You can use taxonomies to categorize your content. They provide a more flexible way of organizing your content, making it easier to find related topics and images. Taxonomies are also used by Paligo to provide extra functionality, such as a top-navigation menu in help centers.
For example, if your organization produces three different products called "Acme 100", "Acme 200" and "Acme 300". In this case, you could create a taxonomy based on the product name, with three tags, one for each product and then add each tag to the relevant topics.
Tip
You can also search for content with taxonomy tags, see Search with Taxonomy Tags.
There are many different ways to use taxonomies, but the main benefits of using them are:
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Easier for authors to find content
Taxonomies can make it easier for authors to find the content they need to work on. They can:
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Search for content that uses a particular taxonomy tag
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Select a taxonomy tag and see which topics use that tag.
This can be more convenient than browsing or searching through the folders in the Content Manager. For example, you might have a topic that is relevant to two subjects, let's say "air conditioning" and "temperature sensors". In the folder structure, the topic can only be in one place, but with taxonomy tags, the topic can have a tag for each subject. This gives authors more ways of searching for a topic.
To find out how to create taxonomy tags for your content, see Classify Content with Taxonomies.
To learn how to locate content based on taxonomy tags, see Search with Taxonomy Tags.
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Extra functionality, including:
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Taxonomy filters
You can filter your content based on taxonomy tags rather than filter attributes. Some users find this approach easier to apply and manage. To find out more, see Taxonomy Filters.
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Top-navigation links in help centers
You can use taxonomies to provide a navigation bar at the top of HTML5 help center outputs. The navigation bar can contain external links to other relevant websites. To find out more, see Top-Navigation for Help Centers.
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Custom metadata for use with other systems, such as Algolia, Google Analytics, Zoomin, and Fluid Topics.
Taxonomies allow you to add "name and content" metadata to individual topics. These can be used by external systems. To find out more, see HTML Meta Tags for Individual Topics.
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Map to labels in Zendesk
If you publish content from Paligo to Zendesk, you can set Paligo to convert its taxonomy tags into labels in Zendesk. To find out more, see Taxonomies as Labels in Zendesk.
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Map to facets for faceted search in Algolia
If you use the Algolia search engine with Paligo, you can use taxonomies as facets for faceted search. Faceted search is where you give your website visitors the ability to apply further filters to search results so that they can narrow their search. A common example of faceted search is on product websites where you can narrow down your search by color, size, and other specifications.
To find out more, see Set Up Algolia Faceted Search.
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Add classes to HTML.
The classes can then be referenced in CSS for styling and JavaScript for other functionality (see Taxonomies as HTML Classes).
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Applicability panels in HTML help center outputs.
You can use taxonomies with CSS and JavaScript to add applicability panels to the top of your topics. The applicability panels give extra context about when the content applies. In Paligo help, we use them to show when the content only applies to certain price plans. To find out more, see Applicability Panels for Topic Categories.
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The taxonomies feature requires the business plan or enterprise plan. To upgrade to either of these plans, contact your account manager.
There are many ways to use taxonomies, but the general workflow for setting them up is the same:
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Make sure you are familiar with the Taxonomy Interfaces.
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Create your taxonomy hierarchies.
This is where you define the structure of the taxonomy tags and how they relate to each other.
Tip
You may want to Set Colors for Taxonomy Tags as a visual aid for recognizing the different taxonomy hierarchies.
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Associate your taxonomy tags with the appropriate publications, topics, and images.
This is where you make connections between your taxonomy tags and your content. For example, you could have an "Acme 100" tag for a product name and you would then associate that tag with all of the topics that are about the "Acme 100" product.
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Define the appropriate settings in the layout that you use for publishing.
This step only applies if you are using taxonomies for features in the output that you publish, such as taxonomy filters and top-navigation.
The settings that are needed are explained in the documentation for those features:
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Publish your content.
When you have created your taxonomy hierarchy, associated the taxonomy tags with your content, and set up the layout, you can publish your content.
Note
If you are using taxonomies to categorize your content, Paligo authors can use them to quickly find related topics.
Many of the taxonomy features require you to enable Output taxonomies in the HTML or HTML5 layout. This sets Paligo to add a class, based on the taxonomies, to the section element in the HTML. You can then reference the class in your CSS for styling and JavaScript for manipulating the content.
