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View or Edit

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

Instead of making changes directly to an asset collection, you can start a Workflow

Note that different workflows that process changes to a Taxonomy can have their own permission-profile settings (for background, see Workflows: Rights Entailed by Permission Profiles).


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.


Hierarchical Application View

The default view/edit application for taxonomies displays Concept Hierarchy on the left, Form panel in the middle and an expandable and collapsable search panel on the right. Selecting a concept in the hierarchy displays its information in the form - as shown below with the search pane expanded.


And now with the search panel collapsed and the form view switched to presenting form sections as tabular folders - horizontally. This option is selected by clicking on the Folders  icon on the form.



The blue bar across the top of the form shows the concept's preferred label and class it is a member of. 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

EDG 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 panel

The search panel 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 search panel gives you many more options in how you can search for concepts and what you can do with your search results. This pane offers the same features as the tabular application except that you will not be able to use this panel to create new concepts or to edit cells of the search results table.

The Type drop-down at the top of the search panel lets you specify whether you want to search all concepts or just within a specific class of concepts. By default, Concept will be selected. When using SKOS-XL, you will also be able to search for Labels.

Click on the Columns button to select columns to add to the search results table.

Entering a text string in the Free Text field will search for the entered string across multiple properties for the selected class. 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.

Use Filters to specify search criteria to be applied to specific properties. Selecting a property from the Filter's drop down will let you enter search criteria for that field. The screenshot below shows criteria that specifies latitude between 10 and 80. Click on the search  icon after entering criteria to match.

Property matching

For each property selected in the Filter dropdown, one can specify the type of match. 

This determines how EDG uses the value you enter in that field to search for matching data. Different properties can use different match types, all combining together to produce an overall search result.

Type of Match

How a search value matches instance property-values

any valueAt least one value exists for the selected property (count >= 1). Example: See how extensively a property is used.
nested formAvailable only for relationships: Adds an embedded search form for properties whose type is another class
booleanDEFAULT for Boolean properties: Search values restricted to true/false instead of free-text
min/max (inclusive)DEFAULT for numeric properties: Finds resources that are within the range of entered search criteria, inclusively.
equalsDEFAULT for relationships: For attributes, this will match the entered string exactly to the property value (case-sensitive). For relationships, this becomes an auto-complete field for selecting a related asset. As you start typing a value in a relationship field, you will get a list of autocomplete options that match the text you've typed so far—a list of the names (labels) of any resources that begin with the typed letters.
contains

DEFAULT for text properties: Finds resources that contain the entered search string (case-insensitive) in the property value. Example: Search text "lis" on a city-name property would match instances having city-name values such as "Lisbon", "Lisboa", and "Minneapolis".

min/max (exclusive)Finds resources that are within the range of entered search criteria, exclusively.
min/max number of valuesFinds resources whose number of values for selected property fall in the range specified by the one or two numbers you enter. Example: If most resources in a Taxonomy have labels in three languages, entering a label search with values-range 0 to 2 would return those instances with fewer. Leaving min range empty and just using 2 in the max field will return the same results.
regular expressionFor text properties, searches text using a regular expression that matches a property-value (case-insensitive). Example: Search text "^lis" as a regular expression matches city-name values that begin with "lis", e.g., "Lisbon" and "Lisboa" but not "Minneapolis". Conversely, "lis$" would match only at the name's end. For relationships, does similar matching, but on the labels of related resources.
no valueNo values exist for the search property (count = 0). Example: Use to clean up a Taxonomy and check for remaining work.

Clicking on the "return local results only" will exclude from the search results resources in the included asset collections.

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.

Exporting search results

More  Search Options icon next to the Columns button lets you perform additional operations such as exports and also lets you save searches.

Depending on your browser setting exported search results may 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 EDG installation.

Saving searches

The "Save Search" option will display a dialog box where you can enter a name for the search that you'd like to re-use later.


The "Open Saved Search" option 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 Cancel 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 JSON version of the search results from another application that has HTTP access to EDG. This can be a browser, Excel or any other application.

Saving search as "default" means that any time any user of the taxonomy will open the search pane and select the type for which you saved the default search, their initial search results will according to your default search. They can change them by applying a different criteria. For example, if we save a search for South American countries as a default, when any user selects Country from the Type dropdown, they will see the search criteria applied and results panel displaying only South American country.

Editing multiple concepts together

After executing a search, the Batch edit search results choice from the More button 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 Confirm 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 Confirm button.

