Assigning a Taxonomy to Content

Use a folder property's Taxonomy tab to determine which taxonomies may be assigned to content in a folder. For example, to restrict Support team members to the OnTrek Site Navigation taxonomy, check the box next to it; those member cannot assign other categories from the Featured Products taxonomy.

Assigning Categories to Content

When you edit content, if you choose the Category tab, you see Taxonomy categories that you can apply to the content.

The number to the right of any taxonomy or category is the total items assigned to it. For example, the Support taxonomy has 22 items assigned to it. The number includes individual items plus all items in any assigned folders. So, for example, if 1 content item and 1 folder are assigned to a category, and the folder has 5 items, the category’s number is 6.

Assigning Categories to a Folder

An administrator can make a taxonomy available to a folder.

1. Go to Workarea > Content > Folders and then click a folder.
2. Choose View > Properties.
3. Click Edit Properties.
4. On the Taxonomy tab, uncheck the Inherit parent configuration checkbox if it is checked.

   Unlike many folder properties, Taxonomy settings are not inherited from a parent folder by default. But you can cause them to be inherited if that is appropriate. If you are not working on the root folder and the appropriate set of Taxonomies is applied to a folder’s parent folder, go to the folder’s properties screen and check the Inherit parent configuration checkbox.

5. Check a taxonomy or categories that should be available to this folder.

From now on, users editing content in this folder can assign categories from the selected taxonomies.

Assigning Categories to a Community Group

Prerequisite

You can perform this procedure only if the Group box is enabled on a taxonomy properties screen (Configuration field). Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

You can assign a taxonomy or categories to a community group in the following ways.

Assigning Categories to a User

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

1. Go to Workarea > Content > Taxonomies.
2. Select a language whose taxonomies you want to work with (see image below). You can choose All.
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3. Select a taxonomy.
4. Select the category to which you want to assign content.
5. Click Assign Items to Taxonomy ().
6. From the View drop-down, click CMS Authors.
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7. A search field appears. Click the search icon to see a list of all Ektron users (that is, authors). Or, enter one or more letters, and only users containing them appear. You can also use the drop-down to specify if you are searching the user's first name, last name or user name.
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8. Check the box to the left of the users you want to assign.
9. Click Update.

Assigning Content to Categories

Prerequisites

You can perform these procedures only if the Group box is enabled on a taxonomy properties screen (Configuration field). Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

1. Go to Workarea > Content > Taxonomies.
2. Select a language whose taxonomies you want to work with.
3. Click a taxonomy.
4. Check a box next to the category to which you want to assign content.
5. Click Assign items to taxonomy ().
6. From the View drop-down, choose Content.
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7. Choose the type of content you want to see via the Type drop-down.
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   • All types—both archivethe state of content upon reaching its end date. What happens next is determined by your choice at the content's Schedule tab > Action on End Date options field. Choices are * Archive and remove from site (expire) * Archive and remain on site * Add to CMS Refresh Reportd and active content
   • Content—active content only
   • Library—library files
   • Archived Content—only content that has been archivethe state of content upon reaching its end date. What happens next is determined by your choice at the content's Schedule tab > Action on End Date options field. Choices are * Archive and remove from site (expire) * Archive and remain on site * Add to CMS Refresh Reportd and set to remain on site.
8. Navigate to the folder that contains the content you want to assign to the taxonomy or category. The path shows on the screen. Folder content appears below the folder path.
9. Check the box to the left of content you want to assign. You can assign all types of content, even blogs.

   NOTE: Only content in the selected language appears.

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10. Click Update.

    You can verify that the content was assigned to a category by going to the content block and viewing the Category tab of its properties.

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Assigning a Folder to Categories

Prerequisites

You can perform this procedure only if the Content box is enabled on a taxonomy properties screen (Configuration field). Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

NOTE: If you assign a folder, a relationship is established between the folder’s content and the taxonomy category. The folder is only a convenience for creating this relationship.
Because there is no relationship between a folder and a taxonomy category, if you delete the folder from the taxonomy, the taxonomy category is still applied to the folder's content.

