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View or Edit

If a Taxonomy is associated with some governance area, every user with any governance role in this are will be able to, at least, view it. For any other user to view or edit assets contained in a Taxonomy, a manager must use the Taxonomy's utilities > User Roles settings (see documentation) to grant them permissions.

Note that different workflows that process changes to a Taxonomy can have their own role-permission settings (for background, see Workflow Overview: Asset Collection Permissions: ...).


Edits made directly in an asset collection are visible to all other collections that include it and to any workflows. In contrast, edits made as part of a workflow are only visible within the working copy managed by the workflow until and unless workflow changes are committed.

To edit (or view) a Taxonomy, navigate to either a production or workflow copy and select the Edit (or View) link adjacent to its name.

Taxonomy (SKOS) Editor

The Taxonomy editor for SKOS-based vocabularies, lets users browse and search the concept hierarchy and view or edit the concepts. The editor view has three vertical panes, where the left and right panes can each be collapsed/expanded by clicking the shaded control section in the center of the vertical separator/border column.

Concept Hierarchy

The editor's left pane shows a Concept Hierarchy tree whose structure is based on the SKOS broader relationship. The hierarchy shows up to 1000 nodes.

This feature is only available for (SKOS-based) taxonomies.

In addition to tree browsing, the hierarchy pane also has a quick-search look-up field, which matches the user entered lookup strings against the beginning of concepts' preferred labels. Selecting a label from the list of matches will open and select that concept in the tree.

Concept Details

Through either browsing the concept tree or searching, selecting a concept name shows that concept's properties in the instance details form of the center pane. Data about a concept can be one of two kinds of properties:

  • Relationship properties tell you about the concept by describing a relationship that it has with another concept. For example, Botswana in the example above has a broader value of Africa, a related value of Sub-Saharan Africa, and a capital value of Gaborone. These values are displayed as hypertext links so that clicking any one will navigate to that concept on the concept hierarchy tree and on the form that displays the concept's data. Use your browser's Back button to return to the concept you were viewing before you followed the link.

    When you click on the -> displayed after the link to the related concept, a new broser tab will open to display information about it. If this concept was defined in another taxonomy and included in this taxonomy by reference, the new will take you to the "home" taxonomy for the concept.

    When you add a value for a symmetrical relationship property such as "has related", the symmetric value will appear in the appropriate place. For example, if you give Brazil a "has related" value of Portugal, then on the data for Portugal you will see Brazil as a "has related" value. Deleting either will delete both. 

  • Attribute properties are stored as a string, number, or some other kind of atomic value. In the illustration above, preferred label, area, and iso country code2 are examples of attribute properties.

These properties are organized into sections. A given section can contain relationships as well as attributes. Sections, what fields appear in them and in what order are defined in the ontology for SKOS and can be reconfigured.

If the concept's data was imported from another source using one of the choices from the gear menu  in the EVN header at the top of the screen, then selecting Refresh resource from the gear menu at the bottom of the instance pane will update the local copy of that data from the source that it was copied from.

The black bar across the top of the form shows the concept's preferred label and class. Just below it on the right is the concept's Uniform Resource Identifier, or URI. This globally unique ID for the concept is used as an internal identifier and also makes it possible for the concept to link to related data outside of this taxonomy using Semantic Web and Linked Data standards.

Searching Within a Taxonomy

EVN offers two ways to search: the quick search field in the upper-left of your screen and the Search form, which gives you finer-grained control over more complex searches.

Quick search

To use the quick-search look up field, just type text into it. As you type, a list will appear showing you the concepts whose preferred labels begin with the text that you've typed so far.

 

At any time you can use your mouse to select desired values from the list. This will highlight that concept on the Concept Hierarchy and show its data on the main form. If you don't know the first few letters of the value you're looking, pressing the cursor up or down key will display the beginning of a list of potential values.

Using the search form

The search form gives you many more options in how you search for concepts and what you can do with your search results. The search form occupies the right part of the screen. If you need more screen real-estate you can hide it by clicking the dark bar in the middle of the separator between the search pane and the concept data form. You choice or hiding or unhiding the search panel will be remembered across your sessions and all taxonomies you work with. The drop-down Search for Concept field in the bar at the top of the search form lets you specify whether you want to search all concepts or just within a specific class of concepts.

 

If any customized properties have been associated with the selected type, fields for those properties will appear on the search form. For example, in the image above, the Geo concept class is selected, and so the custom properties altitude, area, and latitude and others appear at the bottom of the form. (Note that two fields are shown for some of these properties on the form, letting you search for a range of values if you wanted.) You can also use as your search criteria concepts that refer to the concepts you want to identify.

