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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 difference between option lists and taxonomies 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.

Create or modify a taxonomy

The Taxonomy page provides an overview of the current taxonomy configuration for your environment.

To create a taxonomy:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Taxonomy.

  3. On the Taxonomy page, click New taxonomy.

  4. In the New taxonomy dialog box, in the Name field, enter a name for the taxonomy.

  5. Click the Allow manual sorting switch to active if you want the ability to sort taxonomies.

  6. In the Label field, select the language of the label, define the label itself, and click Create.

  7. On the Taxonomy Management page, click Add , define taxonomy details, and then click Save.

Warning

Master is a reserved internal label. Do not use it as the taxonomy identifier (for example, using Creation.Master or CMP.Creation.Master results in an error). You can, however, use it in combinations such as DMCreation.TypeMaster or CMP.MasterCreation.

To modify a taxonomy value or sequence:

Note

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

  1. On the menu bar, click Manage .

  2. On the Manage page, click Taxonomy.

  3. On the Taxonomy page, select a taxonomy.

    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.

    Warning

    Master is a reserved internal label. Do not use it as the taxonomy identifier. You can, however, use it in combinations such as CreationType.Master or MasterDM.Creation.

  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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