You can create category schemas to organize assets in a
hierarchical taxonomy in the repository.
Before you begin
To create a category schema, you must be a repository administrator.
If you are a community administrator, to create or modify a category
schema for your community, see
Creating community category schemas.
About this task
You
can find assets and govern the repository using categories in the
following ways:
- You can organize and group assets that have different asset types
with categories. You can group and reuse common descriptive information
for many asset types.
- Categories help users find assets; you can use categories to filter
search results or to view all assets with a certain categorization.
- Categories can trigger custom reviews that have been assigned
to specific categories in a community.
- Community roles can be assigned to assets with specific categories.
Before
you create category schemas, consider these characteristics of categories
and subcategories:
- Categories can be broad or specific. Broad categories can break
down into increasingly specific subcategories.
- You can designate subcategories as exclusive,
which means that a user will be able to select only one subcategory
at that level. For example, if a user is categorizing an asset using
the "Automobile" schema, there may be a category for body style where
the child nodes are 'Coupe' and 'Wagon.' In the schema, the child
nodes of 'Body Style' should be marked exclusive so that the user
can only choose one body style.
Procedure
- Log in to the web application.
- Click Administration.
- In the Repository Administration sidebar, click Category
Schemas.
- Select a category schema to modify, or create a category
schema:
- To modify a category schema, click the name of the schema
to modify.
- To create a category schema, click New Category
Schema.
- Describe the new category schema.
- In the Name field, type a unique
name for the category schema. This name is the top level
of the category schema and is displayed as the top level in the Category
Configuration section.
- In the Description field, type
a meaningful description for the category schema.
- Optional: Restrict this category schema to
be viewable and usable only in certain communities in the repository.
Click the Communities heading to expand the section, and then select
the Restrict to selected communities check
box and each the community for this category schema to be available
in.
- In the Category Configuration section, add
children to the schema.
- When you are creating the first node of the schema,
click New field.
- To create categories under the name of the schema, select Insert
Child.
- In the New Node window,
describe the category:
- In the Name field, type a name
for the category.
- In the Description field, type
a description for the category.
- Select the Children are exclusive check
box for asset creators to select only one child per parent when assigning
categories to an asset. If you leave the check box cleared,
an asset creator can assign multiple categories to a single asset.
- Click Add to continue adding
categories at the same level, or click Add and Close to
finish.
- To add subcategories, hover
your cursor over a category, click the Insert icon
, and
select Insert Child. Repeat this
step to add children to a category until you fulfill the category
schema. You can create any number of categories in a schema.
- To add categories at the
sibling level, hover your cursor over a category, click the Insert icon
, and
select Insert Sibling. Repeat this
step to add siblings to a category until you fulfill the category
schema.
- Reorder the categories into
a logical order for asset users. To reorder the categories,
use one of the following methods:
- Drag the categories: Click and hold a category, move the cursor
to the desired location, and release the category.
- Sort alphabetically: Hover over the parent item and click the Reorder
Children icon. Select Ascending or Descending order.
- Repeat steps 7-11 until the category schema is complete.
- To save the category schema,
click OK.
What to do next
To locate an existing category schema to modify, enter the
name of the category schema in the Filter field for quick identification
in long lists.