Manage Taxonomy

You can create taxonomies to group or categorize content by, for example, product line, topic, or geographical region.

If new content is added to your website on a regular basis, taxonomy allows you to organize and present your content with little maintenance.

Uses for taxonomy

There are several ways you can use taxonomy in OrchestraCMS:

• To dynamically render content on a page based on the category selected from a taxonomy menu.
• To link a piece of content displayed with one content template to a dynamically-rendered version of the same content item – but displayed with a different content template (for example, to link a summary of a piece of content to the full content without using static pages).
• To filter content items by category when adding content to a page.
• To allow users to subscribe to categories and receive email notifications.

Taxonomy can significantly reduce the number of pages and amount of maintenance required for your website.

Taxonomy eliminates the need for multiple static pages in order to present content in a variety of ways. New content items that are assigned taxonomy categories automatically appear on relevant pages.

For example, an electronics retailer selling computers, home theatre equipment, and cell phones might want potential customers to access information by overall category and also by subcategory. The retailer might want to show, within a computers category, only the information pertaining to laptops.

On a static website, if there is one top-level category, three second-level categories, and nine third-level categories, it could take up to 13 pages to present information in all the variations.

Static website: 13 pages to display different variations of categorized content

This example only shows the pages required to display lists of content within each category. If each item within the list also requires its own page (e.g., a specific model of laptop needs its own page with complete details and specifications), hundreds of pages could be needed.

Using taxonomy, all the lists of categorized content can be rendered dynamically on a single page. If required, the details of each individual content item can also be rendered dynamically using a separate page—the total number of pages required in this scenario is two.

Dynamic website: 1 page to display different variations of categorized content

One or more taxonomies

You are not limited to one taxonomy. Whether you use one or more taxonomies is an information architecture decision.

The primary benefit of using a single taxonomy is simplicity. When OrchestraCMS users assign categories to content items, they only need to open one taxonomy to assign categories.

If you still want to use more than one page to display dynamic content, you can retain control of which categories appear on the menu on each page. Using one taxonomy is ideal if the total number of categories is small.

The primary benefit of using multiple taxonomies is to make it easier to manage large, complex sets of categories.

When OrchestraCMS users assign categories to content items, they might need to open multiple taxonomies to do so, but the relevant categories might also be easier to find within each.

This could be the preferred method if you want your primary navigation menu to include top-level taxonomy categories. Each menu item can link to its own taxonomy detail page that contains its own taxonomy menu so users can browse content in that taxonomy.

Taxonomy hierarchical level limit

Each taxonomy can have a maximum of seven levels in the category hierarchy, including the top level (i.e., the name of the taxonomy). This is another consideration for building your taxonomy. If you require more levels than this, consider making multiple taxonomies.

Assign taxonomy permissions

OrchestraCMS users who need to manage taxonomies require the appropriate permissions in their OrchestraCMS profile.

There are create, edit, and publish permissions for taxonomy. An OrchestraCMS System Administrator or OrchestraCMS Site Administrator can assign the appropriate permissions to relevant users.

To grant taxonomy permissions to an OrchestraCMS profile

1. In OrchestraCMS Setup, click Profiles.
2. Click Edit next to the profile to which you want to add permissions.
3. In the Content Permissions area, click to select one or more of the Taxonomy permissions (Create, Edit, Publish, Translate).
   • You can click the check box to the left of Taxonomy to automatically select all three permissions.
4. Click Save.

Build a taxonomy

We recommend that you plan your taxonomy and how it will be used before you begin building it in OrchestraCMS.

It is easier to assign the appropriate categories to content items from the beginning than to retroactively apply new categories that are added at a later date.

Create a taxonomy content item

To build a taxonomy, the first step is to create a taxonomy content item. Creating a taxonomy content item is similar to creating any other content item, but unlike most content types, you can’t clone an existing taxonomy to create a new one.

This is because you should not use identical categories across multiple taxonomies. That would make it difficult to manage your taxonomies and assign the proper categories to content and pages.

To create a taxonomy content item

1. Within the OrchestraCMS Manage Site tab, in the Actions panel, click Create New Content.
2. In the Create New Content dialog, do the following:
   • From the Content Type list, select Taxonomy.
   • From the Select Content Template list, select Taxonomy Menu.
     
