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Location of Taxonomies and Metadata

1 Initial Problem

There are three different types of "Taxonomies" in ILIAS:

1. You can add taxonomy definitions in Categories (over Taxonomies tab).
2. You can assign taxonomy definitions of categories onto ILIAS objects like files, courses, links,... (over Metadata tab).
3. You can add taxonomy definitions in objects and assign them in their sub-items, f.e. in question pool test or glossary (over Taxonomies Submenu in Settings and Edit menu of sub-item).

In this request we focus on (1) and (2), how to add and assign taxonomy definitions of categories.

Taxonomies can be added over a Taxonomies tab in categories. The assignment of these taxonomies can be done over Metadata tab below LOM-Metadata (see ILIAS 5.2).

That's a mismatch, because taxonomies have nothing to do with LOM-Metadata. Additional users have to match "Taxonomies" with "Metadata" to find the right place, where taxonomies can be assigned.

To help users to assign ILIAS-objects to their category-taxonomies, the location of taxonomy definition and assignment should be changed and be separated from LOM.

2 Conceptual Summary

We propose to move taxonomies in a submenu of metadata tab.

Adding taxonomies and assigning taxonomies come together in the same tab. They are always in the "Metadata" tab. "Taxonomies" tab of categories will be removed.

Categories "Metadata" tab would have following subtabs:

1. LOM 
2. Custom Metadata
3. Custom Metadata Definition
4. Export Files of Local Custom Metadata 
5. Taxonomy Settings
6. Taxonomy Definition

Other ILIAS objects

The assignment of taxonomies is removed from the LOM sub tab to a new "Taxonomy Assignment" sub tab.

Object	Metadata Tab	Adjustments
Course	LOM / Custom Metadata /Custom Metadata Definition / Taxonomies / Export Files	yes
Folder	none	-
Session	currently none (will have metadata/taxonomies with 5.3, see Metadata for Sessions and Taxonomies for Sessions)	yes
Category Reference/ Course Reference/ Group Reference	none	-
Item group	none	-
Booking Pool	Custom Metadata Definition / Export Files	-
Forum	none	-
Chat	none	-
File	LOM / Taxonomies	yes
Weblink	LOM / Taxonomies	yes
Webfeed	none	-
Wiki	Object: Custom Metadata / Export Files Page: Metadata (Custom Metadata)	-
Blog	none	-
Learning Module ILIAS	Object:  LOM / Taxonomies	yes
Learning Module HTML	LOM / Taxonomies	yes
Learning Module SCORM	has an old Metadata LOM formular, cannot assign taxonomies at the time	-
Glossary	Object: LOM / Custom Metadata  / Custom Metadata Definition / Taxonomies / Export Files	yes
Data Collection	none	-
Bibliography	none	-
Mediacast	none	-
Media Pool	none	-
Exercise	none	-
Test	LOM / Taxonomies	yes
Question Pool Test	Object: LOM / Taxonomies	yes
Individual Assessment	none	-
Poll	none	-
Survey	LOM / Taxonomies	yes
Question Pool Survey	LOM / Taxonomies	yes
Portfolio Template	none	-
Cloud Object	none	-

3 User Interface Modifications

3.1 List of Affected Views

Categories

• Taxonomies
• Taxonomies > Presentation Settings

Other ILIAS Objects

• Metadata > LOM (Quickedit)
• Metadata

3.2 User Interface Details

3.3 New User Interface Concepts

None.

4 Technical Information

No technical issues.

5 Contact

• Author of the Request: Seiler, Yvonne [yvseiler], Amstutz, Timon [amstutz]
• Maintainer: Killing, Alexander [alex] for Taxonomies, Meyer, Stefan [smeyer] for Metadata
• Implementation of the feature is done by: {The maintainer must add the name of the implementing developer.}

6 Funding

If you are interest in funding this feature, please add your name and institution to this list.

• ...

7 Discussion

Killing, Alexander [alex], 20 Mar 2017: Some remarks:

• If courses could define their own taxonomies (currently only possible in categories), we would have three subtabs: "Taxonomy Classification" (assignment of the object to tax nodes), "Taxonomy Settings" and "Taxonomy Definitions".
• Categories currently do not come with a Metadata tab.
• Would the "custom metadata" for courses be editable at two locations, "Settings > Course Info" and "Metadata > Custom Metadata"?

Amstutz, Timon [amstutz], 21 March 2017: @Killing, Alexander [alex] Thx for the remarks.

• If courses could define their own taxonomies (currently only possible in categories), we would have three subtabs: "Taxonomy Classification" (assignment of the object to tax nodes), "Taxonomy Settings" and "Taxonomy Definitions".

Correct

• Categories currently do not come with a Metadata tab.

I think they do, but only if "Custom Metadata" is enabled in Settings. 

• Would the "custom metadata" for courses be editable at two locations, "Settings > Course Info" and "Metadata > Custom Metadata"?

That is the current case in 5.2, isn't it?

JourFixe, ILIAS [jourfixe], April 24, 2017: We highly appreciate this suggestion and schedule it for 5.3. Notice: The labels on the screenshots are outdated. The new sub tab is called "Taxonomy Assignment".  We see a need to add the Metadata tab to all object types in the future. Otherwise we have some object types that can do taxonomy assignments while others don't. A feature request "Metadata tab for all object types" will be added to the wiki by Matthias.

8 Implementation

Test Cases

Test cases completed at 23.08.2017 by ezenzen

• C18709: Darstellung der Taxonomien und Metadaten

Approval

Approved at 22th Aug 2017 by Seiler, Yvonne [yvseiler].