Creating a Query-Based Taxonomy from Scratch (SAP Library

Creating a Query-Based Taxonomy from Scratch

Purpose

You want to create a query-based taxonomy and corrsponding folder structure from scratch. That is, you do not want to use an existing folder hierarchy for the taxonomy.

Process Flow

1. Create an index

You need to create an index before you can create a query-based taxonomy. You do this in the Index Administration iView in index administration (KM Admin ® Index Administration; see Creating an Index).

2. Assign data sources to the index

You now assign data sources to the newly created index. You want to index these data sources and create a taxonomy for them (see Assigning Data Sources).

3. Create the root nodes of the taxonomy

You now create the root nodes for the folder hierarchy of your taxonomy in index administration under Taxonomies. You create a new taxonomy and define the type of taxonomy at the same time. In this instance, it is a query-based taxonomy (see Creating Taxonomies for an Index).

4. Create the categories of the taxonomy

Now create the categories of the taxonomy manually in the form of individual folders. You do this in the Category Browser iView (Content Manager ® Repositories ® Taxonomies). Name the folders and create a new folder hierarchy targeted to your needs.

5. Define the categories of the taxonomy using search queries

For each taxonomy folder, you now define the categories of the query-based taxonomy using a search query. These queries define which documents are later classified into the categories. You define the queries in the Taxonomy Query Editor iView. (Content Manager ® Taxonomy Query Editor; see Defining Search Queries (Simple View))

Result

When you have created a query-based taxonomy, you can begin the query-based classification of documents (See Structure link Classifying Documents).

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Note that the paths specified for iViews are valid for the standard delivery of Knowledge Management (KM). The paths given can be different to the paths in your portal. This depends on your configuration.