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Taxonomies

A taxonomy is used to classify metadata and is useful when you are organizing assets for use with filters, or you need to add security. For example, you could use taxonomies to organize assets by brand name so that when users search for an asset, they can filter the search by brand name.

The main difference with option lists is that a taxonomy can have many hierarchical values (for example, a tree structure), and it controls security. Use a taxonomy instead of an option list when:

  • The selected value controls the security on the entity (option lists cannot control security).

  • The list of possible values is very long (taxonomies are searchable and paged).

  • The item needs more properties than just a name (for example, it also requires a description and an image).

Tip

For best practices on taxonomies, see Taxonomy versus option list and Option list to taxonomy migration.

Taxonomy page

The Taxonomy page provides an overview of the current taxonomy configuration for your environment. From this page, you can edit taxonomy properties and values.

To access the Taxonomy page, on the menu bar, click Manage and, on the Manage page, click Taxonomy.

Note

When you change taxonomy values, the datasource cache must be cleared for the changes to be applied.

To modify a taxonomy values or sequence:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Taxonomy.

  3. On the Taxonomy page, select a taxonomy. The Taxonomy Management page opens.

    In the following example, the icon next to Color profiles indicates that this item has child items (that is, it is a parent) while the icon next to Default shows that it has no child items.

  4. On the Taxonomy Management page, to add a child taxonomy, click Add , define the taxonomy details in the right pane, and then click Save.

    This creates a tree structure.

  5. To delete a taxonomy, next to the taxonomy item, click Actions and select Delete.

  6. To move a child taxonomy to another parent, click Actions and select Move.

  7. To view taxonomy details (such as the number of descendants or child items), select a taxonomy and click Show details .

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