In Elium, the combination of tags defined by the admins and full-text search is what makes the platform truly powerful. Tags allow you to:
Qualify your documents with a unified vocabulary
Perform a filtered search on themes, uses, types of articles, etc.
Trigger precise distribution in the form of individual or shared alerts
Support dynamic view creation with smart tabs in spaces
A good tag is:
Univocal: it must always retain the same meaning, regardless of the context
Unique: it must stand alone to designate a particular term. Duplicates of tags across different categories are not recommended.
Discriminating: it must effectively filter and reduce the number of results in the search when selected
Short: it should consist of 2 words or, at most, 3 (it should not resemble the name of a folder, for example)
With a field vocabulary that is close to the user
To define your tags, start by considering the scenarios of what people frequently search for. For example, our employees often look for documents by country, project stage, validation level, confidentiality level, products, manufacturing process, components, subsidiaries, sites, etc. All these search filters will help define your main tag categories. Then, populate these categories with the appropriate tag lists. To assist you:
Examine the names of the folders and sub-folders in your repositories; they provide initial indications of the classification filters
Review the sections of your website, where products, themes, and services are often mentioned, as they can help create some categories
Interview departments that have a substantial number of documents: lawyers, HR, quality, etc. They can provide insights into their main criteria for classifying information
Finally, avoid being too granular and precise; the purpose of categories and tags is not to replicate a complete filing plan or thesaurus.