With SP 2010 you get a great feature called social feedback in form of Tags, Notes & Rating. While talking to my clients, colleagues and friends about SP 2010, I observed that mostly they are unaware of “Social Feedback” feature of SP 2010 and its capabilities & strong collaboration feature. I have also observed on a large SP 2010 with around 100K My Site, Tags, Notes and rating hardly utilized by My Site Users. With this post, I would like to provide more insight on how to use tags, notes and rating.
Note:This blog post is mainly targeted for end user.
- Mostly users are familiar My links which used to be the top link in MOSS 2007
- However the “My Links” drop down is not available on SP 2010 by default
- The functionality exists, but hidden.
- There is a /_layouts/MyQuickLinks.aspx page on SP 2010 as well.
- SP 2010 recommends using Tags, Notes & Rating over My Links because of its rich capabilities.
Why Tags and Notes?
- Social tagging helps users categorize information in ways that are meaningful to them.
- The social tagging features of SharePoint Server 2010 help businesses to improve collaboration
- Improve the discoverability of business information
- Improve collaboration to encourage innovation
- Social tagging features help users to share information and to retrieve relevant, high-quality content more efficiently.
- Tags make it easy to find and share information about a specific subject or task
- Social tagging can improve the quality of search results by filtering against specific tags
- It can also connect individuals who want to share information with other users who have like interests.
What is a Tag
- A tag is a word or phrase that identifies an individual piece of information according to a set of attributes or criteria
- Tags make it easy to find and share information about a specific subject or task.
- Social tags, which enable users to save items of interest, organize all information for a project, and connect to others who share their interests.
- User can now “tag” any source on the internet(or intranet) which has a URL
- This is stored in User’s “tags” section on his/her My Site
What is Notes
Other users can also post “notes” relating to your tag, which effectively creates a discussion board around the “tagging” activity
- Ratings are a feature that can be enabled at a library or list level, allowing users to give documents or items a specific rating
- The ratings are then compiled at regular intervals, and the average rating is displayed to users
- This can be of immense value for capturing feedback, and it can be applied to many, or even all, types of content
- A rating in SharePoint Server 2010 is an assessment or classification of content on a scale according to how well the content meets specific criteria
How Tags and Notes work
Lets us see How “Pathik Rawal” uses tags and notes to keep track of content he is interested in
How to Create Tags – “I like it” Tag
- As Pathik visits any page on SharePoint on any site he sees two icons, I like it and Tags& Notes
- For Example Pathik likes the “firstdoc” and wants to tag it for later review, simply select the doc and click “I Like it”
- When a user clicks on I like it, it is saved as bookmark
How to Create Tags – “your own” Tag
- If Pathik is tagging lot of content, he may classify with his own keyword to find it easily
- When user clicks on Tags and Notes, small snippets and description can be added to the page which can be set as private or public by the user.
Manage & View Tags (How to access tags, notes and bookmarks again)
- If a user wants to see all of their bookmarks\tags, the feature that is provided for this is the Activities web part that is on the Tags and Notes view of the user’s My Profile page of their My Site
- User clicks on Tags and Notes and user can see all Tags he/she has created (My Profile Page à Tags and Notes Tab)
- Sort: User can sort tags “Alphabetically or size”
- Refine by type like Tags, Notes, Private & Public
Tag Profile Page
- “The Tag Profile page is designed to show a list of all of the content where the tag has been used and the number of users who have used the tag on each content item”
- This is really the functionality of social bookmarking and tagging that makes it “social”
- In SharePoint 2010, every tag that is created has its own Tag Profile page
- The Tag Profile Page also provides a section to write a “Note” about the tag using Note Board
- It lists all Note Board for the given tag
- SharePoint Server 2010 includes a tag cloud Web Part that appears by default on a My Site.
- Administrators and users can filter the tag cloud to display tags that are used by the owner of the My Site, specific groups, or everyone who can view the My Site
- The display can also be filtered based on date and language
- Frequently used tags are displayed in large, bold text, whereas tags that are less often used appear in smaller text.
- Each tag can display an associated number that indicates how many times the tag was applied.