The taxonomy

A tree of concepts

In a thesaurus project, the taxonomy is visualized as a tree whose nodes represent concepts.

The tree hierarchical structure corresponds to the narrower/broader relation between concepts: if you look at the relation from a node to its children, the child nodes are narrower concepts, if you look at the relation the other way, from child to parent, the parent node is a broader concept.

First-level nodes don't have parent nodes. so they are considered children of the tree root which is conventionally labeled Thesaurus.

The same concept can appear in several locations of the tree: it can have more than one broader concepts and so be the child of more than one node.

The tree of concepts can be managed in the left panel of the Resources tab of the project dashboard.

Expand and collapse tree nodes

To expand and collapse tree nodes to show and hide narrower concepts:

Select the right arrow to the left of a node to expand the list of child nodes and the down arrow to collapse it.

Or:

Hover over the concept and select Expand node or Collapse node to the right of the concept label.

To expand and collapse all the tree, hover over Thesaurus and select Expand node or Collapse node to the right.

Find concepts in the tree

To find concepts in the taxonomy tree, enter the string in the search box and press Enter.
When you start typing in the search box, a drop down menu allows you to select search parameters.

Select URI or Label to match the string you type with concepts' URIs or labels.
If you choose Label, you can then select which labels—preferred, alternative, hidden—to match. Multiple selection is allowed.
In the lower part of the menu you can select the match criteria, that is where in the label (or URL) the string you type will be searched for.
Based on the criteria, the labels or URIs must:

Exact match: be exactly equal to the typed string.
Starts match: start with the typed string.
Ends match: end with the typed string.
By word: contain one or more words that exactly match the typed string.
Starts by word: contain one or more words that start with the typed string.
End by word: contain one or more words that end with the typed string.
Any: contain the typed string, no matter where.

In multi-language projects, when you want to match labels, you can also select one or more languages so to match only the labels of those languages. No selection means any language.

Search results are shown below the search bar and contain the basic information for each concept.

Select a concept in the list of results to open it in the Edit Concept panel.

To cancel the search select the X icon in the search box.

To toggle the search parameters menu, click the search box or select the gear icon to the right of it.

Add concepts

Add concepts from the Resources panel

To create a first-level concept under the root of the tree:

Select Create concept

Or:

Hover over Thesaurus and select Create concept

To create narrower concepts for an existing concept:

Select the broader concept or hover over it and choose Create concept . The New concept dialog appears.
If you want to specify a different position for the concept in the tree, change the value of Broader concept.

Note

If you start typing in Broader concept, a drop-down menu showing concepts with matching labels is displayed and you can choose the broader concept from it.
Enter one of more words corresponding to the new concept in Concepts and press Enter. Repeat this step to add more concepts.
Select Create another if you want to re-open the dialog immediately after the concept creation.
Select Create to end the procedure.

Add concepts from the Edit Concept panel

Select a concept in the tree of the Resources panel.
Select the Relations tab inside the Edit Concept panel.
Select the plus button under:
- BROADER CONCEPTS if you want to create a parent node.
- NARROWER CONCEPTS if you want to create a child node.
- RELATED CONCEPTS if you want to create a related node.
Enter the concept label and press Enter.

Add concepts using suggestions

You can use automatic suggestions to define new concepts, read the next article to learn how.

Add concepts during annotation

Read the article about annotating expected results to learn about adding concepts during annotation.

Add concepts from knowledge sources and other projects

Read the articles about:

to know how to add concepts using other thesauri.

Edit concepts

Read the articles in the section devoted to the topic to learn how to edit concepts and relate them to each other.

Move concepts

To move a concept node within the tree, drag it to its new position.

Delete concepts

Warning

When you delete a concept, all narrower concepts (children nodes) are deleted too.

Delete a concept in the Resources panel

Select the concept in the Resources panel, then select Delete concept .
Select Delete to confirm.

Or:

Hover over the concept in the Resources panel, then select Delete concept .
Select Delete to confirm.

Or:

Select the concept in the Resources panel.
Select Delete concept on the Edit Concept panel toolbar.
Select Delete to confirm.

In the Resources panel select a concept that is related to the concept to delete.
Select the Relations tab of the Edit Concept panel.
Hover over the concept to delete under BROADER CONCEPTS , NARROWER CONCEPTS or RELATED CONCEPTS then select the X icon .

Delete multiple concepts

To delete multiple concepts:

Press and hold Ctrl then click the concepts to delete inside the Resources panel.
Select Delete concepts .
Select Delete to confirm.