Help:Categorization

From FamilySearch Wiki

(Difference between revisions)
(Creating a new category: link to FamilySearch Wiki:New Common Taxonomy)
(33 intermediate revisions by 8 users not shown)
Line 1: Line 1:
<u>'''Quick Reference:'''</u> ''To categorize a wiki article page, type <nowiki>[[Category:Alaska]]</nowiki> at the bottom of the page in the editing window.''
+
{{Help article}}
  
NOTE: This article has been simplified. To view previous content contained on this page, visit the [[Advanced Categorization|Advanced Categorization]] page.
+
__TOC__
  
== What is a "Category?"  ==
+
{{Quick reference
 +
|''To categorize a wiki article page, type {{xt|<nowiki>[[Category:Categoryname]]</nowiki>}} at the bottom of the page in the editing window.''}}<br><br><br><br><br>
  
Categories work similar to an index, grouping articles under similar subjects, localities, or topics. Categories (along with other features like cross-references, lists, and infoboxes) help users find information, even if they don't know that it exists or what it's called.
+
=== What is a "Category?"  ===
  
== When to use categories  ==
+
Categories work similar to an index, grouping articles under similar subjects, localities, or topics. Categories (along with other features like cross-references, lists, and infoboxes) help users find information, even if they don't know that the information exists or what it's called.
 +
 
 +
{{further|FamilySearch Wiki:Category namespace}}
 +
 
 +
=== When to use categories  ===
  
 
Every article should belong to at least one category. The categories to be included, which serve as classifications, should be the significant (useful) topics to which the subject of the article most closely belongs to as a member, and where users are most likely to look if they can't remember the name of the thing they are trying to look up. For example:  
 
Every article should belong to at least one category. The categories to be included, which serve as classifications, should be the significant (useful) topics to which the subject of the article most closely belongs to as a member, and where users are most likely to look if they can't remember the name of the thing they are trying to look up. For example:  
Line 23: Line 28:
 
If the answer to any of these questions is no, then the category is probably inappropriate. Note that it is always appropriate to add articles to categories that fit into well established taxonomies, such as those within the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities].  
 
If the answer to any of these questions is no, then the category is probably inappropriate. Note that it is always appropriate to add articles to categories that fit into well established taxonomies, such as those within the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities].  
  
== How to categorize an article ==
+
=== Before creating a category ===
  
== Searching for an existing category ==
+
Before creating a new category, see if a suitable one already exists. You may find that a category already exists that is similar to the one you are thinking about creating.
  
Before creating a category, look to see if a suitable one already exists. The best way to do this is to first add the category to your article but preview before saving. When previewing a page, scroll to the bottom of the browser window to see the categories. If the category appears in blue, the category already exists. If it is in red, then you will be creating a new category. Before saving the document and thus creating the new category, you should look for categories with similar names in case one will suffice for your needs. One way to do this is to think of possible names for the parent category of the category you're about to create. Search for this parent category and then look at the subcategories in the parent. You may find that a category already exists that is similar to the one you are thinking about creating.
+
[[Special:Categories|Browse existing categories here]], or follow the instructions below:
  
If a search fails to produce categories that are close to what you want, you may want to browse the [https://wiki.familysearch.org/en/Special:Categories existing categories] like so:  
+
#Locate the "Toolbox" in the navigation bar, and click on the "Special pages" link&nbsp;(see below): [[Image:Toolbox2.png|border|center|120px|Toolbox2.png]]
 +
#This will open the "Special pages for all users" list.
 +
#In the "Special pages for all users" list, click "Categories" (see below): [[Image:SpecialPagesCat.png|border|center|200px|SpecialPagesCat.png]]
 +
#This will open the "Categories" page. Browse through the list to determine if the category that best describes your article exists.
 +
#If you are unsure if the category is suitable for your article, click on the category to view other pages and articles in the category, or subcategories within that category.
 +
#Write down or copy the category name to ensure accurate use. (Highlight the name, then press Ctrl+C.)<br>
  
#Go to the "Special pages" link in the Toolbox on the left side of the screen and click on the link.
+
== How to add a category to a page ==
#Select "Categories" from the "Special pages for all users" list.
+
#Select the needed category from the Categories page.
+
#Copy the category name to ensure accurate use. (Highlight the name, then press Ctrl-C.)<br>
+
  
== Adding the category to the article<br> ==
+
#Log in to the FamilySearch Research Wiki
 
