Taxonomy Explorer

Overview

Taxonomy Explorer gives admins a single place to see and manage their entire taxonomy in Claravine. Folders, groups, templates, field sets, fields, and lists are all shown in one connected view.

When metadata is spread across many templates and lists, it can be hard to tell whether two fields mean the same thing, how widely a list is used, or how a template is set up. Taxonomy Explorer brings all of that into one view, so you can understand your taxonomy structure without opening each object on its own.

Taxonomy Explorer is part of Claravine Management.

Why This Feature Matters

• See your whole taxonomy at once: View how folders, templates, field sets, fields, and lists relate to each other.
• Catch naming inconsistencies: Find cases where the same list or term shows up under different names in different templates, such as "Marketing Channel" in one place and "Media Channel" in another.
• Understand template setup: See the fields in each template in their configured order, and whether each field is visible or required.
• Review access by group: See which folders and datasets each user group can access.
• Share and analyze offline: Export your current view to CSV for reporting, audits, or cleanup work.

How It Works 

Taxonomy Explorer organizes your taxonomy objects and shows how they connect.

1. Landing page: Summary cards at the top show counts for your groups, folders, and views. Each card links to the page where you manage that object.
2. Grouping: Objects are grouped by folder by default. You can change the grouping to groups, templates, lists, or views.
3. Connected objects: Click any object to see the objects it is related to.
4. Search, sort, and export: Find fields by name, change the sort order, and download what you see as a CSV.

How to Use Taxonomy Explorer

Step 1: Open Taxonomy Explorer

1. Go to Taxonomy Explorer from Admin Settings in the navigation menu.
2. Review the summary cards at the top of the page to see counts for groups, folders, and views.
3. Click a card to go to the page where you manage that object.

Step 2: Choose How to Group Your Taxonomy

1. Find the Group by option.

   

2. Pick one of the following:
   • Folders (default): Shows your taxonomy organized by folder.
   • Groups: Shows the folders and datasets each user group can access.
   • Templates: Shows each template and the fields it contains.
   • Lists: Shows every template and field set where a list appears, plus every field that comes from that list.
   • Views: Shows your taxonomy organized by view.

Step 3: Review Template Fields

1. Open a template.
2. Look over its fields, which appear in the same order they were set up.

3. Check the visible and required flags on each field.

   

Step 4: Search for a Field

1. Type a field name into the search bar.
2. Look over the results, which include matches across templates, fields, and list columns.
3. Click a result to open it and see its connected objects.

Step 5: Sort Your View

1. Open the sort options.
2. Pick Alphabetical, Most Recent, or Oldest First.

Step 6: Export to CSV

1. Set up the grouping and sort order you want.

2. Click Export CSV. 

   

3. The file includes everything in your current, sorted view.

Tips and Best Practices

• Group by Lists to find naming drift. If a list goes by different names in different templates, this view shows every version together so you can make them consistent.
• Search for common terms. A search for a term like "source" can show whether it is being used as a template column, a list column, and a list name. That makes overlap easier to spot.
• Group by Groups before troubleshooting access. Check which folders and datasets a group can reach before you dig into a specific access question.
• Sort before you export. The CSV follows your current view, so set the grouping and sort order first.
• Click through to connected objects. Moving from a list to its templates and fields is the quickest way to see how far a change would reach.

Example Workflow: Standardizing a List Name

1. Open Taxonomy Explorer and set Group by to Lists.
2. Find the list you want to review, for example a channel list.
3. Look through the templates and field sets that use it, and note any that use a different name for the same data.
4. Click through to each template to confirm how the field is set up, including its order and whether it is visible or required.

5. Export the view to CSV so you have a record to share with your team while you standardize the naming.