Taxonomy

With Grav, the ability to group or tag pages is baked right into the system with Taxonomy.

Taxonomy (general), the practice and science (study) of classification of things or concepts, including the principles that underlie such classification.

Wikipedia

There are a couple of key parts to using taxonomy in your site:

  1. Define a list of Taxonomy types in your site.yaml.
  2. Assign your pages to the appropriate taxonomy types with values.

Taxonomy Example

This concept is best explained with an example. Let's say you want to create a simple blog. In that blog, you will create posts that you might want to assign to certain tags to provide a tag cloud display. Also, you could have several authors, and you might want to assign each post to that author.

Accomplishing this in Grav is a simple procedure. Grav provides a default site.yaml file that is located in the system/config folder. By default that configuration defines two taxonomy types of category and tag:

taxonomies: [category,tag]

As tag is already defined, you just need to add authors. To do this simply create a new site.yaml file in your user/config folder and add the following line:

taxonomies: [category,tag,author]

This will override the taxonomies that Grav knows about so that pages can be assigned to any of these three taxonomies.

The next step is to create some pages that make use of these taxonomy types. For example, you could have a page that looks like this:

---
title: Post 1
taxonomy:
    tag: [animal, dog]
    author: ksmith
---

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod
tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,
quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non
proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

...and another page that looks like:

---
title: Post 2
taxonomy:
    tag: [animal, cat]
    author: jdoe
---

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod
tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,
quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non
proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

As you can see in the YAML configuration, each page is assigning values to the taxonomy types we defined in our user site.yaml configuration. This information is used by Grav when the pages are processed and creates an internal taxonomy map which can be used to find pages based on the taxonomy you defined.

Your pages do not have to use every taxonomy you define in your site.yaml, but you must define any taxonomy you use.

In your theme, you can easily display a list of pages that are written by ksmith by using taxonomy.findTaxonomy() to find them and iterate over them:

<h2>Kevin Smith's Posts</h2>
<ul>
{% for post in taxonomy.findTaxonomy({'author':'ksmith'}) %}
    <li>{{ post.title|e }}</li>
{% endfor %}
</ul>

You can also do sophisticated searches based on multiple taxonomies by using arrays/hashes, for example:

{% for post in taxonomy.findTaxonomy({'tag':['animal','cat'],'author':'jdoe'}) %}

This will find all posts with tag set to animal and cat and author set to jdoe. Basically, this will specifically find Post 2.

If you need a collection which includes one term or the other, just add the 'or' parameter after the array, example:

{% for post in taxonomy.findTaxonomy({'tag':['dog','cat']},'or') %}

This will find all posts with tag set to dog or cat.

Taxonomy based Collections

We covered this in an earlier chapter, but it is important to remember that you can also use taxonomies in the page headers to filter a collection of pages associated with a parent page. If you need a refresher on this subject, please refer back to that chapter on taxonomy collection headers.

Adding Custom Taxonomy Values in Default and Options

You can use the format below in blueprints to override the Default and/or Options taxonomies. An important note here is that if you are using this method to override both of these attributes, you should add validate: type: commalist, otherwise it may not function as desired.

taxonomies:
  fields:
    header.taxonomy:
      default:
        category: ['blog','page']
        tag: ['test']
      options:
        category: ['grav']
      validate:
        type: commalist

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