Managing changes in Taxonomy Space
The concepts and concept schemes in Taxonomy Space/PoolParty can occasionally change. The frequency and scope depends on the individual taxonomy's maturity, It is also possible that there are changes occur in to the external Concept items in Tridion Sites.
About taxonomy governance
Whether or not you are using Taxonomy Space to implement and manage your taxonomies, we strongly recommend that you establish a plan for taxonomy governance. Strategic Content explains what taxonomy government is and why it is important as follows:
Taxonomy governance consists of the policies, procedures and documentation required for management and use of taxonomies within an organization. Successful taxonomy governance establishes long-term ownership and responsibility for taxonomies, responds to feedback from taxonomy users and assures the sustainable evolution of taxonomies in response to changes in user and business needs. Taxonomies are never "finished." Rather, they are living systems that grow and evolve with the business. Taxonomy governance ensures that growth happens in a managed, predictable way.
From: https://strategiccontent.com/introduction-to-taxonomy-governance
Recommended process for Taxonomy Space
To manage changes in Taxonomy Space, you need a clear distinction between concepts that are reliable, stable and approved for use in classifying content and those that are incomplete, under review or otherwise should not be used. To do this, you can run two independent instances of Taxonomy Space, one as a staging server and one for the live taxonomies. This is not always practical or necessary, however, and you can also manage changes using two projects within the same Taxonomy Space instance. In general, the guidelines are the same for editing always in one project that is the master (the "staging" project) and then synchronizing the changes, as needed, with a read-only replica (the "live" version). The synchronizing is done by exporting the taxonomies from the staging version and importing them into the live version.
The following diagram illustrates the recommended process and steps involved for a single-instance setup:
- Make all changes to a taxonomy's concepts and concepts schemes in the master project. Optionally, you can use Taxonomy Space workflow to further govern the changes.
- Export updated concept masters from the master project.
- Import updated concept masters from the Taxonomy Space read-only replica project.
- Tridion Sites consumes the external concepts only from the read-only replica project. This includes both:
- Classification of content in Content Manager side
- Indexing and search functionality on the Content Delivery side
If you have dedicated staging and live environments, follow the same process only exporting from staging and importing to live.