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README.txt in Taxonomy Manager 8

Same filename and directory in other branches
  1. 5 README.txt
  2. 6.2 README.txt
  3. 6 README.txt
  4. 7 README.txt
  5. 2.0.x README.txt
README - TAXONOMY MANAGER 
**************************


SHORT PROJECT DESCRIPTION
--------------------------
This module provides a powerful interface for managing vocabularies of the
taxonomy module. It's especially very useful for long sets of vocabularies.

Features:
  * dynamic tree view
  * mass deleting
  * mass adding of new terms
  * moving of terms in hierarchies
  * merging of terms (Term merge module)
  * fast weight changing with up and down arrows (and AJAX saving)
  * AJAX powered term editing form
  * simple search interface


REQUIREMENTS
------------
  - Taxonomy module enabled
  - JavaScript enabled in your browser
  - a user with 'administer taxonomy' permission


INSTALLATION
------------
1. Place the entire taxonomy_manager directory into your Drupal
   sites/all/modules/ directory.

2. Enable the taxonomy manager module by navigating to:
     administer > extend



USING THE TAXONOMY MANAGER
--------------------------
To use the Taxonomy Manager go to
administer > content management > taxonomy manager. This page
contains a list of all available vocabularies. By clicking at one of the
vocabularies, you get redirected to the Taxonomy Manager interface, where you
can edit the whole tree structure and terms.  If you want to edit any general
vocabulary settings or if you want to create a new one, go to the categories
(administer > content management > categories) page.

The interface contains a search bar, a toolbar with some operations, a tree view
and if a term gets selected a form for editing the term data.  The following
lines describe all operations and some terminology.

 - Tree View
     The tree view shows all terms of the vocabulary with their hierarchical
     relations. If your list of terms gets very long, there is a paging
     mechanism included with a page size of 50 terms.  If you are having
     hierarchical vocabularies, all parent terms have a plus symbol, which means
     you can expand them to show their child terms. Use the minus symbol to
     collapse them again.  In multiple hierarchies, if one term has more
     parents, the term gets shown under each of its parents.

 - Adding of terms
     For adding new term, click on the 'Add' Button. A fieldset containing some
     textfields expands.  If you want to close this fieldset, click 'Cancel'.
     To insert a new term, fill in any textfield. Each textfield can only
     contain one term.  You don't have to fill in all textfields, they can be
     left empty.  Depending on your hierarchy settings, it's possible to insert
     terms and to directly assign a parent to them. If you want to do this,
     select a parent term in the tree view by marking the checkbox. If you have
     multiple hierarchies enabled, it's even possible to assign the new inserted
     terms to more parents at once by selecting more terms in the tree view.

 - Weight Editing
     Every term has a weight. This weight determines the position the terms get
     listed. If terms have the same weight, they are ordered alphabetically.  If
     you want to change the weight, you have 3 ways to do that.
       1st way: select the terms you want to move by one position (can be more
       terms at once) and press
        either the up or the down button in the toolbar. All saving is
        done automatically through AJAX.
       2nd way: every term in tree view has a mouseover effect. When you move
       your mouse over a term, two
        small up and down arrows will appear. Click them to move this
        term by one position.
       3rd way: click on the term, where you want to change the weight. A form
       for editing the
        term data appears on the right side of the tree view. At the
        bottom of this form, there is a select field, which shows the
        current weight. By changing the value, the tree view gets
        automatically reordered and the values are saved to the database
        through AJAX.

 - Deleting
     If you want to delete terms from the vocabulary, select them by marking the
     checkbox and click the 'Delete' button. A fieldset, where you have to
     confirm the deletion, expands.  For hierarchical vocabularies (single or
     multi), the fieldset contains an option, which says: 'Delete children of
     selected, if there are any'. Check this if you want to delete all children
     of a selected parent term. Otherwise, if you are deleting the last parent
     of terms, the terms get added to root level.

