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How-to

Managing Categories

Creating a taxonomy, adding categories and sub-categories, changing a category's name, place, order and visibility, and deleting an empty category.

Permission needed
Manage taxonomies and categories
Changed in
1.9.5, 1.9.13

You manage categories on the Catalogue → Categories screen. Each taxonomy is a separate tab on the screen and has its own category tree. The Subject areas and Genres taxonomies come with the installation.

Adding a category

  1. At the top of the screen, select the tab of the taxonomy the category goes into.
  2. Press New category.
  3. Fill in the Name (Turkish) field.
  4. If you want, fill in the Name (English), Description (Turkish) and Description (English) fields.
  5. If the category goes under another category, select the parent from the Parent category list.
  6. Press Save.

To add a category directly under another one, select Add sub-category from that category's menu in the tree. The parent category field fills in by itself.

Category settings

When you select Edit from a category's menu in the tree, the same form opens.

Field Effect
Parent category The category's place in the tree. Only categories of the same taxonomy can be selected. Moving it does not change the category's address
Slug (URL) The last part of the category's address on the public site. If left empty, it is made from the Turkish name. If it changes, the old address redirects to the new one and menu links move to the new address
Order The order of the categories under the same parent. A smaller number comes first
Active When off, the category cannot be newly selected in the record form and does not appear on the public site. Existing links of records are kept
Visible on the public site When off, the category does not appear on the public site and its category page does not open, but it can be selected in the record form

A category cannot be moved under itself or under one of its sub-categories. Two categories cannot have the same slug. The old address of a category that was merged or whose slug changed keeps redirecting and is not given to another category. A new category with the same name therefore gets a number at the end of its slug.

Creating a taxonomy

  1. Press New taxonomy.
  2. In the Code field, type a short code with lower-case letters, digits, hyphens and underscores.
  3. Fill in the Name (Turkish) field and, if you want, the Name (English) field.
  4. In the Kind list, select Subject area (hierarchical) or Genre category.
  5. Press Create.

The code has 2 to 48 characters and cannot be the same in two taxonomies. The new taxonomy opens on its own tab. Taxonomies of the subject area kind come first among the tabs. In the panel, a taxonomy's name cannot be changed later and a taxonomy cannot be deleted.

Deleting an empty category

Only a category that is not linked to any record and has no sub-categories can be deleted. For all other categories the Delete item in the menu is disabled.

  1. In the tree, select Delete from the category's menu.
  2. Confirm the deletion in the window that opens.

A deleted category does not go to the trash and cannot be restored. Remove a category that is in use by merging it, as explained in Merging Categories. Every change to a category is written to the audit log.

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