Taxonomy Editor

The Taxonomy Editor allows you to create and edit hierarchical label trees into which to funnel your data.

To access the Taxonomy Editor from the home page, in the navigation panel to the left, click the Models tab. Then, select Taxonomies and then click New Taxonomy; or click the plus button in the bottom right corner. You can also edit existing taxonomies, or upload one you've already created outside of the Stratifyd platform.

Layout of the Taxonomy Editor

Labels: These are the bones of your taxonomy skeleton, a folder-like structure​. In the labels panel to the left, there is a tree containing all of the labels in your taxonomy hierarchy. Right-click any label to add a new label under it, copy the label, or delete the label. Note that you cannot delete the top-level label. You can drag and drop labels into new positions within the hierarchy.

You can collapse labels that you are not using to simplify your view.
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Tabs: Each label can have multiple tabs of logic blocks. Additional tabs are joined using an AND connection. You may wish to create multiple tabs for better organization.
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Block Logic: This is where we write our keyword rules and set overarching logic rules. There are three types of block logic: any, all, none​. 
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Scope: Define how much text should be considered when applying your logic. This can be done at the sentence, document, or paragraph level.​
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Syntax: Each rule in your taxonomy should be separated by commas and will follow the logic of the container that it's in (ALL, NONE, ANY). Wildcards, boolean, exact matches

At the top left corner of the Taxonomy Editor, this menu offers the following options.

• Rename - Select this option to rename the taxonomy.

• Save as - Select this option to save a copy the taxonomy with a new name.

The toolbar also includes these options.

• Undo - Allows you to undo any actions you have performed in the editor back to the last time you saved the taxonomy.

• Redo - Allows you to redo any actions you have undone.

• Merge - Select this option to open a second taxonomy from which you can drag and drop labels (complete with sub-labels and logic blocks) into the current taxonomy.

• History - Select this option to view or compare specific versions of the taxonomy.

• Debug - Use this to test your taxonomy.

• Share - Select this option to share the taxonomy with team members or groups of team members. See Sharing taxonomies for details.

• Export - Select this option to export the taxonomy to a JSON file.

• Save - Saves the taxonomy to the server.

• Close - Closes the Taxonomy Editor. Any unsaved changes remain local until you save them to the server.

Debug menu

The Debug menu allows you to test your taxonomy as you create it. This menu offers the following options. See Debugging for details.

• Run - Select this option to select a data stream, map a text field to analyze, and run a taxonomy test against it to view matches found in a subset of the data stream.

• Run single tests - Select this option to find a specific word or phrase within the taxonomy.

Results Preview

As you make changes to your taxonomy, you can preview the results to see the impact and accuracy of your changes. Since you're only reprocessing the edited portions, it's a quick and streamlined process.

Further questions?

We're here to help! Don't hesitate to contact us for further assistance.

Additional Resources

Creating a Taxonomy

Taxonomy Troubleshooting Guide
Taxonomy Editing Results Preview