Adding a node to the Concept Taxonomy

To access the Concept Taxonomy editor:

1. Open the index you wish to modify, you can do this by either:
   • Selecting it from the My Index Catalog list
   • Select File > Open an Index from the menu and browse to the location where the index is stored
2. From the menu, select Index > Concept Taxonomy, the concept taxonomy editor will be shown.
3. Find the location where you wish to add the new node and click the Add button.
4. You will be prompted to enter the following values:
• Name
  Fill in a logical name for the concept. This line appears in the graphical representation of the Concept Taxonomy.
  
• Description
  The contents of this field are displayed to the user when an entry is highlighted on the Concept Taxonomy. This description is used to explain in detail the purpose or topic of the Concept Taxonomy entry.
• Query
  You can set a query to be automatically performed when the user selects this particular concept. You do not have to type an entry in this field, as this may be a top level heading, use a file filter only, etc.
• Include all lower levels in query
  If the concept has any sub-concepts, they will be included in any query. If any of the sub-concepts have queries attached to them, these queries will combine to make up the selected concept's query.
• Filter By
  Concept Taxonomy query results can be filtered to include or exclude specific document or file paths (i.e. directories and folders). Perceptive Search will still search the entire contents of your index, but will only display the matching files found in the folders you specify, or matching the file types or endings that you need.
  
  When a concept query is executed, Perceptive Enterprise Search - Local Administration Console will ignore any existing query filters that users have set up in Perceptive Enterprise Search - Local Administration Console. To apply filters to a Concept Taxonomy, add details whilst creating or edit a concept to the taxonomy.
  
  • Path Contains
    Only displays files which contain a specified character string anywhere in their full path and filename. For example, typing NEWS into this box would display all the files in the directories C:\INFO\NEWS, G:\NETNEWS\SCIENCE and I:\TRASH\NEWSTORAGE.DOC. You can make multiple entries, separated with semi-colons (;).
  • Path Omits
    Will not display files which contain the specified character string anywhere in their full path and filename.
  • Filename Like
    Only displays files which contain a specified character string in their file name. You can use standard DOS wildcards in defining your strings, such as NEWS*.DOC.
  • Filename Unlike
    Will not display files containing a specified character string in their file name.
  • Category Like
    Only displays files which belong to the specified document category, wild cards may be used. To include multiple categories separate with semi-colons (;).
  • Category Unlike
    Will not display files which belong to the specified document category
  • By file date
    The DOS file date must fall on or between the dates typed. Dates must be provided in the short date format for your location, or use the calendars to select.
Click OK
5. Select File > Save and Close to update the Concept Taxonomy.

See Also

• Concept Taxonomy Editor
• Editing a node in the Concept Taxonomy
• Modifying the Concept Taxonomy hierarchy
• Printing the Concept Taxonomy