Taxonomy Overview

Taxonomy Overview helps Drupal teams audit taxonomy quality, identify usage patterns, clean unused terms safely, and merge near-duplicate terms with confidence.

Recent updates add a governance-first action plan workflow with approvals, controlled execution, retries, cancellation, CSV exports, and role-based permissions.

Core Features

Taxonomy Insights Dashboard

• Taxonomy Health Score.
• Vocabulary-level summary table.
• Quick actions to reports and settings.

Unused Terms Report

• Filter by vocabulary and term name.
• Pagination and configurable page size.
• Direct actions for edit, overview, and trend.

Safe Cleanup Workflow

• Preview terms before delete.
• Dry-run-first flow.
• Creates reviewable cleanup action plans before execution.
• Explicit confirmation for destructive actions.

Similar Terms and Merge

• Automatic grouping by normalized similarity.
• Canonical term suggestion based on usage.
• Merge updates references in nodes and paragraphs.
• Per-bundle impact preview with optional bundle exclusions.

Action Plan Governance

• Unified action plan listing with filters, pagination, and CSV export.
• Status lifecycle: pending, approved, running, completed, failed, cancelled, retry.
• Approval gate before execution for safer operations.
• Retry and cancel flows for operational resilience.
• Execution claim guard to reduce duplicate or concurrent execution risk.

Operational Analytics and Alerts

• Dashboard recommendations based on taxonomy health indicators.
• Alert evaluation in cron with history tracking support.
• Recent operation history surfaced for governance visibility.

Exports

• CSV export for Action Plans.
• CSV export for Top Terms.
• CSV export for Unused Terms.

Granular Permissions

• taxonomy_overview view action plans
• taxonomy_overview create action plans
• taxonomy_overview approve action plans
• taxonomy_overview execute action plans

Top Terms

• Works across all content types.
• Grouped report by selected content type.

Trend and Drilldown

• Trend chart and time-series table.
• Recent related content drilldown.

Drush Commands

• drush taxonomy-overview:cleanup-unused
• drush taxonomy-overview:similar-groups <vid> --threshold=80
• drush taxonomy-overview:similar-merge <vid> --threshold=80 (interactive)

Useful options: --dry-run, --vid, --min-size, --remove-merged.

Admin Paths

• /admin/reports/taxonomy (Insights)
• /admin/reports/taxonomy/action-plans
• /admin/reports/taxonomy/action-plans/{plan}
• /admin/reports/taxonomy/action-plans/{plan}/approve
• /admin/reports/taxonomy/action-plans/{plan}/execute
• /admin/reports/taxonomy/action-plans/{plan}/cancel
• /admin/reports/taxonomy/action-plans/{plan}/retry
• /admin/reports/taxonomy/unused-terms
• /admin/reports/taxonomy/unused-terms/cleanup
• /admin/reports/taxonomy/top-terms/all
• /admin/config/system/taxonomy-trend-settings

Operational Notes

• Run drush updb after module updates that add schema fields.
• Run drush cr after route, menu, or command changes.
• For large datasets, run cleanup and merges with --dry-run first.
• Use approval and execution permissions to separate duties by role.
• Use role permissions carefully for taxonomy administration features.