   • Enter a descriptive Name for the taxonomy.
   • Optionally, enter a Description for the taxonomy.
   • Optionally, change the Start Date to a time in the future—this is when the taxonomy is available to appear on your site after it is published.
   • Optionally, enter a specific End Date—this is when the taxonomy is no longer available on your live site; taxonomies usually don’t have an end date because they can be used to categorize content for as long as your site exists.
3. Click Finish to save and close the content item, or click Finish & Edit to go directly to the content editor.

Taxonomy content templates

There are three content templates associated with the Taxonomy content type.

By default, all three content templates are assigned to each taxonomy content item. The Taxonomy Menu content template is the default template.

This means the content editor automatically uses that template when a taxonomy content item is opened. We recommend that you do not change these settings, because the Taxonomy Loader and Taxonomy Subscription content templates only have page-specific properties. There is nothing to set in the content editor.

If you are not using taxonomy to send emails to subscribers, you might choose not to have the Taxonomy Subscription content template automatically assigned to taxonomy content items. An OrchestraCMS System Administrator or OrchestraCMS Site Administrator can modify the content type settings.

To view and modify the settings for the Taxonomy content type

1. In OrchestraCMS Setup, click Content Types.
2. In the Core Types area, under the Name column, click Taxonomy.
3. Modify the settings to meet your requirements, and then click Save.

Manage taxonomy categories

After your taxonomy content item is created, you can add categories to the taxonomy in the content editor using the Taxonomy Menu content template.

The Taxonomy Menu shows these options:

To add categories to a taxonomy

1. Open the taxonomy content item in the content editor. If you see a message that states that the current content template doesn’t have any content or template properties to configure, you do not have the Taxonomy Menu content template loaded. You can select or add it from the Templates menu in the Actions panel.
2. In the category pane, click on the icon to the left of the category to which you want to add child categories.
3. Click New Category.
   • If this is the first time you have added categories, your only option is to add categories to the top-level category (i.e., the taxonomy name).
4. In the Add Categories dialog, type the names of the categories you want to add to that level of the hierarchy by typing each category name on a separate line.
   • You can add, reorder, or remove categories later.
     
5. Click OK.

Although you can remove a category from a taxonomy, this does not remove the category tag from content items and pages that have already been assigned that category.

To remove a category from a taxonomy

• In the category pane, click on the icon to the right of the category that you want to remove and then click Delete.

When you place a taxonomy menu on your site, it displays categories in the same order as they appear in the content editor.

You can reorder taxonomy categories within the same hierarchical level and within the same parent category. You can’t move a category to a different hierarchical level or place it under a different parent category.

If a category is already at the lowest possible position, you will not have the option to move it down; if a category is already at the highest possible position, you will not have the option to move it up.

To reorder taxonomy categories

If you hover over a single category, then click and hold, this displays the "grab handle" on the right side of the node. If the desired location in the tree is already expanded, you can move this node anywhere within the entire taxonomy tree.

To set a category description

1. In the category pane, click on the icon to the right of the category to which you want to add a description.
2. Click Set Description.
3. In the Set Category Description dialog, enter a description of up to 255 characters.
4. Click OK.
   • If you click on View Tagged Pages or View Tagged Content, a dialog box opens to reveal Unexpired Pages/Content Tagged with Selected Category.
     
   • There are other category options if you have a Multilingual feature license.

Assign a taxonomy detail page

Each taxonomy is associated with a single taxonomy detail page where content lists are dynamically loaded.

The taxonomy detail page must have your taxonomy content item placed on the page using the Taxonomy Loader content template.

In the vast majority of cases, the detail page also includes an instance of the taxonomy content item that uses the Taxonomy Menu content template. This creates a navigation system where users can select categories and view the content related to those categories on a single page.

