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README.txt


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