If the subclass that you're searching has its own subclasses, EVN will search instances of those subclasses as well unless you check the Exclude subtypes checkbox at the bottom of the search form. Doing so can speed your searches if there are a lot of subtypes.

If no specialized classes have been defined and you are not using SKOS-XL, the Search for Class field will not appear on the search form. If you do not have specialized classes, but are using SKOS-XL, the field will appear to let you switch between searching for concepts and searching for label resources.

A scroll bar on the right of the search form shows that it is too big to display at once. Scroll down to see additional properties that can you use as search criteria.

Entering a value in one of the search fields shows that you want to search for concepts that have that string in their value or values for that property.

Clicking on the default "minus" sign next to the property's name on the form offers a drop-down menu for property display options.  Selecting the check mark option indicates that you want that property's values included as a column in your search result. Clicking a second option, a "#" character, indicates that you want the result column to display the number of values of that property for the given result row. Clicking the "minus" option removes this property's column from the search results display.

In order to use the value count as a search criteria, use the drop down menu to the right of the property and select an option such as any valuemin/max number of values or no value.

If two fields with a hyphen between them appear for a given property, you can use those fields to indicate a range of values that you want to see in the search results. For example, entering the values 3000 and 8000 in the two fields with the area property when searching Country concepts in the Geography taxonomy shows that you want to see Country concepts with an area value in that range. Entering just 3000 in the first field and leaving the second blank asks for countries with an area of 3000 or greater; entering just 8000 in the second field and leaving the first one blank asks for countries with an area value of 8000 or less.

There is no need to check the preferred label property, because this will always be the first column in a set of search results.

When property values may be assigned specific spoken languages, a drop-down list lets you narrow the values you wish to search to those of a particular language. Here, we see that the search form has been set to only search German values of the preferred label property for the string "mont", which results in fewer search results than if you search all the preferred label values in the Geography vocabulary for this string:

The Search button underneath the search form tells EVN to execute the search, and the Reset button clears all checks and search criteria from the form.

The following shows the results of searching all concepts with "land" in the preferred label that retrieves the broader values as well.

If there are too many search results to fit, a scroll bar on the right will let you scroll through them. You can also use the fields above the search result to control how many search results appear at once and to export the results. You can further filter what appears in the search results by entering a string in the Filter field. This will match the string against text in any of the result columns and filter out rows that do not contain the string. 

Clicking a property name at the top of the Search Results (for example, "broader concept" in the illustration above) will sort the results by the values in that column; clicking the same name again will sort them again in reverse order.

The bottom of the search form has additional filtering options.

If the selected concept has subclasses, they can be filtered from the results via Exclude subclasses of <SELECTED CONCEPT> . Selecting Return local results only will deliver only resources whose rdf:type triple is in the base graph, thus excluding resources from included graphs. This search option will be presented if the vocabulary/asset manager has not pre-selected a choice.

Your search form may include the Search any Text field, which searches for the entered string across multiple properties for the class shown on the form:

 

See  Configuring Search Text Properties  in the Developer Guide for information on adding this field to the search form for a given class and configuring which properties it should search.

Searching for substrings, exact strings, and other alternatives

The triangle next to each attribute field displays a menu that lets you specify how you want EVN to use this field in the search.

 

The six choices tell EVN to do the following with the associated property:

  • text contains Search for concepts that have the entered string anywhere in this property. For example, when using the Geography taxonomy, if you selected this for the preferred label property and entered "Virginia", EVN would return "Charleston (West Virginia)", "Virginia", "Virginia Beach", and "West Virginia".

  • text equals Search for concepts that have this exact string in this property. Using the Geography taxonomy, if you selected this for the preferred label property and entered "Virginia", EVN would only return the "Virginia" concept.

  • text matches regular expression Search for concepts that have a value matching the regular expression entered here. Note that this will search all values for that property; for example, if you enter "^Virginia" as a regular expression to indicate that you want concepts that have a preferred label beginning with the string "Virginia" , you will see "West Virginia" among the results, because its Spanish preferred label is "Virginia Occidental", which matches the regular expression.

  • any value Search for any concept that has a value in this property. This is useful for evaluating how popular a property is in a given vocabulary.

  • min/max number of values Search for any concept whose number of values for this property fall in the range specified by the two numbers you enter. For example, if your vocabulary has preferred labels in six languages for most concepts and you want to see which have fewer, you could enter 0 and 5 as the range for a preferred label search.