You should enable the Output taxonomies feature if:
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The online help for a taxonomy feature tells you it has to be enabled
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Paligo customer support advise you to enable it
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You need the taxonomy class to be included in the HTML output so that your own developers can use it in their custom programs and scripts.
The HTML layouts also have settings for controlling the format of the class name and the separator characters for each part of the class name.
To set Paligo to include the taxonomies as classes in HTML:
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Create a taxonomy hierarchy for the tags that will be used for class names in the HTML.
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Add the taxonomy tags to the topics and images that need to have the class names in HTML.
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Select Layout and then either select an existing layout to open it in the Layout Editor or create a new layout.
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On the Layout Editor, select Classes and Attributes and set Output Taxonomies to Enable.
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Use Value structure for taxonomy class names to control the naming of the class in the HTML.
Choose from the options below (see the example at the end of this section for a sample of the classes these options create). In these descriptions, "self" means the tag that is in the topic, typically a child tag. The "self" is the current node.
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Descendants
The class name includes the taxonomy name of the "self" and any of its descendant tags.
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Exact Value
The class name includes the path from the root taxonomy to the "self".
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Parent
The class name includes the path from the root taxonomy to the "self" and also from the root to the immediate parent of the "self" tag.
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Ancestors
The class name includes the path of taxonomies from the root to "self" and also from the root to all parents of the "self" tag.
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Use the Underscore delimiter in taxonomy class names setting to choose whether a dash or an underscore is used to separate the parts of a taxonomy reference in a class name. By default, class names use a dash as a separator.
Select:
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Enable to use an underscore as a separator
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Disable to use a dash as a separator.
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Check the box Use gateway to enable IP Allowlisting. Optional
When you publish to HTML using the layout, Paligo will add class names to the HTML output. The class names are based on the name of your taxonomy tags and will use the syntax you chose in step 3 and 4.
Example 80. HTML classes based on taxonomies
Let's say you have a taxonomy hierarchy like this:
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Taxonomies
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Product Models
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Acme 100
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Acme 100a
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Acme 100x
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-
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Acme 200
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Acme 300
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You apply the model tags to various different topics. You then set up an HTML5 Help Center layout so that it has these settings in place:
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Output taxonomies - Enable
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Underscore delimiter in taxonomy class names - Disable
You decide to experiment and publish the content four times, once for each different Value structure for taxonomy class names setting (in the Layout). The following table shows the class names that are generated for each of the different settings (Exact Value, Parent, Descendant, and Ancestor):
|
Topic Tag |
Exact Value Class Name |
Parent Class Name |
Descendant Class Name |
Ancestor Class Name |
|---|---|---|---|---|
|
Acme 100 |
section taxonomy-product-models-acme-100 |
section taxonomy-product-models-product-models taxonomy-product-models-acme-100 |
section taxonomy-product-models-acme-100 taxonomy-product-models-acme-100a taxonomy-product-models-acme-100x |
section taxonomy-product-models-product-models taxonomy-product-models-acme-100 |
|
Acme 100a |
section taxonomy-product-models-acme-100a |
section taxonomy-product-models-acme-100 taxonomy-product-models-acme-100a |
section taxonomy-product-models-acme-100a taxonomy-product-models-acme-100x |
section taxonomy-product-models-product-models taxonomy-product-models-acme-100 taxonomy-product-models-acme-100a |
|
Acme 100x |
section taxonomy-product-models-acme-100x |
section taxonomy-product-models-acme-100a taxonomy-product-models-acme-100x |
section taxonomy-product-models-acme-100x |
section taxonomy-product-models-product-models taxonomy-product-models-acme-100 taxonomy-product-models-acme-100a taxonomy-product-models-acme-100x |
|
Acme 200 |
section taxonomy-product-models-acme-200 |
section taxonomy-product-models-product-models taxonomy-product-models-acme-200 |
section taxonomy-product-models-acme-200 |
section taxonomy-product-models-product-models taxonomy-product-models-acme-200 |
|
Acme 300 |
section taxonomy-product-models-acme-300 |
section taxonomy-product-models-product-models taxonomy-product-models-acme-300 |
section taxonomy-product-models-acme-300 |
section taxonomy-product-models-product-models taxonomy-product-models-acme-300 |
The class names vary, depending on the chosen setting.
