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Surpass Platform Articles

Introduction

  • Surpass Platform Basics
    • What is Surpass?
    • Using Surpass for end-to-end digital testing
    • About Surpass test delivery options
    • Setting up a new Surpass user account
    • Logging in to Surpass
    • About the Surpass home screen
    • Logging out of Surpass
    • Enabling Flash for Surpass
    • Installing the Surpass Viewer
  • Surpass Platform Changelog

Test Development

  • Item Authoring
    • Getting started in Item Authoring
      • About the Subjects screen in Item Authoring
      • Creating a subject in Item Authoring
      • Managing items in a subject
    • Creating items
      • Creating a Multiple Choice question
        • Generating Multiple Choice questions with Surpass Copilot
      • Creating a Multiple Response question
      • Creating an Either/Or question
      • Creating a Numerical Entry question
      • Creating a Short Answer question
      • Creating an Essay question
      • Creating a Select From a List question
      • Creating an Extended Matching question
      • Creating a File Attach question
      • Creating a Drag and Drop question
      • Creating a Hotspot question
      • Creating an Audio Capture question
      • Creating a Fraction Entry question
      • Creating Custom Question Types
        • Creating a Bar Chart custom question
        • Creating a Diagram Creator custom question
        • Creating a Graph Selector custom question
        • Creating a Hot Text custom question
        • Creating a Line and Scatter Graph custom question
        • Creating a Pie Chart custom question
        • Creating a Spreadsheet custom question
      • Creating a Table question
      • Creating a Fill in the Blank question
      • Creating an Equation Entry question
      • Creating a Table (Legacy) question
      • Creating a Spreadsheet question
      • Creating an Audio Capture (Legacy) question
      • Creating survey items
        • Creating a Multiple Choice survey item
        • Creating a Multiple Response survey item
        • Creating an Essay survey item
        • Creating a Likert survey item
      • Creating basic pages
        • Creating an Introduction Page
        • Creating an Information Page
        • Creating a Finish Page
      • Importing items
        • Importing items from another subject
        • Importing items from other sources
      • About item sets
        • Creating an item set
        • Adding tags, enemies, and source material to an item set
        • Adding images to an item set
        • Adding audio to an item set
        • Adding video to an item set
        • Leaving comments on item sets
        • Using the item set history
    • Using media
      • About the Surpass media library
      • Importing files to the media library
      • Grouping media in the media library
      • About source material
        • Creating HTML source material
        • About the Surpass PDF viewer
        • Creating URL source material
        • Adding source material to an item
        • Using the Source Material panel in Item Authoring
      • About images
        • Adding images to an item
        • About the Surpass high-fidelity image viewer
      • About audio
        • Adding audio to an item
        • About the Surpass audio player
      • About video
        • Adding video to an item
        • About the Surpass video player
    • About Item Search
      • Searching for items with Item Search
      • About the Item Search results grid
      • Creating an item list using Item Search
      • Moving items to another subject from the Item Search screen
      • Sharing items with a subject master list from the Item Search screen
      • About the Saved Searches screen
        • Saving a search in Item Search
        • Using saved searches in Item Search
        • Editing saved searches in Item Search
    • About Item Lists
      • About the Item Lists screen
      • Managing an item list
      • Adding items to lists in the Item Lists screen
      • Creating an item list from the Item Lists screen
      • Moving items to another subject from the Item Lists screen
      • Sharing items with a subject master list from the Item Lists screen
    • About Templates
      • Creating an item template
      • Creating a component template
      • Using templates to create items
      • Managing templates
    • About Unit Conversions
      • Uploading a conversion profile
      • About the Unit Conversions screen
      • Performing a unit conversion
    • Setting up items
      • Using the formatting toolbar
      • Creating tables in items
      • About special characters
      • Adding assistive media to an item
      • Adding candidate feedback to items
      • Leaving comments on items
      • Adding tools to an item
      • Setting the item purpose
      • Setting the marking type
      • Uploading a mark scheme to an item
      • Using tags in items
      • Using tag collections in items
      • Setting up enemy items
      • Setting item duration
      • Setting item content delays
      • Adding citations to an item
      • Using the Item Lists panel
      • Creating and managing language variants
      • About item owners
      • Using the item history
      • Comparing item versions
      • About workflow statuses in Item Authoring
      • Using bulk update
  • Surpass Copilot
    • Surpass Copilot best practice
  • Tasks
    • Getting started in Tasks
      • About task types
      • About task managers, assignees, and lead assignees
      • About the Tasks screen
    • Working as a task manager
      • Preparing for tasks
      • Creating a General task
      • Creating an Authoring task
      • Creating a Review task
      • Creating a Standard Setting task
      • Editing tasks
      • Downloading Review task reports
      • Downloading Standard Setting task reports
      • Exporting Review task items
      • Exporting Standard Setting task items
      • Finalising tasks
    • Working as a task assignee
      • Working in an Authoring (Edit Existing Items) task as an assignee
      • Working in an Authoring (Create New Items) task as an assignee
      • Working in a Shared Review task as an assignee
      • Working in an Individual Review task as an assignee
      • Working in an Item Analysis Review task as an assignee
      • Working in a Standard Setting task as an assignee
      • Working in a General task as an assignee
    • Working as a lead assignee
      • Working in an Authoring (Edit Existing Items) task as a lead assignee
      • Working in an Authoring (Create New Items) task as a lead assignee
      • Working in a Shared Review task as a lead assignee
      • Working in an Individual Review task as a lead assignee
      • Working in an Item Analysis Review task as a lead assignee
      • Working in a Standard Setting task as a lead assignee
  • Reporting
    • About the Analytical Data screen
      • Viewing Test Forms reports
        • Viewing Tests Delivered reports
        • Viewing Items Delivered reports
      • Viewing Item Bank reports
    • About the Operational Data screen
    • About Rescoring
      • Creating a rescoring session
      • Editing scoring data in Rescoring
      • Changing answers in Rescoring
      • Awarding full marks in Rescoring
      • Adding and removing a score in Rescoring
      • Reverting changes in Rescoring
    • About Custom Reports
      • Creating a custom report template
      • Generating a custom report
  • Surpass Publisher