  • no value Search for any concept that has no value set for this property. This is useful for cleaning up a vocabulary and checking what work remains to be done.

Remember that these can be used in different combinations. For example, if you wanted to list any scope notes for island concepts in the geography taxonomy, you could fill out the search form with "island" as a "text contains" value for preferred label and set scope note to "any" before clicking the Search button.

Searching by relationship values

The triangle next to each relationship field displays a menu that gives you several options for how EVN uses the value you enter in that field to search your vocabulary data. The following shows the menu displayed for the broader relationship:

 

This menu gives you the following options:

  • equals indicates that you want to search for values that exactly match the value entered in the field. For example, if you entered "North America" in the broader field and picked equals, the search would return the three countries that have North America as a broader value. This setting is the default on this menu.

  • nested form displays a form where you can describe specific details about the resources with the specified relationship to the resources you're searching for. For example, if you wanted to search for all concepts that have a broader value with "land" somewhere in their preferred label, you would enter this string in the broader field of the nested form.

  • label contains indicates that you want to search for concepts that have the entered value anywhere in the value for this property. For example, if you search for "land" you will get "Easter Island" as well as any concepts that just have "land" as a value for this property.

  • equals or sub-concept tells EVN to search for concepts that have this relationship to the specified concept or to any of its "sub-concepts"—that is, to concepts related by multiple links using that relationship. For example, when searching for concepts that have a broader value that is equal to or a sub-concept of North America, in addition to the three countries of North America, the search also returns concepts that have those countries as broader values (such as U.S. states and Canadian provinces), concepts that have those states and provinces as broader values, and so forth.

    Note the <= that setting the search field to equals or sub-concept adds to the search form to indicate this setting.

  • any value indicates that you want to search for concepts that have any value at all for this property.

  • min/max number of values search for any concept whose number of values for this property fall in the range specified by the two numbers you enter. For example, if your wanted to know which concepts are related to between three and five other concepts, you could enter 3 and 5 as the minimum and maximum values in the "has related" field for this kind of search.

  • no value indicates that you want to search for concepts that do not have a value set for this property.

Listing deleted resources

Selecting Show deleted resources... from the gear menu in the upper-right of the EVN screen lists all deleted resources recorded in the record of tracked changes, along with the date and time they were deleted and the user who deleted them.

Displaying charts of search results

After executing a search, selecting Display chart of search results from the search results gear menu opens a new window pane where you can display a chart using the numeric values from the search results:

 

After you select a chart type and EVN displays the chart, you can change the selection in this same Chart Type drop-down field to redisplay the same data using a different chart type.

You can also click the Edit Query button to display a dialog box where you can revise the SPARQL query that drives the chart. The dialog box includes hints about how to control the chart's display:

 

While a chart is displayed, clicking a data point will display the relevant resource in the form window and highlight that resource in the Concept Hierarchy.

Below we see a bar chart of the area and population of several South American countries:

 

The following shows a donut chart, in which concentric rings show the relative amounts present in each data series:

 

A line chart shows each series as a different colored line:

 

A pie chart is good for showing the relative proportions of a single series of data:

 

A filled area chart is like a line chart but with areas under the lines filled in:

 

Saving search results

The gear menu  above the search results gives you several options for what you can do with them:

  • Batch edit search results... lets you edit property values for all the search results together. See Editing multiple concepts together for further information.

  • Display chart of search results... generates a chart of your search results from your choice of formats. See Displaying charts of search results for more on this.

  • Export results to SPARQL CSV spreadsheet creates a comma-separated value version of the search results that includes the URI of the resource represented by each result row in the first column. See the W3C SPARQL 1.1 Query Results CSV and TSV Formats standard for more details (although there aren't many more details—it's a very simple format).

  • Export results to SPARQL JSON file creates a text page of results in SPARQL Query Results JSON format.
  • Export results to SPARQL TSV spreadsheet  creates a tab-separated value version of the search results that includes the URI of the resource represented by each result row in the first column. URIs are delimited by angle brackets .
  • Export results to SPARQL XML file creates an XML version of the search results that conform to the W3C SPARQL Query Results XML Format.

  • Export results to simple TSV spreadsheet creates a tab-separated value version of the search results, showing the preferred label of each resource instead of URIs. This creates a more human-readable version of the data than the SPARQL TSV spreadsheet.

  • Open faceted search dialog... displays a dialog box that lets you do a Faceted Search for instances in the selected class.

  • Show SPARQL query displays a pop-up window with the SPARQL query that is being generated on the server when the search form is executed. Advanced users with knowledge of the SPARQL query language can copy and paste the resulting query string into a SPARQL execution window (for example, using TopBraid Composer) or send the query to the EVN SPARQL endpoint.

