Taxonomy Filters

You can use taxonomy filters to control whether a topic is included in a publication. For example, you could use them on a topic so that it is included when you publish a Mac version of a user guide, but excluded when you publish a Windows version.

Some Paligo users prefer to use taxonomy filters instead of the "regular" filters, see Filter Publications, as they are quick and easy to use. All you need to do is create your taxonomy tags, drag and drop them onto your topics and choose which tags to include when you publish. Taxonomy filters can be used in combination with Scoped Filtering.

Another benefit of taxonomy tags is that you can use them to create more complex filters, similar to Scoped Filtering. For this, you organize the tags into a hierarchy. You can then set Paligo to include all of the tags in a branch of the hierarchy, rather than one specific taxonomy tag.

For example, let's say you have set up the following taxonomy tag hierarchy:

1 is the tag that represents the type of filter you want to use, in this case, the filter is called "Market". This is known as the filter attribute.

2 are all tags for individual filter values. Note that the value tags can be organized into a hierarchy too. Here we have a value tag for the overall market, "USA", and then at a lower level, value tags for the different sub-markets. In this case, the sub-markets are states of the USA.

You can then set Paligo to use the hierarchy in different ways. For example, you can set Paligo to only include those topics that have the "Arizona" tag. Or you could set Paligo to include topics that have the "USA" tag and/or the "Arizona" tag.