Manage Taxonomy Templates

In the Manage Taxonomy Templates window of the CDM Extension Taxonomy Editor, you can add and modify taxonomy templates as you want.

Add a Taxonomy Template

1. Click the Home tab.
2. In the Navigation Pane, click Extension Taxonomies.
3. Click Manage Taxonomies on the ribbon. The Manage Taxonomies window opens.
4. Click Templates. The Manage Taxonomy Templates window opens.
5. In the Taxonomy Templates section, enter a new template name in a new row.
6. Add a description, family, and version.
7. Click OK. The Manage Taxonomy Template window closes and the new taxonomy template is saved.
8. In the Select Taxonomy window, click Templates. The Manage Taxonomy Templates window opens.
9. Select the taxonomy template that you just created.
10. In the Schema Imports tab of the Template Data section, enter a valid URI in the Schema URI field.
11. Use the drop-down list to select if the schema in the Schema URI field is Direct (required for taxonomy generation) or Supplemental (used as a reference, is non-discoverable, and not used for taxonomy generation).
12. Click Add.
13. Continue adding direct or supplemental schemas as required.
14. Add relationship groups for the taxonomy template in the Default Relationship Groups tab.
15. Click OK.

Modify a Taxonomy Template

1. In the Taxonomy Templates section of the Manage Taxonomy Templates window, click any column for any of the templates that are listed and enter a new value.
2. In the Template Data section, click a tab and click a column for any of the values listed. If the value is not read-only, you can change the value by entering a new one and pressing Enter.
3. Click OK when your changes are complete.