To assign a taxonomy detail page

1. Open the taxonomy content item in the content editor. The Taxonomy Menu content template must be the one opened in the editor—if it isn’t the default template, you can select it from the Templates menu in the content editor.
2. In the Actions panel, under More Actions, click View All Properties.
3. In Taxonomy Page Properties, click in the Select Detail Page box.
4. In the Select Link dialog, do the following:
   • From the Open In list, select the target destination for the page. In many cases, the taxonomy menu and loader are on the same page, and it makes sense to have the page open in the current window.
   • From the Link To list, select A page in this CMS.
   • In the Page box, begin typing the name of the taxonomy detail page and select it from the list, or click New if the taxonomy detail page doesn’t exist.
   • If the page has more than one URL, select the one you want users to be directed to when they click on a taxonomy menu item from the URL list.
5. Click Select.
6. Click Save.

Specify a notification model for email subscriptions

If you are using taxonomy to allow users to subscribe to specific categories of content, you can specify a notification type for the taxonomy.

There are three options for notification type.

1. In the Actions panel, under More Actions, select View All Properties and do the following:
   • For the Notification Type property, select either All or Leaf.
     • The option All means that users can subscribe to all nodes in the taxonomy.
     • The option Leaf means that users can subscribe to only the lowest level of child categories.
   • For the Notification Model property, select Email Alert Model.
2. Click Save.

Publish a taxonomy

Before taxonomy categories can be assigned to content items and pages, the taxonomy must be published. After a taxonomy is published, it can only be edited when a new version or revision of the taxonomy is created.

To publish a taxonomy

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, click Publish. 
3. In the Publish Content dialog, click OK.

Edit a taxonomy

You can edit a taxonomy in the content editor while it is unpublished. Once it is published and you want to edit it, you first have to create a new version or revision.

Create a new version or revision of a published taxonomy

To edit a published taxonomy, you must create a new version or revision.

• With a new version, you can change anything about the content item.
• With a new revision, you can’t change the start or end date of the content item.

New revision is provided as an option when a version of content has been identified as needing to start on a future date, but the content already active needs to be modified.

For example:

• Version 1 is currently published but has a spelling mistake
• Version 2 is published but set to start next week
• Version 1 can be opened and revision 1.1 made using New Revision
• Revision 1.1 can have the spelling mistake corrected and be published without interfering with the start date of version 2

To keep your content organized, we recommend creating a new revision if you are making minor changes and a new version if you are making major changes.

For example, if you are correcting a typo or adding a single sentence, you could create a new revision, but if you are changing most of the content, you could create a new version.

To create a new version or revision of a taxonomy content item

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, click either New Version or New Revision.
   

This creates an unpublished instance of the taxonomy that can be edited and republished.

The version history of every content item is retained in the system, which means you can view a previous version of the taxonomy at any time.

To view a previous version of a taxonomy content item

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, select View Version History.

Edit taxonomy content properties

When you create a content item, including a taxonomy content item, you are required to set certain properties.

These properties, and other optional properties, can be edited while the content item is unpublished.

The content item name can’t be edited after it is published for the first time.

To edit taxonomy content properties

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, click Properties.

If private sharing or content targeting is enabled, there are additional properties for each content item.

Delete or expire a taxonomy

Whether you can delete or expire any content item, including a taxonomy, depends on its published status and the type of Salesforce organization you are working in.

• Unpublished versions of content items can be deleted from OrchestraCMS.
• Published versions of content items can be deleted in sandbox or development organizations, but they can only be expired in production organizations.
• Expiring a published content item removes it from your live site but not from OrchestraCMS.

In general, taxonomy content items are rarely deleted or expired. Once a taxonomy is being used on your site, it can be used to categorize content for as long as your site exists.  

Delete a taxonomy

You can only delete unpublished versions of content items in a Salesforce production organization.

For example:

• If you have two versions of a content item, version 1.0 that is published and version 2.0 that is unpublished, you can only delete version 2.0.
• If there is only one version of a content item and it is unpublished, deleting the item completely removes it from OrchestraCMS.

If you are working in a Salesforce sandbox or development organization, you can delete the most recent published version or revision of a content item.

• Previous versions and revisions remain unless you continue to delete each version individually in reverse chronological order.  

To delete a taxonomy content item

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, click Delete.
3. When the delete confirmation message displays, click Yes.