With the class in place, you can use it in your CSS and JavaScript files to apply styles or other functionality. You can upload the CSS and JS to your layout and republish to apply the styles and script during the publishing process (see Style with CSS and Upload Customized JavaScript).
You can use taxonomies to add HTML metadata to the pages in an HTML output. This can be useful for allowing other systems to interact with your published HTML content. To find out how to set up Paligo to use taxonomies as name and content metadata pairs, see HTML Meta Tags for Individual Topics.
Applicability panels are sections that you can add to the top of topics in HTML outputs. They contain checkboxes and are designed to show whether the content in a topic is applicable. In the Paligo help, we use them to show when content only applies to customers on a certain plan, for example, Zendesk content only applies to the Business plan and the Enterprise plan.
To set up these panels, you need to use taxonomies as well as some custom CSS and JavaScript. For instructions, see Applicability Panels for Topic Categories.
Paligo's HTML5 help center outputs support a top-navigation menu that you can use to link to different sections and external websites. To set one up, you can use the role attribute or you can use taxonomies instead.
To find out how to set up a top-navigation menu, see Top-Navigation for Help Centers.
To work with taxonomies, you will need to use the Taxonomy Manager, which is a section in the Content Manager. It is also a good idea to use the Floating Content Panel, which provides the same features as the Taxonomy Manager, only in a moveable dialog.
Note
Taxonomy information is also available on the Resource View and the Taxonomies View. But you can only create new taxonomies and organize the taxonomy tags by using the Taxonomy Manager or Floating Content Panel.
The Taxonomy Manager is a section in the Content Manager and it is designed for creating and managing Taxonomies. You can use it to create taxonomy tags and organize them into hierarchies for many different purposes, including categorizing your topics, filtering, applicability panels at the top of topics, and adding metadata.
At the top of the hierarchy is a Taxonomies tag. Any custom taxonomy tags that you create are descendants of the Taxonomies tag.
To Add Taxonomy Tags, you can drag and drop it from the Taxonomy Manager onto the topic. But we recommend that you use the Floating Content Panel instead, as it is easier to apply the tags using that, as you can scroll and navigate the Content Manager separately.
The hierarchy in any Paligo taxonomy consists of "parent tags" and "child tags". The parent-child relationship is important as Paligo uses it to understand the relationship between tags. For example, for the Paligo online help, we have a taxonomy hierarchy that is used for a price-plan applicability panel. For that, we have a "parent" tag called "Plan" and then each of the price plans has a "child" tag - "Business", "Enterprise", and "Professional".
Note that there are other "parent" tags too. This is because taxonomy tags can be used for different purposes, with a different hierarchy for each. For example, we use the "Relationship Categories" hierarchy for setting the relationships for "see also" links in the online help.
Each taxonomy tag has an Dotted menu ( ... ) that appears when you move the cursor over the tag. Select it to display these options:
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Go to taxonomy - Displays the taxonomy view for the selected taxonomy tag. There, you can see a list of which topics and publications have the selected tag.
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Create taxonomy tag - Use to create a new taxonomy tag as a descendant ("child") of the selected tag.
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Search from here - Use to search for content that has the selected tag. When you select Search from here, Paligo displays the search settings and the selected taxonomy is added automatically as one of the search criteria.
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Rename - Use to change the name of a taxonomy tag.
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Move to trash - Use to move a taxonomy tag to the trash bin. It is removed from the Taxonomy Manager but can be recovered from the trash bin if needed.
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Delete - Use to remove a taxonomy tag. Once deleted, it cannot be recovered.
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Refresh - Use to reload the taxonomies so that the Taxonomy Manager and Floating Content Panel are updated with any changes made by other users. For example if you are working on taxonomies and another user deletes a "child" tag, the deleted tag will still be visible in your Taxonomy Manager. You will need to use refresh to update the taxonomies.
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Choose a color - Use to give a tag a specific color. Color-coding can be a helpful visual tool for differentiating between different categories of taxonomy tags.
The Floating Content Panel is a dialog that contains the taxonomy hierarchy from your Taxonomy Manager. It is useful when adding taxonomy tags to your content, as it is separate to the Content Manager. This means you can navigate to different folders and scroll the Content Manager, while still having your taxonomy tags available to drag and drop from the Floating Content Panel. It is often easier to add taxonomy tags to topics this way.
To display the Floating Content Panel:
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In the Content Manager, expand the Taxonomy Manager section to reveal the Taxonomies tag.