Globally replacing a property value

You can globally replace a particular property's value using EDG'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 Confirm button.

Running template queries

Template queries are useful specialized taxonomy queries pre-defined in EDG. When you select Execute template query... from the upper-right gear menu, EDG displays a dialog box with a drop-down Template field that offers a choice of searches to make.


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, EDG displays the results of the search:

 

Selecting any of the results will display then in the form and highlight them in the concept hierarchy.

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

Editing Taxonomy Concepts

Adding new concept schemes

Concept hierarchy is organized as a concept scheme, then top concepts of a scheme, followed by children of top concepts. Relationship that connects children to their parent concepts is called "broader concept". 

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 EDG'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.

To begin building hierarchy you must create a concept scheme if you do not have one already. To create a new concept scheme, click on the Create Concept Scheme  icon in the Concept Hierarchy panel. Then, enter its name and click OK.

Adding new concepts

To create a new concept, select a concept scheme or a concept and click on the Create Concept  icon in the Concept Hierarchy panel. Then, enter its name and click OK.

The dialog box has three fields:

  • The Type identifies whether the new concept is an instance of the regular Concept class or a specialized subclass of it. EDG 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.)
  • 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 EDG 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.

After you click the Create Concept dialog box's OK button, EDG 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.

If you selected a Concept Scheme as the parent of a new concept, EDG will automatically connect the scheme to the newly created concept using "has top concept" relationship. If you have selected another Concept as the parent of a new concept, EDG will automatically connect the newly created concept to the parent concept using "broader concept" relationship.

Making changes to an existing concept

To edit an existing value, mouse over to the left of the value and click on the pencil icon that will show up.


This will open the field for editing.

If a property has no values assigned, mouse over in the area where the value should be located. You will see the pencil icon and will be able to click it. This is possible if you toggled the Show/Hide Properties button on the bar at the top of the form. This option will display fields for all properties even those that currently do not have values.

Alternatively, you can click Edit button on the bar at the top of the form. This will open all fields for editing. It will respect Show/Hide Properties option and depending on selection can open for edit only populated fields or all fields. 

The Edit-button mode also lets you log a message with the saved changes. The log message is saved with the history of the change and can be seen from the change history report as a comment and also at the inline change when selecting show history in the form.

When entering value for a relationship, you have the following options:

  1. Start typing the name of the related resource and pick it from the auto-complete list
  2. Use Select using search dialog ... This is useful if you are not sure what laters the related resource's name starts with. As shown below, clicking on this option opens the search panel where you can use all the search functionality to find a resource you want to connect to.
  3. Use Create new ... This will open the Create dialog. It will create a new resource and connect to it.



EDG 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:


To delete a property value, click the X to the right of the value. If a property value comes from an included asset collection, you will not be able to delete or modify it. You will, however, be able to add new values. The exception to this is when a property can have only one value. Then, since you can't modify existing value, you will not be able to perform any edit operations.

If a property value is inferred, it will not be editable, unless the inference is only set to calculate default values which can be overwritten by edits. If property values can't be edited, you will not see the pencil icon and it will not be opened for editing after you click Edit button.

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

If EDG finds any issues with your edits or with any information that was already in place before your edits, after clicking Save Changes, you will see a message, such as:


You can ignore the message and click on Save Changes or you can click on Cancel and continue editing to fix problems.

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 EDG screen. Clicking this button again will undo your undo operation, reverting the data to its state before the first time you clicked it.
Your EDG 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. 

Other Form Options

Perform Concept Specific Actions

These actions are available when clicking on the gear menu icon. Most of these are editing operations explained in the section below under Additional Editing Operations for Concepts and Schemes.

Gear menu also lets you add a concept to a Basket as a shortcut so you could easily come back to it later. And it lets you export the hierarchy starting with the currently selected concept. Other export options are available within the Tabular (Search) view and also under the Export tab.

Create and View Tasks

If enabled, Tasks button shows a number of tasks already associated with a resource. It lets you view these tasks and create new tasks.

Create and View Comments

If enabled, Comments button shows a number of comments already associated with a resource. It lets you view these comments and create new comments.

Switching Resource View

The drop-down button to the left of Show/Hide Properties will let you switch to a different view on the selected resource, if a different view is available. For example, EDG users may create an abridged view for subject matter experts that only shows some properties while the full view will show all properties. The form will present a default view for your role, but let you switch to other views.

Show/Hide Properties

When selecting Hide Properties button above, the details form below will only show properties that have data values. The button will then flip to Show Properties to put it back to seeing all available properties and sections in the form. This option will be remembered next time you enter the form. 

