Portal Express, Version 6.0
Operating systems: i5/OS, Linux, Windows
Taxonomy Manager
The Portal Search Taxonomy Manager portlet helps you manage the predefined static taxonomy. You can use it to perform administrative tasks on the categories that constitute the taxonomy.
Administrative tasks on the taxonomy categories including the following:
- Viewing part or all of the taxonomy
- Adding new categories (nodes)
- Collapsing branches of the tree that are not of interest
- Copying nodes or branches
- Renaming categories
- Searching the taxonomy.
- Deleting nodes
For details about how to perform these tasks refer to the Taxonomy Manager portlet help.
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 it is recommended 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. Each of the panels displays a different view of your taxonomy.
- Taxonomy Tree panel
- Displays the current view of your 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. By clicking the link you can display all of the subcategories, if any, of that category. For example, clicking on "Sales, Marketing, and Advertising Industries" displays the subcategories "Advertising," "Marketing" and "Sales." In front of each node in the taxonomy is a colored dot:
- A green dot means that the node is active, that is all categories of the node are being used.
- A yellow dot means that the node is collapsed, that is categories under this node are not displayed.
- A red dot means that the node has been deleted.
Clicking on a node also selects that node for editing tasks as described in the following.
- Taxonomy Search Page panel
- You can use this panel to search for a particular word or phrase in any part of the taxonomy. You 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, you can look up where that keyword occurs in the taxonomy.
- Proper Name panel
- You can use this panel to display and change the proper names and synonyms associated with each category. It is normally visible by default. It can also be invoked using the Edit Proper Name task.
Typical Usage of the Taxonomy portlet
As with other WebSphere Portal Express portlets, you first log in to the portal. You can then launch the Taxonomy Manager portlets. The exact details of this vary, depending upon how your 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 your company taxonomy by default. However, if you want to load a different taxonomy, you can do so with the Load Taxonomy action. This displays your taxonomy in the Taxonomy Tree portlet.
For more information see the help of the portlet.
Setting 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.