Feb 22 2020 08:31 AM
Feb 22 2020 08:31 AM
We have a proposed hierarchical taxonomy for all parts of our organization. Part of them are internal (administrative, such as HR), Program based (what we do, such as foreign country infrastructure improvement) and hybrids (legal contracts with external groups). Several terms cross over these lines (such as contracts, investment, etc.). I am struggling to figure out the best way to implement the taxonomy in our metadata. If I keep it hierarchical, several terms will be defined within a specific group, but are needed in another). If I use that and separate the terms into different term sets, the options for a group will be limited and perhaps several columns will be needed to define a document. If I flatten it and generalize the terms, the terms might be used in different ways. They all have advantages and disadvantages. I am leaning towards a flat term set. What do you think. Any recommendations?
Feb 22 2020 10:01 PM
Feb 24 2020 09:59 AM
@shawn_fielding So, kind of hard to explain, but this is basically what I do. I have all my facilities in a Region, which can be part of Area's. So I decided to show the hierarchy this way to the user if they browse. To accomplish, I basically use the "Reuse Term" on the Area Term root and pick the Region, Then turn tagging off for the Region. Then next in each Region in the Area term, I add all the Area's. Once done I go to the Facility Term and "Reuse Term" from the Area Tag. Mark them all Untagable. Then populate my Facilities in each area.
This basically preserves Naming when I rename an Area, it renames in the Facility etc. Same with Region to Area. Then you can see the navigation without tagging Region / Area's, but they will relate to the Facility. You could allow tagging of those if you wanted however for the list in question, but I prefer they add another column and use the Area/Region term directly, since those tags are enabled when using the Term directly.
It's hard to make this in English because this is a complicated topic I still haven't wrapped my head around, but so far I think this is going to work for me. Anyway, hopefully this helps some :).
Feb 24 2020 10:05 AM
@Chris Webb Huh, that is a fascinating way to use it. It sound like you are far into this process already and it is working for you. But 2ould groups help you keep the security structured so you don't have to turn off tagging abilities?
Feb 24 2020 10:15 AM
Feb 24 2020 01:02 PM