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Hierarchical Multiselect

Build expandable tree-based taxonomy selectors in Potato for hierarchical classification, topic tagging, and multi-level category annotation tasks.

Hierarchical Multiselect

The hierarchical multiselect annotation schema provides an expandable tree interface for selecting categories from a nested taxonomy. This schema is ideal for tasks where labels are organized in a hierarchy, such as topic classification, product categorization, or any multi-level tagging task.

Overview

The hierarchical multiselect schema presents a collapsible tree view where:

Parent nodes expand to reveal child categories
Leaf nodes can be selected individually
Optional auto-selection propagates selections up or down the tree
Search allows annotators to find categories quickly in large taxonomies

Quick Start

yaml

annotation_schemes:
  - annotation_type: hierarchical_multiselect
    name: topic_tags
    description: Select all applicable topic categories.
    taxonomy:
      Science:
        Physics:
          - Quantum Mechanics
          - Thermodynamics
        Biology:
          - Genetics
          - Ecology
      Technology:
        - Software
        - Hardware

Configuration Options

Field	Type	Default	Description
`annotation_type`	string	Required	Must be `"hierarchical_multiselect"`
`name`	string	Required	Unique identifier for this schema
`description`	string	Required	Instructions displayed to annotators
`taxonomy`	object	Required	Nested object defining the category hierarchy
`auto_select_children`	boolean	`false`	When a parent is selected, automatically select all its children
`auto_select_parent`	boolean	`false`	When all children are selected, automatically select the parent
`show_search`	boolean	`false`	Display a search box to filter the taxonomy tree
`max_selections`	integer/null	`null`	Maximum number of categories that can be selected (`null` for unlimited)
`expand_depth`	integer	`1`	Number of tree levels to expand by default
`label_requirement.required`	boolean	`false`	Whether at least one selection is required before submitting

Examples

Topic Classification

yaml

annotation_schemes:
  - annotation_type: hierarchical_multiselect
    name: topic_classification
    description: Select all topics that apply to this document.
    show_search: true
    max_selections: 5
    taxonomy:
      Politics:
        Domestic:
          - Elections
          - Legislation
          - Policy
        International:
          - Diplomacy
          - Trade
          - Conflict
      Sports:
        - Football
        - Basketball
        - Tennis
      Entertainment:
        Film:
          - Reviews
          - Industry News
        Music:
          - Reviews
          - Concerts

Product Categorization with Auto-Selection

yaml

annotation_schemes:
  - annotation_type: hierarchical_multiselect
    name: product_category
    description: Categorize this product listing.
    auto_select_children: true
    auto_select_parent: true
    expand_depth: 2
    taxonomy:
      Electronics:
        Computers:
          - Laptops
          - Desktops
          - Tablets
        Audio:
          - Headphones
          - Speakers
      Clothing:
        Men:
          - Shirts
          - Pants
        Women:
          - Dresses
          - Tops

Medical Coding

yaml

annotation_schemes:
  - annotation_type: hierarchical_multiselect
    name: diagnosis_codes
    description: Select all applicable diagnosis categories.
    show_search: true
    label_requirement:
      required: true
    taxonomy:
      Cardiovascular:
        Hypertension:
          - Primary
          - Secondary
        Arrhythmia:
          - Atrial Fibrillation
          - Ventricular Tachycardia
      Respiratory:
        Obstructive:
          - Asthma
          - COPD
        Infectious:
          - Pneumonia
          - Bronchitis

Output Format

json

{
  "topic_tags": {
    "labels": ["Science > Physics > Quantum Mechanics", "Technology > Software"]
  }
}

Selected categories are stored as full path strings from root to leaf.

Best Practices

Keep taxonomies manageable - avoid more than 4 levels of nesting; deep trees are hard to navigate
Enable search for large taxonomies - when there are more than 30 categories, show_search: true greatly improves usability
Use auto-selection carefully - auto-selecting children is useful when parent categories imply all children, but can be confusing otherwise
Set appropriate expand depth - expand enough levels so annotators can see the structure without being overwhelmed
Limit selections when appropriate - use max_selections to prevent annotators from over-tagging

Hierarchical Multiselect

Hierarchical Multiselect

Overview

Quick Start

Configuration Options

Examples

Topic Classification

Product Categorization with Auto-Selection

Medical Coding

Output Format

Best Practices

Further Reading