Taxonomy Metadata

Taxonomy metadata values are defined by taxonomy terms.

Operation

To use your taxonomy as metadata, you need to connect an existing taxonomy with a metadata category.

Figure 1. Taxonomy Metadata Configuration.

The following example from the Metadata interface shows metadata items associated with taxonomies (values fields).

Taxonomy metadata configuration

You can apply configured taxonomy metadata to DITA and non-DITA files in the content library.

You can filter items marked with taxonomy metadata in the content library.

Figure 2. Filtering Content with Taxonomy Metadata.

You filter items marked with taxonomy metadata by using the Filters pane.

Filtering with taxonomy metadata

Guidelines

Keep the following guidelines in mind when composing taxonomy metadata:

  • You can use the Bulk Change option to apply metadata to multiple files and their dependencies in the content library.
  • Apply any new metadata to the existing content in the content library, as necessary.
  • Ensure that authors use taxonomy metadata to mark content by enforcing one of the following strategies:
    At Creation
    Every time an Author creates a new topic or map, they assign metadata in the Create new window. Authors may sometimes go back and add additional metadata if they think another term should be applied or modified.
    At Approval
    Editors or Managers assign metadata to an entire map and all of its dependencies when the map is approved, using the Bulk Change option.
    At Creation and Approval
    Every time an Author creates a new topic or map, they assign metadata in the Create new window. Editors or Managers review and modify metadata when the map is approved.
  • Taxonomy metadata ensures that all metadata items used in your organization align with a predetermined classification structure, which is your taxonomy of terms.