When you delete a published taxonomy content item, you will no longer be able to tag content items or pages with the categories from that taxonomy.

Expire a taxonomy

You can expire a published taxonomy to remove all instances of the taxonomy from your live site. The related taxonomy menus, taxonomy loaders, and available subscriptions lists will be removed, and you will no longer be able to tag content items and pages with the associated taxonomy categories.

The expiry function prevents you from having to create a new version of a published taxonomy to change the end date in the content item properties.

To expire a published taxonomy content item

1. Open the taxonomy content item in the content editor.
2. In the Actions panel, click Expire.
3. In the Expire Content window, select whether you want to expire the content item now or at a future date in the Expiry Date box. If you choose to expire the content item at a date in the future, select the date and time you want the content item to expire.
4. Click Expire.

If you want to edit a taxonomy, but not remove it from your site entirely, you can create a new version or revision of the taxonomy content item.Tag content and pages with taxonomy categories.

To tag content and pages with taxonomy categories, the taxonomy must first be published. Each content item and page can be tagged with one or more categories from one or more taxonomies.

Tag content items with taxonomy categories

When you tag a content item with one or more taxonomy categories, the taxonomy loader can dynamically display the content item when a user selects the appropriate category from a taxonomy menu.

To assign taxonomy categories to a content item

1. Open the content item in the content editor.
2. In the Actions panel, from Taxonomy, select the name of the taxonomy.
3. In the Available panel, expand the taxonomy to the category you want to assign, and then click the plus symbol next to the category—repeat as necessary to assign more categories.
   
4. Repeat steps 2-3 to assign categories from other taxonomies as necessary, and then click OK.

To remove taxonomy categories from a content item

1. Open the content item in the content editor.
2. In the Actions panel, click Taxonomy, and then the name of the taxonomy.
3. In the Selected panel, click the remove symbol next to the category you want to remove.
4. Click OK.

Tag pages with taxonomy categories

There's only one reason to assign a taxonomy category to a page: if the page is being used as an email publication to which users can subscribe. In that case, only users who have subscribed to the taxonomy category associated with the page will receive the email.

To assign taxonomy categories to a page

1. Open the page in the page editor.
2. In the Actions panel, click Taxonomy, and the name of the taxonomy.
3. In the Available panel, expand the taxonomy to the category you want to assign, and then click the plus symbol next to the category.
4. Click OK.

To remove taxonomy categories from a page

1. Open the page in the page editor.
2. In the Actions panel, click Taxonomy, and then the name of the taxonomy.
3. In the Selected panel, click the remove symbol next to the category you want to remove.
4. Click OK.

Build dynamic pages

After your taxonomy has been created and published and categories have been assigned to content, you can build pages that will render content dynamically. At minimum, this requires a taxonomy detail page that contains the Taxonomy Loader content template, and a page containing the Taxonomy Menu content template that directs to it. (These two content templates are often on the same page.)

Additionally, you can use taxonomy links to link individual content items rendered by the Taxonomy Loader to a container detail page.

This renders individual content in a different way—using a different content template—than the Taxonomy Loader. These are often used to link summaries of content to the full content.

Add a taxonomy menu to a page

You can display your taxonomy categories as a menu on your site. Users can click on any of the displayed categories to be directed to the taxonomy detail page, where content related to the category they have selected will be dynamically loaded.

In most cases, there is a taxonomy menu on the taxonomy detail page, but additional taxonomy menus can be placed on other pages.

You can control which taxonomy categories are displayed on a page—it is not necessary to show all of the categories if that does not meet your requirements.

To add the Taxonomy Menu content template to a page

1. Open the page in the page editor.
2. Click in the droppable area that you want to add the taxonomy menu to, and then click Add Existing Content. If you have not yet created your taxonomy, you can access the Create New Content dialog by clicking Add New Content.
3. In the Add Content to Page dialog, locate your taxonomy content item and select Taxonomy Menu under the Content Template column.
4. Click the plus symbol in the row of the taxonomy content item to add the taxonomy menu to the page.
5. Close the Add Content to Page dialog by clicking the close icon or anywhere outside of the dialog.  