 - Moving
     This operation is only available in hierarchical (single or multiple)
     vocabularies. It allows you to change hierarchies by moving terms from one
     parent to one other.  Select all terms you want to move by marking the
     checkbox. Click the 'Move' button. A fieldset with some options expands.
     This fielset contains a autocomplete field, where you have to determine the
     parent term (under which the terms should be moved). If you want to move
     terms to the root level, leave this field empty.  This autocomplete form
     allows you to either choose a parent term from the list of exisitng terms
     or to insert a new terms, which will be used as parent (this parent term
     will be added to the root level).  In multiple hierarchical vocabularies,
     it's possible to move terms to more parents in one step by inserting more
     terms into the autocomplete field and separating them by commas.
     Additional, there appears an option ('Keep old parents and add new one'),
     which prevents the replacing of old parents.

 - Merging
     With the merging action, you can put terms with the same meaning together
     (e.g. your vocabulary contains: SoC, Summer of Code, GSoC, Google Summer of
     Code). All terms, that get merged into one other, get synonyms of resulting
     term (here called merged or main term). Additional all term-node
     association gets automatically updated (this means nodes, that had a
     merging term assigned, now get the resulting merged term instead). All
     merging terms are deleted afterwards.  In the Taxonomy Manager, you can do
     that by selecting all terms you want to merge and to click the 'Merge'
     button. A fieldset with an autocomplete field an some options expands. In
     the autocomplete field you have to specify the resulting merged term (into
     which the selected get merged).  The merged term can be either chosen from
     the list of existing terms or can be inserted automatically and used as
     merged term.  Additional, there are some options available (they depend on
     the vocabulary settings). If you want to add any kind of relations
     (parents, children, related terms) from the merging terms to the resulting
     merged term, select one (or more) of them.

     The default taxonomy term page, which shows all assigned nodes, is
     overriden by the Taxonomy Manager, so that former merged terms can be
     considered (if someone calls a term, that was merged, it redirects to the
     resulting merged term).

     NOTE: At the moment, the Taxonomy Manager only cares about the term-node
     association inserted
       into the term_node table (by the taxonomy module). If you are using
       any CCK modules, like CCK Taxonomy or Content Taxonomy, which (can)
       save the term - node association in cck tables, don't use the Merging
       action, because changes are not handled.  If you are using Views
       filters instead of the default taxonomy term page, merged terms are
       either respected.  If you want to customize this by yourself or have
       some other module, you can use following function
       taxonomy_manager_merge_get_main_term($tid) for getting the main term
       id (if there is any main term, else return 0). The term merge history
       gets saved in the taxonomy_manager_merge table (main_tid, merged_tid)
       and gets additional cached, so that checking for a merged terms
       causes nearly no performance loss.

 - Editing term data
     If you want to edit or read some term properties, click on the term. A
     fieldset on the right side of the tree view gets loaded. This contains all
     term related information and can be edited. If you want to change the term
     name or the description, fill in any changes you want and click the saving
     symbol. All saving is done through AJAX, so no reload is necessary.
     Additional, this page contains listing of synonyms, related terms and
     parents (depends on your vocabulary settings).  Every listed entry has an
     delete operation. By clicking the delete symbol, the relation gets deleted.
     In case of synonyms, the names get deleted from the database. If you are
     deleting a related term or a parent, this doesn't delete the term itself,
     only the relation.  For adding new synonyms, the listing has a textfield
     below. Insert there any new synonym and click the plus symbol.  For adding
     a new related term or a new parent (if multi hierarchy), there is a
     autocomplete field below the listing. Use this to insert new terms or to
     choose existing ones and assign them to the current term.

 - Using the search
     At the top of the page, there is a collapsed fieldset, called 'Search'.
     This search allows you to directly select an existing term for editing.
     Else, if your input doesn't match an existing term, the value will be used
     for filtering root level terms (this doesn't affect any child term).


