(1) Before you start


Before you can create a taxonomy you must:


  • Have the 'Community Capturer' role.  Depending on your community, the name for this role may be different.
  • Have the 'Community Authoriser' role.  Depending on your community, the name for this role may be different.
  • Be on the processes tab in the community.  To get to the processes tab you must:


1. Click on the community name

2. Click on 'processes' at the top of the page



(2) Creating a one level taxonomy file


One level taxonomy files are used to disaggregate indicators or nodes.  Please refer to the FSdistricts.json example file for this kind of taxonomy.


Follow these steps to create a new taxonomy file:


1, Download the example file (see the bottom of this article for the download link)

2. Open file in a text editor

3. Edit this line - "_id": "FSDistricts_1", - and replace FSDistricts_1 with a unique name for your taxonomy.  This name must have no spaces

4. Edit the following array

{
                    "code": "1",
                    "label": {
                        "en": "Xhariep"
                    }
                },

5. Replace the example 'Xhariep' with the first term in your taxonomy

6. Edit the next array to add the next term in your taxonomy

7. If you need additional arrays to cover additional terms, copy and paste the last one.  Be sure to update the code to add additional unique codes

8. If you need to remove an array delete it

9. Save your completed taxonomy file using .json as the file extension


(3) Creating a multi-level taxonomy file


Multi-level taxonomy files have a hierarchical structure.  They are used to create an outline for your performance plan.  This outline may have two or three levels.  This is used to create a hierarchical structure that you can link indicators too.  Please refer to the IUCN_BMU.json example file for this kind of taxonomy.


The steps to edit this file are the same as above.


(4) Uploading a new taxonomy file


1. Click on 'Add taxonomy' in the taxonomies process

2. Enter a name for your taxonomy and click 'OK'  The name entered here will appear later when you select the taxonomy

3. Click 'Accept' to accept the workflow assignment to configure the new taxonomy

4. Click 'Edit taxonomy' to edit the taxonomy configuration form

5. Complete the following fields on the form:


Taxonomy name - Please enter a name for the taxonomy
Taxonomy ID - Please enter an ID for the taxonomy
Description - Please enter an optional description for the taxonomy
Version - Please select version 1

Upload taxonomy file - Select the JSON file you created


6. Click save to save the form

7. Click 'Submit' to send the taxonomy for approval by the user with the Community Authoriser role

8. The user with the Community Authoriser role may then click 'Approve' to finalise the taxonomy


The new taxonomy is now available to include in the performance plan.  Please repeat this process for additional taxonomies.