You can configure the taxonomy menu to only display a subset of the categories in the taxonomy hierarchy. You can also set the default active menu item. Active menu items can be styled differently than other menu items to indicate that it is the currently selected item.

To configure page-specific properties for a Taxonomy Menu

1. Open the page that contains the taxonomy menu in the page editor.
2. Click the arrow symbol on the taxonomy menu content item bar.
   

3. In the Page-specific Properties dialog, set the following properties to meet your requirements:
   

• Select Category. Click in this box to open the Select Category from Taxonomy dialog, and click the plus symbol next to the category that you want to set as the default active menu item.
  
• Starting Level. Enter the hierarchical level of the category you want the menu to start with. (Numbers other than zero are only valid if categories have been specified in the Select Category box.)
  For example, in the taxonomy shown above, if Canada is selected as the active menu item, there are three valid options for a starting level:
  
  
  • 0, which means the entire taxonomy is available to display in the menu;
  • 1, which means only the North America branch of the taxonomy is available to display in the menu; or
  • 2, which means only the Canada branch of the taxonomy is available to display in the menu.

• Render Depth. Enter the number of hierarchical levels you want to render in the menu. A value of 0 means that all hierarchical levels that meet the requirements of the other settings will be rendered. A value of 1 means that only the highest hierarchical level that meets the requirements of the other settings will be rendered. A value of 2 means that the highest hierarchical level that meets the requirements of the other settings plus one additional lower level will be rendered. Each higher value renders one additional lower level.
• Show Top Level. Select whether you want to render the starting level in the menu. For example, in the above taxonomy where North America is selected as the active menu item, if the Starting Level is to 1, Render Depth is set to 0, and Show Top Level is set to No, then the menu will render Canada, Mexico, and United States. In this case, North America is the top level based on the selected tags and the starting level, and by setting Show Top Level to No, the menu will only render categories under North America.

4. Click Save.

* In this case, rendering all lower levels produces the same result as specifying the number of levels.

When there are multiple settings options to include a specific set of categories in a menu, the option you choose depends on whether you need to set a specific active menu item. This determines what you need to select for the Selected Tags field.  

Build a taxonomy detail page to dynamically load lists of content

Each taxonomy can have one taxonomy detail page, which displays lists of content dynamically. The Taxonomy Loader content template is used to dynamically load a list of content based on a category that a user selects from a taxonomy menu.

In most cases, a taxonomy menu is also included on the taxonomy detail page, although this is not a requirement, and you might have several pages with taxonomy menus.

To make it easy for users to navigate categories of content from a single page, we recommend that you include a taxonomy menu along with a taxonomy loader on your taxonomy detail page.

To add the Taxonomy Loader content template to the taxonomy detail page

1. Open the taxonomy detail page in the page editor. (If you have not yet created the taxonomy detail page, you can create it as you would any other page.)
2. Click in the droppable area where you want to add the taxonomy loader. Click Add Existing Content. If you have not yet created your taxonomy, you can access the Create New Content Wizard by clicking Add New Content.
3. In the Add Content to Page dialog, locate your taxonomy content item and select Taxonomy Loader under the Content Template column.
4. Click the plus symbol in the row of the taxonomy content item to add the taxonomy loader to the page.
5. Close the Add Content to Page dialog by clicking the close icon or anywhere outside the dialog.  

The taxonomy loader has several page-specific properties that determine how content items are loaded on the page. At minimum, you must specify the content types and content templates that will be rendered by the Taxonomy Loader.  