AUTHOR
------
Matthias Hutterer 
User: mh86@drupal.org
Email: m_hutterer@hotmail.com

File

README.txt
View source
  1. README - TAXONOMY MANAGER
  2. **************************
  3. SHORT PROJECT DESCRIPTION
  4. --------------------------
  5. This module provides a powerful interface for managing vocabularies of the
  6. taxonomy module. It's especially very useful for long sets of vocabularies.
  7. Features:
  8. * dynamic tree view
  9. * mass deleting
  10. * mass adding of new terms
  11. * moving of terms in hierarchies
  12. * merging of terms (Term merge module)
  13. * fast weight changing with up and down arrows (and AJAX saving)
  14. * AJAX powered term editing form
  15. * simple search interface
  16. REQUIREMENTS
  17. ------------
  18. - Taxonomy module enabled
  19. - JavaScript enabled in your browser
  20. - a user with 'administer taxonomy' permission
  21. INSTALLATION
  22. ------------
  23. 1. Place the entire taxonomy_manager directory into your Drupal
  24. sites/all/modules/ directory.
  25. 2. Enable the taxonomy manager module by navigating to:
  26. administer > extend
  27. USING THE TAXONOMY MANAGER
  28. --------------------------
  29. To use the Taxonomy Manager go to
  30. administer > content management > taxonomy manager. This page
  31. contains a list of all available vocabularies. By clicking at one of the
  32. vocabularies, you get redirected to the Taxonomy Manager interface, where you
  33. can edit the whole tree structure and terms. If you want to edit any general
  34. vocabulary settings or if you want to create a new one, go to the categories
  35. (administer > content management > categories) page.
  36. The interface contains a search bar, a toolbar with some operations, a tree view
  37. and if a term gets selected a form for editing the term data. The following
  38. lines describe all operations and some terminology.
  39. - Tree View
  40. The tree view shows all terms of the vocabulary with their hierarchical
  41. relations. If your list of terms gets very long, there is a paging
  42. mechanism included with a page size of 50 terms. If you are having
  43. hierarchical vocabularies, all parent terms have a plus symbol, which means
  44. you can expand them to show their child terms. Use the minus symbol to
  45. collapse them again. In multiple hierarchies, if one term has more
  46. parents, the term gets shown under each of its parents.
  47. - Adding of terms
  48. For adding new term, click on the 'Add' Button. A fieldset containing some
  49. textfields expands. If you want to close this fieldset, click 'Cancel'.
  50. To insert a new term, fill in any textfield. Each textfield can only
  51. contain one term. You don't have to fill in all textfields, they can be
  52. left empty. Depending on your hierarchy settings, it's possible to insert
  53. terms and to directly assign a parent to them. If you want to do this,
  54. select a parent term in the tree view by marking the checkbox. If you have
  55. multiple hierarchies enabled, it's even possible to assign the new inserted
  56. terms to more parents at once by selecting more terms in the tree view.
  57. - Weight Editing
  58. Every term has a weight. This weight determines the position the terms get
  59. listed. If terms have the same weight, they are ordered alphabetically. If
  60. you want to change the weight, you have 3 ways to do that.
  61. 1st way: select the terms you want to move by one position (can be more
  62. terms at once) and press
  63. either the up or the down button in the toolbar. All saving is
  64. done automatically through AJAX.
  65. 2nd way: every term in tree view has a mouseover effect. When you move
  66. your mouse over a term, two
  67. small up and down arrows will appear. Click them to move this
  68. term by one position.
  69. 3rd way: click on the term, where you want to change the weight. A form
  70. for editing the
  71. term data appears on the right side of the tree view. At the
  72. bottom of this form, there is a select field, which shows the
  73. current weight. By changing the value, the tree view gets
  74. automatically reordered and the values are saved to the database
  75. through AJAX.
  76. - Deleting
  77. If you want to delete terms from the vocabulary, select them by marking the
  78. checkbox and click the 'Delete' button. A fieldset, where you have to
  79. confirm the deletion, expands. For hierarchical vocabularies (single or
  80. multi), the fieldset contains an option, which says: 'Delete children of
  81. selected, if there are any'. Check this if you want to delete all children
  82. of a selected parent term. Otherwise, if you are deleting the last parent
  83. of terms, the terms get added to root level.
  84. - Moving
  85. This operation is only available in hierarchical (single or multiple)
  86. vocabularies. It allows you to change hierarchies by moving terms from one
  87. parent to one other. Select all terms you want to move by marking the
