Add/Edit a Node

To create a new Taxonomy node or to edit an existing node:

  1. Open the Taxonomy in the Taxonomy Manager, (see Open a Hierarchy or Taxonomy in the Hierarchy/Taxonomy Sidebar).

    Taxonomy Manager

  1. To add a node:
    1. New nodes are added as children of existing nodes. Select the node that will be the parent of the new node.
    2. Click the Add Node button on the Taxonomy Manager’s Activity Bar.

To edit a node:

  1. Select the node to be edited. Click the Edit Node button on the Taxonomy Manager’s Activity Bar.

    2. Add/Edit a Taxonomy Node

  1. The Add/Edit Node Editor will appear.

    Add/Edit Node Editor

  2. Enter the node’s Code and Description as desired. They will be entered into the Taxonomy’s Code Set. TheDescription will be displayed as the node’s name in the Taxonomy Manager.
  3. To save the new node and exit the Add Node Editor, click the Apply button, or to exit without saving the changes to the node, click the Cancel button.

    The New Taxonomy Node

  4. If changes were made to the Taxonomy, clear the cache, (see Clear Data Cache), and refresh displays to ensure the changes have been propagated throughout the system and displays are accurately reflecting system status.