Author: Jeremy Stark



  Since writing PortalTaxonomy several products have come along to fill the need for more advanced taxonomy management than is available out of the box with Plone.  PT's niche, I think, is that it is very easy to integrate into a Plone site that wants to expose it's taxonomy as navigational elements.  Also, I find the CategoryWidget and AttributeWidget interfaces helpful for providing clients with an easy inteface for entering taxonomy information.

  The main motivation was to have a centralized, recursive, categorization
  structure that could be associated with groups of content types.  The
  current Plone KeyWord system allows for only a 1 to 1 mapping of keyword lists to types.  KeyWords are also a flat list and I needed something that was


  PortalTaxonomy provides two new primary content types: Categories and Attributes.  Categories are heirarchical taxonomy nodes.  You create a Category tree and then associate parts (or all) of the tree with various content types.  By associating sections of the Category tree with a type, the types CategoryField will render that section of the Category tree in it's widget and allow users to select nodes in the tree with which to associate the content.

  Attributes are grouped within a content type called AttributeCollection.  An AttributeCollection is than associated with one or more content types.  Content types associated with an AttributeCollection will have the Attributes within the Collection available as selection options within their AttributeField.  You may specify how the AttributeWidget renders the selection options: as checkboxes; radio buttons; or selection lists.  Each AttributeCollection is wrapped in in own grouping from which a user makes selections.


    Categories allow site planners to create a treeish category structures and then associate content types with parts of the tree.  Content types that use the provided CategoryField may be associated with categories within the tree.

  To create an association between part of the Category tree and a content type, select the category that you want to associate.  You will see a field called "Type Associations" that lists all the content types that have a CategoryField in their schema.  Select the fields you want to associate with this section of the tree.  The associated category and all sub categories will be available for selection in the types field.

  Attribute Manager

    This tool allows site planners to create "attribute collections" and than
    associate those collections with types by including an AttributeField in
    the content types schema.  Attribute field is in the fields module
    included with PortalTaxonomy.

    The AttributeWidget has several options available for rendering the attribute collections: as checkboxes; as radio buttons; and as selection lists.

    Checkboxes allow a user to select as many attributes as they like from all associated Attributes.  Selection lists do the same thing but present a multi selection list for each attribute collection associated with the field.  Radio boxes allow a user to select one attribute from all available attributes.

    To select a Checkbox, set the format property of AttributeWidget to "checkbox":


    To select radio boxes, set the format property of AttributeWidget to "checkbox" and the box_type property to "radio":


    To select selection lists, set the format attribute of AttrivuteWidget to "select":



  Put the PortalTaxonomy folder in Zope's Products directory and restart Zope.  Create a Plone site.  Go to Plone Setup->Add/Remove Products.  Select PortalTaxonomy from the list and click the install button.

  An example type called TaxonomyType is automatically installed so you cna get started testing your taxonomy.

  If you do not want the example type TaxonomyType to be installed, comment the

  import example


More on Usage

  Both Category Manager and Attribut