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You can filter DITA content or the structure of a document by using profiling attributes or profiling conditions sets.

Defining Profiling Attributes for DITA Content

To define or edit profiling attributes for filtering DITA content, follow these steps:
  1. Open the Preferences dialog box (Options > Preferences) and go to Editor > Edit modes > Author > Profiling / Conditional Text.
  2. In the Profiling Attributes section, there are already some default attributes for DITA documents (audience, platform, product, otherprops, and rev), although if a Subject Scheme Map is used for profiling your content, you will see the attributes defined in your subject scheme map instead. You can add new attributes and values by clicking the New button at the bottom of the table, or customize existing attributes and their values by selecting an attribute and clicking the Edit button.

    Step Result: This opens a Profiling Attribute configuration dialog box that allows you to define attributes that exist in your schema.

  3. In this configuration dialog box, use the New, Edit, Delete buttons to add, edit, or delete possible values of the selected attribute. You can also specify an optional description for each attribute value and you can choose whether the attribute accepts a Single value or Multiple values separated by a delimiter (DITA only accepts space as delimiters for attribute values).
  4. Click OK to accept your changes.

Result: You should see your changes in the Profiling Attribute table.

You can also use the Profiling Condition Sets section to apply more complex filters on you DITA content.

Editing Profiling Attribute Values

There are several ways to add values to existing profiling attributes.
  • Use the procedure in Defining Profiling Attributes for DITA Content to edit an existing attribute and use the Profiling Attribute configuration dialog box to add, edit, or delete values for existing profiling attributes.
  • You can add values directly to the existing profiling attributes in a document using the In-Place Attributes Editor in Author mode, the Attributes view, or in the source code in Text mode. However, this just adds them to the document and does not change the conditional text configuration. If you invoke the Edit Profiling Attributes action (from the contextual menu in Author mode) on the new value, the Profiling Values Conflict dialog box will appear and it includes an Add these values to the configuration action that will automatically add the new value to the particular profiling attribute. It also includes an Edit the configuration action that opens the Profiling / Conditional Text preferences page where you can edit the profiling configuration. The action selected by default is to preserve the current configuration.
    Note: If the Allow additional profiling attribute values collected from the document option is not selected in the Profiling / Conditional Text preferences page, the Profiling Values Conflict dialog box will never appear, the current conditional text configuration will be preserved, and therefore the second method mentioned above will not be available.

    Figure: Profiling Values Conflict Dialog Box

Sharing Profiling Attribute Configurations

Your profiling configuration can be shared with other users through a project file. If you select Project Options at the bottom of the Profiling/Conditional Text preferences page, your configuration is stored in the project file and can be shared with others. For instance, if your project file is saved on a version control system (such as SVN, CVS, or Source Safe) or in a shared folder, your team will have the same option configuration that you stored in the project file.

For more information about sharing project files, see Sharing a Project - Team Collaboration.