Term / Relation Type

You can select and add terms to a terms list when creating or modifying a record type whose data type is either: Terms List or Relationship Marker. (See Define a Terms List.)

However, you can gain greater control over the underlying Vocabularies from the the Structure | Terms / Relation Type option.

About Vocabularies

A 'vocabulary' is a particularity category of related 'child' terms (e.g. 'Language' is a vocabulayr, while French is a child term).

Note. A term list is the set of terms within a particular dropdown (a terms list field type), and is based on all or some items in a Vocabulary.

Vocabularies can be nested (i.e. any child term can in turn become a vocabulary).

Heurist provides a set of default vocabularies. Users can edit and add to these, as required.

To create a new vocabulary

1. Navigate to Structure | Terms / Relation Type. This shows the Edit Terms screen.

This has two tabs:

• Term List Fields. Contains terms for Term List fields.
• Relationship Types.  Contains terms for relationship markers.

Each tab shows all available vocabularies. Clicking a + icon for a vocabulary shows its available terms.

2. Select the appropriate tab.
3. Click Add Vocabulary.
4. Complete the Vocabulary Term Label and Description and click Add Term.

A new Vocabulary entry is added to the end (root) of the Vocabularies hierarchy.

Note. You can create nested hierarchies of terms if you wish

5. Add any terms to this vocabulary (see below).

To add a term (child) to a vocabulary (parent)

1. Check if the terms you wish to add already exist. If required, enter all or part of the text into the Find field to show all matching terms.

If the term does not already exist, you can continue to add it.

2. Select the vocabulary or term you wish to add to.

Note. To create a new top level vocabulary, see To create a new vocabulary above.

This display the Edit Selected Term dialog.

3. Select Add Child. The new term is temporally added to the hierarchy with the default name 'new term'. The Add Child button changes to Add Term.
4. Change the default name 'new term' to the name of the term and add a Description if required:

Note. Setting the Status to Approved prevents any additional changes to this term.

5. Click Save Term. The new term is added to your vocabulary:

Important. Term(s) have been added to the term tree but this does not add them to the individual term lists for different fields, since these are individually selected from the complete term tree. Please update the lists for each field to which these terms should be added. (See Change Vocabulary.)

6. Repeat this process for each new term you wish to add (ensure you select the correct vocabulary).

Important. Sorting is according to the order of entry. Therefore enter terms in the order you wish them to appear.

To edit an existing vocabulary or term

1. Navigate to Structure | Manage Terms. The Edit Terms page displays.
2. Select the vocabulary or term from the Vocabulary hierarchy. Its details are displayed in the Edit Selected Term dialog. For example:

3. Edit the fields as required.
4. To delete the term (or vocabulary), click Delete. You are prompted whether to continue with the deletion.

Important. If you deleting a vocabulary, all of its child vocabularies and terms are also deleted, and cannot be restored.

5. To change the parent for the term or vocabulary, click Move, select the new parent from the hierarchy, and click Set Parent (or click Parent Is Root to set the parent to be the hierarchy root):

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