Search with Taxonomy Tags
One of the benefits of using Taxonomies is that they make it easier for authors to find related topics and other resources. Instead of having to know which folders contain the topics you need, you can find content based on the taxonomies. This is especially useful in a team of writers, where the organization of folders might make sense to some writers, but confuse others. With taxonomies, folder organization is less important.
There are several ways to find out about the relationships between your resources and taxonomy tags. To get started, see which of the following statements applies to you:
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A quick way to find out which taxonomy tags that are associated with certain topics, publications or images, see Find Taxonomies with Resource View.
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To find out which resources that are associated with certain taxonomy tags, see either Find Content with Taxonomies View or Search via Taxonomy Tag.
Tip
To filter your content so that parts of it are hidden in certain circumstances, you can use the profiling attributes or taxonomies.
If you decide to use taxonomies, Paligo will use the taxonomy tag hierarchy to determine which parts of your content should be included or excluded when you publish. For example, you could have taxonomy tags for each type of output, so that when you publish to HTML any topics that have a PDF tag are not included.
To find out how to set up Paligo to use taxonomies for filtering, see Taxonomy Filters.
The Resource View provides a quick way to find out what taxonomy tags are used by the topics and publications in a particular folder. If the selected folder contains subfolders, those are also shown in the Resource View. You can view the taxonomy tags for those subfolders by selecting the folder in the list. The results list then refreshes so that it shows the topics in the sub-folder.
To display the Resource View and see what taxonomies are used:
Tip
To find out which taxonomies are in place for images, select Media in the Content Manager.
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Select the
foldercontaining the content in Content Manager.
If the content is not in a folder, select the top-level folder Documents.
This will open the Resource View.
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Look at the Taxonomies column. It shows which taxonomy tags are associated with the various resources in the selected folder.
Tip
Alternatively, you could perform a search and set the folder as one of the search criteria, see Advanced Search.
You can use the Taxonomies View to find out which resources (topics, publications, images) are associated with taxonomy tags.
Note
You can use the Taxonomy Floating Content Panel instead of the Taxonomy Manager if you prefer.
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Select the Taxonomy Manager in the Content Manager to open the structure.
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Select the taxonomy tag of interest to display the Taxonomies View.
The Taxonomies View shows all topics, publications, and images that use the selected tag. The selected tag name is shown in the top-left corner and if you select it, a menu appears which you can use to navigate to its parent taxonomies.
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If you select a parent tag, the Taxonomies View shows information for the parent tag and all of its child tags.
One way to find out what publications, topics and images have a particular taxonomy tag is to use the Search from here feature. This is available from the dotted menu (...) for a taxonomy tag and it provides access to the Advanced Search.
The Search from here feature works in the same way as a regular search, except that it preloads the search settings with the selected taxonomy. You could achieve the same result by using the search feature and adding the taxonomy manually (for more details, see Advanced Search).
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Alternatively, you can use the Taxonomy Floating Content Panel to navigate to the tag.
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Select the Taxonomy Manager in the Content Manager to open the structure.
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Select the Dotted menu (...) for the taxonomy tag and choose Search from here.
Tip
You can also search for multiple taxonomy tags by pressing Command ⌘ (Mac) or Ctrl (Windows) and then select each tag in the Taxonomy Manager.
When you have selected multiple tags, select the Dotted menu ( ... ) for any of them and choose Search from here.
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You can refine the search further by using the search settings.
Paligo displays the search preloaded with the selected taxonomy in the search criteria (In taxonomies).
Tip
Here are some tips to level up your search:
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To include images with taxonomy tags in the search, remove the Language criteria from the search settings.
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To restrict the search for topics with taxonomy tags in a particular folder, use the In folder field.
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Select Search.
Paligo finds the topics, publications, and images that match the search criteria and displays them in a list. The list's Taxonomies column shows what taxonomy tags are in place.