In an effort to better organize our category taxonomy, the analytics/audience development group has asked us to create dev solutions that control the creation of categories, standardize the categories that exist across the network and provide clear Google Analytics and Cxense reporting which indicates clean category interest. This has been done via the creation of the iOne Category Taxonomy plugin.
For this release, we have not affected the way categories are used within ionegpt tags, nor have we made any adjustments to WordPress editorial Tags – those efforts will come about in a subsequent release.
After the activation of the iOne Taxonomy plugin, the site will only recognize the following CONTENT categories as true categories:
Bold = Primary others are “Children” (Sub and Sub Sub)
Arts & Entertainment SLUG: entertainment
Art & Design
Theater & Dance
Celebrity News SLUG: celebrity-news
Reality TV Stars
Human Interest SLUG: human-interest
Style & Fashion SLUG: style-fashion
Beauty SLUG: beauty
Lifestyle SLUG: lifestyle
Fitness & Wellness
Food & Drink
Sex & Relationships SLUG: sex-relationships
Family & Parentlng SLUG: family-parenting
News SLUG: news
Business & Economy
Civil Rights & Social Justice
Climate & Environment
Shop SLUG: shop
Sports SLUG: sports
Boxing & MMA
Gadgets and Gaming SLUG: gadgets-gaming
Work & Money SLUG: work-money
Any category that has not been determined by the Audience Dev group to fall under these main Content Categories will be listed under a Grouping Category. Here are the differences between the two types of categories.
CONTENT CATEGORIES AND THEIR CHILDREN
- Can be applied to posts, events, galleries as Primary categories. Their children (sub and subsubcategories) can be applied only as they are related to the applied Primary category. Posts cannot be published unless applied.
- Sends analytics info as “category” to Google Analytics and Cxense.
- Cannot be created on the fly via Post Editor or Category edit. Can only be created per a Goldsupport ticket. Dev has to deploy after Audience Dev approves.
- URL Path Logic includes 301s to keep the category tree intact.
- Parent: /category/entertainment/
- Child: /category/entertainment/tv/ – NOTE: /category/tv/ will 301 redirect
- Subsub Child: category/entertainment/tv/reality-series – NOTE: /category/reality-series will 301 redirect
GROUPING CATEGORY AND ITS CHILDREN
- Cannot be applied to posts, events, galleries as Primary categories. The children can be applied as a Grouping category only.
- Does not send “category” data to Google Analytics Dimensions and Cxense Tags. (Can be tracked via a GA Content Grouping only.)
- Children can be created for the sake of Takeovers and Custom Landing pages, but only as children of the Grouping category.
- Takeovers: No longer tied to Primary category but to Grouping category. Competing takeovers will default to the first alpha selection. As two takeovers should never be assigned to posts/galleries/events, this should not be an issue.
Here is how you activate the plugin and prepare the site for migration:
1. MAKE SURE ALL CONTENT CATEGORIES AND TREES EXIST ON YOUR SITE: Confirm that the Primary categories and subcategories above exist under WP Admin > Posts > Categories. This is important because after you complete the next couple of steps, you will no longer be able to create Primary Categories. It is important that the slugs match the slugs below exactly. You may have to change tags or non-Content category slugs to make this happen. For instance, if you have a tag called “Health,” with the slug /health/ and you create a Category with the same name, WordPress will designate the Category slug as “health-2” which won’t be recognized as a Primary Category in the new system. You will need to change the tag’s slug to “health-2” first (or delete if there are no stories assigned) and then create your new Primary Category, “/health/.”
Expected Slugs are displayed in the screenshot at the bottom of this post.
Also, be sure that there is a category called, “Zeta Grouping Category.” This category will catch all of the non-mapped original categories and will also contain all non-Content category designations moving forward. Think “newsletter” or custom sponsorship archives, etc. Fully explained below.
2. Under “iOne > Site Features > Primary Category” is a new section “Category Tools” with a toggle to enable the new Category Tool plugin. You will need to check the boxes below to get started. Note that these actions won’t enable redirects or post mappings, they just get you set up to start using the tool.