Property Descriptions

Selecting the "Display descriptions of the properties" button will show a description underneath each property on the form. 

Display Form Sections as Tabs

Selecting "Display form sections as tabs" button above will convert the form view to separate each section into it's own tab.

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. You can then accept the suggestion or ignore it. TopBraid EDG comes with all standard SKOS integrity rules pre-built e.g., preferred label and alternative label in the same language can not be the same. It also includes a few additional constraints our customers found useful for working with taxonomies. For example, it will  identify a concept that does not have a parent.

You can add your own rules to enforce your unique best practices and you can also disable some or all of the pre-built constraints. To do this:

  1. Create an ontology in EDG
  2. Include in it either SKOS Core Shapes or SKOS-XL Shapes if working with SKOS-XL
  3. Add new constraints or de-activate existing ones. For information on how to do this, see Ontology View or Edit.

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.

Show History

The Show History checkbox at the top of the form 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.

 

Find similar...

The Find similar... (plus) button at the top of the form page.

It takes the current instance as a "template" allows users to select which properties they want to match against. For example, "find every other city that is in Germany" when you have Berlin selected.

The results page shows applied filters and entities matching the filtering.

Editing using the Source Code panel

You may see a button to display the Source Code panel. This button is positioned on the right of a form when a form is displayed full width - without the tree component on the left.  To open the form full width, click on  Open in the new browser icon.

You you do not see the source code, it means that your EDG administrator disabled it server-wide or it is disabled for your governance role.

Source Code shows RDF serialization of asset's information. 


You can edit the source code directly and press Save Changes after making changes. This is a low level operation that should only be performed if, for some reasons, you can't make changes in the form. And only by technical users comfortable with modifying RDF. Doing this is rarely necessary.

Modifying the Hierarchy and Working with Polyhierarchies

To change a concept's place on the Concept Hierarchy, you can edit its broader concept value using the form, or you can just drag it on the hierarchy to its new location. If the new parent is acceptable, the green checkmark will show it to be a valid designation for the concept. For inappropriate destinations, EDG displays a red X instead of a green checkmark.

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 EDG); 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 "broader concept": 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 "broader concept" values.

Additional Editing Operations for Concepts and Schemes

These editing features are specific to taxonomies.

Creating multiple concepts

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 top of the form panel.

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:

18.PNG 

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.

Controlling type of the new concept


The Create Concept button can be told to only create instances of certain classes as opposed to an instance of a Concept and any of its subclasses.

For example, you may want to make sure that all children of Continent are Countries. To get the new behavior, you need to specify a SHACL constraint on the 'narrower' relationship in the ontology your taxonomy is based on. The SHACL constraint must be done on the inverse of skos:broader. For example:

Go to the Geo Ontology and select Continent. Then, create a property shape as shown below.

      

  

When you go back to the Geography Taxonomy, select Asia and press Create Concept... the dialog will automatically use Country as the class for the children.

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 top of the form. EDG 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 "broader concept" 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 EDG 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, EDG 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, EDG 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 latitude and longitude. Note, however, that its "broader concept" refers to the relevant copy, not the original Great Britain concept.

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 top of the form. 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.

Deleting a concept

To delete a concept, select it on the concept hierarchy panel and select Delete button at the top of the form. 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.

Deleting concept schemes

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

Copy Concept from URL lets you establish relationships between local and external concepts. When you select it, EDG 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 EDG 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, EDG 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, EDG 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.

Visualizing Concepts

Displaying Relationship Trees

EDG'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 from the visualization menu at the top of the form. (First, select the concept that you would like to display as the root of the tree.) EDG 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, EDG 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 visualization menu at the top of the form. (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 EDG 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.

If the concept's data was imported from another source using one of the choices from the gear menu  in the EDG 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.

Tabular Application View


The taxonomy editor has a pair of buttons in the header to switch between hierarchical and tabular editors. To make the tabular application the default view go to the Manage → Set Default App → Tabular taxonomy app.

In this view, you will not see a tree. Instead, your main view will be the search panel described above with a few differences described below.

You will now see a New button that will let you create new concepts and Delete button that will let you remove them.

The tabular editor also makes it possible to create stand-alone instances of SKOS-XL Label - just switch the type to Label.

You will be able, as shown below, edit directly in the table.

When you select a concept in the table by double clicking on it or single clicking and pressing Details button, the form for a concept will open in a new browser tab.

 


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