The Tags view

The tag tree

A project's Tags view contains the  tag tree, which is a visual display of its tag dictionary. All projects in Newmetrix come with a set of suggested popular tags; read on to learn how to navigate the tag tree and customize it to suit each project's needs. 

Tag hierarchy 

The tag tree is organized by hierarchy, with first-level parent tags furthest to the left. Child tags (or descendent tags) are indented beneath their parent tags. Parent and child tags function the same way; this hierarchy does two things: 

• The parent-child structure helps organize tags into categories that make sense to you and your team as you start to create and use many different kinds of tags. 
• When you search for a tag, you can also search for all of its child tags. For example, search for tag Floor 1 "with descendants" to find all children tags under Floor 1, including Room 101, 102, 103 etc. It can help you organize tags into categories that make sense for you and your team as you create and edit tag definitions. 

Create new tags

• Click the + taskbar icon or the Add Tag button at the bottom of the page to open this pop-up:
  

  
  

• In the Tag title field, type the tag's name.
• Select/unselect checkboxes to turn each of the 3 types of tagging on/off (all 3 are on by default).
  • If you select Allow image tagging and the tag title is something that doesn't make sense as a visual object (like New or Installed), you'll see this Low Probability warning: 
    
• Tag alternates - tag alternates can be a very useful way to use multiple names for the same thing. If you add a word/phrase as an alternate to a tag, the tagging engine will register any instances of it as instances of the main tag. 
  
  
  Why? Speech tags: It's common for people to refer to the same location in different ways, like as Level 1 and Floor One, which can get in the way of using locations for progress tracking. To solve for this, create a tag Level 1 and add Floor One and First floor as alternates. Then if our speech engine hears First floor or Floor One  in a video, it will add an instance of the Level 1 tag.

To add an alternate word or phrase to the tag, type it in  Other alternatives to match this tag and click the + icon to the right to save.  Repeat for any other alternates you want to add. 

• Click Add Tag to save the new tag. 

Create a child tag

To create a tag as a child of a existing tag: 

• Hover over the parent tag and click the + icon:
  
  

  

• The Add Tag pop-up will appear, but the tag definition you create it with it will be saved as a child tag to the original tag. 
• Follow the same steps for as creating a parent tag to choose tagging behaviors and add alternates.

• Click the Add Tag button to save.

Edit a tag

• You can edit an existing tag's definition and settings anytime. Hover over a tag and click the Edit icon to open this pop-up:
  
  

  

• Type in the Tag title field to edit the tag's name.
• Use the Tagging options checkboxes to turn each of the 3 tagging behaviors on/off. 
• Exiting tag alternates will be listed below the Other alternatives field. Use the ‘x’ to the right of each alternate to remove it.
• To add a new alternate, enter it in the the Other alternatives field and click + to save. Note: If you try to add an alternate with the same name as an existing tag or tag alternate, you will get this error:

• Click Update Tag to save changes.
  

Moving tags  

To move a tag to a different place in the tree, click it, hold your mouse down, and drag it to a new position. Its children tags (if there are any) will move with it:

Expand & collapse tags

To expand or collapse the display of a single tag, click the dark grey arrow to its left to toggle between expanded and collapsed views.

To expand all expandable tags in the tree, click the expand button (without any tags selected):

To collapse all collapsable tags in the tree, click the collapse button (without any tags selected):

Click the dark grey arrow to the left of any parent tag to expand or collapse it:

To expand/collapse multiple tags at once, select them using checkboxes and click the expand or collapse icons. If you click either with no tag selected, the entire tree will be expanded or collapsed.

Promote & demote tags

Promote and demote tags to change their hierarchy in the tag tree.

Promoting a tag moves it one level up, to the same hierarchy as its parent tag. To promote one or more tags, select tags using their checkboxes and click the Promote taskbar icon:

Watch this video for an example:

If you only need to promote one tag, click on it and hold, then drag your mouse to move it out from under its parent tag: 

Demoting a tag makes it the child tag of the preceding tag in the tree. To demote one or more tags, select tags using their checkboxes and click the Demote taskbar icon shown above. 