You can assign a folder to a taxonomy, thereby displaying published content in the folder when the page is viewed. As content is added to or deleted from the folder, the taxonomy on the Web page changes dynamically.

For example, you have a “Top News Stories” folder, in which newer news items are frequently added, and old ones are deleted. The taxonomy only shows the latest news items. The updating of the content is handled by the taxonomy automatically.

IMPORTANT: If you move content from a folder to which a taxonomy category is assigned, the category remains with the content in the new folder. If the new folder also has a taxonomy category assigned, the new category is also applied to the moved content.

To assign a folder to a taxonomy category:

1. Go to Workarea > Content > Taxonomies.
2. Select the language of the taxonomy on which to work.
3. Select the taxonomy or category to which you want to assign a folder.
4. Click Assign Folders to Taxonomy ().
5. Navigate to the folder you want to assign to the taxonomy or category.
6. Check the folders you want to assign.

   NOTE: Only checked folders are assigned to the taxonomy or category. Checking a parent folder has no effect on its child folders.

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7. Click Update.

Viewing Taxonomies

1. Go to Workarea > Content > Taxonomies and click on Taxonomies. The View All Taxonomies screen displays all taxonomiesa content-level categorization system that uses one-to-many relationships to create a scalable organization of content. A taxonomy lets you create a navigation system that is independent of the folder structure. currently in Ektron. The language pull down lets you filter the list by a language.
2. To work with any taxonomy, select it. When you do, it appears within the View All Categories of Taxonomy screen.
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3. Click a taxonomy to view the categories in it. The View Taxonomy screen appears.
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Editing a Taxonomy

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

1. Go to Workarea > Content > Taxonomies.
2. Select the taxonomy from the list of taxonomies.
3. Click Edit (). The following screen appears.
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For a description of these fields, see Creating a Taxonomy and Its Associated Categories.

Adding a Taxonomy or Category

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

To add a category to a taxonomy, or to add a subcategory to a category:

1. Go to Workarea > Content > Taxonomies.
2. Select the taxonomy or category under which you want to create a new category.
3. Click Add Category. The Add Category screen appears.
4. Complete the fields for the new category.
   Taxonomy field descriptions

   • Category Title—Give the taxonomy a title. The title identifies the taxonomy wherever it appears.
   • Category Description—If desired, enter a more complete description of the taxonomy. It appears only on the Edit Taxonomy screen.
   • Taxonomy Image—If desired, you can assign an image to this taxonomy. For example, in the eCommerce feature, you could display an image that indicates the type of products that make up the taxonomy.

     To display the taxonomy image, use Ektron’s API.

   • Template—If desired, select a template to apply to the taxonomy or category. See Also: Creating a Taxonomy-based Search on a Web page
   • Inherit (only appears when creating a category underneath a taxonomy)—Check this box if you want this category to inherit its template from the parent category or taxonomy. If not, assign a template using the Template field (above).
   • Category Link—Use this field to direct a site visitor who clicks this taxonomy or category to a page on your website. For example, when someone is using your site’s company directory and clicks Human Resources > Benefits, he is directed to that area of your site.

     Without a Category Link, if a site visitor clicks a taxonomy category, the results appear on the same page.

     Enter a path to a destination page relative to your site root folder. For example, aboutus.aspx. When a site visitor clicks this taxonomy or category, the site visitor is directed to http://your-URL/siteroot/aboutus.aspx.

     You could also direct the user to a content ID, such as aboutus.aspx?id=62.

   • Synchronize Languages—Check this box to synchronize all language versions of content assigned to this taxonomy. That is, maintain the same content in multiple language versions of a taxonomy.

     For example

     • you have English and Spanish versions of the taxonomy 'Press Releases'
     • content ID 406 exists in English and Spanish

     If you add content ID 406 to the English 'Press Releases' taxonomy, Spanish content ID 406 is added to the Spanish 'Press Releases' taxonomy.