Exported search results will be displayed in your browser. Select Save As from your browser's File menu to save the results as a text file.

Spreadsheet programs such as Excel can easily read tab-separated value files, so saving search results in a tab-separated format is a simple way to create custom reports for people with no access to your EVN installation.

Saving searches

In the lower-right of the search pane, two buttons let you save and retrieve searches for later execution. In addition to executing these searches from within EVN, the saved search servlet lets other applications execute saved searches by using the appropriate URL.

The "Save current search" button  displays a dialog box where a name for the search that you'd like to re-use later.

 

The "Show saved searches" button   displays a list of saved searches.

 

This dialog button has three buttons at the bottom:

  • The Select button closes the dialog box and fills out the search pane with the parameters set by the selected search so that you can execute it.

  • The Delete button deletes the selected search from the collection of searches.

  • The Close button just closes the dialog box.

Selecting a saved search on this dialog box also displays a URL in the Service URL (for copy and paste) field that can be used to retrieve a comma-separated value version of the search results from another application that has HTTP access to EVN. This can be a browser, Excel (after picking Open from the File menu), or any application that can make a RESTful API call.

Editing multiple concepts together

After executing a search with the search form (described further at Using the search form), the Batch edit search results choice on the search form's gear menu  lets you edit all the search result concepts at once with a single form.

For example, after searching for all concepts with a broader value of South America, this menu choice displays a form on a dialog box like this:

 

The form displays the current value for any property that all of the concepts have in common so that you can change all of them at once. For example, if you scroll down on the form shown above, you will see the common "has broader" value of "South America" that the concepts returned by the search have. If you changed that value to "Latin America" and clicked the form's Save Changes button, you would then see the concepts under Latin America on the Concept Hierarchy tree instead of under South America.

Common values can be deleted all at once by clicking the X to the right of the value on the batch edit form, and new values can be added to the batch by entering them the displayed fields before clicking the Save Changes button.

Globally replacing a property value

You can globally replace a particular property's value using EVN's batch edit feature described in Editing multiple concepts together. Use the search form to find all the concepts with the target value for that property, then select Batch edit search results from the search form's gear menu . The batch editing form will show the common value where you can edit (or delete) it before clicking the form's Save Changes button.

Running template queries

Template queries are useful specialized taxonomy queries stored with your EVN installation. When you select Execute template query... from the upper-right gear menu, EVN displays a dialog box with a drop-down Template field that offers a choice of searches to make. Mousing over each list selection displays a tooltip about what that search will do:

 

Some templates require specific parameters to be entered, which will be displayed on the form. After you fill out any necessary ones and click the Execute button, EVN displays the results of the search:

 

For information on adding new query templates, see the Adding SPARQL Query Templates chapter in the Developer Guide chapter.

Faceted Search

To do a faceted search for instances of the selected class, open the Faceted Search view through the gear button popup menu. The Add Property field lets one filter the instances based on their property values. (This does not show if there are no such instances.) Selecting Return local results only will deliver only resources whose rdf:type triple is in the base graph, thus excluding resources from included graphs. This search option will be presented if the vocabulary/asset manager has not pre-selected a choice.

Below, this field's drop-down list is being used to select the family name field.

 

In the next screen shot, the family name and gender properties have been added and the main form is showing information about the instances of the class. The > symbol to the right of the gender property has been selected, pointing it down and displaying all possible values stored with that property along with the number of instances that have those values. (Clicking the > to the right of the family name property would do the same for its values.)

 

Clicking "female" on the previous screen adds that as a faceted search criterion, so that the panel on the right only displays instances with a gender value of female:

 

Clicking the x next to "female" removes it as a search criterion, showing all the instances of the class that were shown before it was added. You can also narrow down the list of displayed names by entering a search string in the upper-left and clicking the magnifying class icon.

This example only scratched the surface of what you can do with faceted search. Using different combinations of properties and property values lets you do much more sophisticated searches of your instance data.

Editing Taxonomy Concepts

Browsing or searching to a concept and selecting it loads it into the central pane which shows its properties that have values assigned.

Viewing and Editing Information about an Asset

Information about selected asset is shown in a form, with fields organized organized into groups.

