MDM Modes

The MDM Client operates in five modes. Each mode is designed for manipulating specific types of tables and repository information, as follows:

Record mode

Allows you to search, view and edit the records of any table in the MDM repository. This is the mode you will use most often, primarily to view and edit records in the main table, but also to view and edit records in any of the subtables.

Hierarchy mode

Allows you to view and edit the hierarchy tables in the MDM repository, including regular hierarchy tables, taxonomy tables, and the Masks table. Though you can also view and edit the records of a hierarchy table in Record mode, Hierarchy mode specifically allows you to edit the parent/child relationships and the sibling ordering of the hierarchy.

Taxonomy mode

Allows you to view and edit the taxonomy tables in the MDM repository. You will use this mode to create and maintain the category hierarchy used in the repository, and to manage the attributes associated with each category and subcategory. Though you can also view and edit taxonomy tables in both Record mode (for searching) and Hierarchy mode (for editing the other fields of information associated with each category), Taxonomy mode is unique in that instead of focusing on the records of the taxonomy table, it allows you to create and manage the pool of attributes associated with the taxonomy table, and to assign attributes to categories on a category-by-category basis.

Matching mode

Allows you to identify and eliminate duplicate records within an MDM repository. When you view the main table in Matching mode, MDM allows you to perform “matching-and-merging” on and against any or all of its records, using various user-defined criteria to decide whether or not records are potential duplicates.

Familiy mode

Allows you to view and edit the Families table, which layers a hierarchy of families upon the taxonomy hierarchy to further break down each category into smaller groups of main table records. Use this mode to partition the categories of the taxonomy hierarchy by the values of other fields and/or attributes, and then to associate family data (such as an image, a paragraph, and bullets) once with each family of main table records rather than each individual record.

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