docs for tags and categories (new page, and links/glossary to it)

3 files changed, 330 insertions, 32 deletions

diff --git a/_layouts/page.html b/_layouts/page.html
index b81d80fd5..c5b0e3dd0 100644
--- a/_layouts/page.html
+++ b/_layouts/page.html
@@ -66,6 +66,7 @@ layout: default
           <li><a href="{{ site.baseurl }}docs/running/">Running</a>
             <ul>
               <li><a href="{{ site.baseurl }}docs/running/admin_manual/">Admin manual</a></li>
+              <li><a href="{{ site.baseurl }}docs/running/categories_and_tags/">Categories &amp; tags</a></li>
               <li><a href="{{ site.baseurl }}docs/running/redaction">Redaction</a></li>
               <li><a href="{{ site.baseurl }}docs/running/security/">Security &amp; Maintenance</a></li>
               <li><a href="{{ site.baseurl }}docs/running/server/">Server checklist</a></li>
diff --git a/docs/glossary.md b/docs/glossary.md
index d32ce6278..56f9465b7 100644
--- a/docs/glossary.md
+++ b/docs/glossary.md
@@ -15,13 +15,15 @@ Definitions
 -----------
 
 <ul class="definitions">
-  <li><a href="#alaveteli">Alaveteli</a></li>
   <li><a href="#admin">admin interface</a></li>
+  <li><a href="#advanced-search">advanced search</a></li>
+  <li><a href="#alaveteli">Alaveteli</a></li>
   <li><a href="#agnostic">asker agnostic</a></li>
   <li><a href="#authority">authority</a></li>
   <li><a href="#blackhole">black hole</a></li>
   <li><a href="#bounce-message">bounce message</a></li>
   <li><a href="#capistrano">Capistrano</a></li>
+  <li><a href="#category">category</a></li>
   <li><a href="#censor-rule">censor rule</a></li>
   <li><a href="#development">development site</a></li>
   <li><a href="#disclosure-log">disclosure log</a></li>
@@ -47,43 +49,15 @@ Definitions
   <li><a href="#staging">staging site</a></li>
   <li><a href="#state">state</a></li>
   <li><a href="#super">superuser</a></li>
+  <li><a href="#tag">tag</a></li>
   <li><a href="#theme">theme</a></li>
+  <li><a href="#wdtk">WhatDoTheyKnow</a></li>
 </ul>
 
 
 <dl class="glossary">
 
   <dt>
-    <a name="alaveteli">Alaveteli</a>
-  </dt>
-  <dd>
-    <strong>Alaveteli</strong> is the name of the open source software platform created
-    by <a href="https://www.mysociety.org">mySociety</a> for submitting,
-    managing and archiving Freedom of Information requests.
-    <p>
-      It grew from the successful FOI UK project
-      <a href="https://www.whatdotheyknow.com">WhatDoTheyKnow</a>.
-      We use the name <em>Alaveteli</em> to distinguish the software
-      that runs the platform from any specific website that it is powering.
-    </p>
-    <div class="more-info">
-      <p>More information:</p>
-      <ul>
-        <li>
-          The Alaveteli website is at <a href="http://www.alaveteli.org">www.alaveteli.org</a>
-        </li>
-        <li>
-          The name "Alaveteli" comes from
-          <a href="http://en.wikipedia.org/wiki/Alaveteli,_Finland">Alaveteli in Finland</a>
-          where
-          <a href="http://en.wikipedia.org/wiki/Anders_Chydenius">an early FOI campaigner</a>
-          once worked.
-        </li>
-      </ul>
-    </div>
-  </dd>
-
-  <dt>
     <a name="admin">admin interface</a> (also: admin)
   </dt>
   <dd>
@@ -118,6 +92,61 @@ Definitions
   </dd>
 
