Taxonomy Filters

You can use “Taxonomy” to filter your content. For example, let's say you have 3 locations and events happening in all those 3 locations. Visitors to your site may not want to look through your entire calendar at events across all of those locations; they may want to see only the ones happening close to them. What you want is a way to categorize your events by location, and allow your visitors to filter the events by location.

In the example below, we add taxonomy to the ‘Event’ content type and place a filter on the calendar.

CREATE THE TAXONOMY

Navigate to: Structure > Taxonomy > Add Vocabulary

1. Enter a name for your vocabulary - Example: ‘Event Locations’
2. Description (optional) - for this example we’re using ‘Taxonomy terms for the Locations of our events’
3. Save
4. Select ‘Add Terms’ for the vocabulary you just created
5. Enter a term info in the ‘Name’ field - example: ‘Main Street’, ‘Bookville’, ‘Off Site Location’ etc.  (if you want to filter based on different types of events use terms such as ‘Author Signing’, ‘Book Club’, ‘Kid Friendly’ etc.)
6. Save

Repeat steps 5 & 6 until all terms have been added.

ADD THE TAXONOMY TO YOUR EVENT CONTENT TYPE

Navigate to: Structure > Content Types > Event > Manage Fields

1. Add new field
   1. Label: Enter the label, for this example, we’re using ‘Event Location Terms’
   2. Field Type: Term reference
   3. Widget: Checkboxes/Radio Buttons
2. Save
3. Select your ‘Vocabulary’ - for this example, it would be ‘Event Locations’
4. Save field settings
5. Select ‘Required Field’ - this is recommended to make sure every event is properly categorized.
6. Save Settings

ADD THE FILTER TO THE EVENT CALENDAR VIEW

Notes:

1. Before beginning to modify your view, decide which display of the view you want to be modified. If you want to modify only the “Month” display, make sure that tab is selected.
2. When making changes make sure the ‘Apply’ buttons say “Apply (this display)” only. If the ‘Apply’ button says “Apply (all displays)” the changes you make will alter every display (Month, Week, Year, etc) of the view.
3. As you edit the view, we highly recommend you save your 'view' after every step, especially when you see this message come up:  “* All changes are stored temporarily. Click Save to make your changes permanent. Click Cancel to discard the view.”

Navigate to: Structure > Views > Event Calendar

1. Under ‘Filter’ select ‘Add’
2. Select ‘Content: ‘Event Location Terms’ (or the name of field you created in step 1a)
3. Apply (this display)
4. Configure the settings by choosing “Dropdown” and selecting ‘Apply and Continue’
5. Select “Expose this filter to visitors, to allow them to change it”
6. Set the ‘Operator’ to “is one of”
7. Apply (this display)
8. Save

CREATE EVENT(S)

Navigate to: Content > Add Content > Event
(For already existing events you can navigate to ‘Content’ and edit the appropriate selection to include a ‘Taxonomy’ term - step 6).

There are several available fields for you to utilize, to create the content of your page:

1. Title: This text will be used in 4 places:
   • The title on your browser window
   • The header on your published page
   • It will also be used to construct the actual URL of the page
   • The Event name displayed on the ‘Event Calendar’
2. Body: Use the built-in WYSIWYG editor to add text, images, links, and any type of content that tells visitors about the event.  Not familiar with the WYSIWYG icons? Place your mouse to hover over an icon and it tells you what it is for.
3. Event Date: The start date/time and end date/time appear on the event page itself and also determine where the event is placed on the ‘Event Calendar’
4. Event Address: Will appear on the event page
5. Books: Are there specific books associated with this event? Add them here.
6. Select an ‘Event Location’ (these are the Taxonomy terms you previously created)
7. You can customize the settings of any of these tabs to your preference:
   • Menu Settings
   • Book Outline
   • Revision Information
   • URL Path settings
   • Meta tags
   • Authoring Information
   • Publishing Options
8. Save

You are all set. Selecting a location on the calendar will filter the events and display only the events in the selected location.
 

