Scholar: How to create and manage Taxonomies

Taxonomy

Taxonomy is the practice of classifying content. Taxonomy gives your sites use of the organizational keywords known in other systems as categories or tags. It allows you to connect, relate and classify your website’s content.

In UWaterloo Scholar these terms are gathered within “vocabularies.” The Taxonomy module allows you to create, manage and apply those vocabularies.

Taxonomy: The system for categorizing your website’s content
Vocabulary: A group of terms, i.e., Events
Term: A single word or phrase to describe the content, i.e., Conference

How to create a vocabulary

  1. Hover (don't click) mouse over Build.
    Build circled
  2. Select Taxonomy.
    Select Taxonomy from the administration bar.
  3. Select +Add vocabulary.
    Add vocabualry link.
  4. Enter a Name (required) and a Description (optional).Name and Description fields.
  5. Select which Content types this vocabulary can be used to organize.Selecting Event content type.
  6. Select Required if every post created in the selected content type must be categorized in this vocabulary.
    Checking the Required box.
  7. Select a Type for this vocabulary. Managed and Tags style vocabulary types.
    1. Managed vocabularies must have all terms created in advance.
    2. Tags style vocabularies allow all terms to be created on the fly by any user creating or editing a post.
  8. Select a Form element type to control how the vocabulary is displayed on the content type. The options are: 
    1. Autocomplete
      Choosing tags from the autocomplete field.
    2. Select list
      Choosing a tag in the select list taxonomy field.
    3. Check boxes / Radio buttons
      Selecting tags from a taxonomy using check boxes.
    4. Tree
      Selecting tags from a tree taxonomy field.
  9. Select the Max number of terms per post to control how many vocabulary terms can be applied to a single post.
    Selecting an unlimited number of terms per post.
  10. Set the URL path settings for this vocabulary.
    1. Check Generate automatic URL alias to allow UWaterloo Scholar to create a URL pathway based on the Name of the vocabulary.Generate automatic URL alias checked.
    2. Uncheck Generate automatic URL alias to create a custom URL pathway under URL alias."vocab/events" entered in the URL alias field.

Add terms to a vocabulary

Managed vocabulary

  1. On the Taxonomy page select add terms next to the Vocabulary you wish to edit.Add terms link.
  2. Enter a term Name (required).Name field.
  3. Enter a Description (optional).
  4. Set the URL path settings for this vocabulary.
    1. Check Generate automatic URL alias to allow UWaterloo Scholar to create a URL pathway based on the Name of the vocabulary.Generate automatic URL alias box checked.
    2. Uncheck Generate automatic URL alias to create a custom URL pathway under URL alias.
      "zoology-conference" entered in the URL alias field.
  5. Select Save. You will see a created new term notification along the top of the page.Created new term notification.

Now when you create content, your vocabulary terms will be available to classify your content.
 

Tags style vocabulary

  1. From the Administration bar under Content, select the content type that that the vocabulary was designated for i.e. Event.
    Selecting the event content type.
  2. Scroll down to the Vocabularies field.Events vocabulary field.
  3. Start typing your tags. Make sure to separate different tags with a comma."conference, zoology, undergraduate" entered in the Events vocabulary field.
    1. If you start typing a tag you previously created in this vocabulary, it will appear in a drop down menu.
      Starting to type "undergraduate" in the Events vocabulary field.
  4. Save your content.

Taxonomy display

Tags be can be visible to or hidden from your users. To change the visibility of your tags:

  1. Select Settings from the Administration bar.Selecting Settings from the Administration bar.
  2. Under Taxonomy check Display terms under content to make your tags visible to users. Uncheck this box to hide your tags from users.
    Checking the Display terms under content box.
  3. Save.