Skip to content

Define the thesaurus

The thesaurus tree

Inside the Resources panel of the thesaurus project dashboard, the thesaurus tree is displayed in the left sub-panel, also labeled Resources.

Each node of the tree represents a concept.
The children of a node are narrower concepts, while the possible1 parent node is a broader concept.

The same concept can be found in several locations of the tree, that is, it can have more than one broader concepts and appear as a child of more than one node.

Expand and collapse nodes

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

  • Select the right arrow placed to the left of a concept name to expand it.
  • Select the down arrow placed to the left of a concept name to collapse it.

Or:

  • Select the concept then select Expand node or Collapse node to the right of the concept label.

Or:

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

Expand and collapse all the tree nodes at once

To expand and collapse tree nodes at once:

  • Hover over the main root concept (Thesaurus) and select Expand node or Collapse node to the right of the concept label.

Search for concepts

To search for a concept in the taxonomy tree, enter the concept name (minimum three chars) in the search box, then press Enter.

To reset the search criteria, select .

Add concepts

In the thesaurus tree of the Resources panel

You can add concepts by entering their labels.
If you want to create narrower concepts for an existing concept:

  • Select the broader concept or hover over it and choose Create concept .

If instead you want to add a concept directly under the root of the tree:

  • Select Create concept in the right upper corner.

Or:

  • Hover over the Thesaurus node and select Create concept .

After choosing one of the previous procedures, the New concept dialog appears.

This dialog allows you to create one or more concepts at once.

To specify the position of the new concept in the tree, use Broader concept.

If you selected the tree root Thesaurus to create a concept, Broader concept is set to No broader by default and this means that the new concepts are children of the tree root Thesaurus.

If you selected a concept, Broader concept is set to that concept name, and this means that the new concepts are children of the selected concept node and so they are narrower concept.

It is possible to change the value of the Broader concept, so changing the position inside the tree where the new concepts will be added.

If you start typing in Broader concept and the chars match with a portion of the existing labels, a drop-down menu showing the full labels of existing concepts is displayed. Select a concept from the list if you want to set it as broader concept.

To create new concepts, enter one of more words corresponding to the new concept in Concepts and press Enter. Repeat the same procedure to add more concepts.

Select Create another to re-open the dialog immediately after concept insertion and thus speed up the addition of other new concepts.

When done, select Create or press Enter.

In the Edit concept panel, Relations tab

  1. Select a concept in the tree of the Resources panel.
  2. Select the Relations tab of the Edit concept panel.
  3. Select the plus button corresponding to BROADER CONCEPTS if you want create a parent node or to NARROWER CONCEPTS if you want create a child node.
  4. Enter the concept label and press Enter.

Using suggestions

You can also add suggested concepts to the tree. Read the article about this topic.

Move concepts

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

Delete concepts

In the thesaurus tree of the Resources panel

  1. Select the concept, then select Delete concept .
  2. Select Delete to confirm.

Or:

  1. Hover over a concept, then select Delete concept .
  2. Select Delete to confirm.

Or:

  1. Select the concept of interest.
  2. Select Delete concept on the Edit Concept panel toolbar.
  3. Select Delete to confirm.

Warning

When you delete a concept, all narrower concepts (children nodes) are deleted too, no matter how many other broader concepts they have.

In the Edit concept panel, Relations tab

  1. Select a concept in the tree of the Resources panel.
  2. Select the Relations tab of the Edit concept panel.
  3. Hover over a concept belonging to BROADER CONCEPTS or to NARROWER CONCEPTS then select Delete .

Export and download the thesaurus

To export and download the thesaurus:

  1. In the Resources panel, select Download thesaurus . The Export resources dialog appears.

    If the thesaurus has not been exported yet:

    1. Confirm or change filename and extension.
    2. Select Export. A notification dialog is temporarily displayed in the lower right corner or the window.
  2. Select Download under Available for download, or, if you just exported the thesaurus, inside the notification dialog.

To delete previous exports, select Remove under Available for download.


  1. First level nodes don't have parent nodes, they are children of the root of the tree represented by the Thesaurus node.