oatp, jane-add2oatp, 14159, or zebra. Your special tag may be any string of characters accepted as a tag by your chosen tagging platform.

Determine the URL of the RSS (or Atom) feed generated by your chosen tagging platform for your special tag.
If your chosen tagging platform generates a feed for your use of the special tag and a separate feed for general or total use of the same tag, use the former.

==== Obtaining permission to tag for a TagTeam hub ====

To request permission to tag items for a TagTeam hub and indicate your special tag, navigate to the TagTeam hub and follow the directions in the section [[#Requesting permission to tag for someone else's hub]]. Make sure to include your Name and Email. In your request, indicate the name of the tagging platform you want to use and the URL of the RSS feed for your special tag.

You need not have a TagTeam account or log in to TagTeam.

When you are approved, the TagTeam's hub owner can subscribe to the feed for your special tag.
Use your special tag for all the items you want the TagTeam to include, and omit it from all the items you want to TagTeam hub to exclude.

If you use the special for too many unrelated items, the hub owner may unsubscribe from your feed.

Similarly, use a "new" tag for all new items you want to include in the TagTeam feed. Omit the "new" tag from items you want to exclude from the feed.

If you apply many tags to the same item, including your special tag, the TagTeam hub harvests all the tags that you used.

If you have not already done so, review the commonly used tags for the hub.

Note: TagTeam hubs can publish carefully curated feeds of content relevant to the project. Requiring permission for tagging helps prevent spammers from undermining the value of the project feeds.
If a hub owner notices spamming, the owner can revoke the spammer's permissions.

== Modifying tags ==
You can modify tags for for items and feeds in a hub or for the hub as a whole if you have the appropriate roles.

A hub owner sets roles as described in the section [[#Requesting permission to tag for someone else's hub]].

=== Modifying tags for Item ===
To modify tags for individual items in a hub, you must have the role '''Feed Item Tag Filter Manager'''.

To modify tags on items in a hub:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Items''' tab.</li>
<li>Click the desired item.
The item's summary screen appears.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to this item</li>
<li>Remove a tag from this item</li>
<li>Modify a tag on this item</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags for all items in a feed ===
To modify tags feed-wide, you must have the role '''Feed-wide Tag Filter Manager'''.

To modify tags for all items on a feed:
<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the title of the desired feed.
TagTeam displays a list of input feeds.
</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this feed</li>
<li>Remove a tag from all items in this item</li>
<li>Modify a tag on all items in this feed</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

=== Modifying tags that apply to the entire hub ===
To modify tags hub-wide, you must have the role '''Hub-wide Tag Filter Manager'''.

To modify tags for all items in a hub:

<ol>
<li>Log in to Tag Team and navigate to the desired hub.</li>
<li>Select the '''Inputs''' tab.</li>
<li>Click the '''Filters''' tab.
TagTeam displays the following links:
<ul>
<li>Add a tag to all items in this hub</li>
<li>Remove a tag from all items in this hub</li>
<li>Modify a tag on all items in this hub</li>
</ul>

</li>
<li>Click the desired link.
TagTeam displays a dialog box where you specify the tag to add, remove, or modify.
</li>
<li>Fill in the dialog box and click '''Submit'''.
</ol>

TagTeam displays a confirmation message at the top of the screen after completing the desired action.

== Subscribing to tag feeds from other platforms ==

== Publishing feeds for subscribers

=== feeds for tags ===

=== feeds for users ===

=== feeds for tags for users ===

=== remix feeds ===

== Searching ==

=== searching for tags and keywords ===

=== running phrase and wildcard searches ===

=== running Boolean search ===

=== saving a Boolean search ===

=== running fuzzy searches ===

== Copyright and licensing ==

* For the full story, see the [[TagTeam terms of service]]. But here are the essentials:
* The TagTeam "About" page says "Copyright [dates] President and Fellows of Harvard College." TagTeam was developed by the [http://cyber.law.harvard.edu/hoap Harvard Open Access Project], the [http://osc.hul.harvard.edu/liblab Harvard Library Lab], and Harvard's [http://cyber.law.harvard.edu/ Berkman Center for Internet & Society]. However:
# The Harvard copyright statement only covers the code, not the content or data.
# Harvard has chosen to make the code free and open source. The [https://github.com/berkmancenter/tagteam code is at GitHub] under an [http://en.wikipedia.org/wiki/Affero_General_Public_License Affero General Public License] (AGPL).
# When users enter original content, they retain ownership of it. But as a condition of using the software, they grant TagTeam a license to use it. See the details in [[TagTeam terms of service#6.3|Section 6.3 of the terms of service]].
# 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]].
# Some data arise from the use of TagTeam, such as the date when certain items are tagged. Insofar as these data are copyrightable by TagTeam, TagTeam 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 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]].

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