README - TAXONOMY MANAGER ************************** SHORT PROJECT DESCRIPTION -------------------------- This module provides a powerful interface for managing vocabularies of the taxonomy module. It's especially very useful for long sets of vocabularies. Features: * dynamic tree view * mass deleting * mass adding of new terms * moving of terms in hierarchies * merging of terms (Term merge module) * fast weight changing with up and down arrows (and AJAX saving) * AJAX powered term editing form * simple search interface REQUIREMENTS ------------ - Taxonomy module enabled - JavaScript enabled in your browser - a user with 'administer taxonomy' permission INSTALLATION ------------ 1. Place the entire taxonomy_manager directory into your Drupal sites/all/modules/ directory. 2. Enable the taxonomy manager module by navigating to: administer > site building > modules UPGRAGE to 7.x --------------- The table 'taxonomy_manager_merge' is deprecated and won't be used by now. This table stores which terms were merged into which destination term. If you do not need this information, you can manually remove this table. USING THE TAXONOMY MANAGER -------------------------- To use the Taxonomy Manager go to administer > content management > taxonomy manager. This page contains a list of all available vocabularies. By clicking at one of the vocabularies, you get redirected to the Taxonomy Manager interface, where you can edit the whole tree structure and terms. If you want to edit any general vocabulary settings or if you want to create a new one, go to the categories (administer > content management > categories) page. The interface contains a search bar, a toolbar with some operations, a tree view and if a term gets selected a form for editing the term data. The following lines describe all operations and some terminology. - Tree View The tree view shows all terms of the vocabulary with their hierarchical relations. If your list of terms gets very long, there is a paging mechanism included with a page size of 50 terms. If you are having hierarchical vocabularies, all parent terms have a plus symbol, which means you can expand them to show their child terms. Use the minus symbol to collapse them again. In multiple hierarchies, if one term has more parents, the term gets shown under each of its parents. - Adding of terms For adding new term, click on the 'Add' Button. A fieldset containing some textfields expands. If you want to close this fieldset, click 'Cancel'. To insert a new term, fill in any textfield. Each textfield can only contain one term. You don't have to fill in all textfields, they can be left empty. Depending on your hierarchy settings, it's possible to insert terms and to directly assign a parent to them. If you want to do this, select a parent term in the tree view by marking the checkbox. If you have multiple hierarchies enabled, it's even possible to assign the new inserted terms to more parents at once by selecting more terms in the tree view. - Weight Editing Every term has a weight. This weight determines the position the terms get listed. If terms have the same weight, they are ordered alphabetically. If you want to change the weight, you have 3 ways to do that. 1st way: select the terms you want to move by one position (can be more terms at once) and press either the up or the down button in the toolbar. All saving is done automatically through AJAX. 2nd way: every term in tree view has a mouseover effect. When you move your mouse over a term, two small up and down arrows will appear. Click them to move this term by one position. 3rd way: click on the term, where you want to change the weight. A form for editing the term data appears on the right side of the tree view. At the bottom of this form, there is a select field, which shows the current weight. By changing the value, the tree view gets automatically reordered and the values are saved to the database through AJAX. - Deleting If you want to delete terms from the vocabulary, select them by marking the checkbox and click the 'Delete' button. A fieldset, where you have to confirm the deletion, expands. For hierarchical vocabularies (single or multi), the fieldset contains an option, which says: 'Delete children of selected, if there are any'. Check this if you want to delete all children of a selected parent term. Otherwise, if you are deleting the last parent of terms, the terms get added to root level. - Moving This operation is only available in hierarchical (single or multiple) vocabularies. It allows you to change hierarchies by moving terms from one parent to one other. Select all terms you want to move by marking the checkbox. Click the 'Move' button. A fieldset with some options expands. This fielset contains a autocomplete field, where you have to determine the parent term (under which the terms should be moved). If you want to move terms to the root level, leave this field empty. This autocomplete form allows you to either choose a parent term from the list of exisitng terms or to insert a new terms, which will be used as parent (this parent term will be added to the root level). In multiple hierarchical vocabularies, it's possible to move terms to more parents in one step by inserting more terms into the autocomplete field and separating them by commas. Additional, there appears an option ('Keep old parents and add new one'), which prevents the replacing of old parents. - Merging With the merging action, you can put terms with the same meaning together (e.g. your vocabulary contains: SoC, Summer of Code, GSoC, Google Summer of Code). All terms, that get merged into one other, get synonyms of resulting term (here called merged or main term). Additional all term-node association gets automatically updated (this means nodes, that had a merging term assigned, now get the resulting merged term instead). All merging terms are deleted afterwards. In the Taxonomy Manager, you can do that by selecting all terms you want to merge and to click the 'Merge' button. A fieldset with an autocomplete field an some options expands. In the autocomplete field you have to specify the resulting merged term (into which the selected get merged). The merged term can be either chosen from the list of existing terms or can be inserted automatically and used as merged term. Additional, there are some options available (they depend on the vocabulary settings). If you want to add any kind of relations (parents, children, related terms) from the merging terms to the resulting merged term, select one (or more) of them. The default taxonomy term page, which shows all assigned nodes, is overriden by the Taxonomy Manager, so that former merged terms can be considered (if someone calls a term, that was merged, it redirects to the resulting merged term). NOTE: At the moment, the Taxonomy Manager only cares about the term-node association inserted into the term_node table (by the taxonomy module). If you are using any CCK modules, like CCK Taxonomy or Content Taxonomy, which (can) save the term - node association in cck tables, don't use the Merging action, because changes are not handled. If you are using Views filters instead of the default taxonomy term page, merged terms are either respected. If you want to customize this by yourself or have some other module, you can use following function taxonomy_manager_merge_get_main_term($tid) for getting the main term id (if there is any main term, else return 0). The term merge history gets saved in the taxonomy_manager_merge table (main_tid, merged_tid) and gets additional cached, so that checking for a merged terms causes nearly no performance loss. - Editing term data If you want to edit or read some term properties, click on the term. A fieldset on the right side of the tree view gets loaded. This contains all term related information and can be edited. If you want to change the term name or the description, fill in any changes you want and click the saving symbol. All saving is done through AJAX, so no reload is necessary. Additional, this page contains listing of synonyms, related terms and parents (depends on your vocabulary settings). Every listed entry has an delete operation. By clicking the delete symbol, the relation gets deleted. In case of synonyms, the names get deleted from the database. If you are deleting a related term or a parent, this doesn't delete the term itself, only the relation. For adding new synonyms, the listing has a textfield below. Insert there any new synonym and click the plus symbol. For adding a new related term or a new parent (if multi hierarchy), there is a autocomplete field below the listing. Use this to insert new terms or to choose existing ones and assign them to the current term. - Using the search At the top of the page, there is a collapsed fieldset, called 'Search'. This search allows you to directly select an existing term for editing. Else, if your input doesn't match an existing term, the value will be used for filtering root level terms (this doesn't affect any child term). AUTHOR ------ Matthias Hutterer User: mh86@drupal.org Email: m_hutterer@hotmail.com