Classifications in your LifeDesk will include your biological classifications, but also other vocabularies containing terms that you may want to use as tags on content and/or names. For example, you can tag your taxa with geographical, life history, morphological, or conservation information.
With permissions to 'administer taxonomy' navigate to "Administration > Content management: Tags, Flags, Ranks & Classifications".
On the 'Tags, Flags, Ranks & Classifications' page you will see a list of vocabularies (or classifications) one of which will be your site's primary biological classification. Note from the columns header that the 'Type' for your primary biological classification is 'Biological classification'. If you create any alternative biological classifications, as working classifications, for testing or discussion, those should also be listed as 'Biological classification'. Other options for types are 'Biological flag' (for tagging taxa with special characteristics), or 'Other' for free-form tagging of content.
The 'Content types' column indicates the content types a vocabulary is associated with, e.g. whether you can tag an image or a taxon page with terms from that vocabulary. Note that biological flags are not associated with content types because they are attached directly to taxa in the primary classification. Also, you cannot associate content with names in alternative biological classifications. These classifications are intended to help you build a consensus classification and can only be viewed and modified in the classification editing interface.
The final column 'Operations' provides hyperlinks to actions that you can perform on a vocabulary.
With permissions to 'administer taxonomy':
You can use biological flags to tag the taxa in your classification with special characteristics. This could be biogeographic information, morphological or ecological properties, conservation status, or anything that's important for your group.
To set up a biological flag, go to 'Manage Classification > Add Classification'. Give your new vocabulary a name, e.g., Conservation Status, enter a 'Description' if you like and 'Help text' with instructions for your collaborators, if needed. Now select the 'Biological flag' box and click on the Save button at the bottom of the page. Once your new biological flag is set up, you can start adding vocabulary terms by going to 'Administration > Content Management: Tags, Flags, Ranks, Classifications'. Find your biological flag and click on add terms. Add your terms to the list one by one.
When you're done, go to 'Manage Classification > Tree Editor' and select a taxon. Now open the 'Name Data Panel' and click on 'Biological Flags' where you will find a pulldown menu with the terms from your biological flag.
For easy bulk editing of biological flags, you can also use the 'Grid Editor' (under 'Manage Classification'). If you start typing, it will autocomplete to match a term from your vocabulary.
You can use tags to categorise and group content.
Please note that if you want to tag a taxon page i.e. pages under the URL /pages/:page_id this is not the same as tagging a 'Taxon page' content type, please refer to the help section on 'Biological flags' instead.
To use tags you first need to add a vocabulary of type 'Other' to contain your tags (you must have the user role Editor, Administrator or Owner to add vocabularies):
Enter a unique, descriptive 'Name' (required) and 'Description' (optional) for your set of tags (vocabulary). The vocabulary name will appear in the 'Tags, Flags, Ranks & Classifications' list and on the content edit form where users associate tags with content items (known as tagging). You can provide additional instructions to users tagging content by including 'Help text' which is displayed in the content edit form, along with the vocabulary name.
Lists the available content types that you can link to your vocabulary, i.e. types of content you will be able to tag with items from your vocabulary. Select the content types you want to be able to tag.
There are two types of tagging:
Select a tagging method that fits your requirements e.g. choose 'Multiple select tagging' if you want to restrict the set of tags to a known list, use 'Free-form tagging if you want users to be able to add new tags to the vocabulary when they edit content items'.
Select 'Required' if you want to force users to add at least one tag when they create a content item.
Once you have created and saved your new tags vocabulary you can start to add tags (terms) to it.
If you selected 'Free-form tagging' then you can begin tagging content immediately because tags are automatically added to free-form tagging vocabularies when users tag content items that are linked to the vocabulary.
If you selected 'Multiple select tagging' you will first need to add terms (tags) to your new vocabulary:
The tags you add to your vocabulary will be available to users, as a selectable list, when they edit content items that are linked to your vocabulary.
If a vocabulary is linked to a content type for tagging then when you create or edit a content item of that type you will see a new 'Vocabularies' section in your content item edit form. For free-form tagging you will see a text field where you can enter any new or existing tags. If its a multiple select tagging vocabulary you will see a select box with a list of pre-defined tags, select multiple items by holding down SHIFT or CMD or CTRL when making your selection.
When you view content nodes, associated tags will be listed and hyperlinked to the tag page. The tag page e.g. with the URL /taxonomy/term/:term_id lists all of the content that has been tagged with this term.
Please note that tags associated with the content type 'Taxon page' are not visible on taxon pages with the URL /pages/:page_id these pages include multiple content nodes that have been associated with a taxon name. You can see tags associated with the content type 'Taxon page' by going directly to the 'Taxon page' node view e.g. at the URL /node/:node_id. If you want to tag a taxon page under the URL /pages/:page_id please refer to the help section on 'Biological flags'.