This function allows you to create, share and maintain customized versions of the Taxonomy by removing terms you do not wish to include in your filtered set. Some filters are “official” (created by work groups with expertise in a particular area). Others are created by subscribers and may be shared (community filters) or kept as private. Official and community filtered sets are available to all subscribers.
Manage Filters Screen: To begin, click on “Add a filter” or select a current filter to use as your starting point and click on “clone”. You may also edit, unpublish or delete filters from this page, but only those that are your own.
Filter Description: A filter name is required for all filters. Other information includes the contact name and phone number for the individual responsible for the filter and a filter description. All fields are mandatory for official and community filters, but it is advisable to provide contact information and a description for private filters.
Manage Filter: <Filter Name>: From this screen, you can return to the initial screen (“Manage Filters”), manage terms (begin to build your filter), edit your filter description or generate an outline report. The latter is very useful as you begin to shape your filtered set. The filter description and a list of excluded terms/sections is also displayed.
Manage Terms: When you click on “Manage Terms”, the system displays the level I terms in the Taxonomy. You can exclude an entire section by clicking on “exclude term”, or you can display levels 2-6 of each section by clicking on the Level I term name. This allows you to exclude some terms within a section but retain others. You must edit (or leave unchanged) all 11 sections to complete your filter.
When you select a level I term, the system displays all of the terms within that section. For each term, you have two options: to exclude the term (which also excludes all subsets) or to exclude the children (leaving the term itself selected). The terms in bold are included in the Taxonomy; the others are excluded. Excluded terms may be re-included by clicking on “include term”. You can switch to “outline view” to see only the terms you have included. Your selections automatically save when you click on “return to first level terms”. Sections that you have edited are referenced with an asterisk.
When you have completed your filter, return to the Manage Filter page. The terms you have excluded will be listed at the bottom of the page. This page serves as a summary for the filter you have created and will be modified as additional changes are made.
To complete the process, click on “Return to Manage Filters”. Your new filter will be listed as a private filter. To make a request to share your new filter, click on “publish”. The name of your filter will be transferred to the Filters submitted for approval section. The filter will be reviewed by the Taxonomy editor and, if approved, transferred to the Community filters section.
Filter Maintenance: When the 211 Taxonomy Web site is updated, the system will help you maintain your filter by doing the following with new terms:
All terms added provisionally by the Manage Filter function are flagged for your review. Be sure to check your filter after each update to ensure that you review and confirm the decisions made for you by the system.