Test Assembly

  • Test Wizard
    • Getting started in the Test Wizard
      • Differences between the Test Wizard and Test Creation
      • About test types in the Test Wizard
    • About tests in the Test Wizard
      • Creating a test in the Test Wizard
        • About test settings in the Test Wizard
        • Reviewing a test in the Test Wizard
      • Editing existing tests in the Test Wizard
      • Creating a computer-based project in the Test Wizard
      • Creating a Paper and Onscreen test in the Test Wizard
      • Downloading printable tests in the Test Wizard
    • About test forms in the Test Wizard
      • Creating a test form in the Test Wizard
        • About test form settings in the Test Wizard
          • Setting up grade boundaries in the Test Wizard
        • Adding items to a test form in the Test Wizard
        • Adding dynamic content to test forms in the Test Wizard
        • Adding sections to a test form in the Test Wizard
        • Adding basic pages to a test form in the Test Wizard
        • Grouping items in a test form in the Test Wizard
      • Editing existing test forms in the Test Wizard
    • Sharing tests in the Test Wizard
      • About the Quality Review panel
    • Exporting items to Microsoft Word
  • Test Creation
    • Getting started in Test Creation
    • About tests
      • About the Tests screen
      • Creating tests
        • About test settings
        • Creating a computer-based project in Test Creation
        • Configuring a test for SecureClient
        • Setting up a test for invigilation
        • Setting up a test for paper marking
        • About Surpass test languages
        • Assigning users to mark tests
        • Applying a test profile to a test
      • Cloning tests
      • Deleting tests
    • About test forms
      • About the Test Forms screen
      • Creating test forms
      • About test form content
        • About the Test Form Rules tab
        • Adding Introduction and Finish Pages to a test form
        • Adding sections to a test form
        • Adding section selectors to a test form
        • Adding items to a fixed section
        • Adding rules to a dynamic section
        • About test form search parameters
        • Grouping items in a test form
        • Adding non-scored items to a test form
        • Adding tools to a test form
        • Previewing a test form
      • About test form duration
        • Adding scheduled breaks to a test form
      • About test form settings
        • Setting up grade boundaries
        • Setting up Learning Outcome boundaries
        • Configuring a test form for SecureMarker
      • Checking test forms in and out
      • Cloning test forms
      • Packaging test forms
      • Printing test forms in Test Creation
      • Deleting test forms
    • About test profiles
      • About the Test Profiles screen
      • Creating test profiles
        • About test profile settings
    • About LOFT/Adaptive tests
      • About the LOFT/Adaptive screen
      • Editing a LOFT/Adaptive test form
        • Defining rules for a LOFT section
        • Simulating a LOFT test form
        • Uploading psychometric targets to a LOFT test form
        • Uploading rules to a LOFT section
      • LOFT troubleshooting
    • About item pools
      • About the Item Pools screen
      • Creating an item pool

