Manage Taxonomy Nodes

To manage a Taxonomy:

Open the Taxonomy in the Hierarchy/Taxonomy Sidebar, (see Open a Hierarchy or Taxonomy in the Hierarchy/Taxonomy Sidebar ).
Hierarchy/Taxonomy Sidebar
Select the repository’s Taxonomy from the Hierarchy/Taxonomy dropdown.
Select the Manage button on the left of the Hierarchy/Taxonomy Sidebar’s Activity Bar. The Taxonomy will be opened in the Taxonomy Manager.
Taxonomy Manager

(For a detailed labeled reference guide image, see Taxonomy Manager Reference Guide.)

The left pane of the Taxonomy Manager displays the nodes of the Taxonomy in the Taxonomy Node Tree. Nodes preceded by a > have children nodes. Click the > to expand a node and display its children nodes.

Taxonomy Node Tree

The central pane of the Taxonomy Manager is the Assigned Category Attributes pane. It shows the Category Attributes assigned to the selected node. Attributes with assigned Code Sets indicate the Code Set name. If a Category Attribute is assigned a subset of the indicated Code Set, a checkmark appears in the Subset column. Inherited Category Attributes are indicated by an Is Inherited value of True.

Assigned Category Attributes

The right pane of the Taxonomy Manager is the Available Category Attributes pane. It displays the Category Attributes that can be assigned to Taxonomy nodes. The attributes are organized by Attribute Tabs and Attribute Groups.

Available Category Attributes

Taxonomy Manager Activity Bar

The actions on the Taxonomy Manager’s Activity Bar are:

Add Node: Add a node to the Taxonomy Tree. See: Add/Edit a Node.
Edit Node: Edit a node on the Taxonomy Tree. This allows the user to change the node’s name and description. See: Add/Edit a Node.
Delete Node: Delete a node from the Taxonomy Tree. See: Delete a Node.
Possible Values: Restrict the contents of the selected Category Attribute to a subset of its associated Code Set. See: Possible Values.
Remove Assignment: Unassign the selected Category Attribute from a Taxonomy node (to remove it from the node). See: Manage Category Attribute Assignment.
Set Order: Clicking this causes an informational pop-up to appear that instructs the user to drag and drop a Category Attribute to change its display order. See: Set Category Attribute Display Order.
Clear Cache: Clears the system cache. Modifying the Taxonomy changes the system model. Anytime the system model has been changed, clear the cache. See: Clear Data Cache.
Security: Manages the security for the Taxonomy. For more information, see the EnterWorks 10 Administration Guide.

Note: Modifying the Taxonomy changes the system model. Anytime the system model has been changed, clear the cache and refresh displays to ensure the change has been propagated throughout the system and displays are accurately reflecting system status.