If you only need to demote one tag, click on it and hold, then drag your mouse to move it underneath another tag:

Search the tag tree

To search through existing tags in the tree, type the name of the tag you want to find in the search box at the top of the screen:

Import & export tags 

We offer a Microsoft Excel (.xlsx) spreadsheet template that can be used to edit tag definitions in bulk. Click  here to download the tag import template, or download it in-app by following the instructions below. 

Each row in the template defines one tag, with each column corresponding to one of its properties. Fill out the columns of each row as detailed below (entries are not case-sensitive):

If you want to use the template to edit existing tags, you should export your current tag dictionary to the template, make edits (and add new rows for any new definitions), save and import. Your changes will override the former tag properties saved in the app. 

Importing tags 

• Click the Import taskbar icon to open this pop-up: 
  

  

• Click the Browse button to select and upload the filled out import template from your computer.
• Click the Import button to upload your attached spreadsheet. Wait for a pop-up confirming your tags imported successfully.

• If one or more of the tag titles or alternates you entered in the template already exists, the pop-up will say "Tag Import Failed". Clicking View Report will show you the tags that returned errors. You will need to edit these tag names in your template, or delete the existing duplicate tags from the tree, before you can successfully re-import.
  

Exporting tags 

You can use the Export icon to export all tags in project's dictionary to template form. This can be useful if you need to bulk-edit the properties of several tags at once, or for copying tag definitions to another project.

• Click the Export icon and wait for this pop-up: 
  

  

• Click Download to save the exported .xlsx file to your computer's Downloads folder.

To make changes to tag names, settings or alternates or the parent/child structure, just edit the exported spreadsheet, save it with with your changes, then re-import to the project. Your edits will override the previously saved tag definitions.

You can also use the template to bulk-copy some or all of the exported tags to another project, without having to recreate each one manually. Open the exported file and delete the rows of any tags you don't want carried over. Save any edits to your computer, then re-import the spreadsheet into the other project's Tags view.

The tags Info Panel

Use the  Info Panel to view information and data about a specific tag.

• Click the Info Panel taskbar icon to expand it onto the screen: 
  

  

• Use checkboxes to select a tag (the Panel won't work for more than one tag at a time). The Panel will show the number of times the tag appears across project files, and the last time the tag was added to a file: 
  
  
• Click on the Times found link to see all project files with the tag (same as searching the project for the tag). 
  

Delete tags

Deleting a tag removes it and all of its child tags from the tag dictionary. It will also remove all instances of the tag found on project files. 

• To delete a single tag, hover your mouse over it and click the Delete icon:

• To delete multiple tags, select them using tag checkboxes, then click the tasks taskbar icon followed by the Delete link:  
  

  

• Click Delete again on the pop-up warning to confirm.

Next:

• The Profile view

What are Tags?

Newmetrix is powered by image & speech recognition software that can recognize almost any word in English speech, as well hundreds of visual objects related to construction. When we analyze photo & videos, we instantly add tags to them based on what our software sees and hears. 

Tag confidence

Every time our software adds a tag to a file, it also assigns it one of three confidence levels based on how sure we are that we see or hear it: high, medium, or low. When you look at a file or search for files by tag, by default, we only show high confidence tags. You can use the SmartFilter to move to medium or low confidence and see more taggy tags

What is a tag dictionary?

Tags are the primary method of classification and organization within a Newmetrix project. Each project has its own tag dictionary which graphically stores and organizes all the tags in a given project. Smart tagging will only recognize tags that you have added to your tag dictionary. The tag dictionary is the set of tags you decide to use on a project - think of it as your project "punchlist." Since our image & speech recognition is so broad, each project has its own tag dictionary to let you  constrict it by deciding which tags are useful for a specific project's needs. For example, say you upload a video where the word “crane” is said to Project X. If you have Crane saved in Project X's dictionary, the video will get a Crane tag. But if you don't have it is in the dictionary, it will ignore it and move on to the next word it hears.

In the next tutorials, you'll learn how to create projects and use the Tags view to set up each project's dictionary. When you create a new project, we automatically add a set of of popular tags to the dictionary to help you get started with; you can and should delete the default tags you don't want to use and add your own, or else the files you upload will be automatically tagged with things that may seem random and irrelevant to you. Once you've done that, start uploading or set up an integration to start finding tags and getting the most out of your photos & videos!

Next:

• Using projects
• The Tags view