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authorDave Whiteland <dave@mysociety.org>2015-02-06 13:34:21 +0000
committerDave Whiteland <dave@mysociety.org>2015-02-06 13:34:21 +0000
commitd223b5555a0608c0fde8ed24de68f8acf3b14ed4 (patch)
tree1e46bff023164250285d3d524eda62e86ab47468 /docs/running
parent06223ef9c34305b5640c4df73b260cd370722f4a (diff)
parentb20b8737c1deb93b4898c571ff649c9245215137 (diff)
Merge branch 'issues/2086-document-categories-and-tags' into gh-pages
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+---
+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 a
+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).
+
+
+
+