Getting Started with Categories

Categorization Basics ¶ 

Good categorization starts with good planning, so build a hierarchy of information. Hierarchies can be complicated, so think of page structure like a family tree. The tree is built on a simple idea: each page states what its "parent" categories are. Links to these "children" automatically appear on the parent page.

Each category can contain additional categories as well as guides.

A categorization tree looks something like this:

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So, in the example above, “artist” is the parent category, “painter” is the child category, “impressionist” is the grandchild category, and so on down the category family tree. While this tree is only three levels deep, there can be up to ten.

Establishing a Tree ¶ 

The Category Manager ¶ 

The best method for establishing an organized tree is by using the "Category Manager" found in your Management Console, under the Content tab. In the Category Manager, you can simply grab and drop any category into any other category, making it a sub-category. In the example below, "Chickens" is a sub-category of "Fowl."

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New categories that haven't been organized into the tree yet will appear on the right side of the screen, as "orphans." To add an orphan category into the tree, drag and drop it on top of whatever 'parent' category you want it to belong to.

If you accidentally dragged a category into a wrong category, there's an 'undo' button at the top right to remedy that. If only all life's mistakes were so easily remedied.

The Category Manager is your map of the organizational structure of all categories—it has collapsable tabs to condense the categories if needed, as well as "+" buttons to create a new category on the spot. The Category Manager is also a great way to find out what new categories have been created and need to be added into the categorization tree.

You might have noticed the "Wiki Titles" tab in the image above. Learn more about your Wiki TItle Editor here.

In the edit mode of any category page, you'll find a textbox at the top right that's labeled "Category." By entering the name of a category in this box, you index the category you're editing as a sub-category of the category you've just entered. So, in the example below, I entered "cars" in the textbox. Now, when I look at the "cars" category page, I'll find the category I was editing on that page.

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Tree Example ¶ 

Admittedly, trees can be a bit difficult to conceptualize, so here's another example. Let's say you have a product line of 4 Widgets, called Thingamabobs. On top of this, you have a standardized process to allow someone to identify which Widget they have. You could organize in the following manner:

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As shown, attached to the Thingamabob Category Page would be the single ID Your Widget Guide and then four separate Widget A-D SubCategories.

Wiki text and images can be placed on Category pages, as well to provide tertiary information.

Note: The ability to have multiple layers of categories is available on Guidebook plans of Workshop and larger.

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