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Select the options menu ( ... ) for the Taxonomies tag.
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Select Floating content panel.
The Floating Content Panel contains an exact replica of the taxonomies in the Taxonomy Manager. You can expand and collapse the various levels of tags to browse the hierarchy and each tag has its own options menu ( ... ). The options menus work in exactly the same way as on the Taxonomy Manager.
To associate taxonomy tags with your content, you can either:
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Drag and drop the tags onto topics in your Content Manager
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Drag and drop topics from the Content Manager onto the tag in the Floating Content Panel. This approach is useful when you want to associate multiple topics with a tag at the same time.
To find out more about associating your tags with your publications and topics, see Add Taxonomy Tags
The Taxonomies View is a list that shows all of the content that is associated with a particular taxonomy tag (or any of its descendants). It is especially useful when you are trying to find out what topics, publications and images are associated with a tag.
To access the Taxonomies View you can either:
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Select the taxonomy tag in the Taxonomy Manager or the Floating Content Panel.
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Select the taxonomy label from the Resources View or any other dialog that contains the label.
The Taxonomies View has these features:
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Taxonomy selector.
From here, you can navigate to any of the parent tags of the currently displayed tag. When you select a parent tag, the Taxonomies View refreshes so that the list shows information that is relevant to the parent tag.
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Taxonomies column.
This shows the taxonomy tags that are associated with each topic. Topics can be associated with the tag you selected to display the Taxonomies View and also other tags too.
The other columns show the content that is associated with the taxonomy tags and other useful information such as the status, author, and languages.
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List view and Grid view.
Use these to toggle the Taxonomies View between a list and a grid. They show the same information, but use a different presentation.
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Use to access the search feature and refresh the list.
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Search
Use to exit the Taxonomies View and perform a new search. The search results are presented as a list, but you could select a taxonomy label in that list to display it in the Taxonomies View.
Refresh
Use to refresh the Taxonomies View. This is only needed if other users have changed the taxonomies while you are viewing the list and you need to update the list to show the latest taxonomies information.
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To use taxonomies to classify your content, you will need to create a taxonomy hierarchy, add tags and associate those tags with your content. Your Paligo authors will then be able to find content much more easily. They can search for topics and images that have particular taxonomy tags instead of having to rely on searching by topic name or browsing through the folders in the Content Manager. To make taxonomies for classifying your content, follow the steps in the Taxonomies Workflow. With the taxonomy hierarchies created, you would then add the tags to the relevant topics and images. With those in place, your Paligo authors can now search for content that has particular taxonomy tags (see Search with Taxonomy Tags).
For example, let's say you want to categorize your content by product name and also by subject matter. For that, you could create two taxonomy hierarchies, one named "Products" and one named "Subject Matter". In the "Products" hierarchy, you would create tags for each product name and in the "Subject Mater" taxonomy, you create tags for each subject.
Creating a taxonomy is very much like creating a nested folder structure. Before you begin, we recommend that you plan the taxonomy structure so that you know what tag you are going to use as the "parent" and how you are going to name the "child" tags. You can give taxonomy tags a color to make it easier to identify different types of taxonomies, see Set Colors for Taxonomy Tags. We recommend that you:
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Create a "parent tag" for each purpose - If you are going to use taxonomies for multiple different reasons, create a different parent tag for each purpose. For example, you could create one parent tag for "filtering", another parent tag for "relationships" and a third for categorizing by "product name". Then create the subordinate tags (child tags) that you need for each purpose. This is important for distinguishing between the different uses for taxonomies.
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Consider where taxonomies can be used - You can apply a taxonomy to a topic, a publication or an image. They cannot be applied to individual block elements, such as paragraphs.
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Use recognizable names - Give the tags names that are easy for people to understand, even if they are unfamiliar with your content. When naming child tags, consider the name tags in other parts of the taxonomy hierarchy. If you duplicate the tag names, it can be confusing for Paligo authors.
Repeated tag names can also be a problem if you set Paligo to output the taxonomy tags as class names in HTML outputs. This is because it would result in classes sharing the same name too, meaning CSS styling would apply to all styles with a matching name. To avoid this, use the Value structure for taxonomy class names setting on the HTML5 Layout. There, you can set the class to include the parent tag's name as well, see Taxonomies as HTML Classes.
Tip
It's also possible to:
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Create taxonomy tags via API. See the API documentation for information on the endpoints.