+
#Navigate to the page you want to categorize
#Click the edit tab of the article you will categorize.<br>
+
#Click "Edit" in the page options box. This will open the Editing window.  
#Go to the bottom of the page.<br>
+
#In the Editing window, scroll to the bottom of the article.  
#Paste the category title into the page.<br>
+
#Type the category title into the page as shown below:
#Add two square brackets before and after the category text. For example, if you want to add the category "United States" to an article, type '''<nowiki>[[Category:United States]]</nowiki>''' at the bottom of the article.<br>
+
#Example category text: '''<nowiki>[[Category:United States]]</nowiki>.''' As shown here, the word "Category" is followed by a colon and the name of the category. Two square brackets&nbsp;surround this text, before, and after the name of the category.  
#Multiple categories can be added. Separate each bracketed entry with a space. For example, if you wanted to categorize a page under "United States" and "Indians of North America," the entry you would add to the page would look like this: '''<nowiki>[[Category:Indians of North America]] [[Category:United States]]</nowiki>'''<br>
+
#Multiple categories may&nbsp;be added to each page by separating each bracketed entry with a space. For example, to categorize a page under "United States" and "Indians of North America," the entry you would add to the page would look like this: '''<nowiki>[[Category:Indians of North America]] [[Category:United States]]</nowiki>'''  
#In the '''Summary''' field in the edit screen, add the text "cat." This will allow others viewing the History of the article to quickly see that the change you made to the page was to add a category.  
+
#Scroll down until you see the&nbsp;"Save page" button.
#Click '''Save Page.'''
+
#In the '''Summary''' field in the edit screen, add the text "cat." This will allow&nbsp;those viewing the "History" of the article to quickly see who added a category to the page.  
 +
#Click "Save page."
  
 
[https://fch.ldschurch.org/WWSupport/wiki/GetStartedHelp/AddCategory_GP/AddCategory_GP.htm Click here to view a Guided Practice on how to add a category to a wiki article.]  
 
[https://fch.ldschurch.org/WWSupport/wiki/GetStartedHelp/AddCategory_GP/AddCategory_GP.htm Click here to view a Guided Practice on how to add a category to a wiki article.]  
  
== Creating a new category ==
+
==== Using sort keys ====
  
=== Finding intuitive terms for a category title  ===
+
To change the position of an entry in the list, define an explicit sort key for that entry. This is done in the original category declaration on that entry's page, by adding the desired sort key after a pipe.
  
If the category you want does not exist, you can create it. Naming a category well can be tricky. Terms that are intuitive to you won't necessarily be intuitive to other users. The most efficient way to arrive at a good name for a category is to first obtain a list of terms that others have used for the topic in question. Such a list of terms is available in a library catalog. Librarians have been categorizing knowledge for generations, so it's smart to leverage their experience.  
+
For example, '''<nowiki>[[Category:United States|Indians]]</nowiki>''' places a page in the "United States" category with the sort key "Indians".  
  
Since this wiki is in English and is somewhat associated with the collection of the Family History Library in Salt Lake City, Utah, United States, we tend to rely on two library catalogs for finding category terms. The first is the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities]. The second is the [http://www.familysearch.org/Eng/Library/fhlcatalog/supermainframeset.asp?display=generalsubjectsearch&columns=*,0,0 Family History Library Catalog (Subject Search)].
+
== Creating a new category  ==
  
Naming conventions can be extremely helpful in creating a title you won't have to fix later. For some very helpful guidelines, see [http://en.wikipedia.org/wiki/Wikipedia:Naming_conventions Wikipedia:Naming Conventions].  
+
If the category you want does not exist, you can create it. Naming a category well can be tricky. The most efficient way to arrive at a good name for a category is to first obtain a list of terms that others have used for the topic in question. Review the [[FamilySearch Wiki:New Common Taxonomy|New Common Taxonomy]] policy that has been established for this purpose. Also the list of terms are available in a library catalog. Librarians have been categorizing knowledge for generations, so it's helpful to use their experience. Two excellent examples are:&nbsp;the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities]&nbsp;and the&nbsp;[https://www.familysearch.org/#form=catalog&catSearchType=subject Family History Library Catalog (Subject Search)]. [http://en.wikipedia.org/wiki/Wikipedia:Naming_conventions Naming conventions]&nbsp;can also be helpful in creating titles and categories.  
  
=== <br>&nbsp; ===
+
<u>'''To create a new category:'''</u>  
  
=== '''Steps to create a new category'''<br> ===
+
1. Follow steps 1-7 in "[[Categorization#How_to_add_a_category_to.C2.A0a_page.C2.A0|How to add a category to a page]]." Instead of typing an existing category name, type the category name you want to create.&nbsp;For example, type <nowiki>[[Category:New category name]]</nowiki>
  
'''Step 1. Add the new category''' to an already existing page, following the instructions above titled "Adding the category to the article."&nbsp; For example, type <nowiki>[[Category:New category name]]</nowiki><br>
+
2. Save the page. After it is saved the new category will appear in red at the bottom of the saved page. Just like with newly created&nbsp;pages, a red link means that the article/category has not actually been created.
  