     Conversely, if you delete content ID 406 from the Spanish 'Press Releases' taxonomy, content ID 406 is removed from the English 'Press Releases' taxonomy.

     As another example

     • you have English and a Spanish versions of the taxonomy 'Press Releases'
     • content ID 407 exists in English only

     If you add content ID 407 to the English 'Press Releases' taxonomy, the Spanish 'Press Releases' taxonomy is not affected, since content ID 407 does not exist in Spanish.

     Conversely, if you delete content ID 407 from the English 'Press Releases' taxonomy, the Spanish 'Press Releases' taxonomy is not affected, since content ID 407 does not exist in Spanish.

     See Also: Working with Metadata that does not work with XLIFF

   • Create the Taxonomy in All Languages—Check this box if, whenever a taxonomy is created in the default language, it is also automatically created in all other enabled languages.
   • Enable—Check this box if you want this taxonomy or category, and its subcategories, to appear when this taxonomy appears on your website.

     Uncheck this box to block categories from appearing as part of this taxonomy. For example, you have not finished creating content for a category.

     If you uncheck this box, this node and its child nodes are indicated by a gray background in the Workarea (see image below).

     

     The gray background also appears when users work with this taxonomy or category on the Edit Content screen’s Category tab.

     This setting does not prevent you from assigning taxonomies or categories in the Workarea.

   • Configuration—Select a configuration with which to associate the taxonomy.
     • Content
     • User
     • Group

     NOTE: By default, a new taxonomy’s configuration is content. Also, this field only appears for a taxonomy. It does not appear for categories, which are below the taxonomy.

     Custom Properties tab—Let you extend the taxonomy's functionality by creating custom fields to capture additional information.

5. Click Save.

Copying and Moving a Taxonomy or Category

You can move any taxonomy or category to any other taxonomy or category. There are 2 ways to do this.

Deleting a Taxonomy or Category

WARNING! When you delete a taxonomy, existing links to content (on the Category tab) are deleted. If a taxonomy was assigned to a folder (on the Folder Properties screen), it is no longer assigned.

Removing Content from a Taxonomy or Category

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

1. Go to Workarea > Content > Taxonomies.
2. Select a taxonomy or category.
3. Check the box to the left of content you want to remove.
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4. Click Remove Items.

Removing a Folder from a Taxonomy or Category

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

Reordering Categories

Prerequisite

Only members of the Administrator user group or those assigned the Taxonomy Administrator role can perform these actions.

You can reorder the categories of a taxonomy or one of its categories. Reordered subcategories appear only within the Workarea.

To reorder the categories assigned to a taxonomy or category:

1. Go to Workarea > Content > Taxonomy.
2. Select a taxonomy or category that has content that you want to reorder.
3. Click Reorder ().
4. Set the Type drop-down list to Category.
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5. Select an item then click the up or down arrow to move it in that direction.
6. Continue step 5 until the content is in the desired order.
7. If there are several language versions of this taxonomy, you can automatically reorder all versions. To do that, check Apply ordering for all languages.
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8. Click Update.

Reordering Content Assigned to a Taxonomy Category

You can reorder (that is, change the sequence of) content within a category. Reordered content appears within the Workarea and can appear on your website of the Directory server control’s ItemSortOrder property is set to taxonomy_item_display_order.

To reorder the content assigned to a category:

Prerequisite

Only members of the Administrator user group or those assigned to the Taxonomy Administrator role can perform these actions.

1. Go to Workarea > Content > Taxonomies.
2. Select the taxonomy or category that has the content that you want to reorder.
3. Click Reorder ().
4. Set the Type drop-down list to items.
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5. All items assigned to the category appear.
6. Select an item then click the up or down arrow to move it in that direction.
7. Continue step 6 until all content is in the desired order.
8. Click Update.

