Taxonomies

Taxonomies are a way of categorizing 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.

Taxonomy hierarchy shown in the Taxonomy Manager

For example, let's say your organization produces three different products called "Acme 100", "Acme 200" and "Acme 300". For these, you could create a taxonomy based on the product name, with three tags, one for each product. You would then add each tag to the relevant topics.

Taxonomy tag dragged from Floating Content Panel onto a topic in the Content Manager.

Why use Taxonomies?

There are many different ways to use taxonomies, but the main benefits of using them are:

  • More flexible way to organize content

    Organizing content in folders is limiting as each publication, topic, and image can only exist in one place. Taxonomies are much more flexible as you can apply multiple tags to the same content, and use the tags for organization. This is especially useful when you have topics that could logically exist in multiple folders, as authors can search for content based on the taxonomy tags instead of having to navigate a folder hierarchy.

    To find out how to create taxonomy tags for organizing your content, see Taxonomies for Classifying Content.

  • Easier for authors to find content

    By using the search features, authors can search for content by taxonomy tag (as well as other criteria). Or they can select a taxonomy tag and see which topics use that tag.

    To learn how to locate content based on taxonomy tags, see Find Content by Taxonomy Tags.

  • Extra functionality, including:

    • 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.

    • 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.

    • 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.

    • 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.

    • 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 Faceted Search Page with Algolia.

    • Add classes to HTML.

      The classes can then be referenced in CSS for styling and JavaScript for other functionality (see Taxonomies as HTML Classes).

    • 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.

The taxonomies feature requires the business plan or enterprise plan. To upgrade to either of these plans, contact your account manager.