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Creating TaxonomiesLocate this document in the navigation structure

Purpose

The Creating Taxonomies process contains configuration tasks that the implementation team performs.

Note

This process is not absolutely necessary to implement the scenario variant. Depending on the type and number of documents available, the set-up of taxonomies can be complex and the training can be time-consuming.

You can use taxonomies to clearly structure and sort the numerous documents in larger document collections. The follow-on process of classification assigns the documents to categories.

The benefit of a taxonomy is that you can find all information on a certain topic in a category without having to know where the individual documents are actually stored. Thus taxonomies allow cross-repository navigation.

Using the Process

This IT process is part of the following IT scenario:

IT Scenario Scenario Variant

Enterprise Knowledge Management

Content Integration and Management

Prerequisites
  • You have created one or more repository managers.
  • You have created properties and resource types.
  • You have indexed the documents that are stored in the repositories.
Process Flow

The following IT process is incorporated in the Enterprise Portal (EP) usage type:

  1. Create taxonomies.

    Two type of taxonomies are available:

    1. Query-based taxonomies (categories are described by Boolean search queries)
    2. Example-based taxonomies (categories are formed by example documents)

    With both types, you can choose whether you want to use an existing folder hierarchy or structure an additional virtual folder hierarchy as required.

  2. Structure or edit taxonomies.

    Within the taxonomies, you create categories for the different subject areas.

    Categories have a similar function to the folders in a file system. However, in contrast to the folders in a file system, the categories themselves do not contain documents: when a category is called up, the system generates links to the physical documents that are classified into the category in question. Physically, the documents are still stored in the various repositories.

  3. Train taxonomies or edit queries.

    Depending on the taxonomy type chosen, you must complete one of the following tasks:

    • For the categories in a query-based taxonomy, you use the taxonomy query builder to define search queries.
    • For an example-based taxonomy, you use the taxonomy trainer to carry out the initial training.
Result

Taxonomies are available.