   <dt>
+    <a name="advanced-search">advanced search</a>
+  </dt>
+  <dd>
+    Alaveteli's <strong>advanced search</strong> lets users search using
+    more complex criteria than just words. This includes Boolean operators,
+    date ranges, and specific indexes such as <code>status:</code>, 
+    <code>requested_by:</code>, <code>status:</code> and so on.
+    <div class="more-info">
+      <p>More information:</p>
+      <ul>
+        <li>
+          Advanced search is available on your Alaveteli site at
+          <code>/advancedsearch</code>. That page shows suggestions and examples
+          of the searches that are supported.
+        </li>
+        <li>
+          For more about constructing complex queries, see
+          <a href="http://xapian.org/docs/queryparser.html">Xapian
+          search parser</a>.
+        </li>
+      </ul>
+    </div>
+  </dd>
+
+  <dt>
+    <a name="alaveteli">Alaveteli</a>
+  </dt>
+  <dd>
+    <strong>Alaveteli</strong> is the name of the open source software platform created
+    by <a href="https://www.mysociety.org">mySociety</a> for submitting,
+    managing and archiving Freedom of Information requests.
+    <p>
+      It grew from the successful FOI UK project
+      <a href="#wdtk" class="glossary__link">WhatDoTheyKnow</a>.
+      We use the name <em>Alaveteli</em> to distinguish the software
+      that runs the platform from any specific website that it is powering.
+    </p>
+    <div class="more-info">
+      <p>More information:</p>
+      <ul>
+        <li>
+          The Alaveteli website is at <a href="http://www.alaveteli.org">www.alaveteli.org</a>
+        </li>
+        <li>
+          The name "Alaveteli" comes from
+          <a href="http://en.wikipedia.org/wiki/Alaveteli,_Finland">Alaveteli in Finland</a>
+          where
+          <a href="http://en.wikipedia.org/wiki/Anders_Chydenius">an early FOI campaigner</a>
+          once worked.
+        </li>
+      </ul>
+    </div>
+  </dd>
+
+  <dt>
     <a name="agnostic">asker agnostic</a>
   </dt>
   <dd>
@@ -147,7 +176,8 @@ Definitions
       <p>More information:</p>
       <ul>
         <li>
-          An administrator can add, edit, or remove authorities in the admin
+          An <a href="#super" class="glossary__link">administrator</a>
+          can add, edit, or remove authorities in the admin.
         </li>
         <li>
           Authorities are usually, but not always, public bodies that are obliged by the local
@@ -157,6 +187,10 @@ Definitions
           site that are not subject to FoI law, but which have either voluntarily submitted themselves
           to it, or which we believe should be accountable in this way.
         </li>
+        <li>
+          You can organise your authorities using
+          <a href="{{ site.baseurl }}docs/running/categories_and_tags/">categories and tags</a>.
+        </li>
       </ul>
     </div>
   </dd>
@@ -227,6 +261,30 @@ Definitions
   </dd>
 
   <dt>
+    <a name="category">category</a>
+  </dt>
+  <dd>
+    You can arrange your <a href="#authority" class="glossary__link">authorities</a>
+    into <strong>categories</strong> so that they are easier for your users
+    to find. For example, you might put all different schools into the
+    "School" category, and universities into "Universities". You can also
+    group categories under headings (such as "Education").
+    <p>
+      Use <a href="#tag" class="glossary__link">tags</a> to associate
+      authorities with specific categories.
+    </p>
+    <div class="more-info">
+      <p>More information:</p>
+      <ul>
+        <li>
+          More about
+      <a href="{{ site.baseurl }}docs/running/categories_and_tags/">categories and tags</a>
+        </li>
+      </ul>
+    </div>
+  </dd>
+
+  <dt>
     <a name="censor-rule">censor rule</a>
   </dt>
   <dd>
@@ -912,4 +970,48 @@ Definitions
     </div>
   </dd>
 
