Support Guide: KM / Use of alias-identifier tags

Purpose

• To provide guidelines for acceptable use, format, and content of alias-identifier tags in Knowledge Base articles

Scope

• Only Miami University Subject-matter Experts are permitted to create alias-identifier tags; and they must follow these guidelines
  • Tags generated by Blackboard agents, student workers, and untrained-others will be removed, as is standard KM practice
• Alias-identifier tags will receive the same editorial scrutiny as article content
  • The KB manager uses article tags to generate TDX reports specific to types of articles and the various groups that generate, own, share, and use associated procedures
  • The KB manager will review alias-identifier tags, re-associate duplicate tags or tags that conflict with a reporting scheme, and remove inappropriate tags from articles and the system

User

• Miami University IT Services
  • KB Contributor
  • KB Subject-matter Expert (SME) & Editor
  • KB Owner
  • KB Publisher
• Knowledge Management Process Owner

Environment

• 55923: Knowledge Management Process
• 348532: Knowledge Base (KB)

Rationale

• An alias-identifier tag is a human-friendly or industry-familiar key description of content and can be used within acceptable creation, format, and content standards in the KB

Guidelines

General Use

• Alias-identifier tags contain abstract keywords or terms that would not reasonably appear in the article title or content
  • Use alias-identifier tags to group articles according to associated external/industry practice or relative terminology
  • Create alias-identifier tags that allow your working group to share descriptive keywords that make sense within the scope of your work
     
• Do not use tags to identify common misspellings of words that appear in the article title or content
  • Inappropriate tags will be re-associated when possible or removed from the system
     
• Do not use tags to identify alternative spellings of words that appear in the article title or content
  • List alternative spellings for a product or service under the Environment header in the article; use notation (sic) to indicate unusual/alternative spelling
    • Example: voicemail, voice mail (sic), voice-mail (sic)
    • Example: OBIEE, BI
    • Example: myCourses, My Courses (sic)
       
• Do not use tags to repeat words or terms that appear in the article title or content
  • Inappropriate tags will be removed from the article

Create and select tags

• Create new alias-identifier tags within reason and in agreement with your working group
  1. To create a new tag, open your KB article editor and select the Settings tab
  2. In the Tags field, type your formatted tag and select the first corresponding tag suggestion
  3. Click the article Save button to save your new tag
      
• Select existing alias-identifier tags whenever possible
  1. To add an existing tag, open your KB article editor and select the Settings tab
  2. In the Tags field, begin typing your tag and select the appropriate corresponding tag suggestion
  3. Click the article Save button to add your tag selection

Format restrictions

• Use hyphens to create a multiple-word tag. Hyphens within tags are interpreted as spaces in search results 
  • Spaces and special characters are not supported in TDX tags
     
• Use at least one alpha character (a-z, A-Z) in numeric tags
  • Numeric-only (0-9) tags are not supported in TDX
     
• Do not use camel case (camelCase) or Pascal case (PascalCase) for multiple-word tags
  • This can create confusion when searching for the same term in a different format and lead to the creation of duplicate tags
     
• Do not use tags to identify common misspellings or alternative spellings of words that appear in the article title or content
  • Inappropriate tags will be re-associated when possible or removed from the system