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Get your taxonomy values output as class values in HTML5 output if you enable this in the Layout Settings for a HTML5 layout that you have created.
To create taxonomies:
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Select the Taxonomy Manager in the Content Manager to open the structure.
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Select the the Dotted menu (...) for:
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the Taxonomies to create a Parent tag for a new hierarchy.
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an existing tag to create a Child tag.
Note
You can use the Floating Content Panel instead of the Taxonomy Manager if you prefer.
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Select Create taxonomy tag.
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Enter a tag name and confirm it.
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Repeat this process until you have created all of the parent and child taxonomy tags you need.
Tip
By coloring the tags it can be easier to differentiate the taxonomies, see Set Colors for Taxonomy Tags
Note
When the taxonomy tags are created, you can Add Taxonomy Tags to content. Just drag and drop tags, from the Taxonomy Manager, to the component you want to tag. The action is confirmed with a pop-up message: Link was successfully created!
You can select multiple taxonomies at once and drag to a component, to tag it with multiple tags at once. You can also do the other way around, by selecting multiple components and drag them to a taxonomy tag.
When you have taxonomy tags in Paligo, you can add them to the appropriate topics, publications, and images. One way to do this is to drag and drop the tags from the Taxonomy Manager section in the Content Manager onto the files in the Content Manager. But you might prefer to use the taxonomy floating content panel instead, as this lets you see all of the taxonomy tags and scroll up and down the Content Manager at the same time.
To learn how to add taxonomy tags to your content, watch the following video or complete the steps in the procedure:
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Display the floating content panel.
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In the Content Manager, find the topic(s) that you want to give taxonomy tags.
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Apply the taxonomy tags.
To apply a tag to a single topic, drag and drop the tag from the Floating Content Panel onto the topic in the Content Manager.
To apply a tag to multiple topics, hold Alt and select the topics in the Content Manager. If the topics are all next to each other, you can hold Shift instead. When the topics are selected, drag and drop the topics from the Content Manager to the relevant taxonomy tag in the Floating Content Panel.
Note
If you apply a taxonomy tag to a publication, it is applied to the publication topic. It is not applied to all topics in the publication.
Use the same techniques to apply your tags to publications and also images (your images are in the Media section of the Content Manager).
When you have applied the taxonomy tags to your content, we recommend that you check to see that they are in place (see Search with Taxonomy Tags).
Tip
It's also possible to add taxonomy tags via API. See the API documentation for information.
When you have added taxonomy tags to your resources, there may come a time when you need to remove some of them. For example, you may have decided on a different taxonomy strategy or you may have tags that were accidentally assigned to the wrong topics.
To remove tags, you can either:
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Delete a tag completely, so that it is removed from all Paligo resources and will no longer exist in Paligo
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Remove a tag from one or more resources, but still have the tag available in Paligo. With this approach, you only remove the association between the tag and a topic, publication or image.
Tip
It's also possible to remove taxonomy tags via API. See the API documentation for information.
To completely remove a taxonomy tag from Paligo, so that no resources can be associated with it:
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In the Content Manager, expand the Taxonomy Manager section and navigate to the tag that you want to edit.
Note
Alternatively, you can use the Floating Content Panel to navigate to the tag.
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Select the options menu ( ...) for the tag and then select Delete. When Paligo asks for confirmation, select Delete Items to remove the tag.
Paligo removes the taxonomy tag from your instance. It is automatically removed from any topics, publications, or images that were associated with it.
To remove a taxonomy tag from a topic or publication, without losing the taxonomy tag from Paligo or affecting other resources:
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Find the topic that uses the taxonomy tag.
There are many ways to do this, but here we will explain how to use the Resource View. To access that, look in the Content Manager and select the folder that contains the topic. The topic and its taxonomy tags are shown in the Resource View.
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Select the cross icon on the taxonomy label for the topic.
To remove a taxonomy tag from an image:
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In the Content Manager, expand the Taxonomy Manager section and navigate to the tag that you want to edit.
Note
Alternatively, you can use the Floating Content Panel to navigate to the tag.
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Select the tag to display it in the Taxonomy View.
The Taxonomy View shows a list of all the resources that use the tag, including any topics, publications, and images.
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Select the cross icon on the taxonomy label for the image.
