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.
The edit window is displayed. To add a new taxon to the collection, Click the Add a Taxon field, and type the name:
Hover over the taxon name to edit it, or to delete the taxon:
To add a category to a taxon:
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.