Categorizing Content with Taxonomy

Taxonomy is the practice of classifying content. Taxonomy can be used in workflow, to customize defined sections of your website to display specific content based on taxonomy terms.

Taxonomy gives your sites use of the organizational keywords known in other systems as categories or tags. It allows you to connect, relate and classify your website’s content. In OpenScholar, these terms are gathered within “vocabularies.” The Taxonomy functionality allows you to create, manage and apply those vocabularies. It also allows you to show specific kinds of content within pages or widgets on your site.

Taxonomy - The system for categorizing your website’s content
Vocabulary - A group of terms
Term - A single word or phrase to describe the content

Modifying a vocabulary or term

You can edit a vocabulary or any of its terms by clicking the drop-down and select Edit Vocabulary link under OPERATIONS.

Edit Vocabulary

Adding a new vocabulary

To add a new vocabulary to your site:

1. In the Control Panel click on Taxonomy


2. Go to +Add vocabulary

Add Vocabulary

3. Enter a Name for this vocabulary (i.e. "Best Practices")
4. Select at least one Entity type to tag with these terms.

Entity Type

5. Click Save

Adding category terms

You can add new category terms by clicking the drop-down and select Add terms to the vocabulary under OPERATIONS.

Add Term

Tagging content

When adding or editing content, you will now be able to tag the content with the vocabulary terms that were associated with that content type.


Using Taxonomies on Your Site

Help your visitors find what they are looking for by displaying groupings of content by displaying content with the Taxonomy Widget and Faceted Taxonomy Widget.

Bulk Update Posts with Taxonomy Terms

1. Click + to expand Site Content
2Click to expand Browse
3Select Content

Browse Content

4. Check the boxes next to the posts you wish to add taxonomy to

select items to apply taxonomy

5. Choose "Apply Taxonomy term" option from the dropdown

Apply Taxonomy Term

6. Click "Apply to selected items" button
7. On the next page, select the appropriate Vocabulary and Term(s).

Select Vocabulary and Terms

8. Finally, click on Apply button.