Checking data quality via Problems and Suggestions

When the Show Problems and Suggestions button  at the top of the form is selected, form will display any issues that are found with the selected resource together with suggestions on how to fix them. It will also display some additional facts TopBraid EDG finds with some degree of certainty - for example it may suggest a connection between a data element and a business term. You can then accept the suggestion or ignore it. When the Show Problems and Suggestions button  is de-selected, checking of values and making suggestions will happen only when information is modified and saved or when a user decides to run Problems and Suggestions report for the entire collection. This setting acts across all of the user's collections.

Editing Information about an Asset

The default viewing mode shows only the properties of an Asset that currently have values. Note that the New Tab button  opens the current details pane in a new browser tab.

 

Users with sufficient permissions can edit information in two ways: (1) per individual property via the pencil icon  that pops up as the cursor moves over a property; (2) all information on the form by pressing the Edit button  at the top of the page. 

Clicking a property's popup pencil icon  lets you edit "inline" values of that property.

The Edit-button  opens all available properties for editing. Showing fields that have values and those that do not yet have values.

  click to enlarge

The Edit-button mode also lets you log a message with the saved changes.

NOTE: When finished with Edit mode, be sure to click either the Save Changes or the Cancel button.

Show History

The Show History checkbox at the top of the page toggles the display of all saved changes made to the asset since it was first created. It lets you to undo or "revert" the changes back to what they were previously.

 

You can undo the changes made with a given save operation by clicking the "Undo most recent edit" button  in the upper-right of the EVN screen. Clicking this button again will undo your undo operation, reverting the data to its state before the first time you clicked it.

To change a concept's place on the Concept Hierarchy, you can edit its has broader value on the edit form, or you can just drag it on the hierarchy to its new location. Below, we see that Christmas Island is being dragged to Maldives; the green checkmark shows that Maldives is a valid place to put the Christmas Island concept. (For inappropriate destinations, EVN displays a red X instead of a green checkmark.)

 

Editing, adding, and deleting relationships and other property values

To edit an existing value, click its field and edit it like you would edit a value on any form. If a property has no values assigned, the editing form will have a single blank where you can add text as if you were editing an existing value.

After you begin entering a value for a relationship property, a drop-down list will display the names of valid concepts beginning with those letters, letting you scroll down and pick one instead of typing its whole name. The following shows the list after entering "Ta" in the "has related" property while editing the Geography taxonomy; the cursor has scrolled down to select Taiwan from the list:

 

Using the autocomplete list requires you to know the starting letters of the related concept name. If you are not sure of these, the dropdown menu to the right of the of the input field lets you use faceted search to find and select a concept. 

EVN lets you add multiple values for a given property by clicking the plus sign next to the property name. For example, if the preferred label property only has the value "Ukraine", clicking its plus sign adds a new blank field underneath the existing value:

 

Often, the reason to have multiple values for the same property in a given concept is to show the same information in multiple languages. The drop-down list to the right of each value lets you assign a specific language code. The following shows the second preferred label for "Ukraine" being assigned the ISO 639 language code for the Spanish language:

Your EVN administrator can customize the list of language code choices offered on this list to be as long or as short as you like as described in the Setting language choices section of the Enterprise Vocabulary Net Installation and Administration Guide. The language selection can also include country-specific language codes such as "es-MX" and "en-US" as well as two-letter language codes such as "es".

When you import one vocabulary into another (or, as is very common, multiple vocabularies into an empty one to provide a "view" on that combination of vocabularies), as described in Copying Data from Remote Sources and Other Taxonomies, the techniques described above will let you define relationships between any two concepts in any of the these vocabularies. This is a nice way to build crosswalks and other sets of relationships between independently-developed vocabularies.

To delete a property value, click the X to the right of the value.

Polyhierarchies

When a particular concept can appear more than one place in a taxonomy's hierarchy, that hierarchy is known as a polyhierarchy. This is useful, for example, if you want a certain class of products for sale to appear as the child of multiple other categories, such as putting "Outdoor lamps" under both "Lighting" and "Patio furniture." Below, we see that the British Virgin Islands concept is a child of both United Kingdom and West Indies:

 

This isn't two different concepts with the same preferred label (which is perfectly OK in EVN); it's the same concept appearing in two different places. Because British Virgin Islands is selected on the tree, we can see on the right that its metadata includes two values for "has broader": the United Kingdom and West Indies concepts. Adding a value to make it show up in additional places on the tree, or removing it from one of these two places, is as simple as clicking the Edit button and adding or removing "has broader" values.

Editing Concepts and Schemes

This feature is available only for taxonomies.

Creating one or multiple concepts

To create a new concept, select the new concept's parent on the Concept Hierarchy and click the the "Create Concept" button  in the top right corner of Concept Hierarchy. This displays the Create Concept dialog box. Below, we see the dialog box displayed after clicking this button with "Cambodia" selected:

 

The dialog box has three fields:

  • The Label is the preferred label for the new concept. You can always edit this value later, the same way you would edit any other preferred label.