Paligo removes the taxonomy tag from the image. The tag still exists in Paligo and it can be used with any other resources or re-applied to the image later if needed.
By default, taxonomy tags are shown as white tag icons but if you prefer, you can change the colors. For example, you might want to have a specific color for each different taxonomy hierarchy, so that users can quickly differentiate between the tags.
There are six colors available to choose from, plus the default white color. You cannot add your own colors.
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In the Content Manager, expand the Taxonomy Manager section and navigate to the tag that you want to edit.
Note
Alternatively, you can use the Floating Content Panel to navigate to the tag.
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Select the options menu ( ... ) for the taxonomy tag and then select a color from the selection at the bottom of the menu.
To remove a colour, select the white circle with a gray cross. The tag will return to its default white color.
Tip
It's also possible to set colors for taxonomy tags via API. See the API documentation for information.
You can move the taxonomy tags to different locations in the taxonomy hierarchy. This is useful if you decide to change your taxonomies strategy and so need a different structure, and also if you accidentally add or move a tag to an incorrect location.
To move a taxonomy tag, select it in the Taxonomy Manager or Floating Content Panel and then drag and drop it to the new position.
Tip
It's also possible to move taxonomy tags via API. See the API documentation for more information.
One of the benefits of using Taxonomies is that they make it easier for authors to find related topics and other resources. Instead of having to know which folders contain the topics you need, you can find content based on the taxonomies. This is especially useful in a team of writers, where the organization of folders might make sense to some writers, but confuse others. With taxonomies, folder organization is less important.
There are several ways to find out about the relationships between your resources and taxonomy tags. To get started, see which of the following statements applies to you:
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A quick way to find out which taxonomy tags that are associated with certain topics, publications or images, see Find Taxonomies with Resource View.
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To find out which resources that are associated with certain taxonomy tags, see either Find Content with Taxonomies View or Search via Taxonomy Tag.
Tip
To filter your content so that parts of it are hidden in certain circumstances, you can use the profiling attributes or taxonomies.
If you decide to use taxonomies, Paligo will use the taxonomy tag hierarchy to determine which parts of your content should be included or excluded when you publish. For example, you could have taxonomy tags for each type of output, so that when you publish to HTML any topics that have a PDF tag are not included.
To find out how to set up Paligo to use taxonomies for filtering, see Taxonomy Filters.
The Resource View provides a quick way to find out what taxonomy tags are used by the topics and publications in a particular folder. If the selected folder contains subfolders, those are also shown in the Resource View. You can view the taxonomy tags for those subfolders by selecting the folder in the list. The results list then refreshes so that it shows the topics in the sub-folder.
To display the Resource View and see what taxonomies are used:
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Select the
foldercontaining the content in Content Manager.If the content is not in a folder, select the top-level folder Documents.
This will open the Resource View.
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Look at the Taxonomies column. It shows which taxonomy tags are associated with the various resources in the selected folder.
Tip
Alternatively, you could perform a search and set the folder as one of the search criteria, see Advanced Search.
You can use the Taxonomies View to find out which resources (topics, publications, images) are associated with taxonomy tags.
Note
You can use the Floating Content Panel instead of the Taxonomy Manager if you prefer.
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Select the Taxonomy Manager in the Content Manager to open the structure.
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Select the taxonomy tag of interest to display the Taxonomies View.
The Taxonomies View shows all topics, publications, and images that use the selected tag. The selected tag name is shown in the top-left corner and if you select it, a menu appears which you can use to navigate to its parent taxonomies.
One way to find out what publications, topics and images have a particular taxonomy tag is to use the Search from here feature. This is available from the dotted menu (...) for a taxonomy tag and it provides access to the Advanced Search.
The Search from here feature works in the same way as a regular search, except that it preloads the search settings with the selected taxonomy. You could achieve the same result by using the search feature and adding the taxonomy manually (for more details, see Advanced Search).
Note
Alternatively, you can use the Floating Content Panel to navigate to the tag.
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Select the Taxonomy Manager in the Content Manager to open the structure.
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Select the Dotted menu (...) for the taxonomy tag and choose Search from here.
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You can refine the search further by using the search settings.
Paligo displays the search preloaded with the selected taxonomy in the search criteria (In taxonomies).
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Select Search.
Paligo finds the topics, publications, and images that match the search criteria and displays them in a list. The list's Taxonomies column shows what taxonomy tags are in place.
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