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Taxonomy Overview

You create taxonomy structures in Heretto CCMS by classifying your content.

Note:

Only Administrators can create and manage taxonomies.

This example is a simple taxonomy that contains two categories, “Complexity” and “Interface”. Each of these categories contains terms specific to that category.

  • Complexity
    • Beginner
    • Intermediate
    • Advanced
  • Interface
    • Dashboard
    • Editor
Figure 1. Main Taxonomies Interface.

This example shows the main taxonomies interface with some categories defined.

Taxonomies interface
Figure 2. Taxonomy Editor Interface.

This example shows the taxonomy category editor. You use it to define taxonomy terms for a given category.

Taxonomy editor

Product Taxonomy

If you develop content for multiple or complex products, you may want to create a product-based taxonomy.

Keep the following guidelines in mind when composing product-based taxonomies:

  • You can assign metadata to content based on each product you have or on a specific feature of a product.
  • You should start with the highest product level and create hierarchy for more specific terms.
  • Applying a child term also applies its parent term.

This example shows a product taxonomy for a company that produces small household appliances:

Products
  • Toasters
    • Classic Toaster
    • Lightning Toaster
    • Deluxe Toaster
  • Blenders
    • Classic Blender
    • Lightning Blender
    • Deluxe Blender
  • Mixers
    • Classic Mixer
    • Deluxe Mixer

The following example shows a taxonomy for a complex software product:

Interface Components
  • Dashboard
    • User Management
    • Recent Items
    • Notifications
  • Editor
    • Editing
    • Review
    • Attributes
  • Publishing
    • DITA-OT
    • Heretto PDF Generator
    • Static Site Generator

Audience Taxonomy

If you write content for more than one audience, you may want to create an audience-based taxonomy.

Keep the following guidelines in mind when composing audience-based taxonomies:

  • You may consider the following audience categories:

    • Skill level
    • Role
    • Access level or permissions
  • Applying a child term also applies its parent term.

This example shows a taxonomy based on the user skill level:

Skill
  • Beginner
  • Intermediate
  • Advanced

The following example shows a taxonomy based on the user role:

Role
  • Administrator
  • Editor
  • Author
  • Reviewer

Deliverable Taxonomy

If you publish different types of deliverables, you may want to create a deliverable-based taxonomy.

Keep the following guidelines in mind when composing deliverable-based taxonomies:

  • We recommend creating consistent naming conventions for your deliverables. Consider using such phrases at the end of each of your deliverable title. For example, User Guide, Reference Guide, and Configuration Guide, are consistent deliverable titles.
  • Applying a child term also applies its parent term.

The following example shows a taxonomy based on a deliverable type:

  • Technical Documentation
    • User Guide
    • Installation Guide
    • Reference Guide
  • Learning and Training
    • Online Training
    • Instructor-Led Training
  • Marketing
    • Blog Post
    • Infographic
    • Meme