Managing Your Custom Taxonomies

The Taxonomy Matcher allows you to create, save, and manage your own custom taxonomies. This gives you full control over the categories used for matching your products.

1. Accessing Taxonomy Management

Navigate to the Manage Taxonomies page from your Dashboard or the main navigation bar.

2. Viewing Your Taxonomies

On the "Manage Taxonomies" page, you will see a list of all your saved custom taxonomies. For each taxonomy, you can typically see:

• Name
• Description (if provided)
• Creation Date
• Last Updated Date
• Number of categories/paths (if available)

3. Creating a New Custom Taxonomy

You can create new taxonomies in a few ways:

a. From the "Manage Taxonomies" Page

1. Click the "Create New Taxonomy" (or similar) button.
2. You will be presented with a form:
   • Name (Required): Give your taxonomy a descriptive name (e.g., "My Apparel Taxonomy Q3").
   • Description (Optional): Add a brief description for context.
   • Taxonomy Content (Required): Paste or type your taxonomy structure here.
     • Each category path must be on a new line.
     • Use > (space, greater than sign, space) to denote hierarchy.
     • Example:

       Apparel > Mens > Tops > T-Shirts
       Apparel > Mens > Bottoms > Jeans
       Apparel > Womens > Dresses > Casual
       

3. Save: Click "Save Taxonomy".

b. From the Matcher Page (When Uploading)

1. On the Matcher page, select the "Upload Custom Taxonomy" option.
2. Upload your .txt taxonomy file.
3. After a successful upload, an option "Save as new taxonomy" will appear.
4. Click it, provide a Name and optional Description, and save.

4. Editing an Existing Taxonomy

1. On the "Manage Taxonomies" page, find the taxonomy you wish to edit.
2. Click the "Edit" button or link associated with it.
3. This will typically open an editor view pre-filled with the taxonomy's current name, description, and content.
4. Make your desired changes to the name, description, or the taxonomy content itself.
5. Save Changes: Click "Update Taxonomy" (or similar) to save your modifications.

5. Deleting a Custom Taxonomy

1. On the "Manage Taxonomies" page, locate the taxonomy you want to delete.
2. Click the "Delete" button or icon.
3. A confirmation dialog will appear to prevent accidental deletion.
4. Confirm the deletion. The taxonomy will be permanently removed from your saved list.
   • Note: Deleting a taxonomy here will not affect past match history entries that used it (they typically store the taxonomy name or a snapshot).

6. Using Your Custom Taxonomies in the Matcher

1. Navigate to the Matcher page.
2. Under the "Select Taxonomy" section, choose the "Use Saved Taxonomy" radio button.
3. Select your desired custom taxonomy from the dropdown list.
4. Proceed with providing your product data and start matching.

Best Practices for Custom Taxonomies

• Be Consistent: Use a consistent naming convention and hierarchy.
• Be Specific but Not Overly Granular: Aim for a level of detail that is useful for your business without creating an unmanageable number of categories.
• Review Regularly: As your product catalog changes, review and update your custom taxonomies to ensure they remain relevant and accurate.
• Use Descriptions: Add descriptions to your taxonomies to remember their purpose or scope, especially if you manage multiple versions.

By effectively managing your custom taxonomies, you can significantly improve the accuracy and relevance of your product categorization.