Trial Manager - Tags

KDSmart scoring includes the use of tags to provide short text descriptions for plots and sub-plots. This section provides more information on tags including how to create and manage them in Trial Manager.


What is a Tag?

Tags are short, text descriptions that are used to represent information about a plot or sub-plot (a cell) in a trial e.g. ‘BD’ which can mean ‘bird damage’. They provide a quick method of applying predefined classifications or annotations to plots or sub-plots. They essentially work like reusable notes.

Tags have the following characteristics:

  • User definable;
  • Consist of a short name and optional long description;
  • New tags can be created in the field;
  • Can be imported from a CSV file; and
  • Are exportable to CSV file.

The main benefits of tags are that they:

  • Are simple to use - selectable from a list makes them quick and easy to assign;
  • User or project definable;
  • Provide consistent annotation, avoiding problems with spelling or language; and
  • Deployable across multiple users, devices and locations.

This means that the:

  • Users spend less time writing and repeating notes in the field; and
  • Data curators have more consistent, uniform recordings from multiple locations by different field workers.

A few tag examples are shown in the following table:

Example Tags
Tag (Short Name) Long Description
BD Bird Damage
LDG+ General Lodging in plots-mild
LDG++ General Lodging in plots-moderate
WET Waterlogging


Tag Management

Tags in Trial Manager are managed from the Tags Tab (seen in the image below) which is outlined in the Trial Manager - Overview page. The following actions can be performed in the Tags Tab.

  • Add a new tag;
  • Edit a tag description;
  • Delete a tag;
  • Import tags from a CSV file; and
  • Export selected tags to a CSV file.


Tags Tab
Tags Tab (select to zoom)


Creating Tags

Tags can either be created in Trial Manager or imported. Follow the instructions below to create a new tag.


Creating Tags
Creating Tags (select to zoom)


Creating Tags
Step Action
1. From the Tags Tab, select the add_btn Add Button and then the Add Tag option to open the Create a New Tag Window.
2. Enter a tag label such as ID in the above image.
3. Enter a description that explains what the tag label is such as Insect damage.
4. Use the checkboxes to add the new tag to any existing tag bundles. All new tags will automatically be added to the All Tags bundle.
5. Select the Save Tag Button to save the new tag.

Note

Tags can also be created in KDSmart so it is not always necessary to organise tags before exporting trials to be scored. Tags cannot be edited in Trial Manager once created, but new tags can easily created instead.


Deleting Tags

Tags that are not needed can be deleted. One or more tags can also be deleted at once. See the instructions below for more information:


Deleting Tags
Deleting Tags (select to zoom)


Deleting Tags
Step Action
1. From the Tags Panel, select one or more tags to be deleted and select the delete_btn Delete Button (as in the above image).
2. Select the Delete Tags option.
3. There will be a confirmation dialogue which will ask for confirmation to delete the selected tag/s. Either select the Yes Button to confirm the deletion or the No Button to cancel deletion of the tags.


Tag Bundle Management

Tags can be grouped into bundles to assist with management. Tag bundles can be created in Trial Manager and imported/exported from other devices as well. There will always be a bundle that is automatically created called All Tags. The image of the Tags Panel below contains tag bundles such as Damage and General Lodging.


Tag Bundle Example
Tag Bundle Example (select to zoom)


See the sections below for tag bundle management.


Creating Tag Bundles

The steps below are an example of how to create a new tag bundle:


Creating a Tag Bundle
Creating a Tag Bundle (select to zoom)


Creating Tag Bundles
Step Action
1. Select the add_btn Add Button from the Tags Panel and choose the Add Tag Bundle option to open the Add/Edit Tag Bundle Window as pictured above.
2. To add a tag to the new bundle, either double-click a tag or select it with a single-click then select the arrow_right_btn Add To Bundle Button. Click+drag, shift+click, or ctrl+click to select multiple tags.
3. Enter a name for the bundle in the field at circle1.
4. Ensure that all necessary tags have been added and then select the Save Button.


Editing Tag Bundles

Tag bundles can also be edited to change the bundle name and add or remove tags from the bundle.


Editing Tag Bundles
Editing Tag Bundles (select to zoom)


Editing Tag Bundles
Step Action
1. From the Tags Panel, select a tag bundle to be edited and then select the edit_btn Edit Button. This will open the Add/Edit Tag Bundle Window
2. To remove tags from a bundle, select one or more tags from the bundle (listed in the Tags In Bundle Panel) to be deleted and select the backspace_btn Remove Button to confirm the edit.
3. More tags can also be added to the bundle. To add tags, select one or more tags from the Tags From Bundle Panel and then the arrow_right_btn Add To Bundle Button to confirm the edit.


Deleting Tag Bundles

Tag bundles that are not needed can be deleted from Trial Manager in a similar way to deleting individual tags.


Deleting Tag Bundles
Deleting Tag Bundles (select to zoom)


Deleting Tag Bundles
Step Action
1. From the Tags Panel, select a tag bundle to be deleted and select the delete_btn Delete Button (as in the above image).
2. Select the Delete Tag Bundles option.
3. There will be a confirmation dialogue which will ask for confirmation to delete the selected tag/s Either select the Yes Button to confirm the deletion or the No Button to cancel deletion of the tags.