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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

  • To go up and down, use the scrollbar and keys.
  • To locate domains of interest:
    • In Search enter the search criteria then select Filter .
    • 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 Description Visibiliy in the toolbar.
  • To show or hide the annotations select Show/hide annotations in the toolbar.
  • To refresh the rules and annotations counter select Refresh counters in the toolbar.

Add domains

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

  1. Right-click the existing domain and select Add Node.
  2. Set the name1 (required) and the description (optional) of the new domain and select OK.

To add a child domain:

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

Modify domains

  1. Double-click the domain you want to modify.

    Or:

    Right-click che domain you want to modify and select Edit Node.

  2. Edit the name1 and/or the description, then select OK.

Delete domains

  • Right-click the domain and select Delete Node.

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" standalone="yes"?>
    
  • 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 DESCRIPTION attributes.
  • The NAME attribute must be set, while the DESCRIPTION attribute can be left empty.

  1. 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