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Create and apply taxonomies

  • Create: Click New Taxonomy, choose flat or hierarchical, and define config. API parity: Create Taxonomy.
  • Flat: Join a source collection to a taxonomy collection via a retriever. Configure input mappings and enrichment fields.
  • Hierarchical: Define nodes explicitly or infer via schema, clusters, or LLM. Per-node retrievers and input mappings are supported.
  • Execute on-demand: Validate configs against sample documents. API: Execute Taxonomy. Note this is for testing only; on-demand enrichment typically happens inside retrievers.
  • Materialize: Attach to collections with execution_mode set to materialize so Engine enriches after ingestion. Manage under Collections → Taxonomy Applications. API: Update Collection.
  • Versions: Snapshot configurations and browse history. API: Create Version, List Versions.
  • Manage: Get, list, or delete taxonomies. API: Get, List, Delete.

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Tips

  • Use on-demand for interactive retrieval flows and materialize for post-ingestion enrichment.
  • Keep enrichment fields minimal to avoid payload bloat; prefer app-side joins when possible.
1

Create

Select retriever, input mappings, and source collection.
2

Validate

Use Execute for on-demand checks with sample docs.
3

Apply

Attach to a collection as on-demand or materialize.
Materialized enrichments are executed by the Engine post-ingestion—no separate API call is needed.