Update/Re-import a taxonomy

Update/Re-import a taxonomy#

In order to update taxonomies, they must be updated locally and re-imported. This document walks through that process.

Updating a taxonomy locally#

Before a taxonomy can be re-imported, it must be updated locally. Here’s how to do that.

  1. Export the taxonomy you wish to update. See Import and Export A Taxonomy for instructions on how to export.

  2. Open the file locally. It should look like this:

    A screenshot showing a CSV export of a taxonomy in Google Sheets. There are three columns labeled "id", "value", and "parent_id".

  3. Find the tag value that you wish to modify. Only tags in the “Value” column should be changed.

    A screenshot showing a CSV export of a taxonomy in Google Sheets. A value in the second column, labeled "value", is highlighted in yellow.

    Note

    DO NOT change the tag id. This will render the taxonomy un-usable. See Why does each tag need an ID when importing a taxonomy? for more detail.

  4. Once you’ve finished making changes, export the file as a CSV or JSON file and navigate back to the Taxonomy Dashboard.

  5. Find the taxonomy you wish to update. Click on the three-dot menu and click on Re-import:

    A screenshot showing the Re-import option in the three-dot menu from a taxonomy card on Studio Home.

  6. You will be prompted with an option to export and save a copy of the taxonomy in its current state, before updating it. During the update process, the current taxonomy will be replaced with the updated version, and its advisable to keep a copy of the current version in case something goes wrong in the updating process.

  7. After exporting a copy of your taxonomy in its current state, click Next.

  8. Find your local file, upload, and click Import.

  9. You will be prompted to accept a list of changes. If everything looks ok, click Continue:

    A screenshot showing a pop-up that lists the changes between the current taxonomy and the newly reimported one.

  10. You will be prompted with a notification when the re-import is complete.

  11. To view your newly imported taxonomy, find the taxonomy card in your taxonomy listing and click the title. You will see your taxonomy and all its associated tags in the taxonomy view page.

See also

Build a taxonomy using a template (how-to)

Import and Export A Taxonomy (how-to)

Update/Re-import a taxonomy (how-to)

Why does each tag need an ID when importing a taxonomy? (concept)

Manage Permissions on a Taxonomy (how-to)

Add and delete tags on courses (how-to)

Add and delete tags on course content (how-to)

Create a flat taxonomy by uploading a CSV (how-to)

Maintenance chart

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