Creating a Taxonomy-based Search on a Web page

A site visitor can search your website by its taxonomy structure when a developer places a Directory server controla server control uses API language to interact with the CMS and Framework UI to display the output. A server control can be dragged and dropped onto a Web form and then modified. on a Web page. The following image shows a taxonomy displayed through the Directory server control. See Also: Directory.

When a site visitor clicks a hyperlink on a Web page that has the Directory server control, it uses the template assigned to the linked content (such as default.aspx shown in the following example).

To display the linked content in a different template:

1. When creating or editing a taxonomy or category, select the appropriate template at the Template pull-down field (shown above).

   NOTE: Any category below the root level can inherit its parent’s taxonomy template. Use the Inherit checkbox to do this.

   You may need a developer’s help with the remaining steps.

2. In Visual Studio, open the .aspx page that contains the directory server control.
3. Look at the server control’s MarkupLanguage property.
4. If the property is blank, open the following file: siteroot/workarea/template/taxonomy/taxonomy.ekml.

   If the property displays an EkMLEktron Markup Language file, open that file. Its path may be listed in the property. If the .ekml file’s path is blank, it is workarea/template/taxonomy/.

5. Find the following line: [$HyperLink]<br/>[$Teaser]
6. Replace it with the following: <a href="[$TemplateQuickLink]">[$Title]</a><br/>[$Teaser]
7. Save the .ekml file.

The content selected from this Directory server control will use the template assigned to the taxonomy or category.

Importing and Exporting a Taxonomy

You can export any taxonomy as an xml file. Then, you can reuse it or send it to someone else, who would import it to bring a copy of it onto their computer.

You can use the Export/Import feature like a “save as” feature. For example, you want to create a taxonomy that is similar to an existing one but has a few differences. The easiest way to do this is to export an existing one, import it under a new name, and edit it.

<ArrayOfTaxonomyData 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <TaxonomyData>
    <TaxonomyId>959</TaxonomyId>
    <TaxonomyName>Bob Taxonomy</TaxonomyName>
    <TaxonomyLanguage>1033</TaxonomyLanguage>
     <TaxonomyLanguageName>English (U.S.)</TaxonomyLanguageName>
     <TaxonomyDescription>Sample</TaxonomyDescription>
     <Taxonomy>
       <TaxonomyData>
         <TaxonomyId>960</TaxonomyId>
         <TaxonomyName>Subnode</TaxonomyName>
         <TaxonomyLanguage>1033</TaxonomyLanguage>
         <TaxonomyLanguageName>English (U.S.)</TaxonomyLanguageName>

       </TaxonomyData>
     </Taxonomy>
   </TaxonomyData>
 </ArrayOfTaxonomyData>

1. Go to Workarea >Settings > Configuration > Custom Properties.
2. Select the language of the new custom property. You will only be able to apply the custom property to taxonomies/categories in this language.
3. From the ObjectType drop-down, click Taxonomy.
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4. Click Add. The Add Custom Property screen appears.
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   • Name—Enter the custom property name. The name identifies the custom property on the Edit Taxonomy screen's Custom Properties tab.
   • Editable—Check this box to let the user (who is applying this custom property) choose a value or edit the default value. Uncheck the box if the user cannot choose or edit the value. In this case, the user is only applying the property. If a property is not editable and has several values (type string: select from list or boolean), only the first or selected value is applied to the property.

     For example, assume you manage an auto parts stores and want a custom taxonomy property to indicate if a car can be repaired at a facility. You create a property named Repair Services Available, and make it boolean and editable. Then, the person applying that custom property to a taxonomy category can choose Yes or No to indicate if repair services are available.

   • Enabled—Check this box if this property can be applied to a taxonomy or categories. If you uncheck this box, this property does not appear on the Edit Taxonomy screen's Custom Properties tab.
   • Data Type—
     • String—a series of characters
     • Boolean—true (yes) or false (no)
     • Numeric—a series of numbers
     • DateTime—one or more dates and times selected from a calendar popup
   • Display Type/Value—If the Data Type is String, Numeric or DateTime, you have 2 choices.

