Manage the taxonomy

In a categorization project, you can manage the taxonomy interchangeably in the Classes tool window or by modifying the taxonomy.xml file since changes made to one are automatically reflected in the other.

Note

When you create a project from scratch, Studio automatically defines a minimal taxonomy containing a few domains and some related categorization rules. Change this taxonomy according to your needs.

Classes tool window, Taxonomy tab

Navigate the taxonomy

To go up and down, use the scroll-bar and keys.
To locate domains of interest:
- In Search enter the search criteria then select Find Next .
- Review the results in the Find Results window.
- Double-click the result you are interested in to select.
- Use Reset to clear the search criteria.
To list a subset of domains:
- In the Shortlist column check the domains you want to include.
- In the toolbar choose Toggle Checked List .
- Use Uncheck All Nodes in the toolbar to restore the original view.
To see the whole taxonomy select Expand All in the toolbar.
To see only the first level of the taxonomy select Collapse All in the toolbar.
To view the children of a domain select the right arrow head on the left of the domain name, to hide the children domains select the down arrow head .
To show or hide the Label column select Toggle Label Visibiliy in the toolbar.
To show or hide the annotations select Show/hide annotations in the toolbar.
To import a taxonomy, select Import Taxonomy from file .
To export a report of the taxonomy in csv format, right-click in the Taxonomy tab and select Export Taxonomy.
To refresh the rules and annotations counters, select Refresh counters in the toolbar.
To automatically refresh the rules and annotations counters after a build operation:
1. In the Studio Settings window, select Classes under Tool Windows.
2. Set the Refresh Classes Counters after the build parameter to true.

Add domains

To add a domain at the same hierarchical level as an existing domain:

Right-click in the Taxonomy tab and select Add node.
Set the name¹ (required) and the description (optional) of the new domain and select OK.

To add a child domain:

Right-click the parent domain and choose Add child.
Set the name¹ (required) and the description (optional) of the new domain and select OK.

Modify domains

Double-click the domain you want to modify.

Or:

Right-click the domain you want to modify and select Edit node.
Edit the name¹ and/or the description, then select OK.

Delete domains

To delete a domain, right-click the domain and select Delete node.

Expand and collapse nodes

To expand and collapse children nodes, right-click the father domain and select Expand node.

To collapse children nodes, right-click the father domain and select Collapse node.

Create a rules based on the selected domain

To create a rule based on a selected domain, right-click a domain and select Create rule. A domain-based rule structure will appear in the editor.

Note

Create rule appears only if a rule file is opened.

Export taxonomy

To export a report of the taxonomy in .csv format with information about domain names, labels, total rules and annotations (only for the Enterprise Edition), right-click in the Taxonomy tab and select Taxonomy Report.

To simply export the taxonomy in .xlsx format with domain and label names (if available), select Export Taxonomy (only for Enterprise Edition).

In the notification in the lower right corner—for both cases—select Open file to view the formatted files.

Both files will be in the taxonomy sub-folder of the reports folder in the Project tool window.

Import taxonomy

This feature is available only in Studio Enterprise Edition.

To import a taxonomy:

Select Import Taxonomy from file .
Browse your file system to find the taxonomy file to import then select OK. Only xls, .xlsx or .txt file formats are allowed.

Warning

If you already have a taxonomy, it is replaced by the imported one.
If you want to change the taxonomy node area, enter the new values in First row to import, First column, and Last column in the Taxonomy Node Area panel of the dialog.
If you want to change the taxonomy ID, select an option in the Taxonomy ID panel of the dialog:
- Generated, then an automatically generated ID template in the drop-down menu.
- From data (selected by default), then the ID column from the drop-down menu.
- From cell, then enter a separator.

5 Select OK to confirm.

taxonomy.xml file

To manage the taxonomy through the taxonomy.xml file—that you can find in the Project tool window or selecting Open Taxonomy File in the Classes tool window, Taxonomy tab—it is sufficient that you open the file in the editor and add, remove or modify nodes respecting the XML syntax and the following instructions:

Do not remove, modify or move the XML declaration:
```
<?xml version="1.0" encoding="UTF-8"?>
```
Do not delete the <DOMAINTREE> container element at the root of the XML hierarchy.
The elements corresponding to the domains must be named DOMAIN and have both the NAME and the LABEL attributes.
The NAME attribute must be set, while the LABEL attribute can be left empty.

If you prefer, you can let Studio give a name to the domain. In this case, in Taxonomy Node, instead of specifying a name, select Generate. ↩↩↩