User permissions required: 'View Sources' AND 'Review and label'
To make any changes to labels (renaming, merging or deleting), you can access the label edit tool by clicking the cog icon that appears when you hover your mouse over the label name in Explore or Reports (as shown below).
Example taxonomy showing 'Edit label' icon on hover
Please Note: Merging and deleting labels are actions that cannot be undone, so be careful when doing so. If you want to make considerable changes to your taxonomy but are concerned about the outcome, you can always fork the taxonomy first by creating a copy of the dataset and then you can revert back to the old version if you are unsatisfied with the changes.
Deleting a label
To delete a label – either because you created it by mistake or you no longer need it - you can do so by clicking the cog icon next to the label name.
- Click to the ‘Delete’ tab
- Then click ‘Delete label’
Merging a label
You may need to merge one label with another for a few different reasons. It might be that you’ve created two labels which are very similar and one label will suffice rather than two. It could also be that you’ve created very specific sub-labels and there are insufficient examples at that level of detail and you want to merge a label back up into its’ parent.
To merge one label into another, click the cog icon next to the name of the label that will be merged to bring up the label edit model (A).
- Click to the ‘Merge’ tab shown in (B)
- Select the other label that you want to merge the label into from the dropdown, or type it in
- Click ‘Merge label’
Renaming a label
Renaming a label is a simple (and reversible) process. This is why it’s ok not to worry what to call a label when first building your taxonomy. As long as you’re capturing the idea or concept with the label, you can change the name later.
To rename a label, click the cog icon next to the label name to bring up the label edit model (A):
- Click to the ‘Rename’ tab shown in (B).
- Type the new name for your label.
- Click ‘Rename label’.
Renaming a label is also the easiest way to move labels around and add layers of hierarchy to your taxonomy, like in this example. This label name change means that the ‘Bed’ label will now be nested under the ‘Room’ parent label. All ‘Bed’ labels will now be considered a subset of ‘Room’ by Re:infer.
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