To configure page-specific properties for a Taxonomy Loader

1. Open the taxonomy detail page in the page editor.  
2. Click the arrow symbol on the Taxonomy Loader content item bar.
3.  In the Page-specific Properties dialog, set the following properties to meet your requirements:
   • Select Category (optional). Sets the default taxonomy categories to load when a user arrives on a page by any method other than selecting a category from a taxonomy menu. If there is a taxonomy menu on the same page, select the same tags as those set in the page-specific properties of the taxonomy menu.
   • Auto Load. This property is only valid if categories are not selected in the Select Category field. If this property is set to Yes, and a user arrives on a page by any method other than selecting a category from a taxonomy menu, content items will automatically load from any category—the Order property and container properties are used to determine what is displayed. If this property is set to No, no content is loaded until the user selects a category from a taxonomy menu.
   • Render Depth. Determines how many hierarchical levels of categories the Taxonomy Loader takes into consideration when rendering content. The default value is 0, which means that when a user clicks on a category in a Taxonomy Menu, the Taxonomy Loader renders content tagged with that category as well as content tagged with any of the categories below it. A Render Depth value of 1 means that only content explicitly tagged with the selected category will be rendered. A Render Depth value of 2 means that content tagged with the selected category and any of the child-level categories will be rendered. A Render Depth value of 3 means that content tagged with the selected category and any of the child-level and grandchild-level categories will be rendered, etc.

• Show View More Link. If this property is set to Yes, a link to view more content items is rendered by the taxonomy loader. When clicked, the taxonomy loader doubles the amount of content items displayed based on the Item Load Count for each container. If this property is set to No, a view more link is not rendered.
• Order. Determines the order that content items are displayed when they are loaded. There are three available options:
  • Access Level, Priority, Original Publish Date (only available if access levels are enabled; requires Private Sharing Feature License). The sort order of content items is determined first by the access level assigned to the content item (ascending based on the Level field in the access level properties), second by the Priority field in the content item properties (descending), and third by the Start Date field in the first published version of the content item (descending).
  • Alphabetical. The sort order of content items is determined by the alphabetical order of the Name field of the content items. If you use content templates that contain a Title field, such as Document Style 1, Small Block With Image, etc., you should make sure that the Name field and Title field match if you are using this sort order; otherwise, even though the content is being sorted alphabetically, it may not appear so on the page.
  • Priority, Original Publish Date. The sort order of content items is determined first by the Priority field in the content item properties (descending), and second by the Start Date field in the first version of the content item (descending).
  • Original Publish Date. The sort order of content items is by the Start Date field in the first version of the content item (descending).

• Taxonomy Templates. Set the number of containers, up to four, to include in the taxonomy loader. Each container can load a different content type and content template, have its own detail page, and load a unique number of content items. If you need more than four containers, you can add another taxonomy loader to the page.

4. Set the following container properties for each container to meet your requirements:
   • Item Load Count. The number of content items to load in the container. The default number is five, and we recommend that the total number of content items rendered by Taxonomy Loaders on a single page does not exceed 50. Consider the height of each rendered content item and the amount of scrolling users will have to do before determining your item load count.
   • Content Type. The content type that the container renders.
   • Content Template. The content template that the container renders.
   • Detail Page (optional). The container detail page used to dynamically render individual content items using a different content template than the Taxonomy Loader container. For example, if the taxonomy detail page is used to display summaries of content, taxonomy links can be used to direct the user to a container detail page, which dynamically renders the content using a different content template to display the full piece of content.
5. Click Save.

Use taxonomy links and container detail pages to dynamically load individual content items

One common structure for presenting categorized content is to have the taxonomy detail page display summaries of content and to use taxonomy links to direct to a container detail page where the complete content is displayed.

A Taxonomy Loader container defines one content type and content template that can be displayed by the Taxonomy Loader.

Each container in the Taxonomy Loader can be associated with its own container detail page. This is used to display the details of individual content items using a different content template than the Taxonomy Loader container.

For example, a Taxonomy Loader container might use the Small Block With Image content template to display content summaries. Since the Small Block With Image content template includes a rich text editor, you can add a taxonomy link to each content item. The taxonomy link directs to the container detail page that is defined in the Taxonomy Loader. The container detail page defines which content template is used to render the content item that the user clicked on. Procedures for using taxonomy links and creating container detail pages are found later in this section.

For this navigation structure to work properly, the following must be true:

• The Taxonomy Loader container must be associated with a container detail page.
• Each content item rendered by the Taxonomy Loader must use at least two content templates: the one specified by the relevant Taxonomy Loader container and the one specified by the associated container detail page.
• The content template specified by the Taxonomy Loader container must contain a rich text editor to be able to insert a taxonomy link.
• Each content item rendered by the Taxonomy Loader must contain a taxonomy link, which will direct the user to the container detail page.
  

