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Data Harmony Thesaurus Master®


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Detailed information on the operation of the Data Harmony Thesaurus Master module from Access Innovation’s, Inc. Presented by Alice Redmond-Neal and Jack Bruce at the 2012 Data Harmony User Group meeting on February 7, 2012 at the Access Innovations, Inc. offices.

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Data Harmony Thesaurus Master®

  1. 1. Thesaurus Master™
  2. 2. Choose the Thesaurus Master tabThesaurus Master opens, topped with the name of yourcurrent thesaurus project and displaying the thesaurus.TM’s menu bar offers File, Edit, View, and Help.
  3. 3. The screen is vertically divided into two parts. The left side presents the current view of your thesaurus.
  4. 4. The right sideoffers detailsof thesaurusterms and theworkspace.
  5. 5. Let’s start with left side…The standard thesaurus view is the hierarchy,collapsed to show your TopTerms alphabetically.
  6. 6. Every term having Narrow Terms has a key icon. Click on any key to open the list of Narrow Terms for that term.
  7. 7. Clicking on that key again closes theNarrow Term list.You can open multiple keyssimultaneously, displaying as muchof your thesaurus hierarchy as you wish.
  8. 8. How do you want to view your thesaurus?
  9. 9. Choose the standard hierarchy, or an alpha list of all terms…
  10. 10. …or view your thesaurus terms in Permutedformat, with Nonpreferred Terms in italics….
  11. 11. …or view thefrequencyof wordswithinthesaurusterms...
  12. 12. … or review deleted … or candidate terms.
  13. 13. Zoom and expandwith theDynamic ViewPick your view -- TM will sort your terms and display them just as you wish.
  14. 14. Clicking on any term on the left panel revealsthe detailed term record on the right panel.
  15. 15. The term appears on the top, followed by Broad Term(s) Narrow Term(s) Status of the term (Accepted, Candidate) Related Term(s) Nonpreferred Term equivalent(s) Text field (if used) Scope Notes Editor’s Notes Sort factor, Facet, or Category Historical record of the term
  16. 16. To Edit your thesaurus – use menu bar or R clickUse editorial functions for construction and for maintenance.
  17. 17. Let’s get to work!To search for a term in your thesaurus, click...
  18. 18. Four terms include ―computer‖Highlight a term and click View Selection to seethe full term record, including the term’s status.
  19. 19. To locate a term in the thesaurus view, use Find. FIND tips: 1 - not case sensitive, 2 - don’t use * wild cardThe thesaurus expands and highlights the term.
  20. 20. Enter a new term and its Broader Term in thethesaurus hierarchy, and click OK. The new term is now part of your thesaurus.
  21. 21. Every editorial action you takeis immediately SAVED in Thesaurus Master.No specific SAVE is required when youadd, move, delete, or change a termor make any reciprocal relationship.
  22. 22. With a MAIstro installation,the integrated M.A.I. application automaticallygenerates a basic rule for the new term.Just click Save to accept the rule.You can modify the rule at any time.
  23. 23. An active term’s status starts as Accepted or Candidate,depending on your configuration of the Admin Module. You can change a term’s status at any time.
  24. 24. While you’re in the workspace for the term,you can build up the term record, addingRelated Terms, NonPreferred Terms, notes …whatever you need. Click the + beside the element you want to add, and enter the text in the pop-up box.
  25. 25. Add a NonPreferred Term forSoftware programmers – Software engineers
  26. 26. In the term record, highlight Software engineers,and click V (―view‖) to jump to that term’s record.
  27. 27. Reciprocal postings? TM handles them for you! ―Computer software‖ is a Related Term for ―Software programmers‖Enter a Related Term orNonPreferred Term (Used for) in oneterm record… the reciprocal is automaticallyposted in the other term’s record.
  28. 28. With a MAIstro application, M.A.I. automaticallygenerates a rule for the NonPreferred Term Synonym rule NonPreferred ―software engineers‖ points to Preferred Term Software programmers
  29. 29. In the term record, highlight any term, andclick V (―view‖) to jump to that term’s record.You can jump to the term record for a Broader Term,Narrower Term, Related Term, or Non Preferred Term.
  30. 30. When to use NonPreferred Terms synonyms alternate spellings British spelling common typos search terms
  31. 31. To change a term, click Edit  Change Term,enter the new version, and click OK.The change is automatically recorded in the History field.
  32. 32. With a MAIstro installation,the integrated M.A.I. application automatically updates any existing rules. M.A.I. changes the old term to the new term in all relevant rules. With MAIstro,your thesaurus terms and rules are always kept in sync.
  33. 33. To move a term or a branch, highlight the term,click Edit  Move, enter the new BroaderTerm, and click OK—any Narrower Terms move.