     NOTE: If the Data Type is boolean, select either Yes or No.

     • Select a single value—the property accepts one value
     • Select from a list—the property accepts several values. When you choose this option, a lower field appears. (See previous image.)

       In the top field, insert a value then click Add. When you do, the value moves to the lower field. Continue until all values are entered.

       If you want to edit the order of the values, select a value and then use the up/down arrows to the right of the lower field..

       NOTE: If Editable is checked and you insert several values, the user applying the custom property can choose the value. If Editable is not checked, the first value is applied to the custom property.

5. Click Save. The View Taxonomy Custom Properties Screen appears.
6. Go to Content > Taxonomies > Sales Regions > {region} and click Edit (). The Edit Taxonomy screen appears.
7. Click the Custom Properties tab.
8. Choose Regional Manager from the Select a Custom Property drop-down and click Add ().
9. Choose the manager from the Value drip-down that you want to assign to the selected region.
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10. Click Update.
11. Access each region category, click the Custom Properties tab, and apply a manager to the region.

Editing a Taxonomy Custom Property

1. Go to Workarea > Settings > Configuration > Custom Properties.
2. Select the language of the custom property.
3. From the ObjectType drop-down, click Taxonomy.
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4. Click the Title of the custom taxonomy property you want to edit.
5. The Edit Custom Property screen appears.
6. Move to the field you want to change. You can edit the Name, Editable, Enables, and Value fields.

   NOTE: You cannot edit the ID, Language, CMS Object Type, Data Type, or Display Type fields. If you need to change these fields, delete the custom property and create a new one.

   Custom properties field descriptions

   • Name—Enter the custom property name. The name identifies the custom property on the Edit Taxonomy screen's Custom Properties tab.
   • Editable—Check this box to let the user (who is applying this custom property) choose a value or edit the default value. Uncheck the box if the user cannot choose or edit the value. In this case, the user is only applying the property. If a property is not editable and has several values (type string: select from list or boolean), only the first or selected value is applied to the property.

     For example, assume you manage an auto parts stores and want a custom taxonomy property to indicate if a car can be repaired at a facility. You create a property named Repair Services Available, and make it boolean and editable. Then, the person applying that custom property to a taxonomy category can choose Yes or No to indicate if repair services are available.

   • Enabled—Check this box if this property can be applied to a taxonomy or categories. If you uncheck this box, this property does not appear on the Edit Taxonomy screen's Custom Properties tab.
   • Value—If the Data Type is String, Numeric or DateTime, you have 2 choices.

     NOTE: If the Data Type is boolean, select either Yes or No.

     • Select a single value—the property accepts one value
     • Select from a list—the property accepts several values. When you choose this option, a lower field appears. (See previous image.)

       In the top field, insert a value then click Add. When you do, the value moves to the lower field. Continue until all values are entered.

       If you want to edit the order of the values, select a value and then use the up/down arrows to the right of the lower field..

       NOTE: If Editable is checked and you insert several values, the user applying the custom property can choose the value. If Editable is not checked, the first value is applied to the custom property.

7. Click Save.

Deleting a Taxonomy Custom Property

If you delete a taxonomy custom property, it cannot be assigned to additional taxonomy and categories, but it remains assigned to all taxonomy and categories to which it is assigned.

To delete a custom taxonomy property:

1. Go to Workarea > Settings > Configuration > Custom Properties.
2. From the ObjectType drop-down, click Taxonomy.
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3. Select the language of the custom property.
4. Click the Title of the property you want to delete.
5. Click Delete (). A dialog box asks you to confirm.
6. Click OK.

Reordering Taxonomy Custom Property Values

1. Go to Workarea > Settings > Configuration > Custom Properties.
2. From the ObjectType drop-down, click Taxonomy.
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3. Select the language of the custom property.
4. Click the Title of the custom taxonomy property.
5. In the Value field, select item that you want to reorder.
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6. Click the Up or Down arrows to move the value up or down.
7. Click Save.

