Managing Controlled Terms in Wordshack

Wordshack is a central vocabulary management system that supports the controlled terminology used in some EAS metadata fields. You can associate controlled terms with email in the EASi interface, but to create controlled terms, you must use the Wordshack interface in DRS2 Web Admin.

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For detailed information about using Wordshack, see the DRS2 Web Admin User Guide.

Adding terms in Wordshack

Admin categories and tags (persons, organizations, and topics) are managed in Wordshack. Follow these steps to create or edit these terms.

1. In EASi, click the Wordshack main menu choice to access the Wordshack area in DRS2 Web Admin.

   • If you recently logged into DRS2 Web Admin, you will connect directly to the Wordshack area within a few seconds.
   • If you haven’t logged in recently, you will be taken to the DRS2 Web Admin Search page. This connection can take up to 30 seconds to make. Select Wordshack from the Web Admin menu to continue.
2. Select the type of term from the Wordshack menu.
   
3. Type your new category term in the search box. If no match is found, click the Create New button to open a data entry form.
   Tip: Enter an asterisk into the search box to see the full list of defined terms; select a term from the list to display its record.
4. Fill out the new term form. Enter data in required fields, and if desired add a note about the term in the Note field. Required fields are:
   • Admin Categories:
     • Value: enter the category term here.
   • Organizations:
     • Name Part: enter the organization name here. If name has multiple parts, enter first part here and click + as needed to define other parts of the name.
       
   • Persons:
     
     • Name: enter name here (last name, first name).
       

   • Topics:

     • Value: enter the topic here.
5. Click Save New Term and the term will be created.

Linking email correspondents to person terms in Wordshack

This section describes how to relate an email address term to a person term in Wordshack.

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