Working in Taxonomy Manager
The Taxonomy Manager is a section in the Content Manager designed for creating and managing Taxonomies.
At the top of the hierarchy is a Taxonomies tag. Any custom taxonomy tags that you create are descendants of the Taxonomies tag. Use drag and drop to Add Taxonomy Tags to your content.
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Note
You can check if a taxonomy tag has been applied to a topic in the Resource View, Taxonomies View, Content Manager and in the Metadata Panel in the Editor.
However, you can only create new taxonomies and organize the taxonomy tags in the Taxonomy Manager or Taxonomy Floating Content Panel.
Each taxonomy tag has a Dotted menu (...) that appears when you move the cursor over it.
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Select it to display these options:
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Go to taxonomy - Displays the taxonomy view for the selected taxonomy tag. There, you can see a list of which topics and publications have the selected tag.
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Create taxonomy tag - Use it to Create Taxonomy Tags as a descendant ("child") of the selected tag.
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Search from here - Use it to Search with Taxonomy Tags. When selected , Paligo displays the search settings and the selected taxonomy is added automatically as one of the search criteria.
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Rename - Use it to edit the name of a taxonomy tag.
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Move to trash - Use it to remove the tag from the Taxonomy Manager but can be recovered from the trash bin, if needed, see Remove Taxonomy Tags.
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Delete - Use it to Delete Taxonomy Tags. Once deleted, it cannot be recovered.
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Refresh - Use it to reload the taxonomies so that the Taxonomy Manager and Taxonomy Floating Content Panel are updated with any changes made by other users.
Important
If you are working on taxonomies and another user deletes a "child" tag, the deleted tag might still be visible in your Taxonomy Manager. You will need to use refresh to update the taxonomies.
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Choose a color - Use it to Set Colors for Taxonomy Tags. Color-coding can be a helpful visual tool for differentiating between different categories of taxonomy tags.
The Floating Content Panel contains an exact replica of the taxonomies in the Taxonomy Manager.
It is useful when adding taxonomy tags to your content, as it is separate from the Content Manager. This means you can navigate to different folders and scroll the Content Manager, while still having your taxonomy tags available to drag and drop from the Taxonomy Floating Content Panel. It is often easier to add taxonomy tags to topics this way.
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The Taxonomy Floating Content Panel contains an exact replica of the taxonomies in the Taxonomy Manager and the same menu options.
You can expand and collapse the various levels of tags to browse the hierarchy and each tag has its own dotted menu (...).
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To display the Taxonomy Floating Content Panel:
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Expand the Taxonomy Manager.
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Select the dotted menu (...) for Taxonomies and choose Floating Content Panel.
Tip
To find out more about associating your tags with your publications and topics, see Add Taxonomy Tags.
The Taxonomies View is a list that shows all of the content that is associated with a particular taxonomy tag (or any of its descendants). It is especially useful when you are trying to find out what topics, publications and images are associated with a tag.
To display the Taxonomies View you can either select the taxonomy tag in the:
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Resource View or any other dialog that contains the label.
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The Taxonomies View has these features:
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Taxonomy selector - From here, you can navigate to any of the parent tags of the currently displayed tag. When you select a parent tag, the Taxonomies View refreshes so that the list shows information that is relevant to the parent tag.
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Taxonomies column - This shows the taxonomy tags that are associated with each topic. Topics can be associated with the tag you selected to display the Taxonomies View and also other tags too.
The other columns show the content that is associated with the taxonomy tags and other useful information such as the status, author, and languages.
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List view and Grid view - Toggle the Taxonomies View between a list and a grid. They show the same information, but use a different presentation.
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Use to access the search feature and refresh the list.
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Search - Use it to exit the Taxonomies View and perform a new search. The search results are presented as a list, but you could
select a taxonomy label in that list to display it in the Taxonomies View. -
Refresh - Use it to refresh the Taxonomies View. This is only needed if other users have changed the taxonomies while you are viewing
the list and you need to update the list to show the latest taxonomies information.
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