'''Step 2. Save the page.''' After it is saved the new category will appear in red at the bottom of the saved page. Just like with pages, a red link means that the article/category has not actually been created. <br>
+
3. Click on the red link. This will open the Editing window for the new category page.  
  
'''Step 3. Click on the red link''' to open the new category's edit page.  
+
4. In the editing window, add text (such as a description of the category) and/or a category to the new category (this will make the new category a sub-category of another). The category page will not be active until text or a category is added.
  
'''Step 4. Add text''' to the new category.
+
:Two helpful things to include in a category page are:
  
'''Step 5. Save it''' to officially create the new category.  
+
:*A description of the category -- what it should contain.
 +
:*A note about how you arrived at the category's name, including any aids you used. For instance, many writers use the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities] as a source for good category names.
  
== Saving the new category page ==
+
5. Scroll down until you see the "Save page" button located below the editing window. Click "Save page."
  
Each new category has its own page. The category name will appear red on any page where it is listed until the category page is edited and saved. You can navigate to a category's page in one of two ways:
+
== Removing a category from an article ==
 
+
*Click the category's name within the page you categorized.
+
*Click the category name in the Special Pages --&gt; [https://wiki.familysearch.org/en/Special:Categories Categories] page.
+
 
+
After navigating to the category's page, you can then edit and save it.
+
 
+
=== What to put in the category page  ===
+
 
+
Two helpful things to add to a category page are:
+
 
+
*A description of the category -- what it should and should not contain.
+
*A note about how you arrived at the category's name, including any aids you used. For instance, many writers use the [http://authorities.loc.gov/cgi-bin/Pwebrecon.cgi?DB=local&PAGE=First Library of Congress Authorities] as a source for good category names. The Library of Congress has been creating categories for generations, so they've thought out a great many issues in naming topics. Using an aid like the Library of Congress authorities can save you a lot of time because it can help you generate category titles that won't have to be renamed later. That can help you avoid spending hours later recategorizing articles. Adding a note about aids you used in naming a category can also prevent conflict with other users who would otherwise change the name of the category you created.
+
 
+
== Removing a category from an article<br> ==
+
  
 
If you feel someone&nbsp;has categorized an article in error, it is best to discuss the matter with them before disassociating the article and the category. Use the article's "Discussion" page to do this.&nbsp;  
 
If you feel someone&nbsp;has categorized an article in error, it is best to discuss the matter with them before disassociating the article and the category. Use the article's "Discussion" page to do this.&nbsp;  
Line 98: Line 93:
 
#Click "Edit" in the page options box.&nbsp;This will open the Editing window.  
 
#Click "Edit" in the page options box.&nbsp;This will open the Editing window.  
 
#In the editing window, locate&nbsp;the category link at the bottom of the page.&nbsp;  
 
#In the editing window, locate&nbsp;the category link at the bottom of the page.&nbsp;  
#NOTE: Depending on which editor you are using, this may appear in Wikitext as follows: <nowiki>[[:Category:Scotland]]</nowiki>, or similar to the following image:&nbsp;[[Image:CategoryScotland.png|border]]  
+
#NOTE: Depending on which editor you are using, this may appear in Wikitext as follows: <nowiki>[[Category:Scotland]]</nowiki>, or similar to the following image:&nbsp;[[Image:CategoryScotland.png|border|CategoryScotland.png]]  
 
#Using the backspace or delete key on your keyboard, delete the category link.  
 
#Using the backspace or delete key on your keyboard, delete the category link.  
 
#Save the article.
 
#Save the article.
Line 104: Line 99:
 
== Redirecting categories  ==
 
== Redirecting categories  ==
  
Although it is possible to attempt to redirect categories by adding a line such as <nowiki>#REDIRECT [[:Category:United States]]</nowiki> to a category, it is not generally recommended because of limitations in the mediawiki software. Categories "redirected" in this way do not prevent the addition of articles to the redirected category. Articles added to the "redirected" category do not show up as in the target category. Until these issues are addressed (in future versions of the software), '''#REDIRECT''' should not be added to category pages.
+
Although it is possible to attempt to redirect categories by adding a line such as <nowiki>#REDIRECT [[Category:United States]]</nowiki> to a category, it is not generally recommended because of limitations in the mediawiki software. Categories "redirected" in this way do not prevent the addition of articles to the redirected category. Articles added to the "redirected" category do not show up as in the target category. Until these issues are addressed (in future versions of the software), '''#REDIRECT''' should not be added to category pages.  
  