+  <dt>
+    <a name="tag">tag</a>
+  </dt>
+  <dd>
+    A <strong>tag</strong> is a keyword added to an
+    <a href="#authority" class="glossary__link">authority</a>. Tags
+    are searchable, so can be useful to help users find authorities based
+    by topic or even unique data (for example, in the
+    <a href="#wdtk" class="glossary__link">WhatDoTheyKnow</a> we tag every
+    registered charity with its official charity number). You can also use
+    tags to assign authorities to
+    <a href="#category" class="glossary__link">categories</a>.
+    <div class="more-info">
+      <p>More information:</p>
+      <ul>
+        <li>
+          More about
+      <a href="{{ site.baseurl }}docs/running/categories_and_tags/">categories and tags</a>
+        </li>
+      </ul>
+    </div>
+  </dd>
+
+  <dt>
+    <a name="wdtk">WhatDoTheyKnow</a>
+  </dt>
+  <dd>
+    The website <strong>WhatDoTheyKnow</strong>.com is the UK installation of
+    Alaveteli, run by <a href="http://mysociety.org">mySociety</a>.
+    <p>
+      In fact, WhatDoTheyKnow predates Alaveteli because the site started in
+      2008, and was the foundation of the redeployable, customisable
+      Alaveteli plattorm released in 2011.
+    </p>
+    <div class="more-info">
+      <p>More information:</p>
+      <ul>
+        <li>
+          <a href="http://www.whatdotheyknow.com">WhatDoTheyKnow.com</a>
+        </li>
+      </ul>
+    </div>
+  </dd>
+
 </dl>
diff --git a/docs/running/categories_and_tags.md b/docs/running/categories_and_tags.md
new file mode 100644
index 000000000..88285d22e
--- /dev/null
+++ b/docs/running/categories_and_tags.md
@@ -0,0 +1,195 @@
+---
+layout: page
+title: Categories & tags
+---
+
+#  Categories and tags for authorities
+
+<p class="lead">
+  
+  Use tags to arrange
+  <a href="{{ site.baseurl }}docs/glossary/#authority"
+  class="glossary__link">authorities</a> into categories, or to associate
+  related authorities with each other. This helps your users find the right
+  authority for the 
+  <a href="{{ site.baseurl }}docs/glossary/#request" class="glossary__link">request</a>
+  (or <a href="{{ site.baseurl }}docs/glossary/#response" class="glossary__link">response</a>)
+  they are interested in.
+</p>
+
+## Categories & category headings
+
+Alaveteli lets you organise your authorities into *categories*. Categories can
+themselves belong to *category headings*. For example, some of the categories
+and headings on
+<a href="{{ site.baseurl }}docs/glossary/#wdtk" class="glossary__link">WhatDoTheyKnow</a>'s
+<a href="https://www.whatdotheyknow.com/body/list/all">View  authorities</a> page look like this:
+
+>  * **Media and culture**
+>    * Media
+>    * Museums and galleries
+>  * **Military and security services**
+>    * Armed Forces
+>    * Military colleges
+>    * Security services
+>  * **Emergency services**
+>    * Police forces
+>    * Fire & rescue services
+
+
+In this example, "Emergency services" is a heading which contains the categories
+"Police forces" and "Fire & rescue services".
+
+Tags are simply searchable words that you can add to an authority. Nominate one
+or more tags for each category: any authority which has such a tag is
+automatically assigned to the category. For example, if the tag `police` is
+associated with the category "Police forces", any authority which has the tag
+`police` will appear in that category.
+
+Make sure you choose good category headings and names, because they help your find the specific authorities they are looking for. 
+
+<div class="attention-box info">
+  Try to use simple but descriptive words for tags. Tags cannot contain spaces
+  (use an underscore if you need to, <code>like_this</code>).
+  Remember that tags will be seen and used by the public (for example, in the
+  <a href="{{ site.baseurl }}docs/glossary/#advanced-search" class="glossary__link">advanced search</a>).
+</div>
+
+### Adding a new category
+
+In the admin interface, click on **Categories**. It's a good idea to create
+category headings first (but don't worry if you don't &mdash; you can change
+them later).
+
+Click on **New category heading**, enter a name (for example, "Emergency
+services") and click **Create**.
+
+To create a category, click on **New category**. As well as providing a title
+and a description, you must enter a category tag. Any authority with this tag
+will be assigned to this category.
+
+Select the checkbox next to the category heading under which you want this
+category to be listed. It's common for a category to be under just one heading.