  88. checkbox. Click the 'Move' button. A fieldset with some options expands.
  89. This fielset contains a autocomplete field, where you have to determine the
  90. parent term (under which the terms should be moved). If you want to move
  91. terms to the root level, leave this field empty. This autocomplete form
  92. allows you to either choose a parent term from the list of exisitng terms
  93. or to insert a new terms, which will be used as parent (this parent term
  94. will be added to the root level). In multiple hierarchical vocabularies,
  95. it's possible to move terms to more parents in one step by inserting more
  96. terms into the autocomplete field and separating them by commas.
  97. Additional, there appears an option ('Keep old parents and add new one'),
  98. which prevents the replacing of old parents.
  99. - Merging
  100. With the merging action, you can put terms with the same meaning together
  101. (e.g. your vocabulary contains: SoC, Summer of Code, GSoC, Google Summer of
  102. Code). All terms, that get merged into one other, get synonyms of resulting
  103. term (here called merged or main term). Additional all term-node
  104. association gets automatically updated (this means nodes, that had a
  105. merging term assigned, now get the resulting merged term instead). All
  106. merging terms are deleted afterwards. In the Taxonomy Manager, you can do
  107. that by selecting all terms you want to merge and to click the 'Merge'
  108. button. A fieldset with an autocomplete field an some options expands. In
  109. the autocomplete field you have to specify the resulting merged term (into
  110. which the selected get merged). The merged term can be either chosen from
  111. the list of existing terms or can be inserted automatically and used as
  112. merged term. Additional, there are some options available (they depend on
  113. the vocabulary settings). If you want to add any kind of relations
  114. (parents, children, related terms) from the merging terms to the resulting
  115. merged term, select one (or more) of them.
  116. The default taxonomy term page, which shows all assigned nodes, is
  117. overriden by the Taxonomy Manager, so that former merged terms can be
  118. considered (if someone calls a term, that was merged, it redirects to the
  119. resulting merged term).
  120. NOTE: At the moment, the Taxonomy Manager only cares about the term-node
  121. association inserted
  122. into the term_node table (by the taxonomy module). If you are using
  123. any CCK modules, like CCK Taxonomy or Content Taxonomy, which (can)
  124. save the term - node association in cck tables, don't use the Merging
  125. action, because changes are not handled. If you are using Views
  126. filters instead of the default taxonomy term page, merged terms are
  127. either respected. If you want to customize this by yourself or have
  128. some other module, you can use following function
  129. taxonomy_manager_merge_get_main_term($tid) for getting the main term
  130. id (if there is any main term, else return 0). The term merge history
  131. gets saved in the taxonomy_manager_merge table (main_tid, merged_tid)
  132. and gets additional cached, so that checking for a merged terms
  133. causes nearly no performance loss.
  134. - Editing term data
  135. If you want to edit or read some term properties, click on the term. A
  136. fieldset on the right side of the tree view gets loaded. This contains all
  137. term related information and can be edited. If you want to change the term
  138. name or the description, fill in any changes you want and click the saving
  139. symbol. All saving is done through AJAX, so no reload is necessary.
  140. Additional, this page contains listing of synonyms, related terms and
  141. parents (depends on your vocabulary settings). Every listed entry has an
  142. delete operation. By clicking the delete symbol, the relation gets deleted.
  143. In case of synonyms, the names get deleted from the database. If you are
  144. deleting a related term or a parent, this doesn't delete the term itself,
  145. only the relation. For adding new synonyms, the listing has a textfield
  146. below. Insert there any new synonym and click the plus symbol. For adding
  147. a new related term or a new parent (if multi hierarchy), there is a
  148. autocomplete field below the listing. Use this to insert new terms or to
  149. choose existing ones and assign them to the current term.
  150. - Using the search
  151. At the top of the page, there is a collapsed fieldset, called 'Search'.
  152. This search allows you to directly select an existing term for editing.
  153. Else, if your input doesn't match an existing term, the value will be used
  154. for filtering root level terms (this doesn't affect any child term).
  155. AUTHOR
  156. ------
  157. Matthias Hutterer
  158. User: mh86@drupal.org
  159. Email: m_hutterer@hotmail.com