Example: Creating a taxonomy for a collection of cars
This article aims to help you understand the value of taxonomies by applying it to an archive that contains a collection of cars.
If you are a FotoWare SaaS customer: FotoWare will assign taxonomies to metadata fields on request. Please contact FotoWare Support (https://www.fotoware.com/support) or your FotoWare Partner with a list of the relevant metadata field names. You can find the metadata field names using the Metadata View editor via the Site Configuration tool. For more information, see Creating a metadata view.
At the outset, we have a FotoWeb archive that contains a collection of pictures of cars from different manufacturers. We will be using custom-made fields for tagging these pictures using labels that we define in the associated taxonomies.
Before you begin, these fields will have to be created using the FotoWare SaaS Dashboard:
|Field name||Field number (may not be the same in your configuration)||Field value(s)|
|Model year||500||2010, 2011, 2012, 2013, 2014, 2015, and so on|
|Make||501||A-class, C-class, E-class, A1, A3, A4, A5, A6, A7|
|Number of doors||502||2, 4-5|
|Engine||503||4-cylinder, 6-cylinder, 8-cylinder|
|Paint color||504||White, Black, Blue, Gray, Red, Silver, etc.|
Enable taxonomies for the fields
- Open the FotoWare SaaS Dashboard
- Select the Site settings tab and choose the Metadata node.
- Tick the Taxonomy checkbox for all the above fields and type in a plural name for each field. The plural name will be used as the taxonomy's header in the user interface.
Enable taxonomy navigation in the archive
- Open the archive properties and go to the Metadata tab
- Enable the Taxonomy navigation checkbox and choose the fields you want to expose in the archive - all five above fields.
Create taxonomy content
Now, log in to FotoWare SaaS and access the Car collection archive to create content for the taxonomies. The logged in user must have Manage taxonomy privileges to be able to edit taxonomy content.
The taxonomies show to the left of the thumbnail grid, and all are currently empty.
Click on + Add term to start adding the following terms to the taxonomies:
|Model years||Number of doors||Bodystyles||Engine||Paint colors|
All of the above taxonomies have only one level.
You also need to create a taxonomy for the Make and model field which is an example of a multi-level taxonomy. At the top level, it contains the manufacturer, with model names at the second level, as such:
Since the Make and model field can only store one value, we will store only model information in that field. Clicking on the manufacturer node (Audi, for example) at the higher level will display the content of all child nodes inside that node (i.e. model names: A1, A3, A4, and so on) even though the term Audi is not written in the files' metadata. In reality, it's the taxonomy that contains the information that Audi is a parent of A1, A2, A3, and so on, even though Audi, BMW, and Mercedes don't exist in the actual XMP metadata in the file.
Second level (reachable by clicking > in the navigation):
Customizing the Make and model taxonomy
The values in the taxonomy will also be used when tagging the files in the archive. By default, new entries in a taxonomy will be exposed in metadata editors that incorporate the field in question. Since we don't want users to be able to set Audi, BMW, or Mercedes in the Make and model field (rather, we want them to set the model: A1, C-class, 3-series), we need to edit the properties of the Audi, Mercedes, and BMW nodes:
- Click on the Pen icon next to the Audi node
This brings up the taxonomy item editor, where you can set the ACL for the item.
You want to remove the Set permission as shown below to prevent the possibility that users select this node when inputting metadata in a field. Do this for the Audi, BMW, and Mercedes nodes, and any other nodes that you add for car makes at this level of the hierarchy.
The nodes will still have the Query permission to allow users to click on the node and display assets from all the child nodes. For example, when a user clicks on Audi, FotoWeb displays all Audi models.
Tagging the files in the archive
Now that the taxonomy has been created, it's time to think about tagging the files in the archive.
Before you can do that, you need to create a metadata set that contains the fields you want to expose to users of the archive. The metadata set is also used for controlling how the different fields behave - for example, you can create a metadata set with the same fields you have in the taxonomy and dictate that users may only pick metadata tags from the ones you have predefined in the taxonomy you just made.
Creating a metadata view for the car collection
Start by choosing Site Configuration from the Tools menu. On the left-hand side, expand Metadata and select Metadata Views. Select the Add Metadata View button to begin. You can also clone an existing metadata view by selecting the Clone link for the relevant view.
Enter a name and describe the view using the Name and Description fields in the General section.
The screenshot below shows a new Region that has been created to accommodate the fields that will be used for adding tags to the assets in the archive.
You can see that the Car info region has been assigned to the Quick Info Zone, which means that it will display in the column to the left of the asset preview on the asset details page.
- The Edit permission allows editing of the field - this still stipulates that the logged in user has Edit metadata permissions on the archive.
- Required means that the field has to be filled in. It cannot be left empty.
- Taxonomy only means that users may only choose from taxonomy values when adding metadata to the field. If this option is not ticked, users can either choose tags from the associated taxonomy, or they can enter their own text.
Assigning the metadata view to the archive
Having created the metadata view, you need to assign it to the Car collection archive:
Go to Archives in the site configuration and select the Edit link for the Car collection archive.
In the General tab, find the Metadata management section and select Car collection from the Metadata view drop-down list. Select Save to save this change to the selected metadata view.
Adding metadata from the taxonomy
When users open the Asset Details page (clicking on a thumbnail in the grid) to edit metadata, they can click on the new fields in the editor and choose from the values you defined in the taxonomy. When adding content to the Make and model field you will see that you're only able to add model names, not the car makes, because the Set permission was disabled for the taxonomy's top level: