The Taxonomy function allows you to store complex hierarchical classifications within the metadata. Implementing taxonomy enhances the user experience, reducing the manual effort of data entry and auto completion of related metadata where appropriate. Additionally, taxonomy supports centralised management and quality of the metadata entered, ensuring full control of the metadata, leading to better rules management, search and discover abilities, and more intelligent workflow configurations.

Defining and using a taxonomy can offer additional benefits in that users of the system will be categorizing content and assets using a controlled vocabulary.

Create a New Taxonomy

Click the Taxonomy icon to create a new taxonomy, or to edit or disable an existing taxonomy.

The Taxonomy window is displayed:

To create a new taxonomy, click the + icon to display a new dialog.

Mandatory fields are Name and Visibility, and are displayed in red. You can add a description if you wish:

To exit without creating a taxonomy, click Cancel, or the Close icon outside the dialog.

Edit a Taxonomy

To edit an existing taxonomy, click the ellipsis beside that collection and select Edit.

Note: Click on any other part of the taxonomy entry to display a panel with the metadata associated with that collection. This panel also includes an Edit button at the bottom:

The edit window is displayed. To add a new taxon to the collection, Click the Add a Taxon field, and type the name:

Note: The name is not saved until you click the save icon and a message is displayed:

Hover over the taxon name to edit it, or to delete the taxon:

To add a category to a taxon:

  1. Click on the taxon name:
  2. Click Add a category.
  3. Add the name, as before.
  4. Taxons that contain sub-categories are displayed with an arrow:

You can add as many taxons as you want within a category. When one or more taxons have been added at any level, a search field is displayed for that level.

Disable or Delete a Taxonomy

Click on the ellipsis beside the taxonomy name, then chose the option you want from the menu that is displayed.

Configuring the Taxonomy as a Backing Store

Once the taxonomy is created and enabled, you must associate your taxonomy with a specific field in a metadata schema in order for it to be used in the UI.

To associate a taxonomy with a drill-down option field in a metadata definition, follow these steps:
  1. In the Metadata Designer, open the metadata schema:
  2. Add a Drill-Down option field in the definition (see Adding and Removing Fields for more information):
    Note: In the Configuration panel on the right-hand side, the Backing Store checkbox is selected by default, as taxonomy is the only backing store available for the Drill Down option field.
  3. Expand the Backing Store field. For the Type drop down, Taxonomy is selected by default. Select the taxonomy that you have configured (the taxonomy must be enabled to be listed):
  4. Click Save.

    The taxonomy is now associated with that field.

  5. Repeat for each field to be backed by taxonomy.