Taxonomies and hierarchies are a special type of code set. They are hierarchical code sets. They consist of a node tree. The codes are nodes and they can have descendent codes. For a detailed description of hierarchies and taxonomies, see Taxonomies and Hierarchies
To create a taxonomy:
- If you have not yet created the profile's category attributes, edit the profile and create them. When you configure the attributes, make sure to select Is Category.
- Taxonomies are stored in folders. If you don't want to use an existing folder for the new taxonomy, create a new folder.
- If the taxonomy will be using a properties repository, create it.
- Create the taxonomy's hierarchical code set.
- Define the taxonomy's control attribute.
- Add the repository's taxonomy control attribute to the snapshot table:
- Open the Feature bar, open Content, open the repository's folder, select the repository, select Edit, select Attribute Properties.
- Select the taxonomy control attribute's Relational checkbox.
- Click Save.
- Clear the cache.
- Map category attributes to taxonomy nodes.
- Create a category dynamic attribute association object.
- If you did not map the category or dynamic attributes when you created the association object, map the attributes to the nodes either by editing the category dynamic attribute association object using the Classic UI or use the New UI's Taxonomy Manager.
- Taxonomies are securable objects and must be made accessible to the groups that need to access them. Define this taxonomy's security, see Define Access to Securable Objects.