Tagging Your Shared Content
By adding tags to your Shared Content, the UBCMS can
automatically display your content through list-building
What Are Tags?
Tags are special keywords that are attached to your pages as
additional meta-data. This information can help with searches, but
more directly, it can be used by the UBCMS to cluster shared
content within one site, or across several sites. A variety
of tags have already been created in the UBCMS for use by all
authors. Additionally, units have built out more tags for their own
use. If you would like to explore using tags on your site, let us
know using the Request
Tag Information Form.
In the UBCMS, tags have the following form (read
- Title (a common language descriptive label);
e.g. Target Audience.
- Name (the 'machine name', a lower-case word or
hyphenated phrase); e.g. target-audience, or preferably
- Description (additional notes on how the tag
should be used); e.g. "Specifies for whom the content is
Tags are usually nested. The highest level is called
the Namespace (e.g. Target Audience).
Below that are one or more regular tags, each of which may have
children. (Any except the Namespace can be used to
tag UBCMS content.)
Faculty [tag, also child
also child tag]
Graduate [tag, also child tag]
Undergraduate [tag, also child tag]
When Would I Use Tags?
Tags allow you to separate the production and publication side
of your work flow. For example, you could have several authors
generating shared content pages, tagged appropiately, but never
actively placing the pages onto your live website.
The UBCMS can automatically display this tagged content by way
of list components, with any new content appearing as soon as it is
published in all the appropriate, predetermined channels. Content
can appear in multiple places on your own site, or on multiple
sites across the UBCMS. It can be split into several collections,
or pulled together into one collection as you specify.
Tags are most effectively used when there are a lot of shared
content pages in one folder, that naturally subdivide into a series
of separate clusters or topics. For example, you might have a large
folder of stories about your constituents, some focusing on
students, some on faculty, and some on your alumni. You could then
use tags to let the UBCMS channel those stories onto corresponding
the alumni, student, and faculty pages of your site.
Tags are also an effective way of reducing your stewardship
effort (or risk), by allowing you to maintain information on one
piece of shared content that is then reflected on several or many
places around your site. For example, your office's contact
information might occur on every Web page, or in hundreds of news
stories, yet located on one shared content page that can be updated
Additionally, if many site authors use the same system of tags,
it will eventually be possible to provide campus-wide collections
of content to populate central Web pages, or to be shared by all
units. For example, if each unit generates Faces and Voices
stories, tagged by their audience (e.g. student, or faculty, or
alumni), we can then generate pooled collections of these stories
for all sites to display.
How Do I Assign Tags to My UBCMS Content?
Page Properties opened to reveal the Tag attributes. To browse for tags, click the little dropdown arrow (circled in red).
To assign a tag to your content, open its Page Properties. Tags
are set on the Basic tab — click the little dropdown arrow to
display a tree of available tags (see red circle in the
In the tag tree, carefully click the (+) or (-) to
expand/collapse the tree and not the folder/tag name.
Only click the folder/tag name when you wish to add that tag to
Click any tag from the dropdown to add it to your page, or click
the tag again to remove it. You can also click the little X that is
revealed beside the tag's name in Page Properties.
Each tab in the dropdown is a tag Namespace. The tags in Content
Type, Location, Target Audience, and Target Website are available
for your use.
Expert Tip: If you click into the tag box and type a word
from the tag's name, the UBCMS will show a list of matching tags
for you to select. You can even paste in the word (Ctrl-V) to speed
up the tagging process.
How Do I Display Tagged Content on My Site?
A List Builder component's properties opened to reveal the Tag attributes. To browse for tags, click the little dropdown arrow (circled in red).
To pull tagged content onto one of your Web pages, you need to
use one of the list components, such as the List Builder, Full
Width Carousel, News List, or Horizontal Slide Deck (see the
Components Library for more details).
Build List Using Tags
This is the standard and simplest way to list tagged pages.
- When setting up the list component, under Build List
Using select Tags.
- A Tags tab will automatically appear. In the Tags field,
type the tags you would like to use or select the tags from a
drop-down menu by clicking on the downward arrow sign to the right
of the field.
- In the Limit to path field, choose the scope of the list
by selecting the page, and subsequent child pages, to which you
wish to limit the list. Leave this field blank to populate the list
using the content of your entire UBCMS. Web pages with tags
matching your selections will then be displayed in your list.
- Whenever possible, set a path in the Limit to
Path field. Not only does this practice save the UBCMS
from having to search all of its folders for content matching your
tags, it also ensures you will always get just the content you
- Finally, the "Match" setting allows you to choose
between Any Tag (Boolean 'OR') and All Tags
(Boolean 'AND'). The default is Any Tag, and that is the
most common preference.
Build List Using Search
This alternative way to list tagged pages allows
for more complex configurations.
Please be aware of the following:
Starting with CQ version 5.5, lists built with tags will pull in
not only content flagged with those specific tags, but also any
content flagged with their child tags. > more
From the example above, a list built on Target Audience: Student
would automatically also include content taggedUndergraduate, and
also content tagged Graduate.
An Example of Tags in Use
Example of tags in use: UB's News Center topic pages.
UB's News Center relies
heavily on tags to deliver its stories onto the various topics
pages, such as Arts and Culture, Business, and Law. The news
releases are all produced in a shared content folder, and tagged
with their appropriate topic(s).
Separately, each of the topic pages on the published website
includes a News
List component that draws on a matching news topic tag
(e.g. Business) and is limited to just that shared content
For production convenience, the news releases are actually
stored in a series of nested year and month folders (2013/01,
2013/02, 2013/04 etc.). This makes it much easier for Media
Relations writers to handle the stories, which date back to 1990.
To prevent the UBCMS from accidentally also displaying these
folders as if they were news releases, all of the news releases are
also tagged using the Content Type: News Topic tag.
Advanced Use - Custom Tags
Tagging DAM Objects
If you have a large collection of objects in the DAM that you
wish to pull onto your pages (e.g. a library of PDF documents),
consider creating shared content, each with a link to a DAM object
and other relevant information, and then tag those pieces of shared
Building Custom Tags
Advanced users of the UBCMS may wish to make adjustments to the
available tags. If you wish to have new tags added to the existing
taxonomy, of if you would like to develop large numbers of tags for
your own site, please contact the UBCMS Help
Moving or Merging Tags
If you are a tag administrator, be very careful before moving or
merging tags. If you move or merge a tag, do NOT delete the
original tag. The UBCMS maps the old tag to its new name, and
deactivation or deletion of the original tag will result in errors.
(The old tag will be made invisible, but it does still exist and
your older content will still actually be marked with that