  34. 34. For Scope Note, Editorial Note, and Facet fields,click to open and enter text. (+ signifies an entry)History field automatically records changes withthe date, type of change, and editor’s name.
  35. 35. Want to delete just part of a term record?In the term record view, highlight the term andclick the – beside the relationship to undo.
  36. 36. To delete a term entirely from your thesaurus,highlight the term, click Edit  Delete.The term is recorded with Deleted Terms under View.You can Undo Deletion now, or bring it back later fromthe Deleted Terms view using Add Term.
  37. 37. With a MAIstro installation,the integrated M.A.I. application automatically pulls up each rule that includes the newly deleted term.You decide whether to delete the rule entirely, or you can substitute a current valid term for the deleted term and save.With MAIstro, your thesaurus terms and rules stay current with each other.
  38. 38. To delete an entire branch,highlight the Broad Term for the branch,click Edit  Delete Branch Friendly reminder
  39. 39. Polyhierarchies, or Multiple Broad Termrelationships, are simple to establish… just highlight in the left panel, click + for Broader Term, enter term in the pop-up box, and click OK.
  40. 40. TM blocks illogical term relationships.
  41. 41. What is the Facet field for? Facets are attributes of a topic – The attributes are not thesaurus terms – Overview, Instructional methods Economic aspects, etc. The field sorts all terms into groups according to entries in this field.
  42. 42. The Facet view displays all terms associated with each Facet entryWhat facets wouldapply to your domain?
  43. 43. Number of Terms, under Edit, counts total terms,NonPreferred terms, terms in a branch, and termsin the number of hierarchy levels you specify.
  44. 44. From File, access Export, the Import Module,Print, and Print preview… …and User Administration for the Project Administrator
  45. 45. You canexportyour fullThesaurus…or one ormorebranches
  46. 46. ExportThesaurus gives you 14 format choices.Pick one, then specify where to save it. Export = Save As
  47. 47. ExportBranches lets you save a branch as amini-thesaurus.You choose whether to retain Related Terms.
  48. 48. Import lets you import an existing thesaurusinto TM, or use the module as a worksheet.
  49. 49. Sample tab-delimited import formatComposers BT=Persons RT=Composition (Music)Computer software BT=Computers SN=Refers to the set of programs and procedures required for computer operationsComputers NT=Computer softwareFilm and video BT=Visual and performing arts NT=Music videosMusic videos BT=Film and videoPersons NT=Composers Tab between each element of term record. Field titles have no spaces before/after = Convert easily from Excel™ spreadsheet
  50. 50. Sample term record import formatMT Computer softwareBT ComputersSN Refers to the set of programs and procedures required for computer operations$$MT ComputersNT Computer software$$MT ComposersBT PersonsRT Composition (Music)$$MT PersonsNT Composers
  51. 51. Sample xml import format<TermInfo><T>Composers</T><BT>Persons</BT><RT>Composition (Music)</RT></TermInfo><TermInfo><T>Computer software</T><BT>Computers</BT><SN>Refers to the set of programs and procedures required for computer operations</SN></TermInfo><TermInfo><T>Computers</T><NT>Computer software</NT></TermInfo>
  52. 52. Import – the Thesaurus Creation Module –has all editorial functions.Term notes andassociationsare carried overto TM throughthe import process.
  53. 53. Update Thesaurus checks for hierarchy structureand for duplicate terms…
  54. 54. … then inserts imported terms – with relationshipsand notes – in your established hierarchy.
  55. 55. TM’s ThesaurusStatus Reportdetails the numbersof terms by variousfeatures.It shows how many- Equivalent terms,- Candidate terms,- Terms with RTs,- Terms with synonyms,- Terms with scope notes,- etc.,you currently have inyour taxonomy.
  56. 56. TM’s ThesaurusUpdate Reportdetails all changesover a time periodyou set.You can review alltermsadded, changed, and deleted,sorted by editorname.
  57. 57. Print and Print preview let you specify what to print–the complete hierarchy, a branch, or hierarchy levels.
  58. 58. The printed thesaurus matches the current View —Hierarchy, Alphabetical, All TermRecords, Permuted, Frequency, Candidate or DeletedTerms.
  59. 59. DataHarmony Technical Details TM • Written in JAVA (JAVA plug-in installs automatically) • Stores data in XML format • Functions on any platform Windows, NT, XP, Mac, Unix, Linux, Solaris • Available for a single user or a network • MAIstro’s Admin Module provides password-controlled access • APIs simplify integration with other software
  60. 60. Thesaurus Master is all you need to TMbuild and maintain your thesaurus…butteaming with Machine Aided Indexer TM • puts your thesaurus in action, and• adds power and precision to your indexing