This is an example and a guide for how to create your own, customized tag schema from scratch.
In this article:
Step 1 - Create Your Domain or Select the Domain You Want to Edit
For a new Domain, in order to build out your taxonomy, you need to do two things:
Associate the Domain with a Structure
Associate Existing Tag Groups or Create New Tag Groups that fit the workflow and metadata requirements you’ve identified for this Domain.
For an existing Domain with a defined taxonomy, you’ll add new Tag Fields or edit existing ones. Follow the same steps below to achieve the results you want. For the purposes of this guide, these instructions are about how to build out a tag taxonomy for a new Domain.
To create a Domain,
Go to the Left Tag Types Panel
Select the button next to the Domain dropdown menu
Enter the name of your Domain. For this guide, we’ll call it “Online.”
Save.
You’ve now completed the first step in building a taxonomy.
Step 2 - Start with the Structure Tag Group
Structure is the most important Tag Group of all the Tag Groups in CORE.
Structure defines the Metadata categorization.
Files that share the same structure are grouped together like folders.
These files are browsable in the Browser Tab’s virtual directory and searchable in the Filter Tab under Structure.
By setting a Tag Field to Structural, it will be listed in the structural categorization of the Filter and reflected in an Asset Group’s Name.
Step 3 - Pair Your Domain With an Existing Structure
To create a structure for your Domain, you can pair it with an existing Structure and modify it, or build your structure from scratch.
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1. In the Left Tag Types Panel, select a top level Tag Field in the Structure Tag Group by clicking on it. In this case, Production. |  |
2. Production becomes an editable field to indicate changes are being made. |  |
3. Next, go to the Tag Field Options Box above the Tag Hierarchy Tree. This area is titled by the Tag Field you are editing, so you always know the Tag Field you are changing. This example is called “Editing Production.” |
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Under “Editing [Production],” you can choose different options that will reflect how a user will view and interact with the Tag Field.
At the top of the box, there are four check boxes:
Structural
Restrict values to Domain
Available for search filters
Restrict tag values by parent values
Structural ensures this Tag Field will be applied to the structural string of an asset group even if it isn’t a part of the Structure Tag Group.
Restrict values to Domain means that the tag values associated with the Tag Field are specific and available to that Domain only.
For instance, with this restriction selected, users would see in the Film Domain that the Production Tag Values are The Fantasticals 3 and Daylight, while the TV Domain has Newb Detective, Ugliest Liars Ever, and Babe’s Big Burritos.
If this box was not selected, both Film and TV Domains would see all the values: The Fantasticals 3, Daylight, Newb Detective, Ugliest Liars Ever, and Babe’s Big Burritos.
Available for Search Filters shows tags in the Filter tab and Advanced Search as searchable options.
Restricts tag values by parent values means that the tag values of a nested or child tag is restricted by the values of its parent.
For example Babe’s Big Burritos is an animated show whereas Ugliest Liars Ever and Newb Detective are not. By choosing “restrict by parent tag values”, the Tag Field Department would show Animation as a Tag Value only when Babe’s Big Burritos was selected. The other two shows wouldn’t have Animation as a Department tag value.
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4. In our example with Production, since we are building out our structural hierarchy, we will make sure Structure is checked, and Restrict values to our Domain Purpose. |  |
5. Next, select the top button to the right of the Locked column. |  |
6. In the new, blank field, use the arrow to expand the dropdown menu and select your Domain. |  |
7. Then, check the Required box if this Tag Field is a required tag when a file is uploaded. Required tags mean the user must fill out those Tag Fields when uploading. |  |
8.Next to Required is the Locked column. |  |
9. Now scroll up and hit the Save button. |  |
You have successfully associated a Tag Field with your Domain. However, there are no tag values in this field’s menu yet. It’s essentially an empty field. To add those, we must add Tag Values.
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10. After Saving, next select Tag Values at the top of the section. |  |
11. In Tag Values, select the Domain of your Tag Field. Here you’ll see the Tag Field Production above the Tag Values box. |  |
12.To add the Tag Values a user will see in their menus when tagging a file, select the sign above the box. |  |
13.An empty field appears below the box. Add the first value in your Production Tag Field. |  |
14. Hit the Save button again. |  |
15. Select the sign above the box again, and add another value. Then hit save. |  |
Congratulations. You have just associated your Domain with the Production Tag Field, and given it Tag Values.
CHECK YOUR WORK:
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1. Refresh the page. |  |
2. Go to the Left Tag Types Panel, and select your Domain. |  |
3. The Domain filters what Tag Groups and Fields are associated with it. You should see your selected Tag Field under Structure. Select it. |  |
4. Go to Tag Values. |  |
5. Select your Domain. |  |
6. You should see the Tag Values you entered. |  |
Follow these same steps to pair additional existing Tag Groups and Fields with your Domain.
Step 4 - Create a New Tag Structure with New Tag Fields
To create your own tag Structure,
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1. Click on the Structure Tag Group name, and in the Tag hierarchy you will see a new top level empty field at the bottom. |  |
 2. Enter your intended name. We will call it Project Name here for training purposes. |  |
3. In the dropdown, choose how a user will select the tag value. For Structure tags, use Dropdown. |  |
4. Then follow the same instructions to associate it with your Domain and Tag Values as you did with an existing Tag Field. |  |
11. Scroll up and Save. |  |
12. Go to Tag Values. |  |
13. Select Domain. |  |
14. Click next to Project Name |  |
15. Add Project A |  |
Check your Work. Well done.
Step 5 - Create Child or Nesting Tag Fields
Nesting Tag Fields with a parent-child relationship is like creating a folder structure. Tags in direct connection to each other where one is subordinate are a parent and child.
To create child Tag Fields,
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1. Go to the Tag Field that will be the parent. In this example, Project Name. |  |
3. Enter your intended name. We will call it Project Name here for training purposes. |  |
4. Then follow the same instructions to associate the tag with your domain and select the various options: |  |
12. Scroll up and Save. |  |
13. Go to Tag Values. |  |
14. Select Domain. |  |
15. Click Project A under Project Name. |  |
16. Select + next to Teams. |  |
17. Add 123. |  |
22. Go back to Project Name and select Project B. |  |
23. Select next to Teams. |  |
24. Add Alaska. |  |
29. Refresh |  |
30. Select Teams in the Left Tag Types Panel. |  |
31. On the right, select your Domain |  |
32. In the Project Name Tag Value Box, you see that Project A, Project B, and Project C are listed under Project Names. |  |
33. Select Project A. You will see that 123 and 456 are listed in the Teams tag box. |  |
34. Select Project B. It shows Alaska and California. |  |
35.Select Project C. It has nothing. |  |
Tag Values are restricted by parent values. Mission accomplished