Taxonomy

A taxonomy enables you to classify and manage your documents, based on hierarchical structures. An existing taxonomy may be linked to a ZyLAB index, ensuring faster and more precise access to relevant information. The classification values will be part of the document, stored as field values belonging to the field Taxonomy. This enables dynamic structuring of information, which saves storage space and enhances search capabilities.

Conditions

A taxonomy index must exist and be attached to a taxonomy value file (see the ZyINDEX manual > Taxonomy Field Index). A Web Client must exist with the taxonomy index attached (see the ZyLAB Web Client for System Administrators manual > Create and Edit a Web Client).

Instructions

1. Open the Web Client.

   Make sure the Taxonomy index is either the only selected index or is displayed on top of the index list.

2. Select the Taxonomy tab.
3. Double click on a folder to display the results list.
4. Add (taxonomy) field values via Edit document field values of selected documents. Select the Taxonomy field and use the Taxonomy Browser (displayed below the Taxonomy field) to make a selection. To make multiple selections, press Alt and select as many selections as you like. Click Save Multiple Selections.
5. Go to ZyINDEX and build the index.

Result

You created a Taxonomy index, added documents and (taxonomy) field values. Now, you can search the index using either ZyFIND > Fields, or in the Web Client using the Taxonomy button to display the Taxonomy Browser. Use the ALT key to make multiple selections and click the Search button to display the results list.