  • The Identifier is the internal ID used by EVN to track the concept. (Because SKOS is based on the W3C RDF standard, this ID is a URI.) Advanced users sometimes have reasons to edit this, but you in most cases you'll be safe just leaving the default value that appears.

  • The Type identifies whether the new concept is an instance of the regular Concept class or a specialized subclass of it. EVN lets one create such custom subclasses in ontologies, which are then included by taxonomies. This way specialized properties can be stored for some concepts but not others. For example, forms for editing countries can include the calling code, but forms for editing continents do not. Click the downward-pointing arrow on this field to see what your choices are for this vocabulary. (To create new classes, see the Ontology Editor.)

After you click the Create Concept dialog box's OK button, EVN will select your new concept on the Concept Hierarchy and display its edit form, where you can edit it the same way you'd edit any other concept.

In EVN's default configuration, it will create the URI for your new concept resource from the identifier URI and the label value, with any characters in the label value that are inappropriate for a URI converted to something else. To see how to change this behavior so that EVN constructs the last part of the URI from a different property's value, see Setting a custom primary key.

To create multiple concepts at once, select the parent of the new concepts on the Concept Hierarchy and pick Create multiple concepts from the gear menu  at the bottom of the screen. A dialog box will ask you to enter label values for each one on a separate line, and a field under that lets you specify the type to enter. The following shows three labels entered with a class of Island selected:

 

After you click OK on the dialog box, you will see the three new concepts added as child of the selected one on the concept hierarchy. You can then edit them the same way you would edit any other concepts.

Cloning concepts

If you want to create a new concept that is similar to an existing one so that you don't have to re-enter all the property values for the new concept, you can create a clone of the existing one. You can also clone a concept and the subtree of descendant concepts underneath it in the concept hierarchy.

To clone a single concept, select it in the concept hierarchy, then pick Clone concept from the gear menu  at the bottom of the screen. EVN will create a sibling of the existing concept with the same name but the word "Copy" added to the end of its preferred label. You can then rename it to whatever you like.

All the other data will be copied to the new one, and any concepts that had the original concept as a property value will have the new one as well. Before the Belize concept was cloned in the following, the concept for the city of Belmopan had only one "has broader" value: Belize.

 

Now, it has both Belize and Belize Copy as has broader values.

The value of a relationship property (for example, the "has broader" value for Belmopan) is another concept, but the preferred label of that value is what EVN displays as the value. If you update that concept's preferred label, the update will be reflected in the data for concepts that have that concept as a value. For example, if you clicked "Belize Copy", renamed it to "New Belize", and then clicked Belmopan, you would see the update to the Belize Copy concept shown in Belmopan's "has broader" value.

To clone multiple concepts at once, select a concept on the concept hierarchy and pick Clone concept and descendants from the gear menu  at the bottom of the screen, EVN creates a sibling of the existing concept with the same name but the word "Copy" added to the end of its preferred label. It also makes copies of all of the selected concept's descendants, and all of the data associated with the selected concept and its descendants.

Below, we can see the result of cloning the United Kingdom concept with its descendants:

 

In addition to creating the "Copy" version of United Kingdom, EVN created "Copy" versions of all of its descendants. With "Scotland Copy" selected, you can see that all the property values for Scotland have been added to its copy—for example, the calling code of 44 and the language of "Scottish English". Note, however, that its "has broader" and capital values refer to the relevant copies, not the original versions of the Great Britain and Edinburgh concepts.

Deleting a concept

To delete a concept, select it on the concept hierarchy panel and select Delete from the  at the bottom of the screen. A message box will ask you if you're sure that you want to delete it, and then you can click OK or Cancel on that message box.

Deleting a concept deletes any descendant concepts that it has as well. For example, deleting the North America concept from the Geography taxonomy will also delete Canada, United States, Mexico, Ontario, Texas, Toronto, Dallas, and so forth, so be careful.

Merging two concepts

When you merge two concepts, you're deleting one and moving its property values to another. For example, let's say you have a concept with a preferred label of "Caribbean" selected on the concept hierarchy, and it has a scope note value of "Does not include Greater Antilles". To merge it into the "West Indies" concept, transferring the property values to it, select Caribbean on the Concept Hierarchy and then select Merge into concept..." from the gear menu at the bottom of the screen. Enter "West Indies" in the dialog box that displays and press Enter.

