Community category schemas are like repository-level category
schemas, except community category schemas are specific to a community.
Repository administrators create repository-wide category schemas
and specify whether these are visible to all communities or scoped
to a specific set of communities.
Before you begin
To create a community category schema,
you must be a repository or a community
administrator.
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.
Consider
the following when creating repository schemas.
- 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.
If a category schema is scoped to a specific community,
the community administrator can customize the category schema with
categories to best suit the assets of a community. These categories
can be broad or specific.
Procedure
To create or modify a category schema for a community:
- Log in to the web application.
- Click Administration.
- Click the name of the community.
- On the community page, click the Category Schemas tab.
- Select a category schema to modify, or create a new category
schema:
- To modify a category schemas, click the name of the repository
schema that you want to modify. If you want to modify an existing
category schema and cannot, contact your repository administrator
and request that the category schema be scoped specifically to your
community.
- To create a new category schemas, 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.
- 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.
- 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 7–10 until the category schema is complete.
- To save the category schema,
click OK.
Results
Category schemas that are customized for the community have
an icon with small user.