- Enable the Category Tools plugin for the category cleanup.
- Use the 2020 root categories instead of the original 2019 categories.
- Enable the content category analytics tags on posts, custom post types
- Disable the legacy primary category selector that Editors use for posts and media playlists. (This is the step that will really lock down category assignments at the content level, so be sure your edit team has a heads up that this will be happening.
Now hit “Save and move to Set Three.
3. Now that you’ve completed the enable step avove, there is a new section under “Tools > Category Tools” in the WordPress admin that is available only to site admins.
4. CATEGORY TOOLS / SETTINGS TAB: First, you must specify the Grouping category. It is suggested to create a new category with no posts for this purpose. This category will contain all non-Content categories as its children after running the migration. This category shouldn’t be changed once set. Changing the Grouping category can impact the mapping logic during the migration. Make sure to verify the Mapping Tool settings after changing the Grouping category, if you’ve set it before.
TIP: Product recommends naming the Grouping Category as “Zeta Grouping Category,” so that all of the actual Content Categories display cleanly above (via alphabetical order).
4A. LOCKDOWN TOGGLE: The “Lockdown” toggle can be activated at any time and it will allow users and admins to create new categories only as children of the Grouping category specified above. If enabled, users also won’t be able to change the parent category of any category.
4B. CATEGORY SELECTOR: This option replaces the legacy category selector with the new Content Category selector – disables editors ability to assign any other Primary Category other than a Content Category.
4C. REDIRECT TOGGLE: The “Redirect” toggle will redirect all category archive URLs to their mapped category archive URL destinations if enabled. It can be enabled at any time for testing purposes. Only the categories mapped under the “Mapping Tool” tab will trigger the redirect, so until you complete the mapping, this toggle doesn’t affect anything.
IMPORTANT: You should only test it, and then uncheck the box as you need to complete Step 8 below before redirecting permanently. You can go back and forth with no impact as long as you do it quickly.
Example: If I map /category/hair-beauty to category/hair via the tool and hit “Save,” then category/hair-beauty should now redirect to category/hair.
5. MAPPING TOOL TAB: Available only if the Grouping category has been specified. The left column “From” should contain only the non-Content categories, or categories that are not part of the new Content category tree, because we don’t want to map the new categories – they are set as needed. The “To” column on the right should contain only the new category tree. This is important to test during the UAT. All categories without a mapping category selected will be moved as children of the Grouping category during the Category migration.
HINT: If you are mapping categories, and find that a Content Category or Sub-Category is missing, go back and make sure that you have the correct slug or that the Sub-Category has been assigned as a Child to the correct Parent.
6. VIP MUST RUN CLI SCRIPT TO MOVE POSTS: iOne Product must submit a request to VIP to run a script to move all posts from original categories into mapped categories. Posts which were not mapped to a Content Category will be marked as “Orphan” and will need to be assigned a viable Primary Category. You must complete this step before clicking the “Redirect” feature in Step 7 as you want to avoid redirecting viable archive pages to empty Content Category pages.
At the end of the CLI process, your category tree will still include the old categories that have been mapped, but they should have zero “0” posts assigned. DO NOT delete these empty categories as they are required for the set 301-redirects to work. We will be hiding these redirected categories in a near-future task.
7. SITE NAVIGATION: Remember to check the site’s navigation, homepage widget feeds and newsletter to make sure you haven’t removed content from a category that is being displayed. You may have to update links and widgets to pull in the new Content Categories.
8. CROSSPOSTING: Also, check your Crossposting Setup as you may need to mark new categories as Shared. If you are a subscriber site after a National site is cleaned up, you will need to go into your settings to be sure that you hooked up to the new Content Categories as needed. For instance, if you were the Origin Site and you had been sharing “Gossip,” you will now need to go in and share “Celebrity News.” If you are a Subscriber Site, you will need to go in and subscribe to “Celebrity News,” mapping it to the category formerly mapped to “Gossip.”