Taxonomy Manager

 

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Overview

The Taxonomy Manager portlet manages the predefined static taxonomy.

Administrative tasks on the taxonomy categories including the following:

  • View the taxonomy
  • Add new categories (nodes)
  • Collapse branches of the tree
  • Copy nodes or branches
  • Rename categories
  • Search the taxonomy.
  • Delete nodes

More than one user can use the Taxonomy Manager at a time. However, only one user at a time should use it to change the taxonomy; other users should utilize it only to view the taxonomy. Therefore IBM recommends that the portal administrator assigns the editor role for the taxonomy manager to only one user.

The Portal Search Taxonomy Manager portlet consists of a set of view panels...

Taxonomy Tree panel

Displays the current view of the taxonomy.

Each node of the taxonomy is displayed on a single line. The line consists of the name of the category displayed as a Web link.

Clicking the link displays all of the subcategories.

For example, clicking on...

Sales, Marketing, and Advertising Industries

...displays the subcategories...

  • Advertising
  • Marketing
  • Sales

In front of each node in the taxonomy is a colored dot:

Green dot Node is active. All categories of the node are being used.
Yellow dot Node is collapsed. Categories under this node are not displayed.
Red dot Node has been deleted.

Clicking on a node also selects that node for editing tasks

Taxonomy Search Page panel

Search for a particular word or phrase in any part of the taxonomy. We can also search for a category by its category ID. Use this search feature if indexing gives you too few or too many documents with a certain keyword, we can look up where that keyword occurs in the taxonomy.

Proper Name panel

Change proper names and synonyms associated with each category.

Can also be invoked using the task...

Edit Proper Name

 

Typical Usage of the Taxonomy portlet

Exact launch details vary, depending upon how the company has installed the portlet.

Normally you first load the current taxonomy. Depending on how the portal administrator has set up the portlet, it probably loads the company taxonomy by default.

If you want to load a different taxonomy, we can do so with the Load Taxonomy action. This displays the taxonomy in the Taxonomy Tree portlet.

 

Set the Default Taxonomy

The administrator can change the default taxonomy by changing the name in the portal.xml file distributed with the taxonomy manager.

 

Giving Edit or Read-Only Permissions

The administrator can control which users can edit the taxonomy by giving edit users access to the Taxonomy Manager portlet and read-only users access to the Taxonomy Viewer portlet.

 

Categorizer Parameters

As an administrator, consult the documentation for the Model-based Categorizer to determine how best to set the categorizer parameters. In particular, the settings for some parameters might affect how the user-assigned Weights affect the categorizer results.

 

Parent topic:

Predefined static taxonomy and categorizer