Creating categories in HIP

Creating categories in HIP

Veronica Smith

Automation Coordinator

Westminster Public Library

CHUG Meeting

April 8, 2005

Get organized

• Where will the categories be listed? – Do you have a tab in place already or do you

need to add a new one?– Which subtab will be used and what will you

call it?– What is the title of your subtab?

This is the Title of the Sub Tab.

  This is a Sub Tab Name.

This is a Tab Name.

Tabs, Subtabs, and Titles of Subtabs

Further organization:• Layout your ideas on paper:

– Do you want main groups with categories or main groups with categories and sub-categories?

• The terminology can be confusing in HIP admin:– Category group – main headings in color.– Category (root) – heading or link?– Sub categories – links.

Category groups & categories without sub categories

This is a Search Category

Group.

These are Search Categories

(root).

Category groups & categories with sub categories

This is a Search Category

Group.

This is a Sub

Category.

This is a Search Category

(root).

Setting up Search Categories:• Customize > Interface > Search Categories.• Category (root) can be:

– A main heading with sub categories (descriptive text only).

– A search in HIP. – A link to the Internet.

• Click on “Add root category” and fill in the form.

Add Root Category Form:

Drop down box opened:

Adding sub categories

• Only Search Categories (root) setup with a URL type of “open sub categories” can be used.

• Click on “Edit Sub-categories” button.• Click on “Add a Search category” and fill

in the form.• Add multiple sub-categories to the main

Search Category heading.

Add Sub-Category Form:

Adding HIP searches

• The HIP search can be just about anything you choose. We have done:– Award Note Keyword (586 field).– Series Keyword (440 field).– Local Subject Keyword (690 field).

• Copying from the “&menu…” over:– Perform the search in HIP.– When the final search has been executed, highlight the

entire URL from “&menu” to the end.– Copy this into the URL field of the Add Search form.

URL for Hip Search

• Example of a Subject Keyword Search for “wpl cinema summer”:– &menu=search&aspect=subtab67&npp=10&ip

p=20&spp=20&profile=ch&ri=8&source=%7E%21horizon&index=.SW&term=wpl+cinema+summer&aspect=subtab67#focus

Adding Internet Links

• Internet searches can be:– Links to your internal library pages.– Links to any web page on the Internet.

Create Search Category Groups

• Customize > Interface > Search Category Groups.

• **Note the number that gets assigned to the group. This is necessary for adding the group to a subtab.

Add Group Page:

Category Groups Page:

Note this number.

Add Root Categories to the Group

• Click on the Category Group description, then add root categories to the group.

• Click on “Add Root Category”.– This will take you to the list of root categories.– Add all of the necessary root categories to the

group.– Re-arrange as necessary under “Reorder

Groups”.

Edit Group Page:

Setting up a tab

• Customize > Interface > Tabset– Choose the tabset to which you are adding the

categories.– If only the default tabset is in place, make a

copy and give it a name.

• Add a tab, filling in the form as necessary or use an existing tab.

Tabset Page:

Tabset Editing Page:

Setting up a subtab

• Customize > Interface > Tabset

• Add a subtab to an existing or newly created tab.– Fill in the form.– “Additional Parameters” box is where you will

add the categories you just created.• Add as: &catdeepnum=3,4,7 (The numbers are the

numbers that were created as a result of adding a Search Category Group.)

Subtab Form:

&catdeepnum=X,X goes here.

Finishing up:

• Double check the look of the tab and subtab.

• Restart Jboss (preferably not in the middle of the day).

• View your new categories in HIP!

Resources:

• Veronica– [email protected]

• CHUG webpage links– http://wallace.westminster.lib.co.us/CHUG– Look for “Setting up category links” for either

iPac or HIP.