Adding Categories to a Catalog

This demonstration is part of a set of related demonstrations that detail Catalogs management.

In this demonstration, you will learn how to add categories to a catalog.

1.  Creating a Catalog

2.  Adding Categories to a Catalog

Steps:

1. To begin adding categories to your catalog, click the Manage Catalogs task in the Items work area.

    

   Step 1

2. Click the Expand icon to expand the Advanced Search region.

   Step 2

3. You can use your catalog name to search for your catalog.

    

   Enter Training Products Catalog into the Catalog Name field.

   Step 3

4. Click Search.

   Step 4

5. Select your catalog in the Search Results region.

    

   Click the Edit icon.

   Step 5

6. On the Edit Catalog page, use the Category Hierarchy tab to create and maintain categories and the category hierarchy.

    

   The category hierarchy is a set of parent/child relationships between categories.

    

   Click the Category Hierarchy tab.

   Step 6

7. The Category Hierarchy tab shows the root category of the catalog, which is your catalog name.

    

   You create the category hierarchy by adding existing or shared categories to your catalog. You can add categories that have a Category Structure value that matches the Category Structure value of your catalog. You identified your catalog's Category Structure value when you created your catalog.

    

   To add an existing category, select Add Category from the Actions menu.

   Step 7

8. You can search for a category by name.

    

   In this example, you enter Computer in the Category Name field.

   Step 8

9. Click Search.

   Step 9

10. Select the Computer Equipment and Accessories row in the Search Results region.

     

    Click Apply.

    Step 10

11. Select the Computers row in the Search Results region.

     

    Click OK.

    Step 11

12. Next, you want to add a category to the Computer category.

     

    Click the Computers category.

    Step 12

13. Select Add Category from the Actions menu.

    Step 13

14. Enter Notebook and select the Contains search operator at the Catalog Name field.

     

    Click Search.

    Step 14

15. Select Notebook from the search results.

     

    Click OK.

    Step 15

16. You have created the beginning of a category hierarchy in your catalog. The Computers category is now a parent category that includes one child category: Notebook.

    Step 16

17. Now you want to add a category that is referenced, or shared, from the source catalog. You identified your catalog's source catalog when you created your catalog.

     

    You can add categories from the source catalog, but you cannot edit those categories after you add them to your catalog. Referenced categories can be edited only in the source catalog.

     

    You want to reference a category into the Computer Equipment and Accessories category.

     

    Click the Computer Equipment and Accessories category.

    Step 17

18. Select Add shared category from the Actions menu.

    Step 18

19. Enter Computer into the Catalog Name field.

     

    Click Search.

    Step 19

20. The Search Results region lists all categories in the source catalog that have a Category Content value that matches your catalog's Sharing Content value. You identified your catalog's Sharing Content value when you created your catalog.

     

    Select the Computer Parts and Components category.

    Step 20

21. Click OK.

    Step 21

22. The selected category is added to the category hierarchy in the Computer Equipment and Accessories category.

     

    The icon next to the Computer Parts and Components category indicates that the category is referenced from the source catalog.

     

    Step 22

23. Click Save and Close.

    Step 23

This concludes this demonstration of adding categories to a catalog.

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