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Add Taxonomy Tags

Once you have created taxonomy tags in Paligo, you can add them to the appropriate topics, publications, and images. One way to do this is to drag and drop the tags from the Taxonomy Manager onto the files in the Content Manager. But you might prefer to use the Taxonomy Floating Content Panel instead, as this lets you see all of the taxonomy tags and scroll up and down the Content Manager at the same time.

When taxonomy tags are added to your content, it shows in the Activity Feed Panel.

Floating content panel showing taxonomy hierarchy. It is a moveable panel that is not fixed to any position on the user interface.

To add taxonomy tags via the Taxonomy Floating Content Panel:

  1. Expand the Taxonomy Manager.

    Taxonomy_Floating_Content_Panel_small.jpg
  2. Select the dotted menu (...) for Taxonomies and choose Floating Content Panel. Floating_Content_Panel.png

  3. Find the topic(s) that you want to give taxonomy tags in the Content Manager.

  4. To apply the taxonomy tags to your content, you can either:

    • Drag and drop the taxonomy tags on to topics in your Content Manager.

      Taxonomy tag dragged from Floating Content Panel onto a topic in the Content Manager.
    • Drag and drop topics from the Content Manager on to the tag in the Taxonomy Floating Content Panel. This approach is useful when you want to associate multiple topics with a tag at the same time.

      Use Alt or cmd when selecting multiple topics or Shift when the topics are located next to each other.

      Multiple topics are selected. Callout arrows show that the topics can be dragged from the content manager onto a taxonomy tag in the floating content panel.
    • Drag and drop the taxonomy tags on to a folder in the Content Manager. With this approach, you can add a taxonomy tag to all topics in a folder.

      A taxonomy tag is selected in the Taxonomy floating content panel. A callout arrow shows that the tag can be dragged from the taxonomy floating content panel on to a folder in the Content Manager.

      When you drag a taxonomy tag on to a folder, Paligo displays an Apply taxonomy dialog.

      Apply taxonomy dialog is shown when a taxonomy tag is dragged on to a folder. It has an Apply to children in subfolders checkbox and an Apply button.

      By default, the Apply to children in subfolders box is clear (unchecked). This means that the taxonomy tag will only apply to topics that in the folder ("direct children" of the folder). Paligo will not apply it to topics that are in subfolders. Also, the taxonomy tag is not applied to publications.

      If you check the box, Paligo will apply the taxonomy tag to all topics in the folder and its subfolders.

      Select Apply to add the taxonomy tag.

    • Drag and drop a taxonomy tag on to a publication in the Content Manager. With this approach, you can add a taxonomy tag to the publication and optionally, also its topics.

      A taxonomy tag is selected in the Taxonomy floating content panel. A callout arrow shows that the tag can be dragged from the taxonomy floating content panel on to a publication in the Content Manager.

      When you drag a taxonomy tag on to a publication, Paligo displays an Apply taxonomy dialog.

      Apply taxonomy dialog is shown when a taxonomy tag is dragged on to a publication. It has an Apply to children checkbox and an Apply button.

      By default, the Apply to children box is clear (unchecked) and Paligo will only add the tag to the publication.

      If you check the box, Paligo will apply the tag to the publication and any topics directly in the publication. It will not apply the tag to sub-publications or topics inside sub-publications.

    Use the same techniques to apply your tags to publications and also images (your images are in the Media section of the Content Manager).

    Taxonomies floating content panel. A callout arrow indicates a taxonomy tag being dragged from the floating content panel on to an image. The image is in the Media section of the Content Manager.

When you have applied the taxonomy tags to your content, we recommend that you check to see that they are in place, see Search with Taxonomy Tags.

Tip

It's also possible to add taxonomy tags via API. See the API documentation for information.