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1 change: 1 addition & 0 deletions docs/en/modules/ROOT/nav.adoc
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Expand Up @@ -38,6 +38,7 @@
*** xref:admin:settings/configuration.adoc[Configuration]
*** xref:admin:settings/appearance.adoc[Appearance]
*** xref:admin:settings/homepage.adoc[Homepage]
*** xref:admin:settings/taxonomies.adoc[Taxonomies]
*** xref:admin:settings/scopes.adoc[Scopes]
*** xref:admin:settings/areas.adoc[Areas]
*** xref:admin:settings/help_sections.adoc[Help sections]
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7 changes: 4 additions & 3 deletions docs/en/modules/admin/pages/settings.adoc
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Expand Up @@ -22,9 +22,10 @@ In the secondary navigation panel, you can see all the settings panel available:

* xref:admin:settings/configuration.adoc[Configuration]: to configure general settings.
* xref:admin:settings/appearance.adoc[Appearance]: to configure the instance look and feel.
* xref:admin:settings/homepage.adoc[Homepage]: to configure what to display on the homepage.
* xref:admin:settings/scopes.adoc[Scopes]: to manage scopes, a categorization feature.
* xref:admin:settings/areas.adoc[Areas]: to manage areas, another categorization feature.
* xref:admin:settings/homepage.adoc[Homepage]: to configure what to display on the homepage.
* xref:admin:settings/taxonomies.adoc[Taxonomies]: to manage taxonomies, a categorization feature.
* xref:admin:settings/scopes.adoc[Scopes]: to manage scopes, a categorization feature. Still used for the Initiatives space, but soon to be fully deprecated.
* xref:admin:settings/areas.adoc[Areas]: to manage areas, another categorization feature. Still used for the Initiatives space, but soon to be fully deprecated.
* xref:admin:settings/help_sections.adoc[Help sections]: to create and edit help texts for participants.
* xref:admin:settings/allowed_external_domains.adoc[Allowed external domains]: to manage authorized external domains.

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70 changes: 70 additions & 0 deletions docs/en/modules/admin/pages/settings/taxonomies.adoc
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= Taxonomies

== Understand the basics

Taxonomies serve as a flexible and unified system for classifying and organizing content across the platform.

NOTE: They replace the previous classification systems, such as Categories, Scopes, and Areas, providing a more streamlined approach to content organization.

Administrators can define various taxonomies (for example, territorial scopes, thematic areas) and apply them consistently across different participation spaces and components.

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== Configuration

=== Manage taxonomies

To manage taxonomies, navigate to the **Settings** section in the administration panel and select **Taxonomies**. Here, you can create, edit, and organize taxonomies as needed.

=== Create a new taxonomy

1. Click on the **New Taxonomy** button.
2. Enter the name of the taxonomy (for example, "Geographic Scope" or "Thematic Area").

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[vale] reported by reviewdog 🐶 [Google.Parens] Use parentheses judiciously. Raw Output: {"message": "[Google.Parens] Use parentheses judiciously.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 21, "column": 35}}}, "severity": "INFO"}
3. Click **Create taxonomy** to create the taxonomy.

=== Organize taxonomy items

Within each taxonomy, you can define items and organize them hierarchically:

1. Select the taxonomy you wish to manage.
2. Click on **Edit taxonomy & Items** to create a new taxonomy item.
3. Click on the **New item** button, enter the name of the item and, if applicable, select a parent item to establish a hierarchical relationship.
4. Use the drag-and-drop functionality to reorder items as desired.

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[vale] reported by reviewdog 🐶 [Google.WordList] Use 'capability' or 'feature' instead of 'functionality'. Raw Output: {"message": "[Google.WordList] Use 'capability' or 'feature' instead of 'functionality'.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 31, "column": 26}}}, "severity": "WARNING"}

=== Create taxonomy filters

You can create filters with all or some taxonomy items that will be used to classify and filter participation spaces and components:

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[vale] reported by reviewdog 🐶 [Google.Passive] In general, use active voice instead of passive voice ('be used'). Raw Output: {"message": "[Google.Passive] In general, use active voice instead of passive voice ('be used').", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 35, "column": 66}}}, "severity": "INFO"}

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[vale] reported by reviewdog 🐶 [Google.Will] Avoid using 'will'. Raw Output: {"message": "[Google.Will] Avoid using 'will'.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 35, "column": 61}}}, "severity": "WARNING"}

1. From the Actions menu, click on **Apply filters** to create or see the existing filters of a taxonomy.

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[vale] reported by reviewdog 🐶 [Google.WordList] Use 'click' or 'click in' instead of 'click on'. Raw Output: {"message": "[Google.WordList] Use 'click' or 'click in' instead of 'click on'.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 37, "column": 27}}}, "severity": "WARNING"}
2. Click on the **New filter** button, enter the label of the filter, that is the title that will be displayed in the frontend, and select which items are available for that filter. You can select only parents or only children.

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[vale] reported by reviewdog 🐶 [Google.Passive] In general, use active voice instead of passive voice ('be displayed'). Raw Output: {"message": "[Google.Passive] In general, use active voice instead of passive voice ('be displayed').", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 38, "column": 99}}}, "severity": "INFO"}

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[vale] reported by reviewdog 🐶 [Google.Will] Avoid using 'will'. Raw Output: {"message": "[Google.Will] Avoid using 'will'.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 38, "column": 94}}}, "severity": "WARNING"}

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[vale] reported by reviewdog 🐶 [Google.Contractions] Use 'that's' instead of 'that is'. Raw Output: {"message": "[Google.Contractions] Use 'that's' instead of 'that is'.", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 38, "column": 71}}}, "severity": "INFO"}


image::settings/taxonomies_filters_admin.png[Create taxonomy filters]

=== Associate taxonomies with participation spaces

You can use taxonomy filters to classify the participation spaces.

1. When creating or updating a taxonomy filter, select which spaces that filter should be available for:

image::settings/taxonomies_space_configuration.png[Taxonomies space configuration]


2. When editing a participation space configuration, select the taxonomy item associated to:

image::settings/taxonomies_space_selection.png[Taxonomies space selection]


3. Use the filters to navigate the participation spaces

image::settings/taxonomies_filters_front.png[Taxonomies filters navigation]

=== Associate taxonomies with components

Taxonomy filters can also be associated with components to facilitate content classification:

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[vale] reported by reviewdog 🐶 [Google.Passive] In general, use active voice instead of passive voice ('be associated'). Raw Output: {"message": "[Google.Passive] In general, use active voice instead of passive voice ('be associated').", "location": {"path": "docs/en/modules/admin/pages/settings/taxonomies.adoc", "range": {"start": {"line": 63, "column": 27}}}, "severity": "INFO"}

1. Navigate to the component's configuration.
2. Click on **Add Filter**.
3. Choose the appropriate taxonomy and select the desired filter.
4. Save the changes to enable the filter for the component.

image::settings/taxonomies_component_configuration.png[Taxonomies components configuration]
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