+But sometimes it makes sense for a category to go under more than one, so you
+can select multiple checkboxes if you need to.
+
+Click **Save** to create the category.
+
+### Editing or deleting a category
+
+Click on **Categories** then find the category in the list (if the category is
+under a heading, you may need to click on the heading's chevron to expand the
+list to show it). Click the name of the category to select it. You can edit it
+and click **Save**.
+
+If you want to destroy a category,  go to edit it but instead of saving it,
+click on the **Destroy** button at the  bottom of the page. This does not
+delete any authorities in that category &mdash; they simply no longer belong to
+it.
+
+## Special tags
+
+Some tags are special. Alaveteli behaves differently when an authority has one
+of these tags. 
+
+<table class="table">
+  <tr>
+    <th>
+      Tag
+    </th>
+    <th>
+      Effect
+    </th>
+  </tr>
+  <tr>
+    <td>
+      <code>site_administration</code>
+    </td>
+    <td>
+      This is a test/dummy authority. It is not displayed to the public on your
+      main site, and it is not included when you 
+      <a href="{{ site.baseurl }}docs/running/admin_manual/#creating-changing-and-uploading-public-authority-data">export authorities in CSV format</a>.
+    </td>
+  </tr>
+  <tr>
+    <td>
+      <code>defunct</code>
+    </td>
+    <td>
+      This authority no longer operates: new requests cannot be sent to an
+      authority with this tag.
+    </td>
+  </tr>
+  <tr>
+    <td>
+      <code>not_apply</code>
+    </td>
+    <td>
+      <a href="{{ site.baseurl }}docs/glossary/#foi" class="glossary__link">Freedom of Information</a>
+      law does not apply to this authority: new requests cannot be sent to an
+      authority with this tag.
+    </td>
+  </tr>
+  <tr>
+    <td>
+      <code>eir_only</code>
+    </td>
+    <td>
+      <em>Custom example:</em> (see below)<br>
+      On our UK installation of Alaveteli,
+      <a href="{{ site.baseurl }}docs/glossary/#wdtk" class="glossary__link">WhatDoTheyKnow</a>,
+      this tag indicates that the authority is subject to an alternative law
+      (Environment Information Regulations, rather than the Freedom of
+      Information), which means Alaveteli must change the wording of these
+      requests appropriately.
+    </td>
+  </tr>
+  <tr>
+    <td>
+      <code>school</code>
+    </td>
+    <td>
+      <em>Custom example:</em> (see below)<br>
+      <a href="{{ site.baseurl }}docs/glossary/#wdtk" class="glossary__link">WhatDoTheyKnow</a>
+      applies a different definition of "late" if an authority has the <code>school</code> tag.
+    </td>
+  </tr>
+</table>
+
+## Custom tags and custom behaviour
+
+You can add any tag you want &mdash; they don't have to be associated with
+categories.
+  
+If you are a developer, and you want to add special behaviour to your site
+based on your own tags, you need to add custom code, which should probably go
+in your own
+<a href="{{ site.baseurl}}docs/glossary/#theme" class="glossary__link">theme</a>.
+For example, in the UK, schools are granted special concession in the law to allow for
+requests that are made out of term-time. Alaveteli handles this by using the
+[`SPECIAL_REPLY_VERY_LATE_AFTER_DAYS`]({{ site.baseurl }}docs/customising/config/#special_reply_very_late_after_days)
+config value if the authority has the `school` tag.
+See
+[`is_school?`](https://github.com/mysociety/alaveteli/blob/f0bbeb4abf4bf07e5cfb46668f39bbff72ed7210/app/models/public_body.rb#L391)
+and
+[`date_very_overdue_after`](https://github.com/mysociety/alaveteli/blob/81b778622ed47e24a2dea59c0529d1f928c68a58/app/models/info_request.rb#L752)
+for the source code.
+
+## Searching with tags
+
+Alaveteli's
+<a href="{{ site.baseurl }}docs/glossary/#advanced-search" class="glossary__link">advanced search</a>
+feature (which is available to all your users) can search for specific tags. So
+if you add useful tags and publicise them, your users can use them to find
+related authorities. For example, see the <a
+href="https://www.whatdotheyknow.com/advancedsearch">advanced search on
+WhatDoTheyKnow</a> to see this at work.
+
+You can add reference numbers or specific values to tags using a colon. On
+<a href="{{ site.baseurl }}docs/glossary/#wdtk" class="glossary__link">WhatDoTheyKnow</a>
+we tag all authorities that are charities with the tag `charity:123456` (where
+123456 is the authority's registered charity number).
+
+
+
+