Reveal Help Center

Tags

Task Topics

Create a New Tag

After a dataset is created, Admin-level users can add new tags at any time. To create a new tag:

  1. In the user drop-down menu, click Administration:

    image1.png

    The Datasets screen will open.

  2. In the Datasets screen, locate the dataset, and then click the Tag Management icon:

    image2.png

    The Manage Tags dialog will open.

  3. Click the +New Tag button:

    image3.png
  4. In the Create a New Choice Tag dialog, type a tag name and one or more tag choices.

    To add more choices, click the Add (+) icon.

    Note

    For example, you could create a tag named “Responsive” and three choices for the tag–a “Yes” choice, a “No” choice, and a “Maybe” choice.

  5. Click the Save button.

  6. Add additional tags to the dataset as required.

  7. After you are finished adding tags to the dataset, click the Close button.

    Your new tags will now appear in the Manage Tags dialog. The Counts column contains the value zero for all new tags until a document in the dataset has been coded with the new tag.

After adding a new tag to a dataset, you can edit or delete it at any time.

Add Tags to a Dataset

After creating tags, Brainspace users with Admin credentials can add more tags, edit existing tags, and delete tags from the dataset. To add additional tags to a dataset, see Create a New Tag.

Edit an Existing Tag in a Dataset

After adding a tag to a dataset, Admin-level users can edit the tag name and tag choices. To edit an existing tag:

  1. In the user drop-down menu, click Administration:

    image4.png

    The Datasets screen will open.

  2. In the Datasets screen, locate the dataset, and then click the Tag Management icon:

    image5.png

    The Manage Tags dialog will open.

  3. In the Manage Tags dialog, click the Edit icon:

    image6.png

    The Edit Tag dialog will open.

  4. In the Edit Tag dialog, edit the existing tag name and tag choices or add additional tag choices.

  5. Click the Save button.

    The Edit Tag dialog will close, and the Manage Tags dialog will show the edited tag name and tag choices.

  6. Click the Close button.

    The tag is ready for use in Analytics.

After adding a tag, can modify or delete it at any time.

Connect Brainspace Tags to Relativity Tags

After creating tags in Brainspace, you can connect them to tags in Relativity.

Note

Connecting a tag that already exists in Brainspace will cause all choices and document tagging to be overwritten.

To connect Brainspace tags to Relativity tags:

  1. In the user drop-down menu, click Administration:

    image7.png

    The Datasets screen will open.

  2. In the Datasets screen, locate the dataset, and then click the Tag Management icon:

    image8.png

    The Manage Tags dialog will open.

  3. In the Manage Tags dialog, click the Connect Tags icon:

    image9.png

    After Relativity verifies your stored credentials, the Connect Tags dialog will open.

    Note

    If you have not stored your Relativity credentials, you will be prompted to verify you Relativity user name and password.

  4. In the Connect Tags dialog, click the check boxes for the tags to connect.

  5. Click the Connect button.

    The Manage Tags dialog will refresh, and the tag will display the Connect Tag icon connect_tags_icon.png.

  6. Click the Close button.

    The Manage Tags dialog will close.

After connecting a tag, can disconnect it, push the tag, pull the tag, modify the tag, or delete the tag at any time.

Delete an Existing Tag

After adding tags to a dataset, Admin-level users can delete one or more of the tags associated with the dataset.

Note

Deleting a tag will permanently untag all documents with the tag, will permanently remove all choices for the tag, and will permanently delete any classifiers that use the tag. This cannot be undone.

To delete an existing tag:

  1. In the user drop-down menu, click Administration:

    image10.png

    The Datasets screen will open.

  2. In the Datasets screen, locate the dataset, and then click the Tag Management icon:

    image11.png

    The Manage Tags dialog will open.

  3. In the Manage Tags dialog, click the Delete icon:

    image12.png

    The Manage Tag dialog will refresh with the tag deleted.

  4. Click the Close button.

    The Manage Tags dialog will refresh.

View Tag Usage

After tagging documents in Brainspace, you can view the total number of documents tagged and the number of documents tagged as positive and negative.

To view tag usage:

  1. In the user drop-down menu, click Administration:

    image13.png

    The Datasets screen will open.

  2. In the Datasets screen, locate the dataset, and then click the Tag Management icon:

    image14.png

    The Manage Tags dialog will open to display the number of tagged documents in the Count column.