Taxonomy

Classifying Web Content

Summary

Taxonomy is the practice of classifying content. Taxonomy terms are compiled in vocabularies, which are then used to connect and relate web content.

Audience

Web Managers

How To

  • 1

    Vocabulary

    Navigate to:

    • Structure > Taxonomy.

    Taxonomy menu.

    • Taxonomy Terms are grouped into containers called Vocabularies.
    • Vocabularies appear in a three-column table showing Vocabulary Name, Description (if entered), and Operations.

    Vocabulary name.

    Vocabulary Policy

    Per Digital Solutions policy, Web Managers will not add or edit Vocabularies, which are created and associated with Content Types at the Administrator level.

  • 2

    Terms

    Think of Vocabularies and Terms as having Parent/Child Relationships.

    • The Vocabulary is the parent and Terms are the children. For example, a vocabulary called Fruit might contain the terms Apple and Banana.

    Term names.

  • 3

    List Terms

    To view Terms in a Vocabulary (Blog Category, for example):

    • Click the List Terms button under Operations, to the right of the Vocabulary name.

    List Terms button.

    • The Terms list appears in alphabetical order (unless manually grouped otherwise).

    Term names.

  • 4

    Add Term

    To add a Term to a Vocabulary:

    • Click Add Terms under Operations, to the right of the Vocabulary Name.

    Add Terms menu.

    Or:

    • Click + Add Term on the Terms page for the Vocabulary.

    Add Term button.

    Fields marked with an asterisk (*) are required.

    • Name — Enter a name for the Term.

    Term name.

    • Description — Enter a description for the Term, if desired.

    Term description.

    • Leave Generate Automatic URL Alias checked.

    Generate Automatic URL Alias

    • Uncheck to specify an alternative path.

    URL alias.

    • Leave Published checked.

    Published checkbox.

    • Click Save.

    Save button.

  • 5

    Edit Term

    To edit a Term:

    • Click Edit under Operations, to the right of the Term Name.

    Edit Term menu.

    • Make desired changes to the NameDescription, or other fields.

    Term name.

    Term description.

    • Click Save.

    Save button.

  • 6

    Delete Term

    To delete a Term:

    • Click Delete under Operations, to the right of the Term Name.

    Delete menu.

    Or:

    • Click Delete on the Terms page for the Vocabulary.

    Delete button.

  • 7

    Flat Taxonomy

    Flat Taxonomy features parallel Terms, with no Parent/Child Relationships.

    Flat Taxonomy is appropriate for most Vocabularies.

    Flat Taxonomy.

  • 8

    Hierarchical Taxonomy

    Hierarchical Taxonomy features Terms with Parent/Child Relationships.

    Example:

    Berries — (Parent Term)

    • Blackberry — (Child Term)
    • Blueberry — (Child Term)
    • Raspberry — (Child Term)

    Hierarchical Taxonomy.

  • 9

    Create Parent/Child Relationships for Terms

    Parent/Child Relationships for Terms can be created in two (2) ways.

    Grab and Slide Method:

    On the Terms List, place the mouse cursor over the Drag to Re-Order icon, to the left of the desired child Term.

    Drag to Re-Order option.

    Click-and-hold to grab the Term entry and move it below the desired parent Term.

    When the Term is in place, grab and slide to the right to create a child relationship to the parent Term above.

    Grab and Slide option.

    Click Save.

    Child Terms appear indented below the parent Term.

    Hierarchical Taxonomy.

    Edit Menu Method:

    To create Parent/Child Relationships via the Parent Terms menu:

    Edit the Term (in this example, Blackberry).

    Click Relations.

    Relations menu.

    In the Parent Terms menu, select the appropriate Parent Term (in this example, Berries).

    Parent Terms menu.

    Click Save.

    Terms appear as Children in the Parent Terms menu.

    Parent Terms menu showing Child Terms

    Weight:

    • Terms are displayed in ascending order by Weight value.

    Weight value.

    Reset to Alphabetical

    To revert to alphabetical order:

    • Click Reset to Alphabetical.

    Reset to alphabetical order.

    • Avoid resetting if Parent/Child Relationship exists.