When you are finished, the Caribbean concept will no longer be there, and the West Indies one will have a scope note value of "Does not include Greater Antilles" (if it didn't already) as well as any other values formerly assigned to Caribbean. Also if Caribbean was used by some other vocabulary (including transitive imports and usages in Tagger graphs) then those references there are also updated. One exception is the Caribbean concept's preferred label value of "Caribbean", which instead of becoming an additional preferred label for "West Indies", will become a new alternative label for it, because a concept should not have two preferred labels in the same language.

From version 5.2, merge also has a transitive side-effect such that if Concept A is merged into Concept B and A was used by some other vocabulary (including transitive imports and usages in Tagger graphs) then those references there are also updated.
Note that:
1) This does not happen for working copies because by default they are not committed, so the changes cannot be propagated.
2) The changes to other graphs will not show up in the change history.

Creating and deleting concept schemes

A concept scheme is a set of concepts grouped together into a list or hierarchy. It might represent a taxonomy, a thesaurus, a code list, or any other controlled vocabulary. A taxonomy may be a single scheme, but because of EVN's ability to group several taxonomies together, some may appear as multiple schemes. For example, you might have a taxonomy of apparel products and another of colors in which the clothing was available, with both schemes displayed at the same time. Or, you might want to show several code lists together, especially if they provide values for certain properties of another taxonomy being displayed.

To create a new hierarchy, click the New Scheme button  This displays a dialog box that prompts you for the name of your new scheme and lets you change the generated identifier for it if you wish. Below, the name "My New Scheme" has been entered and the default identifier value has been left alone.

 

After you click the dialog box's OK button, you'll see your new scheme as a sibling of any existing schemes (or, if you just created a brand new taxonomy, as the first one there) with the Edit form open for your new scheme:

 

Use the has top concept property to identify one more more concepts that will be at the top of this hierarchy, the way that Asia, Africa, Atlantic Ocean, and the other top concepts are shown with the Geography scheme. (You can always set these values later by editing the scheme.) Click Save Changes when you are finished.

You can edit a concept scheme's name and top concept values again by selecting that scheme on the Concept Hierarchy panel and clicking the Edit button at the bottom of the form.

Add a concept to a scheme the same you would add concept as a child to another concept: by selecting the new concept's parent (in this case, the concept scheme) and clicking the Create concept... button. When a concept scheme is selected, you can also use the Create multiple concepts choice of the gear menu  at the bottom of the screen. See Creating one or multiple concepts for more information.

To delete a concept scheme, select it on the Concept Hierarchy panel and select Delete from the gear menu.

Deleting a concept scheme will delete all the concepts in that scheme that don't appear anywhere else. If you want to save any of a concept scheme's nodes before deleting that concept scheme, drag them to a different concept scheme on the Concept Hierarchy before deleting the concept scheme.

Copying Data from Remote Sources and Other Taxonomies

Menu choices on the gear menu in the upper-right of the EVN screen let you copy concepts from SPARQL endpoints, from RDF available at remote URLs, and from other taxonomies on your system.

When you select Copy Concept from SPARQL Endpoint from the upper-right gear menu, EVN displays a dialog box where you select the endpoint, enter an optional named graph from which to retrieve the data, and indicate the URI of the resource to retrieve. (See  Adding SPARQL Endpoints to the "Copy Concept from SPARQL Endpoint" list in the Developer Guide for information on adding choices to the SPARQL endpoint selection on this dialog box.) In the following, DBpedia has been selected, the named graph field has been left blank, and the DBpedia URI for the Albanian city of Tirana has been entered as the Concept URI:

 

After you click this dialog box's OK button, EVN copies the triples that have that URI as a subject from the specified endpoint and adds triples to make that resource a concept with a preferred label of the copied resource's rdfs:label value. The new concept will appear in an "Imported Scheme" concept scheme in the Concept Hierarchy, but you can drag it somewhere else if you prefer.

 

Because an EVN server can function as a SPARQL endpoint, Copy Concept from SPARQL Endpoint is a good way to create connections between taxonomies on different EVN servers. (See the "EVN Integration Points" section of the developer's guide for further information on using EVN's own SPARQL Endpoint.)

Copy Concept from URL lets you establish relationships between local and external concepts. When you select it, EVN prompts you for a URL and then copies statements about a resource defined at that URL, adding triples to make that resource a concept with a preferred label of the copied resource's rdfs:label value. For example, because DBpedia lets you dereference the URIs representing its resources directly, you could enter the same Tirana URI used to demonstrate Copy Concept from SPARQL Endpoint above to copy the same data using Copy Concept from URL with no need to enter a SPARQL endpoint URL.

