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Managing a Taxonomy

Curators can add, rename, and remove categories and make other changes to a taxonomy.

A taxonomy is a hierarchical collection of categories or "nodes". As a best practice, Tamr recommends following the MECE principle (mutually exclusive, collectively exhaustive) when designing and revising a taxonomy. See Taxonomy Design Principles.

Deleting a Taxonomy

To delete a taxonomy:

  1. Open the Categories page.
  2. To the right of the taxonomy name, select More More tricolon iconMore tricolon icon> Delete taxonomy > Confirm.

Adding a Category

Tip: To add several related categories in different tiers (a branch), add the top-most (or parent) category first, then the categories in the next tier, and so on.

To add a category to a taxonomy:

  1. Open the Categories page.
  2. To add a top-level category, select add add iconadd icon next to Tier 1 and the category count. A text box appears at the end of the list of tier 1 categories.
  3. Enter the new category name and then select Save.
  4. To add a tier 2 category, select the tier 1 category to which you want to add it and then select add add iconadd icon next to Tier 2 and the category count. A text box appears at the end of the list of tier 2 categories.
  5. Enter the new category name and then select Save.
  6. To add a Tier 3 category, select the Tier 1 category and then the Tier 2 category to which you want to add it, and then select add add iconadd icon above the tier 3 category names. A text box appears at the end of the list of tier 3 categories.
  7. Enter the new category name and then select Save.

You can also add categories when you are suggesting categories for records. After you select New categorization the Choose a category for this record dialog box offers the same add add iconadd icon option.

Renaming a Category

When you change the name of a category, all records with that category suggested by a reviewer or other expert are immediately updated with the new name. The category names in system suggestions update the next time you apply feedback and update results.

Tip: Categories that are in the same tier must have unique names.

To rename a category:

  1. Open the Categories page.
  2. Move your cursor over the category name that you want to change. Select edit edit iconedit icon.
  3. Change the name in the text box that appears.
  4. Select Save.

You can also edit category names when you are suggesting categories for records. After you select New categorization the Choose a category for this record dialog box offers the same edit edit iconedit icon option as the Categories page.

Removing a Category

You can remove a category if it has not yet been assigned to any records by a reviewer or other expert. To remove suggestions for a category from all records that your experts have reviewed and verified, see Clearing all categorizations for a single category.

importantimportant Important: Removing a category also removes all of the category's children.

To remove one or more categories from a taxonomy:

  1. Open the Categories page.
  2. Select a category and verify that you want to remove it and all of its branch and leaf nodes.
  3. Select delete trash icontrash icon above the list of categories in the tier you selected.
    Tip: If you select a category in the lowest-level tier, you must scroll to the side to bring the icon into view.
  4. Select Remove.

You can also remove categories when you are suggesting categories for records. After you select New categorization the Choose a category for this record dialog box offers the same delete trash icontrash icon option as the Categories page.

Clearing all categorizations for a single category

When you remove all suggestions made by experts of a selected category, Tamr Core removes any categorization suggestions for its descendant categories.

To remove an expert-suggested category from all records:

  1. On the Categories page, select a category.
  2. Select More More tricolon iconMore tricolon icon above the list of categories in the tier you selected and then choose Clear categorizations.
    Tip: If you select a category in the lowest-level tier, you must scroll to the side to bring the icon into view.

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