Please note that the screenshots provided are generic. While they may not match the exact color scheme of your Research & Analytics Platform, the content and functionality are correct.

 

Navigate Terms View

The Navigate Terms view is designed to display the vocabulary ontological concepts. These concepts are used in many of the views, such as the Query Tool view.

 


Introduction

This section describes the layout and contents of this view.

 

Layout of the Navigate Terms View

The Navigate Terms view displays the terms listed in the metadata table(s). These terms are grouped (categorized) with other similar items. These groupings are displayed in a hierarchal tree that can be expanded to view all the concepts and modifiers in the associated category.

 

ntView

 

 

As stated above, the Navigate Terms view is hierarchical display of the concepts and modifiers in the metadata table(s). The modifiers will always appear with their associated concept.

 

There are several branches or components of the tree that display.

 

Table Name

The highest level is the name of the metadata table that stores the vocabulary. This level cannot be used when creating a query.

 

Containers

A container (container) has other folders, concepts and / or modifiers. It can be expanded and collapsed by clicking on the plus sign (plusSign) or minus sign (minusSign) next to it. It can not be dragged to other views.

 

Folders

A folder (folder) contains other folders, concepts and / or modifiers. It can be expanded and collapsed by clicking on the plus sign (plusSign) or minus sign (minusSign) next to it. It can also be dragged to other views.

 

Concepts

The concept (leaf) is the lowest level of the hierarchy and cannot be expanded further.

 

 

 


Navigation

 

Expand / Collapse a Folder

Users can expand or collapse a folder by clicking on the plus sign (plusSign) or negative sign (minusSign) next to the folder icon.

 

Expand (Open) a Folder

  1. Click on the plus sign (plusSign) next to the folder in the Navigate Terms view.
  2. The folder will open and all the items in the folder will display.

 

Collapse (Close) a Folder

  1. Click on the negative sign (minusSign) next to the folder in the Navigate Terms view.
  2. The folder will close and all the items in the folder will display.

 

 

Options

Users can define how many concepts folders and items to display, and whether to show synonyms. The display options are set in the Navigate Terms Options dialog window, which can be accessed by clicking on the Show Options widget / icon (options).

 

ntOptions

 

 

 

Maximum to Display

The Maximum Number of Children Folders and Items to Display is used when expanding a folder in the Navigate Terms view. Once the maximum number is reached a message will appear informing you that you have reached the maximum and continuing to retrieve all the concepts in the list may affect performance. You will have the option to continue or to cancel the action.

 

ntMaxExceed

 

 

Show Synonymous Terms

Some terms may be flagged as a synonym of another term. Selecting Show Synonymous Terms will display both the original term and the synonym in the Find Terms view. For easy identification, synonymous terms will be blue when displayed in the results list.

 

 

Use Short Tooltips

By default, the tooltip that displays when you hover over an item will contain the entire path name and the tooltip that is specific to that item. Enabling the Use short tooltips option will only display the tooltip information; the path will not be included.

 

 

Show Concept Codes in Tooltips

In addition to showing the tooltip, this option will also display the concept_cd associated to the item.

 

 

 


Using Terms

This section describes how to use a group of concepts, a single concept, and a modifier.

 

Draggable Items

Individual as well as groups of concepts can be dragged and dropped (copied) from the Navigate Terms view to other views in the Web Client.

 

  1. Folder
  2. A folder (folder) and all its concepts (children) can be added to other views by dragging the folder name from Navigate Terms to one of the following views.

     

     

  3. Concept
  4. A concept (leaf) can be added to other views by dragging the name of the concept from Navigate Terms to one of the following views.

     

     

 

Add to Query Tool View

A folder or individual conceptcan be added to the query tool view by simply dragging the item from Navigate Terms view and dropping it into one of the panels in the Query Tool view.

Add Folder to Query Tool View

  1. Highlight the folder (folder) by clicking on the name of the folder.
  2. While holding the left mouse button down, drag the item over to the Query Tool view.
  3. Drop the item into the panel labeled Group 1.
  4.  

    qtDragFolderMI

     

     

  5. The folder will now display in the panel for Group 1.
  6.  

    qtDropFolderMI

 

Add Concept to Query Tool View

  1. Highlight the concept (leaf) by clicking on the name of the concept.
  2. While holding the left mouse button down, drag the item over to the Query Tool view.
  3. Drop the item into the panel labeled Group 1.
  4.  

    qtDragConceptMI

     

     

  5. The concept will now display in the panel for Group 1.
  6.  

    qtDropConceptMI

 

 

Add to Workplace View

Information in the workplace is related to the most common concepts and queries that an individual uses and in essence becomes their personal workplace.

 

wpView

 

Add Folder to Workplace View

  1. Highlight the folder (folder) by clicking on the name of the folder.
  2. While holding the left mouse button down, drag the item over to the Workplace view.
  3. Drop the item into either your workplace folder or the shared folder.
  4.  

    wpDragFolder

     

     

  5. The folder will now display in the Workplace view with the same name.
  6.  

    wpDropFolder

 

Add Concept to Workplace View

  1. Highlight the concept (leaf) by clicking on the name of the concept.
  2. While holding the left mouse button down, drag the item over to the Workplace view.
  3. Drop the item into either your workplace folder or the shared folder.
  4.  

    wpDragConcept

     

     

  5. The concept will now display in the Workplace view with the same name.
  6.  

    wpDropConcept