Saving a Taxonomy Custom Property in a Different Language

When you save a taxonomy custom property in a different language, Ektron creates a new (different language) version of the content that is not linked to the original content. If you edit or delete the original language version, your edits do not affect the new version. (However, the new version uses the same ID number as the original language version.)

To create a custom taxonomy property in another language:

1. Go to Workarea > Settings > Configuration > Custom Properties.
2. Select the language of the custom property.
3. From the ObjectType drop-down, click Taxonomy.
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4. Click the Title of the custom taxonomy property to be created in another language.
5. From the Add drop-down, select the language in which you want to create the custom property.
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   NOTE: The Add drop-down shows enabled languages for which this custom property does not already exist.

6. Complete the fields for the new category.
   Custom properties field descriptions

   • Name—Enter the custom property name. The name identifies the custom property on the Edit Taxonomy screen's Custom Properties tab.
   • Editable—Check this box to let the user (who is applying this custom property) choose a value or edit the default value. Uncheck the box if the user cannot choose or edit the value. In this case, the user is only applying the property. If a property is not editable and has several values (type string: select from list or boolean), only the first or selected value is applied to the property.

     For example, assume you manage an auto parts stores and want a custom taxonomy property to indicate if a car can be repaired at a facility. You create a property named Repair Services Available, and make it boolean and editable. Then, the person applying that custom property to a taxonomy category can choose Yes or No to indicate if repair services are available.

   • Enabled—Check this box if this property can be applied to a taxonomy or categories. If you uncheck this box, this property does not appear on the Edit Taxonomy screen's Custom Properties tab.
   • Data Type—
     • String—a series of characters
     • Boolean—true (yes) or false (no)
     • Numeric—a series of numbers
     • DateTime—one or more dates and times selected from a calendar popup
   • Display Type/Value—If the Data Type is String, Numeric or DateTime, you have 2 choices.

     NOTE: If the Data Type is boolean, select either Yes or No.

     • Select a single value—the property accepts one value
     • Select from a list—the property accepts several values. When you choose this option, a lower field appears. (See previous image.)

       In the top field, insert a value then click Add. When you do, the value moves to the lower field. Continue until all values are entered.

       If you want to edit the order of the values, select a value and then use the up/down arrows to the right of the lower field..

       NOTE: If Editable is checked and you insert several values, the user applying the custom property can choose the value. If Editable is not checked, the first value is applied to the custom property.

7. Click Save.

Assigning Content to a Multi-Language Taxonomy

When applying content to a taxonomy category, you can only apply content whose language matches the taxonomy language. If the Synchronize Languages field on the taxonomy properties screen is enabled, and you assign content to the English taxonomy, content with the same ID in the other languages is assigned to the other language versions.

For example, you apply content item ID=30, Sample Content Block to 1 or more of the categories of an English language taxonomy. If that same taxonomy also exists in German, the content block titled Ektron Server Kontrollen (also ID=30) is applied to the corresponding category in the related German taxonomy. If there is no corresponding German content, nothing is applied to the German taxonomy category.

Assigning a Folder to a Multi-Language Taxonomy

When you assign a folder to a taxonomy category, you indicate that all folder content is assigned to that node. Ektron folders are language-neutral, so the folder is also applied to the corresponding taxonomy category in every language. However, folder content must match the taxonomy’s language to be assigned to the taxonomy category.

For example, a folder has 3 content blocks.

• English—Content in folder in language 100, 101, and 102
• German—Content in folder in language 100

If you apply that folder to a taxonomy, the English version of the taxonomy has 3 content blocks assigned, but the German version only gets 1 content block assigned (ID 100).

If content is later added to the folder, new English content is assigned to the English taxonomy, and new German content is assigned to the German taxonomy.

NOTE: If you apply a folder to a taxonomy, numbers on the View Taxonomy screen indicate how many content items are applied to it. Unless you have the same number of content items in each language, this number is different for every language.