= Subcategories  =
+
{{Contributor Help badge}}
  
== Should I use subcategories? ==
+
== How to create subcategories  ==
  
We plan to adopt the Wikipedia model, which is to create overlapping taxonomies of categories and subcategories that make it easier for customers to browse related articles. To see some well-constructed tips on when subcategorization is useful and not useful, see [http://en.wikipedia.org/wiki/Wikipedia:Categorization_and_subcategories Wikipedia:Categorization and Subcategories].&nbsp;  
+
Subcategories are categories that fit within a main category. Some categories may be too broad to cover all necessary topics. Subcategories are an easy way of including more detail in a category. A subcategory must first be created as a regular category. Follow the&nbsp;instructions for creating a new category to begin creating the subcategory.
  
== How to create subcategories  ==
+
Next, you will add a category to the page that will become the subcategory.&nbsp;On the page that&nbsp;will become the subcategory, type the name of the parent category: &nbsp;<nowiki>[[Category:</nowiki>''parent_category_name''<nowiki>]]</nowiki> This may seem counterintuitive, because you edit the subcategory page rather than the parent category page.
  
Subcategories may be created by putting <nowiki>[[Category:</nowiki>''parent_category_name''<nowiki>]]</nowiki> onto the page that you would like to make into a subcategory. This may seem counterintuitive, because you edit the subcategory page rather than the parent category page.
+
For example:  
  
 
Let's say that you wanted to make the category called '''Roses''' into a ''subcategory'' of the category called '''Flowers'''.  
 
Let's say that you wanted to make the category called '''Roses''' into a ''subcategory'' of the category called '''Flowers'''.  
  
 
:Step 1 - Go to the page called <nowiki>[[Category:Roses]]</nowiki>, and click '''edit this page'''.  
 
:Step 1 - Go to the page called <nowiki>[[Category:Roses]]</nowiki>, and click '''edit this page'''.  
:Step 2 - Place the text '''<nowiki>[[Category:Flowers]]</nowiki>''' within the body of the <nowiki>[[Category:Roses]]</nowiki> article, and save.  
+
:Step 2 - Place the text '''<nowiki>[[Category:Flowers]]</nowiki>''' within the body of the <nowiki>[[Category:Roses]]</nowiki> page, and click "Save page."
 
:Finished! '''Roses''' is now a subcategory of '''Flowers''', and <nowiki>[[Category:Roses]]</nowiki> will be visible on <nowiki>[[Category:Flowers]]</nowiki>.
 
:Finished! '''Roses''' is now a subcategory of '''Flowers''', and <nowiki>[[Category:Roses]]</nowiki> will be visible on <nowiki>[[Category:Flowers]]</nowiki>.
  
:[[Category:Help]] [[Category:Training]]
+
== See also ==
 +
 
 +
*[[Advanced Categorization]]
 +
 
 +
{{Contributor help-navbox}} {{Editing help}}
 +
 
 +
[[Category:Help]] [[Category:Training]]

Revision as of 10:24, 19 January 2013

Help-content.png This help article will guide you as you edit in the Wiki. See Contributor Help for more help articles.


Contents







What is a "Category?"

Categories work similar to an index, grouping articles under similar subjects, localities, or topics. Categories (along with other features like cross-references, lists, and infoboxes) help users find information, even if they don't know that the information exists or what it's called.

Further information: FamilySearch Wiki:Category namespace

When to use categories

Every article should belong to at least one category. The categories to be included, which serve as classifications, should be the significant (useful) topics to which the subject of the article most closely belongs to as a member, and where users are most likely to look if they can't remember the name of the thing they are trying to look up. For example:

Article: United States Vital Records
Useful category: Category:United States
Not as useful: Category:United States records which start with V

Questions to ask to determine whether it is appropriate to add an article to a category:

  • If the category does not already exist, is it possible to write a few paragraphs or more on the subject of the category, explaining it?
  • If you go to the article from the category, will it be obvious why the article was put in the category? Is the category subject prominently discussed in the article?
  • Does the category fit into the overall category system? Categories that don't fit are often deleted.

If the answer to any of these questions is no, then the category is probably inappropriate. Note that it is always appropriate to add articles to categories that fit into well established taxonomies, such as those within the Library of Congress Authorities.

Before creating a category

Before creating a new category, see if a suitable one already exists. You may find that a category already exists that is similar to the one you are thinking about creating.

