The taxonomy component is used to manage pre-defined lists of keywords. Taxonomies are an important part of your information architecture. They ensure that different members of your team are cross-referencing data they collect in the same way. For example, you might create a taxonomy listing a set of age ranges, places or types of stakeholders. Using taxonomies makes your analysis faster, as your data is already coded.
The following BetterData components use taxonomies:
- Indicator set - Taxonomies are used to populate drop down menus so that you can tag forms
- Performance plan - Taxonomies are used to specify criteria for disaggregating indicator data
- Reports - Taxonomies can be used to filter a reports data
In most cases taxonomies are quite simple. You might need to create a list of types of training that people can select on a training form. In other cases you may need a more complex taxonomy. For example:
- A list of places, starting with countries, then provinces (or states), then districts and so on
- An organisational organogram, starting perhaps with programmes, then teams, then sub-teams
In both these cases BetterData makes it easy to create a hierarchical taxonomy where it understands that the province Nampula is part of the country Mozambique. This makes it possible to configure your community in the following ways:
- Different levels of the taxonomy can be assigned different names (eg Country, Province, District)
- Specific forms can choose to reference one or more levels of the taxonomy in a drop down menu. This lets you maintain one comprehensive place taxonomy, but expose only the specific parts relevant to a form
- Parent terms are implied by child terms and can be used in your reports. For example, forms tagged with the District Bilene will be linked to the Province Gaza and appear when filtered this way.
In cases where you manage multiple communities, you can choose to share specific taxonomies across each community. This ensures that you standardise the way in which you cross reference data. Kwantu manage a central library of taxonomies based on international standards. These are always available for you to use.
The taxonomy editor tool makes it easy for your administrator to create or update taxonomies. Once created or updated, taxonomy terms appear immediately on the forms and reports in which they are used.
The editor keeps track of changes to taxonomies, making it possible to track back who made a change and when.