Copy Concept from Vocabulary displays a dialog box that prompts you for a vocabulary on the same EVN server (for which you have read access) and a concept in that vocabulary. In the following, someone editing a Working Copy of the sample Geography vocabulary is copying the Africa concept from the sample IPTC News Codes vocabulary:

 

After you click this dialog box's OK button, EVN copies the data for that concept and any ancestor concepts into the vocabulary that you're editing. Below we see how, after filling out the dialog box as shown above, EVN copied Africa, its parent concept World, and its grandparent concept World Region into the November edit working copy of the Geography vocabulary:

 

If you are viewing a resource that you've copied from a remote location with one of the upper-right gear menu's three Copy commands, and the remote version of the data has changed, select Refresh resource from the concept gear menu under the editing form to update the version that you are viewing.

Displaying Relationship Trees

EVN's taxonomy editor displays a hierarchical tree using "broader" relationships. For example, if "dog" had a broader relationship of "mammal," then the hierarchical tree would show "dog" as a child node of "mammal" on the tree. You can also display a horizontal graphical tree using any relationship property you like by selecting Display relationship tree from the gear menu at the bottom of the screen. (First, select the concept that you would like to display as the root of the tree.) EVN will then show a drop-down box that lets you select from all of the relationship properties used with the selected resource, and after you select one it renders a tree with all the concepts associated with that resource by that property. If those concepts have their own values for that property, EVN will display then with a colored circle that you can click to see those values. 

For example, in the following, someone has picked Display relationship tree after selecting Algeria in the sample Geography vocabulary and then selected the "has related" relationship. Clicking the colored circle with "North Africa" turned that circle white and expanded the tree to show its own "has related" properties, and then clicking the colored circle for "Middle East" did the same for that concept. 

The filled circles for Asia and Egypt show that clicking them would display additional values branching off from those.

To make room, you can collapse any expanded branch. For example, clicking the white circle with "Middle East" above would turn the circle blue and hide its branches. 

Displaying a NeighborGram of All Concept Relationships

You can display a graph diagram of all related concepts by selecting  Display NeighborGram TM from the gear menu at the bottom of the screen. (First, select the concept that you would like to display as the focus the NeighborGram.)

The NeighborGram  will open in a new browser tab. It has two panel display - navigable graph-like diagram on the left and a form showing all the information about the selected concept on the right. This option is available for classes (concept types) as well as concepts.

JIRA Launch-in-Context

If the JIRA LiC feature has been configured by an administrator, then for each asset collection, a manager can set an associated project-key string via Manage > JIRA Project Key (see documentation). Then, when the collection's editors are simultaneously logged into JIRA, they can launch from editor resources into related JIRA searches and new items in the collection's corresponding JIRA project. On a selected resource, use the gear button  in the details pane to select any of the following: Create JIRA Issue, Search URI on JIRA, or Search label on JIRA. The two searches will open (as browser popups) JIRA pages that search on the indicated resource string (URI or label). The create option will open the start of a new JIRA item. Note that if the browser is not logged into JIRA (or if the administered JIRA settings fail), then the launches can result in a Server Interaction Error.

SKOS-XL Taxonomies

SKOS-XL (SKOS eXtension for Labels) is a part of the W3C SKOS standard that lets you treat labels as resources in their own right, with their own metadata. This is useful for adding provenance data or information for text mining tools about how to use specific labels. TopBraid EVN lets you use SKOS-XL to add any metadata you like to alternative and hidden labels.

To activate the SKOS-XL support for a particular taxonomy, select its Settings > Includes view and check SKOS XL SHACL Shapes to include it. Then, when you edit concepts in that taxonomy, the edit forms will let you add existing label resources as the values of alternative and hidden labels. To create a new label object as the value of one of these properties, select "Create new" on the right of the field on the edit form as shown here: 

If you want to enter an existing label object but are not sure of its name, you can pick "Select using faceted search" from the same menu, which will lead to a form when you search the label values. 

SKOS-XL defines some properties for the Label class. To associate a new property with a SKOS-XL label use the same Ontology customization capabilities as you would use to create new properties for concepts. 

Once a label's data has been entered, it will appear like any other relationship property value on the relevant form: as a hypertext link. For example, below we see that the concept with an English preferred label of "United States" has four alternative label objects, including "USA," and three hidden label objects. Clicking one of those will follow the link to display data about that value with the Edit button underneath it so that you can edit that data. Clicking the arrow to the right of any of these label objects will display its information in a new window.

 

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