Create a new Taxonomy

Last updated: June 27, 2023

The Taxonomy is created on the Taxonomy page in the Admin module. Note that only Superusers with Admin permission have access to the Admin module.

All customers have unique portals with their tailored taxonomy containing various fields, categories, and subcategories relevant to their industry, organization, and use of Wide Narrow.

We recommend starting with only 3-4 fields and the most commonly used categories to define your business environment and use case.

How to create a new Taxonomy

The Taxonomy is based on fields, categories, and subcategories.

1. Navigate to Admin in the main navigation menu.
2. Click Taxonomy in the Admin menu.
3. Add new field: Click the New field button on top of the page and enter a field name. Use a short name that clearly describes your field (e.g., Players, Geography, Product Areas). Use the up and down arrows to place the field in the desired order. Click Save.
   
   
   
   
4. Change field name: Click Edit (pen icon) on the top right of the field and change the field's name in the name field and Save.
5. Delete field: Click Edit (pen icon) on the top right of the field and then the Delete button. Note that you must delete categories and subcategories belonging to a field before deleting the field.
6. Change field position: Drag and drop the field to a new position OR click More (three dots) on the top right of the field and then select Move up or Move down.
   
   
7. Add new category: Click New Category, name your category in the name field, and Save. 
   Use a short name that clearly describes the category. 
   All categories are sorted automatically in alphabetical order.
8. Change category name: Click More (three dots) on the category and then select Edit. Change the category name in the name field, and Save.
9. Delete category: Click More (three dots) on the category and then select Delete. Confirm by clicking the Yes, continue button.
10. Change category position: Drag and drop the category to another field or drag and drop the category on top of another category to make the category a subcategory to another category. 
    
    
    
    
11. Add new subcategory: Click More (three dots) on a category and then select New subcategory. Enter a subcategory name in the name field and click Save. Use a short name that clearly describes the category. All subcategories are sorted automatically in alphabetical order.
12. Change subcategory name: Click the arrow beside the category name to display the subcategories. Click More (three dots) on the subcategory and then select Edit. Change the subcategory name in the name field, and Save.
13. Delete subcategory: Click More (three dots) on the subcategory and then select Delete. Confirm by clicking the Yes, continue button.
14. Change subcategory position: Drag and drop the subcategory from the category to any field to make it a category. Or drag and drop the subcategory on top of another category to make it a subcategory to another category. 
    
    

Our recommendations when creating the Taxonomy

Fields: We recommend that you build a taxonomy with 3-5 fields.
Too many fields make the taxonomy confusing.
Make sure your fields represent at least answers to the questions:

• What? Categories
• Who? Players
• Where? Geography

Categories: You can add an unlimited number of categories in each field, but our recommendation is to keep the taxonomy as limited and straightforward as possible.

Subcategories: A flat taxonomy is better than a deep taxonomy. If you can, stick to one level (categories) and avoid subcategories.

Remember not to have concepts that overlap either between different fields or within a field. The taxonomy should be used by combining categories from various fields.

Avoid using ambiguous terms and abbreviations that cannot be assumed to be known to all users. Users should be able to understand and use the taxonomy easily.

Appoint a responsible person/gatekeeper who accepts or refuses changes to the taxonomy. The gatekeeper needs Admin permissions to make changes in the taxonomy.

DO – Our recommendations

Keep the taxonomy short and intelligible.

Use market standards or established concepts and terms. Make it simple for users to select categories.

Keep it relevant for your business (e.g., geographical markets, don't let the user find out what EMEA stands for if it's not known within the organization)

Inform all users if there are any Fields and Categories that should always be marked or are more critical than others (e.g., always tag private vs. public or business area or geographical market).

AVOID – Our recommendations

Don't use overlapping categories or names.

Don't establish new, unusual, and unknown concepts and terms (use market standards as much as possible).

For the AI to work as well as possible:

• Avoid large taxonomies with many fields, categories, and subcategories
• Avoid subcategories
• Avoid internal names on categories
• Avoid similar terms within both the same field and various fields
• Make sure to train the AI when the taxonomy is new or after new updates

Invite users to contribute with input on the taxonomy and new categories. In the process of accepting new proposals, an Admin user needs to be a gatekeeper.

Read more about taxonomies in this Taxonomy Guide.

User Access: Only Superusers with Admin access can make changes to the taxonomy. All users can use the taxonomy to filter information, categorize content and create saved searches.