Managing taxonomies

How to manage taxonomy vocabularies and terms

Note that Site Administrators can access taxonomy management features.

Before you create structures for content, plan your content strategy and taxonomy structures (see Taxonomy Best Practices for guidance on creating and using taxonomies).

Step 1: Add a vocabulary

1. Navigate to Taxonomy to see a list of vocabularies.
2. From the Taxonomy list page, select the Add vocabulary button.
3. Enter the following details for the new taxonomy vocabulary:
   1. Name: Provide a name for your new taxonomy vocabulary (for example, “Research Topics”).
   2. Description: Add an optional description for site editors and authors to better understand the purpose and scope of the vocabulary.
   3. Vocabulary language: Select the language for the vocabulary.
   4. Term language: Select the Default language for taxonomy terms.
   5. Content types: Choose which content types can use the vocabulary. For example, select the Person content type for a vocabulary of terms describing different roles — Staff, Faculty, Student, Visiting Scholar.
   6. Maximum number of terms that can be referenced: Provide the number of terms from the vocabulary that can be assigned to a content item. We recommend keeping this set to Unlimited.
   7. Place form component in Taxonomy sidebar group: We recommend leaving the checkbox selected to include the new vocabulary with others in the Taxonomy section on content edit pages.
4. Click Save to save the new vocabulary. 

Step 2: Add taxonomy terms

1. Navigate to Taxonomy to see a list of vocabularies.
2. Select Add terms from the Operations menu of the vocabulary for the new terms.
3. Enter the following details for the new taxonomy term:
   1. Name: Provide the name of the term, for example, “Robotics” as a term for the “Research Topics” vocabulary.
   2. Description: Add an optional description for site editors and authors to better understand the purpose and scope of the term.
   3. Relations: We recommend not making changes to the Relations section and instead using the taxonomy management features described below to order and structure taxonomy vocabularies.
   4. URL alias: Taxonomy term URLs support term listing pages, for example, for all content items tagged with “Robotics”. These URLs are automatically generated based on the vocabulary structure, for example, /research-topics/robotics. To manually create a URL, deselect the Generate automatic URL alias checkbox and enter the URL in the URL alias field, for example, change the URL to just /robotics.
   5. Published: Deselect the Published checkbox to unpublish the term if needed.
4. Select the Save and go to list button to review the vocabulary List view and add additional terms to the vocabulary.
5. To add “child” terms to a taxonomy term, select Add child from the Operations menu and provide the details listed above.

Step 3: Arrange taxonomy terms

1. From the vocabulary List page, review the listing view of all terms in the vocabulary.
2. To reorder vocabulary terms, use the Drag control at the start of each term item to reorder items in the list.
3. To restructure the vocabulary hierarchy, use the Drag icon to indent items in the list to indicate main and child terms.
4. Select the Save button when finished adding and arranging terms.