Creating and Using Taxonomies
Organize and categorize your content effectively with taxonomies.
Creating A Taxonomy
Before creating a taxonomy, make sure you have the appropriate access to Content Lion that grants privileges for creating taxonomies
Follow these steps for creating a new taxonomy in Content Lion:
Step 1: Navigate to the Taxonomy page
From the sidebar, click on the Content tab and select Taxonomies from the dropdown menu
Step 2: Create a New Taxonomy
On the Taxonomy page, click the Create button, typically found at the top right. Provide the following information:
- Name
- Abbreviation - Up to 3 characters that will be used in smaller displays of the taxonomy name
Click the Save button to create the taxonomy.
Step 3: Configure the Taxonomy Structure
Select the new taxonomy from the list and click Edit. Click Add Category to open a modal where you can add a new category. Continue creating sibling and child categories as needed. Category names should be clear, user-friendly, and unambiguous. For each category, editors can:
- Rename the category
- Change its position in the hierarchy
- Delete the category
When you’re finished with your changes, click the Done button to return to the Taxonomy page.
Step 4: Publish the Taxonomy
To use a taxonomy on assets in a repository, it first has to be published. Select the taxonomy and click Publish. Choose the target repository and publishing channel, then confirm you want to proceed. Click Publish to complete the process.
Publishing a taxonomy works slightly differently than publishing an asset. While publishing makes both available to the content delivery network, a published taxonomy is not consumed directly by websites or applications. Instead, it becomes available for use within asset repositories to be applied to content items.
Assigning a Taxonomy to a Repository
Step 1: Navigate to the Repositories page
From the sidebar, click on the Content tab and select Repositories
Step 2: Attach the taxonomy to the repository
Scroll down to the Taxonomies section and add the taxonomy to the list. Click Save to complete
Organizing Assets with Taxonomies
Step 1: Navigate to the Asset Repository
From the sidebar, click on the Assets tab
Step 2: Assign Categories from the Taxonomy to the Asset
Select one or more assets and open the Properties Panel. Select Categories from the dropdown and click on Add Categories. Here you can either select a taxonomy in the dropdown or search for a category. Choose which categories to assign to the asset and click Add to save the assignment.
Filtering Assets By Taxonomy
Step 1: Navigate to the Asset Repository
From the sidebar, click on the Assets tab
Step 2: Locate the Taxonomy Filter
On the repository interface, click on the Filter button to open the filter panel (located to the left of the repository selection dropdown)
Step 3: Apply the Filter
Navigate to the Categories tab and browse the hierarchy of categories or use the search box to find categories. Selecting one or more categories will update the asset list automatically and display only assets tagged with the selected categories. To remove the filter, simply deselect the categories or click Clear All.
Effects of Editing or Deleting a Taxonomy
- Taxonomy structure changes appear in the asset repository only after the draft is published
- Deleting a draft of a published taxonomy deletes only the draft, not the taxonomy
- If a taxonomy has never been published, deleting its draft deletes the taxonomy
- Deleting a taxonomy category that is assigned to assets removes the category from those assets, regardless of asset publication status