| Understand when to use taxonomy vs other content organization |
Taxonomy System Overview |
Use taxonomy when you need to categorize, tag, or organize content with reusable terms. Use list fields when you have a fixed list of options specific to one content type. |
| Create a vocabulary via YAML config |
Vocabulary Configuration Schema |
Use this schema when creating or modifying vocabulary YAML config files. These are the complete properties for taxonomy.vocabulary.*.yml. |
| Deploy vocabularies via config management |
Creating Vocabularies via Config |
Use config-first approach for vocabularies to ensure consistent structure across environments. Create YAML files for module installation or config sync. |
| Add a taxonomy term reference field to content |
Term Reference Field Configuration |
Use this workflow to add taxonomy term reference fields to content types, users, or other entities using the config-first approach. |
| Decide between flat or hierarchical taxonomy |
Hierarchical Taxonomy |
Use flat taxonomy for simple tagging (blog tags, keywords). Use hierarchical taxonomy for categorization with subcategories (Geography: Country > State > City). |
| Create and manage terms via UI or code |
Term Management |
Use UI for manual term creation. Use Drush or code for bulk operations or programmatic term management. |
| Build Views with taxonomy filters |
Taxonomy Views Integration |
Use taxonomy Views plugins when building Views that filter, sort, or display content by taxonomy terms. |
| Set up per-vocabulary permissions |
Taxonomy Permissions & Access |
Use per-vocabulary permissions for granular term CRUD control. Grant administer taxonomy only to trusted site administrators. |
| Query terms programmatically |
Term Storage & Querying |
Use TermStorage specialized methods for hierarchy operations. Use entity queries for standard term lookups. |
| Create terms programmatically |
Programmatic Term Operations |
Use programmatic approach for migrations, imports, install hooks, drush commands. Complements config-first vocabulary management. |
| Configure entity reference widgets/formatters |
Taxonomy with Entity Reference |
Use this guide to configure entity reference field widgets and formatters for taxonomy term fields. Widget choice affects UX and term creation workflow. |
| Export taxonomy config or create recipes |
Config Export & Recipes |
Use this guide when packaging taxonomy vocabulary config for reuse, distribution via modules, or deployment via recipes. |
| Follow taxonomy best practices |
Best Practices & Patterns |
Use these guidelines when planning taxonomy architecture, naming conventions, and maintenance strategies. |
| Avoid common mistakes |
Anti-Patterns & Common Mistakes |
Use this guide when reviewing taxonomy implementations to identify and fix problematic patterns. |
| Optimize security and performance |
Security & Performance |
Use this guide when hardening taxonomy implementations against security vulnerabilities and optimizing for large-scale performance. |
| Find key classes and files |
Code Reference Map |
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