To create a container detail page

1. Create a page as you normally would. Give the page a name that makes it easily identifiable as a container detail page.
2. Open the page in the page editor.
3. Click in the droppable area where you want the content item details to display. Click Add New Content.
4. In the Create New Content dialog, do the following:
   • In the Select Content Type menu, select Utility.
   • In the Select Content Template menu, select Content View.
   • Enter a descriptive Name for the content item (e.g., “News details”).
   • Optionally, enter a Description for the content item.
5. Optionally, change the Start Date and End Date, which determine when the content item will be available on your site after it is published.
   • Keep in mind that it should be available at the same time as your other taxonomy-related content items.
   • In general, an end date is not required, because taxonomy can be used to categorize content for as long as your site exists.
     

6. Click Finish.
7. In the page editor, click on the page-specific properties arrow in the Content View content item.
    
8. In the Page-specific Properties dialog, select the Content Type and Content Template that you want to use to render the details of content items.
   
9. Click Save.

The final step in creating this taxonomy navigation structure is to add taxonomy links to the relevant content items using the content template that is rendered by the Taxonomy Loader.

For taxonomy links to be created, this content template must include a rich text editor.

To add a taxonomy link to a content item

1. Open the content item in the content editor.
2. Make sure that the content template that is rendered by the Taxonomy Loader is selected; if not, select the appropriate content template from the Templates menu.
3. In the rich text editor (it must be a content template with a rich text editor), select the text you want the link to apply to.
4. Click the taxonomy link icon to insert the link; there are no link settings to configure—the link automatically directs to the relevant container detail page. Keep in mind that if the content is manually added to a page independently of the Taxonomy Loader, the taxonomy link will not work.
   
5. In the Actions panel, click Save.

Preview dynamic pages

Taxonomy detail pages can be previewed like any other page. However, container detail pages must always be accessed from the appropriate taxonomy detail page; otherwise, the Content View content template has no way of determining which content item should be rendered.

To preview a container detail page, you can preview the appropriate taxonomy detail page and click on a taxonomy link within the preview.

To preview a taxonomy detail page and associated container detail pages

1. Open the taxonomy detail page in the page editor.
2. In the Actions panel, click Preview.
3. In the preview tab, click a taxonomy link to preview the associated container detail page.

Container detail pages can be used as content preview pages for the relevant content types and content templates.

Although this is not necessary, the container detail page can be a better representation of what content will look like on your live site than a generic content preview page, because the container detail page is populated with other content that appears on your live site.

An OrchestraCMS System Administrator or Site Administrator can set preview pages for content types and templates.

To set the preview page for a content type and template

1. In OrchestraCMS Setup, click Content Types.
2. In either the Core Types or Custom Content Types area, under the Name column, click the name of the content type.  
3. On the Edit Content Type page, in the Content Templates table under the Preview Page column, click to select the box in the row of the content template you want to set a preview page for.
4. In the Select Page dialog, begin typing the name of the container detail page in the Page box, and select the relevant page from the list.
5. Click Select.
6. On the Edit Content Type page, click Save.
   

Publish dynamic pages

All pages must be published before they are available on your live site. This includes taxonomy detail pages and container detail pages.

To publish a page

1. Open the page in the page editor.
2. In the Actions panel, click Publish.
3. In the Publish Page dialog, you can optionally clear the check boxes beside content items that you do not want to publish—keep in mind that, at minimum, all taxonomy-related content items should be published at the same time.
4. Click Yes.
   

Add content items to a page by taxonomy category

After you assign taxonomy categories to content items, you can filter content items by category when you need to place a content item on a page.

This is particularly useful if the page you are building is for an email publication, but it can also be useful in general for making it easier to locate appropriate content items.

To add content items to a page by taxonomy category

1. Open the page in the page editor.
2. Click in the droppable area where you want to add content, and click Add Content By Taxonomy.
   
3. Expand the taxonomy hierarchy and click to select the category that contains the content you want to add—content tagged with the selected category or any of its child categories will be listed.
4. Select the check boxes beside each content item that you want to add to the page.
5. Under the Template column, select the content template you want to use for each content item that you are adding to the page.  
6. Click Add.