How to Manage Taxonomy Nodes

Overview

  • All of the operations that you perform on a parent node also affect the child nodes.

  • For example, if you move a parent node from one branch of the tree to another, all of the child nodes, which include grandchildren are moved with that node.

Managing Taxonomy Nodes

To manage taxonomy nodes, follow these steps:

  1. Go to the Taxonomies page and click the name of the taxonomy that you want to edit.
  2. The Taxonomy Editor, or Test Bench, interface is displayed.
  3. Expand the taxonomy by clicking the plus (+) button to the left of the taxonomy nodes.

Taxonomy Node Operations

See the taxonomy node operations and their descriptions in the table below:

Symbol Operation Description

See the Add term button.

Add term

  • Create a new taxonomy node, New term, enter a name/term for this node. 

  • This new term is created as a child of the selected node. 

  • You can drag the new term to another part of the tree and edit this node.

See the Add sibling button.

Add sibling

  • Create a new node, New term, which lets you specify a name. 

  • This new term is created as a sibling of the selected node.

  • This means that the new node is located parallel to the copied node.

  • You can drag the new term to another part of the tree and edit this node.

See the Cut term button.

Cut term Add the term to the clipboard while deleting the term from the taxonomy.

See the Copy term button.

Copy term Copy a term to another location.

See the Paste term button.

Paste term

  • Add a term from the clipboard.

  • This operation is only available if there is a term in the clipboard. 

  • The pasted terms are added as children of the selected node.

  • You can also drag a term. For more information, see the paragraph that follows this table.

See the Delete term button.

Delete term

  • Remove the term from the tree. 

  • After you confirm this operation, the term is permanently removed.

See the Rename term button.

Rename term Rename the term.

See the Disable term button.

Disable term

  • Disable a single taxonomy node/branch and see the selected term(s) grayed out in your taxonomy.

  • Disabled rule(s) are not applied to incoming documents during the automatic annotation operation.

  • For this reason, no documents are returned as a match for this taxonomy node.

    • Tip: The disabled terms are available for manual tagging.

See the Disable branch button.

Disable branch

See the Expand all children button.

Expand all children Expand the taxonomy terms in order to locate the term that you want to access.

See the Collapse all children button.

Collapse all children Collapse the taxonomy term tree.

See the Refresh term button.

Refresh term

  • Update, or reload, the currently displayed term names.

  • This operation is performed both from the tree view pane and the main content area

Tip: You can also drag and drop a node from one branch of the tree to another. 
As you drag, the tree view displays visual clues.

Hot Keys

You can use hot keys to perform many taxonomy operations, such as:

  • F2: Rename a node.
  • Enter: Create sibling node.
  • Shift+Enter: Create a child term.