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Two stage AutoTagging

Is it possible to incoming items to get tagged using Autotag but to delay the Autotag "action" (file to a folder in my case) till a later time?

Kinda like GMail where tags are added using incoming filters but filed (archived in their case) later using a UI button or a keyboard shortcut.

Irfan
Irfan Send private email
Tuesday, December 19, 2006
Sorry, no real delay-action exists, although it's an interesting idea.

One way around this would be to use a folder filter (or save the Filter as a Search Folder) on the AutoTag, then select the contents and apply another tag set up to have an action just to move them to a specific folder - it could then unset itself too.

Example:

AutoTag: Shopping,
TagActions: None

Tag: ShoppingFiled,
TagActions: MoveTo /Shopping/, UnSet ShoppingFiled

Not perfect, but the same number of keystrokes as gmail ;-)
David Ing (Recognized User) Send private email
Tuesday, December 19, 2006
That's sounds reasonable.  Let me see how easy it is to use in practice.

Irfan
Irfan Send private email
Tuesday, December 19, 2006
Actually, isn't the constant setting and unsetting of tags going to mess with the AutoTag AI heuristics?

Irfan
Irfan Send private email
Tuesday, December 19, 2006
Not in this case, as (from my contrived example) 'ShoppingFiled' isn't an AutoTag, i.e. it's just a regular tag that can go on or off without any statistics tracking the behavior.

It's only the 'Shopping' tag that is set as the AutoTag here, and that just goes on when email arrives and stays on.
David Ing (Recognized User) Send private email
Wednesday, December 20, 2006
How about learning?  IOW, if I use F_Pers to file to the Personal folder and set the Personal tag, will that trigger learning?  Stated differently, when an AutoTag Action does a 'set tag' for another tag, does this programmatic set tag force a learn?

Irfan
Irfan Send private email
Wednesday, December 20, 2006
> when an AutoTag Action does a 'set tag' for another tag, does this programmatic set tag force a learn?

No, the learn / unlearn gets run when that AutoTag is put on or off on that content. Setting other tags in that tag's TagActions doesn't cause a learn to re-run...

Here's a summary of how this works: http://www.taglocity.com/help/How_AutoTags_Work.htm

The way to think about the AutoTags is as independant buckets of statistics that retune on a learn/unlearn. The classify is basically a 'which bucket is the best match on this content' - with the winner having the tag put on.
David Ing (Recognized User) Send private email
Wednesday, December 20, 2006
I have now been using your suggestion of having multiple tags:

> AutoTag: Shopping,
> TagActions: None
>
> Tag: ShoppingFiled,
> TagActions: MoveTo /Shopping/, UnSet ShoppingFiled
>
> Not perfect, but the same number of keystrokes as gmail ;-)

for more than a week.  It can work but it's a royal pain to setup.  I have to manually setup two tags for each tags that I use regularly (e.g. Perf and F_Perf).  Then I have to place the F_* in the TagBar so that I can quickly file my emails.  This increases the number of tags by roughly 2x, clutters the tag cloud and tag bar, makes the process error prone.

So, it's working but not in an ideal way.

Just thinking out loud ... Why not have a "AutoFile the Current Selection" option in addition to the "AutoTag Analyze the Current Selection" in the Tools menu?  One could then setup a keystroke to do that easily.  Killer feature!

What do you think?

Now being a paying customer :), this is right on top of my list of wanted features right along with:
 - per user licensing
 - exchange server stored tag profiles
 - tag action to set emails as read/unread

Irfan
Irfan Send private email
Thursday, January 04, 2007
"Just thinking out loud ... Why not have a "AutoFile the Current Selection" option in addition to the "AutoTag Analyze the Current Selection" in the Tools menu?  One could then setup a keystroke to do that easily.  Killer feature!"

How about something like a 'Run TagActions on the Current Selection'. This could then look at each tag already on the item and rerun their actions. If this menu item had a hot-key would that work ok?

"...list of wanted features right along with:
 - per user licensing"

Not soon for this, although we are reviewing it. Note that you can activate the license a couple of times, although we prefer you to buy more licenses. If you use Taglocity is a couple of places you'll be ok.


" - exchange server stored tag profiles"

Yes, investigating this now, it won't make the next 1.0.X set of releases but it's our intent now to do something this. It will be 'beta'd' in an upcoming release and 'under the covers' but it will be there for those that want to try it.

" - tag action to set emails as read/unread"

One thing that will be in the next update is the 'trial' of a feature called 'User Defined TagActions'. It'll be rather raw at first but it will allow you to do things exactly like this with a couple of lines of VBA (plus we'll supply some VBA examples too).

This new feature is formally put down for futher out releases, although in the next drop people that want to 'try it out' can contact me at [email protected] and I'll show  how to enable/test it out.
David Ing (Recognized User) Send private email
Thursday, January 04, 2007
> How about something like a 'Run TagActions
> on the Current Selection'. This could then
> look at each tag already on the item and
> rerun their actions. If this menu item
> had a hot-key would that work ok?

I think that works.

The only policy question now that needs to be resolved is the order in which those actions will run which is relevant for conflicts.  Let's say that Autotag picks two tags for an item (can AutoTag pick two tags?) or I set two tags manually.  Let's say that each of the two tags has a conflicting action (e.g. move to folder).  Then when I select 'Run TagActions on Current Selection', which Tag's actions will be executed.

We don't necessarily need something fancy here.  I think only two actions are inherently conflicting: "Move to Folder" and "User Defined Action".  But Set and Unset tag actions can also conflict.

Maybe a priority scheme would work.  If and only if conflicting actions exist, then (only for those conflicting actions), pick the action of the Tag higher up in the sorted list of Tags under the TagActions tab.  For all other actions of the multiple tags for the selected item, apply as is.

But doesn't this also mean that we'll need to have the list under TagAction sorted differently than other tabs?

> Note that you can activate the license
> a couple of times, although we prefer you
> to buy more licenses. If you use Taglocity
> is a couple of places you'll be ok.

Thanks for this nugget of info.

> " - exchange server stored tag profiles"
> Yes, investigating this now, it won't make
> the next 1.0.X set of releases but it's
> our intent now to do something this. It
> will be 'beta'd' in an upcoming release
> and 'under the covers' but it will be there
> for those that want to try it.

Excellent.  Hopefuly I can look it up from the release notes.

> One thing that will be in the next update
> is the 'trial' of a feature called 'User
> Defined TagActions'. It'll be rather raw
> at first but it will allow you to do things
> exactly like this with a couple of lines of
> VBA (plus we'll supply some VBA examples too).

Can't wait.  Again, hopefully this will get listed in the release notes so that I will know when to bug you guys for instructions on how to use it.

Irfan
Irfan Send private email
Thursday, January 04, 2007
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