ADD COLOR CODING

CREATE THE TAXONOMY

Navigate to: Structure > Taxonomy > Add Vocabulary

1. Enter a name for your vocabulary - Example: ‘Event Categories’
2. Description (optional) - for this example we’re using ‘Taxonomy terms for our event calendar’
3. Save
4. Select ‘Add Terms’ for the vocabulary you just created
5. Enter a term info in the ‘Name’ field - example: ‘Author Appearances’, ‘Mystery Book Club’ etc.  (if you want to color code based on different locations use terms such as ‘Brooklyn’, ‘South Shore’, etc.
6. Save

Repeat steps 5 & 6 until all terms have been added.

ADD THE TAXONOMY TO YOUR EVENT CONTENT TYPE

Navigate to: Structure > Content Types > Event > Manage Fields

1. Add new field
   1. Label: Enter the name of your label, for this example we’re using ‘Event Category’
   2. Field Type: Term reference
   3. Widget: Checkboxes/Radio Buttons
2. Save
3. Select your ‘Vocabulary’ - for this example, it would be ‘Event Categories’
4. Save field settings
5. Select ‘Required Field’ - this is optional but recommended as it’s a good way to make sure other staff members creating an event choose an option here. If no option is select the event will not be color coded.
6. Save Settings

ADD COLOR CODING TO THE EVENT CALENDAR VIEW

Notes:

1. Before beginning to modify your view decide which display of the view you want to be modified. If you only want to modify the “Month” display - make sure that tab is selected and that all ‘Apply’ buttons say “Apply (this display)” only. If the ‘Apply’ button says “Apply (all displays)” the changes you make will alter every display (Month, Week, Year, etc) of the view.
2. We highly recommend you save your 'view' after every step, as you create it. Especially when you see this message come up:  “* All changes are stored temporarily. Click Save to make your changes permanent. Click Cancel to discard the view.”

Navigate to: Structure > Views > Event Calendar

1. Under ‘Fields’ select ‘Add’
2. Select ‘Content: Event Category’ (or the name of the field you created in step 1a)
3. Apply (this display)
4. On the next page leave the settings as they are and click Apply (this display)
5. Under ‘Format’ select the ‘Settings’ link next to ‘Calendar Entities’
6. Select ‘Provide default field wrapper elements’
7. Select the appropriate ‘Inline fields’ - This is the name of the field created in step 1a, so for this example ‘Event Category’
8. Under ‘Legend Colors’ set the ‘Stripes’ to be ‘Based on Taxonomy’
9. Confirm the correct ‘Term field’ is pre-selected - Example: ‘Event Category’ - if it isn’t select the correct one
10. Assign each term a color hex code
    • Clicking into the field will bring up a color wheel for you to choose from
11. Apply (this display)
12. Save

CREATE EVENT(S)

Navigate to: Content > Add Content > Event
(if you have existing events created you can navigate to ‘Content’ and edit the appropriate selection to include a ‘Taxonomy’ term - step 6).

There are several available fields for you to utilize to create the content of your page:

1. Title: This text will be used in 4 places:
   • The title on your browser window
   • The header on your published page
   • It will also be used to construct the actual URL of the page
   • The Event name displayed on the ‘Event Calendar’ 
2. Body: Use the built-in WYSIWYG editor to add text, images, links, and any type of content that tells visitors about the event.  Not familiar with the WYSIWYG icons? Placing your mouse to hover over an icon and it tells you what it is for.
3. Event Date: The start date/time and end/date time appear on the event page itself as well as controlling where the event is placed on the ‘Event Calendar’
4. Event Address: Will appear on the event page
5. Books: Are there specific books associated with this event? Add them here.
6. Select an ‘Event Category’ (these are the Taxonomy terms you previously created and will control the stripe color displayed for the event)
7. You can customize the settings of any of these tabs to your preference:
   • Menu Settings
   • Book Outline
   • Revision Information
   • URL Path settings
   • Meta tags
   • Authoring Information
   • Publishing Options
8. Save

You should now see a colored stripe for each event on the calendar.