Taxonomies
Taxonomies are hierarchical subject lists used to describe items. They can be used for any Attribute which uses a hierarchical list.
Taxonomies are displayed on the BROWSE page where users can see what information has been indexed under each taxonomy term.
Taxonomies are hierarchical with no limits to the number of hierarchical levels that can be created. You can create multiple taxonomies.
The taxonomies menu in System Management lists all current taxonomies, allows you to create new taxonomies, and links to the taxonomy editor.
Users without the “setup system” policy can edit taxonomies, subject to their permissions, from the pop up menu.
Setting up a hierarchical attribute
To create an attribute where the user selects from a hierarchical list, you need to set up a hierarchical attribute. These are made up of:
The attribute and the type will generally have exactly the same name.
When creating a new taxonomy, the system can automatically set up all these elements for you:
Click “New taxonomy”, then enter
- Name: Your taxonomy name
- Type: Create a new type and attribute
Click “Edit terms” in the taxonomy information display, and create some terms in the taxonomy editor.
Manual taxonomy creation
In some cases, you may want to vary how the taxonomies are set up for your application. In this case you can manually create the taxonomy, as documented below.
Create type
Create a new classification type called “Example”.
Click “New classification type”, then enter
- Name: Example
- Search names: example
- “Hierarchical” and “Classification type” should both be checked
After creating the type, you’ll see a warning. This can be ignored for the moment.
Create attribute
Create a new attribute, again called “Example”.
Click “New attribute”, then enter
- Attribute name: Example
- Search name: example
- Data type: Link to other object as Lookup
- Select ‘Example’ in the type list below
Create taxonomies
Create the taxonomy itself.
Click “New taxonomy”, then enter
- Name: Example
- Type: Use existing type – Example
Click “Edit terms” in the taxonomy information display, and create some terms in the taxonomy editor.
Add attribute to other types
You can now use your new Example attribute in other types, as you would with any other attribute.