Exclude multiple project components from taxonomy

If you know that more than one project component shouldn't be included in a classification, you can use a component tag to tell other users not to add those project components to your taxonomy.

Restrictions

  • You must have Update permissions to the component to make tag changes. Tags are read-only for users without update permissions.
  • A content owner or administrator can set permissions to deny access to components or folders. If your permissions to content has been blocked and you are not an administrator, you cannot use the Details option in a project's Content pane.

Tips and tricks

  • Inspire provides the pre-defined system tag Excludefromtaxonomy. Administrators can only customize non-system tag names and availability.
  • After you save the tag, Inspire makes sure that the component can't be selected in the following places:
    • In the Oxygen editor, on the left side panel, after selecting Taxonomy.
    • On the Selected Components panel, after selecting the Taxonomy option.
  • You can use this tag on binary components such as an image or PDF file.

You can also exclude components from taxonomy in the following ways:

Exclude one component from taxonomy

Exclude multiple components from taxonomy

Exclude one project component from taxonomy

To exclude multiple project components from taxonomy:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed. To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click the magnifying glass search_button.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criteria.
    • To include completed projects in the list, select Include Completed and then click the magnifying glass search_button.
  3. To open one project, select the project and double-click it.

    You can also open a project by:

    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  4. In the Content pane, select the components you want to manage tags for.
  5. On the Selected Components pane, select Update tags.

  6. On the Update tags screen, select one of the following options:

    • Add. If you select this option, all previously existing tags are saved, and the ExcludeFromTaxonomy tag is added to them.

      If the ExcludeFromTaxonomy tag is already applied and you select Add, you don't see an error and no change is made to the metadata.

    • Replace. (This is the default selection.) If you select this option, all previously existing tags are removed and the ExcludeFromTaxonomy tag is the only one applied to the components.
  7. In Tags, select ExcludeFromTaxonomy.

  8. Select Save.
    Results:
    • The Apply tags screen closes and you see the Components browser.
    You see something similar to the following notifications:
    When the process is finished, you see one message for all updated components:
    • In the pop-up message in the right corner of the Inspire screen
    • In Inspire on the Notifications tab
    • In your email Inbox
    After you apply a tag, you must refresh the Components browser before the tag is displayed.
    You see the component marked with the tag icon in the Content pane.

    Tips and tricks

    • Look in the 2nd column after component name.
    • If it exists, the tag icon appears after (the Shared icon) and before , , , , (the State icon).
    • To see the name of all tags that are applied, hover your cursor over the tag icon.

    Remember: a component with this tag applied can't be selected in the following places:
    • In the Oxygen editor, on the left side panel, after selecting Taxonomy.
    • In the Components browser, on the Selected Components panel, after selecting the Taxonomy option.