Test Delivery

  • Test Administration
    • About the Schedule (Standard) screen
      • Scheduling a test session in the Schedule (Standard) screen
      • Using Bulk Schedule
      • Printing an invigilation pack from the Schedule (Standard) screen
      • Deleting a scheduled test session in the Schedule (Standard) screen
    • About the Schedule (Legacy) screen
      • Scheduling a test session in the Schedule (Legacy) screen
      • Printing an invigilation pack from the Schedule (Legacy) screen
      • Deleting a scheduled test session in the Schedule (Legacy) screen
    • About the Invigilate screen
      • Unlocking an invigilated test in the Invigilate screen
      • Voiding a test in the Invigilate screen
      • Modifying the duration of a test in the Invigilate screen
      • Printing an invigilation pack from the Invigilate screen
      • Invigilating a paper test in the Invigilate screen
      • Modifying the submission date of a computer-based project in the Invigilate screen
      • Re-assigning user associations in the Invigilate screen
    • About the Mark (Standard) screen
      • Marking a script in the Mark (Standard) screen
      • Adding additional files to File Attach items in the Mark (Standard) screen
      • Exporting scripts from the Mark (Standard) screen
      • Escalating a script in the Mark (Standard) screen
      • Re-assigning user associations in the Mark (Standard) screen
      • Changing associated centre of a computer-based project in the Mark (Standard) screen
    • About the Mark (Legacy) screen
      • Marking a script in the Mark (Legacy) screen
      • Adding additional files to File Attach items in the Mark (Legacy) screen
      • Escalating a script in the Mark (Legacy) screen
      • Exporting scripts from the Mark (Legacy) screen
    • About the Paper Mark screen
      • Marking a paper test in the Paper Mark screen
      • Escalating a script in the Paper Mark screen
    • About the Moderate (Standard) screen
      • Moderating a script in the Moderate (Standard) screen
      • Editing grade boundaries in the Moderate (Standard) screen
      • Escalating a script in the Moderate (Standard) screen
      • Re-assigning user associations in the Moderate (Standard) screen
      • Changing associated centre of a computer-based project in the Moderate (Standard) screen
    • About the Moderate (Legacy) screen
      • Moderating a script in the Moderate (Legacy) screen
      • Packaging a script in the Moderate (Legacy) screen
      • Editing grade boundaries in the Moderate (Legacy) screen
      • Escalating a script in the Moderate (Legacy) screen
    • About the Results screen
      • Generating results reports in the Results screen
      • Uploading OMR results in the Results screen
    • About the Re-mark screen
      • Re-marking a script
    • About the Audit screen
      • Viewing an audit report in the Audit screen
      • Flagging a script for re-marking in the Audit screen
      • Exporting scripts from the Audit screen
      • Allowing users to view responses in Results from the Audit screen
    • About the Candidate Review screen
      • Scheduling a candidate review session
      • Sitting a candidate review session
  • Test Delivery
    • About standard browser delivery
    • About secure browser delivery
      • About SecureClient
      • About online-only secure browser delivery
    • Using the Surpass test driver
      • Starting a test
        • Opening the Surpass test driver
        • Checking your system
        • Entering your keycode and confirming your details
        • Starting invigilated tests
        • Starting online-only secure browser tests
      • During a test
        • About the Surpass test driver interface
        • Navigating a test in the Surpass test driver
        • Flagging items in the test driver
        • About test sections
        • Leaving comments on a test as a candidate
        • Viewing candidate feedback in the test driver
        • Taking breaks in the test driver
        • Using the highlighting tool in the test driver
        • Using the strikethrough tool in the test driver
        • Using the Calculator in the test driver
        • Using the Caliper tool in the test driver
        • Using the Notepad tool in the test driver
        • Using the Protractor tool in the test driver
        • Viewing HTML and URL source material in the test driver
        • Using the PDF viewer in the test driver
        • Using the high-fidelity image viewer in the test driver
        • Watching video in the test driver
        • Listening to audio in the test driver
        • Using assistive media in the test driver
        • Closing and resuming a computer-based project
      • Finishing a test
        • Submitting a script in the test driver
        • Viewing summary feedback in the test driver

System Administration

  • Setup
    • About the Centres screen
      • Creating a centre
      • Editing a centre
      • Deleting a centre
      • Retiring a centre
    • About the Subjects screen
      • Creating a subject in Setup
      • Editing a subject
      • Managing subject team members
      • Setting up subject tags
      • Importing a tag structure
      • Setting up tag groups
      • Setting up tag categories
      • Setting up tag hierarchies
      • Setting up tag collection groups
      • Importing tags with a spreadsheet
      • About IRT tags
      • Setting up a subject group
      • Sharing a subject
      • Setting up Surpass Copilot
      • Deleting a subject
    • About the Users screen
      • Creating a user
      • Editing a user
      • Deleting a user
    • About the Candidates screen
      • Creating a candidate
      • Importing candidates with a spreadsheet
      • Setting up candidate tags
      • Editing a candidate
      • Retiring a candidate
  • Site Settings
    • About My Profile options
    • About Site Settings options
    • About Branding options
    • About Customise Columns options
    • About Roles
      • About roles and permissions
      • Creating a new role
      • Editing a role
    • About Regional Settings options
    • About Assignment Groups options
Breadcrumbs Item Authoring > Setting up items > Using tag collections in items

