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Adding or installing new hierarchies

Hierarchies as thesaurus are an important area of Dédalo system. Dédalo use hierarchies in multiple scenarios, as normalized toponymy, languages, thematic, materials, techniques, etc. Adding or installing new hierarchies is and will be a important maintenance process.

Defining hierarchy

Hierarchies are a complex structure of data with multiple relations formats, as his name defines, data will structure hierarchically with parent-children relation, Dédalo support more relations types as equality, change to, equivalence, or other relation types.

By default all hierarchies sections are a clone of the hierarchy20 section. But is possible use any other section adding the relations and definition to create a hierarchy with any flat section.

Hierarchies are showed inside the Thesaurus area and they are viewed with a tree representation.

What is the difference between hierarchy and thesaurus?

Hierarchies are the structure of the data and the thesaurus will be the data itself, the data entered by users or imported. Any thesaurus has a main controlled that is defined into Dédalo ontology (as an expansion of the ontology) and this definition is named hierarchy.

In other words; Hierarchies are the meta information of the thesaurus.

Creating new hierarchies

Is necessary to identify two different hierarchies types:

  • Common and shared hierarchies
  • Private hierarchies.

Common or shared hierarchies

Every hierarchy has a unique TLD that identify it and is used into Dédalo ontology as a specific section with his own configuration. To create or import a common or shared hierarchies you will need to know the TLD before open the new hierarchy.

In some hierarchies this TLD use a standard denomination, as toponymy hierarchies, that use the ISO 3166-1 definition to identify the countries.

Some common and shared TLD's: (list ordered by type and name)

Hierarchy Description type section TLD
Chronological Periods and time events Thematic (1) hierarchy20 dc
Culture Defines different cultures and his space and time Thematic (1) hierarchy20 culture
Deposition type Defines the different Deposition types of donations in register Thematic (1) hierarchy20 depositiontype
Iconography Defines iconography Thematic (1) hierarchy20 icon
Immovable Defines places as archeological sites, findspots Thematic (1) hierarchy20 tchi
Inscriptions and measures Defines typologies of inscriptions and his ubication into the object Thematic (1) hierarchy20 pieces
Material Defines the composition materials used in objects Thematic (1) hierarchy20 material
Object name Defines the different names for objects Thematic (1) hierarchy20 object
Onomastic Names of people and places Thematic (1) hierarchy20 on
Technique Defines the techniques used to build objects Thematic (1) hierarchy20 technique
Thematic Themes used to analyze heritage Thematic (1) hierarchy20 ts
ISAD(g) Defines the hierarchy related to the ISAD(g) Catalog (8) isad1 isad
Languages Languages families and dialects languages (3) hierarchy20 lg
Cause of uncertainty Defines the reasons of the uncertainty Semantic (4) hierarchy20 uncertainty
Position role Defines the different position role for persons Semantic (4) hierarchy20 rolepos
Semantic Defines context for data, relations between concepts Semantic (4) hierarchy20 ds
Users jobs Defines the different jobs for people Semantic (4) hierarchy20 rolejob
Users roles Defines the different roles of Dédalo users Semantic (4) hierarchy20 roleusr
Special Defines a restrictions for indexation Special (5) hierarchy20 special
Analysis Defines the different analysis techniques applied to objects. Conservation (10) hierarchy20 coanalysis
Cause Defines the reasons of the affectation Conservation (10) hierarchy20 cocause
Countermark Defines symbols used as countermarks Epigraphy (7) hierarchy20 sccmk
Greek Defines especial symbols not defined into Unicode Epigraphy (7) hierarchy20 scell
Job material Defines the work materials to be used in the restoration process Conservation (10) hierarchy20 comaterial
Latin Defines especial symbols not defined into Unicode Epigraphy (7) hierarchy20 sclat
Northern Paleo Hispanic Defines Iberian symbols not defined into Unicode Epigraphy (7) hierarchy20 scxibo
Pathology Defines the affectations in the objects Conservation (10) hierarchy20 copathology
Punic Defines especial symbols not defined into Unicode Epigraphy (7) hierarchy20 scxpu
South-Western Paleo Hispanic Defines Iberian symbols not defined into Unicode Epigraphy (7) hierarchy20 sctxr
Southern Paleo Hispanic Defines Iberian symbols not defined into Unicode Epigraphy (7) hierarchy20 scxibm
Symbols Defines symbols Epigraphy (7) hierarchy20 scsym
Treatment Defines the processes that can be applied into the restoration process Conservation (10) hierarchy20 cotreatment
Web sites Website structure, menus, etc Websites (6) ww10 ww
Ubication Topographic, to identify the location of objects Ubications (9) hierarchy20 ubication

TLD's names

The first hierarchies created were toponyms, and this hierarchies followed the ISO TLD's Alpha 2 to use as Dédalo ontology TLD. Some of the first common hierarchies follow the ISO Alpha 2 rule, as thematic hierarchy, that use ts as TLD, by the time, it became impossible to create new ontologies following the Alpha 2 rule, so, the Alpha2 rule was removed and now Dédalo can use a longs TLD's, but following some rules: For this historical reasons no spaces, especial characters, numbers, points, commas or any other characters outside ASCII characters are valid (as accents á, è, ç, ñ, etc.). To create hierarchies TLD's, only [a-z] characters are accepted.

Private hierarchies

Is possible to create hierarchies by your own, alone for other Dédalo installations. In this case you will need to use a specific TLD following the rule of use only letters, without spaces, numbers or any special characters.

Usually, the hierarchy reference will be hierarchy20, the normalized section used as thesaurus model.

Process to create new hierarchy

Both, common and private, hierarchies has the same process to be created.

  1. Go to Hierarchy section in the Thesaurus menu.

    Going to Hierarchy section

  2. Review if the TLD exists previously doing a search.

    Searching TLD Alpha 2 into hierarchy section

  3. If not exists, create new record as any other section.

  4. Mandatory Add the new TLD into the TLD (Alpha2) field.
  5. Add the main language of the hierarchy
  6. Mandatory Set the Typology of the new hierarchy
  7. Mandatory Set the real section tipo (usually hierarchy20)
  8. Mandatory Add the name of the hierarchy
  9. Change the state of the field "Active" to "Yes"

    Fill the fields into the new hierarchy

  10. Open the tool to create the new hierarchy, the tool is locate into the inspector.

    Click the tool button to build

  11. Build it clicking in the "Generate" button.

    Alt text

  12. Check in Thesaurus that this hierarchy is ready and set the permissions to users as you need.

    Check the new hierarchy into thesaurus view

Toponyms or other standardized hierarchies

For simplified the creation and load toponymy hierarchies is possible use the Maintenance panel to control the all toponyms hierarchies.

Dédalo installations will pre-configure all counties, but their are not active and his data is not loaded by default. Only countries loaded in the install process will be accessible to users. To activate new one follow this steps:

  1. Go to "Maintenance" panel in "System administration" menu.
  2. Locate the "Install hierarchies" block

    Import toponymy control panel

  3. Check the country or the normalized hierarchy that you want to load. (Is possible check more than one)

  4. Click the "Import hierarchy" button and wait. (Some countries may have a large dataset)
  5. Check in Thesaurus view that this hierarchy is ready and set the permissions to users as you need.