Plan a taxonomy
Before creating a taxonomy, analyze how the taxonomy will be used in the site to determine the best structure.Group categories within taxonomies.
We cannot use taxonomies in menu searches. To have a menu return results based on content profiled with any category in a taxonomy, create a single top-level category and base the menu on the top-level category.
"Metabank" example taxonomy
- Financial
- Banking Solutions
- Interest Rates
- Personal
- Business
- Corporate
- News
In this example:
- Taxonomy = MetaBank taxonomy
- "Financial" is the ancestor of "Interest Rates", "Personal", "Business", "Corporate" and "Banking Solutions".
- "Personal", "Business" and "Corporate" are the descendants of "Interest Rates" and "Financial".
Use categories to profile content
When building a hierarchy of taxonomies and categories it is important to consider how a menu will use the categories in a search. This is because menus search both upwards and downwards within groups of categories.
Scenario Description If we base a menu on a top-level category, all content profiled with categories belonging to that top-level category and their descendants will appear in the menu. A menu based on Financial will display content profiled with any of the following:
- Financial
- Banking Solutions
- Interest Rates
- Personal
- Business
- Corporate
If we base a menu on a mid-level category, all content profiled with the mid-level category or its descendants or its ancestors appear in the menu. A Menu based on Interest Rates. It will display Content profiled with any of the following:
- Financial
- Interest Rates
- Personal.
- Business.
- Corporate.
If we base a menu on a bottom-level category, all content profiled with the bottom-level category or its ancestors will be returned by the menu. A Menu based on Business will display content profiled with any of the following:
- Financial
- Interest Rates
- Business.
Parent: Profiling strategies