Using tag collections in items

In Surpass, you can attach metadata (known as “tags”) to items and then use these tags to organise items when authoring content, creating tests, and viewing results. Tags are made up of “tag groups” and “tag values”.

A “tag collection” lets you categorise tag groups and tag values, which is useful for comparing data across multiple tag groups. Tag collections are contained in “tag collection groups”. Tag collections are subject-specific.

This article explains how to give tag collections to an item.

In this article
  • 1. Go to your item’s Edit screen
  • 2. Open the Tag Collections dialog
  • 3. Open the Manage Tag Collections dialog
  • 4. Create tag collections
  • Creating a tag collection from a tag collection template
  • Creating a new tag collection
  • Editing tag collections
  • 5. Compare tag collections
  • 6. Check tag collection
  • 7. Save the item
  • Further reading

1. Go to your item’s Edit screen

Select an item in your subject to open it and go to the Edit screen.

2. Open the Tag Collections dialog

Select the Tag Collections button to open the Tag Collections panel.

3. Open the Manage Tag Collections dialog

NOTE: Tag collection groups are created in the Subjects screen of Setup. For more information, read Setting up tag collection groups.

In the Tag Collections panel, select the Manage Tag Collections button to open the Manage Tag Collections dialog.

4. Create tag collections

NOTE: Tag collection groups are created in the Subjects screen of Setup. For more information, read Setting up tag collections groups.

Select a Tag Collection Group from the list of available groups.

When you have chosen a tag collection group, select Create Tag Collection to create a tag collection or choose from predefined tag collection(s) to assign to your item.

Creating a tag collection from a tag collection template

In the Select Tag Collection Template dropdown, choose a tag collection template from your chosen tag collection group. These are created in Setup. For more information, read Setting up tag collection groups.

You can edit the name of the tag collection in Tag Collection Name.

In the Tag Groups and Tag Value table, you can edit the tag values assigned to each tag group assigned to the tag collection. Read ‘Creating a new tag collection’ later in this article for more information.

Creating a new tag collection

Enter a name for your tag collection in Tag Collection Name.

In the Tag Group and Tag Value table, you can view a list of the tag groups assigned to the tag collection.

NOTE: Tag groups contained in a tag collection can only contain one tag value.

Select Save as template to create a new tag collection template from your tag collection for the tag collection group. New tag collection templates created in Item Authoring are available to edit in Setup.

Select Mark as latest tag collection to determine the tag collection’s tag values as the most up to date. Only the latest tag values can be returned when searching for items in Item Search. For more information, read Searching for items with Item Search.

Select Create Tag Collection to assign tag collection(s) to your item.

NOTE: You cannot assign subcollections to an item in Item Authoring. Subcollections can only be assigned to items using the TagCollection OAPI.

Editing tag collections

You can edit the tag collections assigned to your item in the Tag Collections panel. Open the Manage Tag Collections dialog, then select the Edit button to edit the tag collection. See step 4 (above) for full instructions on how to edit your tag collections.

Select Delete to remove a tag collection from your chosen tag collection group. Select Duplicate to copy an existing tag collection. The copy takes the original tag collection’s name and prefaces it with Copy of.

Select Save to save your changes to the Tag Collection.

5. Compare tag collections

If tag collections have been assigned to your item, you can view their associated tag groups and tag values in the Manage Tag Collections dialog. This is useful if you want to compare data across multiple tag collections.

TIP: Choose Select All to select all tag collections in the chosen tag collection group.

If subcollections have been given to your item using the TagCollectionGroup API, select Expand on their tag collection to view them.

Select subcollections to view their associated tag groups and tag values as part of their tag collection. You can view multiple subcollections within a single tag collection.

6. Check tag collection

You can see the name of the tag collection group and its associated tag collections assigned to your item in the Tag Collections panel.

7. Save the item

Select Save  to save your item to your subject.

WARNING: Saving changes to live items included in scheduled tests might affect candidate delivery.

Further reading

To learn more about tags, read the following articles:

  • Using tags in items
  • Setting up tag collection groups
  • Setting up tag groups
  • Setting up tag categories
  • Adding tags, enemies, and source material to an item set

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