Designing a taxonomy

A taxonomy is designed to collaborate with Structured Classifiers in providing creation and refinement of document classification tags. It represents a hierarchy of classification tags made up of one or more levels of tags.

In a taxonomy, Taxonomy Tags are organised as a tree of Taxonomy Nodes.

Each depth of the tree is a Level, it represents a classification group associated with a particular tag category.

A Taxonomy Tag is a classification label given to a particular tag category (a level on the taxonomy).

The same taxonomy tag may be present in different branches on the same level, each as a separate Taxonomy Node.

Taxonomy Tags on the same level are mutually exclusive; which means that any single document should have a single unique tag for each taxonomy level.

A Taxonomy Node is an instance of a Taxonomy Tag positioned on the tree. A taxonomy node is identified by having a path from root to its location across different levels of taxonomy tags.

For example, in the image below, from the completed taxonomy in the Main User Interface section, the selected Taxonomy Node in pane A has the following properties:

Multiple documents can be assigned to a Taxonomy Node. This is explained later in Assigning Documents.

Main user interface

The graphical user interface of a taxonomy is divided into three main regions (see below):

Getting started

Create a new taxonomy from the "Create" pane.

Creating a new taxonomy

When a taxonomy is first created, it will have no document collections nor taxonomy tags. The interface looks like this:

  1. Select one or more document collections to link to this taxonomy.
  2. Enter the name for the first taxonomy level, continue for more levels if required. The name of a level is the name of the Tag Category in which classification tags are stored in the documents.

Alternatively, you may import tags from an external csv file using the Import function 3 (see Importing from a CSV File).

Importing from a CSV file

An importable CSV has the following format:

There are no restrictions on the order of the columns.

Note: All leading and trailing whitespaces are removed on import.

The above CSV example will result in a two-level taxonomy as follows:

Designing taxonomy

General tips

Note: You can collapse sections such as "Document Collections" and "Taxonomy Levels" to allow more vertical room for editing taxonomy.

Creating a taxonomy tag

Use the 4 "Add Tag" button positioned at the end of each branch for a given level to bring up the dialog where you enter your new tag.

Adding a tag to the first taxonomy level

The entered tag will be added as a new Taxonomy Node with the given tag.

Repeat for other tags to be created. Similarly for lower levels, use the "Add Tag" button in the branch and proceed as usual.

Note: You can pick from previously used tag names from other branches of the same level using the "light bulb" icon.

Modifying a taxonomy tag

To modify already created tags, use the "hamburger" icon located to the far right of the tag:

Add a child tag: (if not at the last level) add a new next level tag under the current node. This function behaves exactly the same as tag creation discussed above, but in certain situation it avoids scrolling down to the bottom of the branch.

Rename tag: rename the selected tag.

Note: Document Tags on the corresponding documents will also be renamed. Create a new tag instead if you want to keep them.

Delete tag: delete the selected tag and the entire branch.

Warning: Document Tags on the corresponding documents for that branch will also be deleted.