Add Taxonomy Nodes
- Last UpdatedJun 24, 2024
- 2 minute read
To create a taxonomy using the following procedure, ensure that you have the Creator privilege and have the Standard locked for editing:
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Right-click a Taxonomy and select Taxonomy Node.
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Enter the required information:
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Enter a unique identification for the Taxonomy Node. This supports alphanumeric characters, and does not auto-increment.
Note: Whilst the application accepts white spaces and special characters, it is not recommended to use them.
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Enter a name for the identification in this optional field. If left blank, ID is displayed instead of Name in the user interface. This field accepts alphanumeric characters.
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Describe the purpose of this Taxonomy Node.
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To create the record and continue to create more records, click Add. Alternatively, click Add and Close. This brings you to the Details tab of that Taxonomy Node.
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In the Corresponding Identifiers section on the Details tab, enter a nomenclature map. You can enter more than one nomenclature map. For information, see Implementing Corresponding Identifiers.
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In the Properties Specific to Taxonomy Node section, select a category or discipline taxonomy, if available, in the Taxonomy field and a parent taxonomy in the Ancestor field. However, if the extensions are suffixed with an exclamation mark (!), then the Ancestor field appears empty. For a Class Concept, this section appears as Properties Specific to Permissible <Class Concept> Class.
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Enter a value in the Sort Order field. This value represents the order in which the Taxonomy Nodes are listed in the tree view.
The Taxonomy Node is now created.
Notes:
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To discontinue using a Taxonomy Node, select the Obsolete check box in the General Properties section on the Details tab.
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Ensure that the taxonomy name does not contain the pipe character (|). Out of multiple segments delimited by the pipe character, the first segment is the taxonomy identifier, while the successive segments are node identifiers.