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Select Custom Schemes for Projects

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Select Custom Schemes for Projects

All defined custom schemes can be made available per project via the Select Custom Schemes dialogue. If the custom scheme does not have relevant information for a concept or concept scheme such as no class was selected for that concept, it is in italics and it is not available. For example, if you apply a class to a concept, the Custom Scheme becomes automatically available if it is relevant.

To select a custom scheme for a project, do the the following:

  1. In the ADVANCED menu, click Select Custom Scheme. The Select Custom Schemes dialogue opens. Alternatively you can open the dialogue via Add Scheme in the Concepts Details view.

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  2. Activate the custom schemes you want to use in your project.

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  3. Click Close to confirm your changes.

Afterwards for all selected schemes a separate tab is available in the Details View of a concept or concept scheme, inside the Details tab, if relations or attributes for the respective concept are available, as shown below:

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If the relations or attributes for the respective are not available, the concept scheme appears in italics.

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For available schemes you can do the following:

Apply Custom Classes

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Apply Custom Classes

This section contains a short guide on how to apply custom classes to concept schemes, concepts and collections in your PoolParty project.

You can assign custom classes using the context menu. There are different ways of assigning custom classes:

That way multiple classes can be assigned to a concept. Assigned classes are displayed below the title and URL of a concept or top concept in the concepts Details View. Hover your cursor over a class to show context information for the applied class.

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Apply Custom Class Specifically to a Selected Concept

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Apply Custom Class Specifically to a Selected Concept

This section provides a short guide on how to apply a custom class on a individual concept.

  1. Right-click the node of the concept you want to apply the class to.

  2. In the context menu that opens, select Apply Custom Class. In the Apply Custom Class dialogue you can select the Custom Scheme and the Custom Class you want to apply.

  3. Make sure the Apply on Subtree checkbox is deselected.

  4. Click Save in the Apply Custom Class dialogue so that the concept will receive the selected class.

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Note

You can only apply one class per concept from this dialog.

Apply a Custom Class on All Sub-concepts of a Concept Scheme or Subtree

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Apply a Custom Class on All Sub-concepts of a Concept Scheme or Subtree

This section provides a short guide on how to apply a custom class on all sub-concepts of a concept scheme or subtree.

  1. Right-click the node of the concept scheme you want to apply the class to.

  2. In the context menu, select Apply Custom Class.

  3. In the Apply Custom Class dialogue select the Custom Scheme and the Custom Class you want to apply.

  4. Make sure the Apply on Subtree checkbox is checked.

  5. Click Save in the Apply Custom Class dialogue so that all sub-concepts will receive the respective class and all concepts created or moved to this concept scheme will have the class applied.

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Note

You can only apply one class per concept scheme or subtree.

Apply a Custom Class on All Members of a Collection

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Apply a Custom Class on All Members of a Collection

This section provides a short guide on how to apply a custom class on all members of a collection.

  1. In your opened PoolParty project, expand the Collections node at the bottom of the tree and right-click the node of the collection you want to apply the class to.

  2. In the context menu, select Apply Custom Class.

  3. In the Apply Custom Class dialogue select the Custom Scheme and the Custom Class you want to apply.

  4. Click Save to confirm.

Note

You can only apply one class per concept scheme or subtree.

This step will produce the following result: all members of the collection receive the selected class and all concepts added to this collection will have the class applied.

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Insert Custom Relations and Attributes

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Insert Custom Relations and Attributes

This section contains a short guide on how to use custom relations and attributes for individual concepts or concept schemes.

On a selected custom scheme tab you can define attributes and relations, similar to working on the SKOS tab.

How to Add a Custom Attribute

You can insert Attribute values in the green sections column on the right. The screenshot below shows how to add an image URI to a top-concept:

  1. Click the Add icon. The Add URI dialogue opens. Enter the URI for the desired image into the URI field.

  2. Click Save to confirm your changes.

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Note

For all values an import validation is in place that allows to only add values in the correct format. For the date and date/time attributes a calendar widget is provided.

When you add a value of an attribute that is a sub-property of another attribute, the value of the superordinate attribute will also be automatically populated through inference. The same does not apply the other way round.

When you edit or delete a value of an attribute that is a sub-property of another attribute, the value of the superordinate attribute that was initially populated through inference will not be automatically updated or deleted. Please review the inferred value of the superordinate attribute and if applicable, edit or delete it manually.

How to Add a Custom Relation

You can insert Relations in the blue sections column on the left.

You can add relations via drag and drop or autocomplete.

In the example below you can see the insertion of a relation per drag and drop:

  1. Here the Domain of the relation is 'Aperitif and digestif', so it is active in the tree. The Range of this relation is the concept 'Fruit'.

  2. Click the concept and drag and drop it onto the relation of the active custom scheme tab, 'consists of', in this example.

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Note

When you create relations, domain and range restrictions defined for the custom scheme are taken into account.

When you add a value of a relation that is a sub-property of another relation, the value of the superordinate relation will be also automatically populated through inference. The same does not apply the other way round.

When you edit or delete a value of a relationship that is a sub-property of another relation, the value of the superordinate relation that was initially populated through inference will not be automatically updated or deleted. Please review the inferred value of the superordinate relation and if applicable, edit or delete it manually.

Using the custom scheme tab you can only create custom relations within one project. If you want to create custom relations between projects you can do that by using project linking.

For a programmatic approach you can use the PoolParty API calls Web Service Method: Add Custom Attribute and Web Service Method: Add a Custom Relation to a Resource.