Create/Edit a Taxonomy/Hierarchy

Taxonomies and hierarchies are both managed just about exactly the same way. This section is written to address taxonomies but almost all of it is the same for hierarchies. Any content for hierarchies that is different will be noted.

To create or edit a taxonomy:

  1. Open the Model – Taxonomy tab, (see Open Taxonomy/Hierarchy List Tab.)

    Model Taxonomy Tab

  2. Note that a taxonomy is specialized form of a code set. Editing a taxonomy is similar to editing a code set.

    To add a taxonomy, click the Add button in the Model – Taxonomy tab’s Activity Bar. A new taxonomy will be opened in an Add Code Set window. The Add Code Set window is the same as the Edit Code Set window. Continue to the next step.

    To edit a taxonomy, select the taxonomy and click the Edit button in the Model – Taxonomy tab’s Activity Bar. The taxonomy will be opened in an Edit Code Set window. The Edit Code Set window is the same as the Add Code Set window. Continue to the next step.

    Edit Details of a Taxonomy or Hierarchy

  3. The Edit Code Set window opens on the Details page. The configuration options are:
    • Name: (Required) The name of the taxonomy.
    • Description: (Optional) A description of the taxonomy.
    • Code Set Folder: (Required; cannot be changed once set.) The code set folder that holds the code sets created while managing the taxonomy. The folder must be already created before attempting to create a taxonomy. If the code set folder is not specified, an error may be generated when you attempt to save the taxonomy.
    • Properties Repository: (Optional – Deprecated). A repository to hold taxonomy properties; deprecated in favor of managing properties in the Property page of the Edit Code Set window (the next page).
    • Path Code: The manner in which the taxonomy node’s path is stored. For more information, see EnterWorks 10 Basics.
    • Path Format: Specifies the format of how the path is stored:
      • Delimited: Node names are separated by a period.
      • Fixed: Node names are known by their position in the path.
    • Source: (Required.) The source of the codes and descriptions:
      • Detail Editor Tab: You will enter the node levels on the Model – Taxonomy’s Levels page.
      • From an Existing Set: The codes will be copied from an existing taxonomy or code set.
      • Import from a file: The codes will be imported from a file.
      • Auto-build from Selected Attributes: The taxonomy will be automatically populated.
    • Include Owner: An owner to maintain the code set.
    • User: The user name of the owner. If Include Owner is checked, this field is required.
  4. Select Next to move to the Property page.

    Edit a Taxonomy’s Property Page

  5. Properties are optional. They are custom metadata fields that can be added to a taxonomy. The configuration options for properties are:
    • Property Name: (Required) The name that will appear as the header of the property’s metadata column.
    • Datatype: (Required) The data type of the property’s value.
    • Default Value: (Optional) A default value for the property.
    • Code Set: (Optional) If the property values are drawn from a code set, select the name of the code set to be used.
    • Display Order: (Optional) Indicate the order the properties will be displayed.
  6. After any properties have been edited as desired, click the Next button to go to the Levels page.

    Edit Taxonomy Levels

  7. The levels defined here are what determines the “depth” of your taxonomy tree. If you define three levels, your taxonomy will have a parent level, child level, and grandchild level.
  8. To add a level, click on the Level Name field and enter the name of the level.

    Click the button to the right of the Filler Value to add your level to the taxonomy definition and to open an editor for the next level.

    Click on the button to the right of the Filler Value to remove a level.

    If the taxonomy’s path is Fixed, the number of characters in the node name must be specified.

  9. When the taxonomy configuration options have been edited as desired, click the Save button to save the taxonomy, or click the Cancel button to exit without saving the taxonomy.

The display will revert to the Model – Taxonomy list of code sets. If a taxonomy has been added, it should appear. If the new taxonomy does not appear, clear the data cache or click the Refresh button.

To populate the taxonomy, import the taxonomy (see Import a Taxonomy/Hierarchy) or open the taxonomy in the Taxonomy Manager (see Open Taxonomy/Hierarchy in Manager). See the EnterWorks 10 User Guide for more information on managing taxonomies.