A taxonomy is a hierarchical set of categories used to organize content in the repository based on a set of criteria different from the cabinet and folder structure. This alternate organization, often based on the subject matter of the content, provides a place for users to look for all content related to common topics of interest.
The term taxonomy refers to two related items in Content Intelligence Services.
In most situations, it refers to the hierarchy of categories that divide up a particular subject area for content. The structure of a taxonomy determines the navigation path that users follow to locate documents in the category.
Content Intelligence Services also uses the term taxonomy to refer to the Documentum object that serves as the root level of the hierarchy.
Taxonomies consist of three types of Documentum objects:
Taxonomies: Represent the root of a hierarchical tree of categories. The taxonomy definition sets default values for its categories and can include property conditions that documents must meet to be categorized. No documents are assigned directly to the root of the taxonomy.
Categories: Are the headings under which documents are categorized. The definition of a category includes the evidence that CIS server looks for in document content to determine whether it belongs to the category.
Category classes: Define the default behavior of categories. Every category is assigned to a class.
When you create a taxonomy, it is offline by default. Offline taxonomies are available for design and test, but are not available for end users to see. To make the taxonomy available to end users, you bring it online. When you bring it online, the taxonomy, its categories, and categorized documents appear to users under the Categories node in Documentum Administrator and in Webtop.
When you create or modify a taxonomy in the repository, synchronize it to make it available to CIS server.
In addition to building taxonomies using Documentum Administrator, you can import taxonomies in taxonomy exchange format (TEF). The Content Intelligence Services Administration Guide provides more information about importing taxonomies.
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