How do I create a taxonomy? (archive)
- Rajkiran Alla (Deactivated)
- markmetcalfemm (Unlicensed)
An Orbita taxonomy is a hierarchical tree of information that refines topics from general to more and more specific items that relate to a topic.
For example, the hierarchy of a first-aid taxonomy could have the following topics and more.
The top-level lists a number of medical issues that require first-aid attention, such as Broken bone, Burns, Fever, and so on.
Each medical issue can have a list of sub-items, such as Symptoms, Treatment, and so on.
Symptoms may include items such as a stiff neck, rash, trouble breathing, and so on.
Treatments may include advice to drink fluids, take medicine, call your doctor.
The lock icon indicates that the item is being edited by someone else. Once the person who is editing the item saves, the lock disappears.
Tip: Try designing your taxonomy on paper before creating it so that you can determine relationships among the kinds of information before you implement the taxonomy in the software.
A voice experience designer builds a taxonomy so that a developer can use it in Orbita Experience Designer to create a natural conversation. This document focuses on building a taxonomy, and not using it in development.
Create a new taxonomy
To create a new taxonomy, open the Taxonomy view and click Add (+). A dialog box appears.
Enter a title and a description for the new taxonomy and click Add.
Initially, the top-level node is called Home. You can change this by clicking Edit. The Taxonomy Tree dialog box appears. (See the following section.)
Create a taxonomy node
The image to the left shows the top-level node (for example, Medical issues). When you click on it, it shows Delete, Edit, and Add actions. To create a subtopic, click Add. The taxonomy tree dialog box appears.
Title. Enter the name of the taxonomy node.
Match Phrases. Enter the exact words and phrases needed to access this taxonomy node.
Partial Phrases. Enter words or phrases that do not need to be an exact match. For example, if you enter blister as a partial phrase, then blister, blisters, blistering each provides access to the taxonomy node. If you do not want blistering to be part of the access phrase, then specify blister and blisters in the Match Phrases field instead.
Voice. Select this tab for audio responses.
Say Text. Enter content for the voice assistant to speak.
Reprompt. Enter content for the voice assistant to speak when there is no response, or a response was not understood.
Text. Select this tab for textual responses such as for an automatic chat-bot.
Chat Text. Enter content for the chat-bot or other text display.
Reprompt. Enter content to display when there is no response, or a response was not understood.
Screen. Select this tab for responses on a display device.
Short Title. Enter a short title to display on the screen.
Long Title. Enter a long title to display on the screen.
Body. Enter the content of the taxonomy node for the screen display.
Image Small. Click Upload to open the Asset browser where you can select an image and click OK. The display device uses either a small or large image, depending on its capability.
Image Large. Click Upload to open the Asset browser where you can select an image and click OK.
Button. Select this tab to define push-button responses. Use this for chat-bots. (See image below.)
Value. Enter the value of the button.
Text. Enter the text on the button (such as Upper Back, Lower Back, Neck, and so on).
Attributes. Use this field to make a notation about the taxonomy node. For example, perhaps you made an agreement with your developer to publish a taxonomy node based on whether you enter the word “Approved” into the Attributes field. Or, if you wanted multiple approvers, you can use a comma-separated list such as “approver 1, approver 2”. There may be other uses that you can discuss with your developer.
Reorder your taxonomy tree
The JSON tab exposes the code behind the Taxonomy Tree user interface. You can edit the code, bypassing the user interface, and rearrange the taxonomy tree by cutting, pasting, and moving code.