Taxonomy Builder: Build Hierarchy

Before starting the generation process you can provide an optional prompt and change the default parameters.

1. On the landing page of the Taxonomy Builder you can drag-and-drop nodes from your taxonomy tree into the field next to the the Starting Node: label (1). You can also click the Select items... drop-down menu and select any existing nodes from your taxonomy there.

   Note

   If more than one node is selected Taxonomy Builder will apply the same generation settings and prompt to each node individually.

   If the Generate Taxonomy button was selected in the project's Details View the Taxonomy Builder will, by default, choose the project node to expand the taxonomy upon. Regardless of which node is dropped into this field, all existing narrower concepts originating from this node will be expanded unless explicitly excluded in the Parameter Settings (2).

2. The Generation Size (3) drop-down menu allows you to control the breadth and depth of your taxonomy from a list of presets:

   • Small (default): depth = 2; children = 3

   • Wide: depth = 2; children = 10

   • Deep: depth = 4; children = 4

   The number of child nodes relates to the desired number of narrower concepts on each level for each expanded concept, whereas the depth corresponds to the desired depth of your taxonomy starting from the selected node.

3. Optionally, enter a meaningful prompt in the input field (4) that describes the domain and the desired structure of the taxonomy.

   The Taxonomy Builder automatically uses existing metadata as context for the LLM. This contextual information is included regardless of whether or not a prompt was provided, and scales based on your selection:

   • If a concept is selected the Taxonomy Builder uses the project description, the description of the parent concept scheme, and the definition of the selected concept.

   • If a concept scheme is selected the project description is used along with the description of the selected concept scheme.

4. Click Generate (5).

Concepts in the taxonomy tree can be dragged and dropped on top of suggested broader concepts to replace them. Once a suggested broader concept has been replaced, the taxonomy tree on the left will automatically update its structure.

Clicking Generate opens the Taxonomy Builder workflow UI. This will generate suggestions in the Build Hierarchy workflow tab which allows you to organize candidate concepts and their suggested broader concepts.

The taxonomy tree on the left (1) visualizes the suggested position of these candidate concepts which are also listed on the right side under Candidate Concepts.

Generated concepts are highlighted in gray and have a Sparkle icon next to them, whereas pre-existing concepts are color-coded depending on their position in the taxonomy tree.

To deselect a candidate concept, hover over it and select the X icon (2). Deselected candidate concepts will show a + icon instead, which can be clicked to re-add the concept to the candidate concept list and the taxonomy tree on the left.

To rename a candidate concept, hover over it and select the pen icon (4) and enter your desired label.

You can use the Restart button (5) to permanently delete all generated data and start the Taxonomy Builder process from scratch. Clicking the button will open a dialog warning where you can select Start Again to follow through with this action.

Once you are done building the foundation for your taxonomy you can proceed to the Add Details tab. Alternatively, if you wish to add no more details to your taxonomy, you can select Accept & Close to apply the currently generated content to your taxonomy. Click Discard & Close to exit the Taxonomy Builder, discarding all currently generated content.