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Managing the behavior of taxonomy items

When new entries are created in a taxonomy they are given some standard properties. These can be changed to provide greater control of how users can navigate the archives.

Changing taxonomy item properties

  1. Navigate to the item you want to edit and select the Edit taxonomy item (pencil) icon. 

Car collection - edit node properties 2

  1. Enter new values in the following fields, as required: 
  • Label - This is the label that the user sees in the taxonomy tree when navigating.
  • Value - 
  • Description - Optional field. You can enter a short description to explain the use of the term.
  • Custom Search - You can define a completely custom search when a user clicks the node. The Query property must be set on the taxonomy item to enable querying when a user clicks the node. For more information, see Query.

You can also learn how to create custom queries for taxonomy nodes.

  1. Select Usage (access list) properties:

  • Navigate - Turn on this toggle to make the node visible to users in the taxonomy - otherwise it will not be shown.
    • You can enable only Navigate on a node (and not Query and Set) to allow users to select a node and expand the hierarchy to find entries at a deeper level that allow execution of a query to apply filtering in the archive.
    • You can turn off the Navigate toggle if the node in question should only be used to set metadata in an editor. Consequently, the taxonomy can contain a combination of navigation items and items used solely for the purpose of tagging assets using the metadata editor.
  • Query - Turn on this toggle to enable users to execute a query when selecting a node. By default when a query is executed it searches for the taxonomy label in the context of the field for which the taxonomy has been enabled. For example, if a taxonomy is connected to Field 15, Category, enabling the Query property will allow users to search for the exact string entered in the Label field within field 15.

    However, you can override the default query using a custom search. The example below explains how to enable  custom search where a user selects the Sports label and executes a query for SPO in the field:

    Firstly, enter Sports as the label. Next, make sure the Query toggle is turned on and enter 15:SPO in the Custom search field. This isolates the custom search to field 15, Category.

    Note: If you enter only SPO in the Custom search, omitting the field specifier, the custom query is executed across all fields in the field definition.

    Tip: To compare the custom queries with and without the field specifier, look at the Index Manager search log when executing the queries. For information on making custom queries for taxonomy nodes, see Syntax for custom taxonomy queries.

  • Set - Turn on this toggle to enable users to choose the Label value in various metadata fields throughout the interface, for example when picking content from a quicklist associated with the metadata field. This allows you to create predefined content that users can choose when editing metadata and when picking metadata values when processing files in an action, among other things.

You can create a taxonomy item that only has the Set permission, in which case it will not be used for archive navigation in the taxonomy but will still be available through quicklists in metadata panels and actions.

  1. Select OK to save your changes.

What's next?

You may be interested to know how users can navigate archives using taxonomies. This differs slightly based on whether you use the main interface or the FotoWeb Pro interface.

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