Browse existing categories here, or follow the instructions below:

  1. Locate the "Toolbox" in the navigation bar, and click on the "Special pages" link (see below):
    Toolbox2.png
  2. This will open the "Special pages for all users" list.
  3. In the "Special pages for all users" list, click "Categories" (see below):
    SpecialPagesCat.png
  4. This will open the "Categories" page. Browse through the list to determine if the category that best describes your article exists.
  5. If you are unsure if the category is suitable for your article, click on the category to view other pages and articles in the category, or subcategories within that category.
  6. Write down or copy the category name to ensure accurate use. (Highlight the name, then press Ctrl+C.)

How to add a category to a page

  1. Log in to the FamilySearch Research Wiki
  2. Navigate to the page you want to categorize
  3. Click "Edit" in the page options box. This will open the Editing window.
  4. In the Editing window, scroll to the bottom of the article.
  5. Type the category title into the page as shown below:
  6. Example category text: [[Category:United States]]. As shown here, the word "Category" is followed by a colon and the name of the category. Two square brackets surround this text, before, and after the name of the category.
  7. Multiple categories may be added to each page by separating each bracketed entry with a space. For example, to categorize a page under "United States" and "Indians of North America," the entry you would add to the page would look like this: [[Category:Indians of North America]] [[Category:United States]]
  8. Scroll down until you see the "Save page" button.
  9. In the Summary field in the edit screen, add the text "cat." This will allow those viewing the "History" of the article to quickly see who added a category to the page.
  10. Click "Save page."

Click here to view a Guided Practice on how to add a category to a wiki article.

Using sort keys

To change the position of an entry in the list, define an explicit sort key for that entry. This is done in the original category declaration on that entry's page, by adding the desired sort key after a pipe.

For example, [[Category:United States|Indians]] places a page in the "United States" category with the sort key "Indians".

Creating a new category

If the category you want does not exist, you can create it. Naming a category well can be tricky. The most efficient way to arrive at a good name for a category is to first obtain a list of terms that others have used for the topic in question. Review the New Common Taxonomy policy that has been established for this purpose. Also the list of terms are available in a library catalog. Librarians have been categorizing knowledge for generations, so it's helpful to use their experience. Two excellent examples are: the Library of Congress Authorities and the Family History Library Catalog (Subject Search). Naming conventions can also be helpful in creating titles and categories.

To create a new category:

1. Follow steps 1-7 in "How to add a category to a page." Instead of typing an existing category name, type the category name you want to create. For example, type [[Category:New category name]]

2. Save the page. After it is saved the new category will appear in red at the bottom of the saved page. Just like with newly created pages, a red link means that the article/category has not actually been created.

3. Click on the red link. This will open the Editing window for the new category page.

4. In the editing window, add text (such as a description of the category) and/or a category to the new category (this will make the new category a sub-category of another). The category page will not be active until text or a category is added.

Two helpful things to include in a category page are:
  • A description of the category -- what it should contain.
  • A note about how you arrived at the category's name, including any aids you used. For instance, many writers use the Library of Congress Authorities as a source for good category names.

5. Scroll down until you see the "Save page" button located below the editing window. Click "Save page."

Removing a category from an article

If you feel someone has categorized an article in error, it is best to discuss the matter with them before disassociating the article and the category. Use the article's "Discussion" page to do this. 

Removing a category from an article is as easy as pressing the delete or backspace key. Follow these steps to remove a category from an article:

  1. Log in to the FamilySearch Research Wiki
  2. Navigate to the page you want to remove the category from. 
  3. Click "Edit" in the page options box. This will open the Editing window.
  4. In the editing window, locate the category link at the bottom of the page. 
  5. NOTE: Depending on which editor you are using, this may appear in Wikitext as follows: [[Category:Scotland]], or similar to the following image: CategoryScotland.png
  6. Using the backspace or delete key on your keyboard, delete the category link.
  7. Save the article.

Redirecting categories

Although it is possible to attempt to redirect categories by adding a line such as #REDIRECT [[Category:United States]] to a category, it is not generally recommended because of limitations in the mediawiki software. Categories "redirected" in this way do not prevent the addition of articles to the redirected category. Articles added to the "redirected" category do not show up as in the target category. Until these issues are addressed (in future versions of the software), #REDIRECT should not be added to category pages.

Help-content.png Questions?
Visit the Wiki Contributor Help Forum to receive help with contributing to the Wiki.


How to create subcategories

Subcategories are categories that fit within a main category. Some categories may be too broad to cover all necessary topics. Subcategories are an easy way of including more detail in a category. A subcategory must first be created as a regular category. Follow the instructions for creating a new category to begin creating the subcategory.

Next, you will add a category to the page that will become the subcategory. On the page that will become the subcategory, type the name of the parent category:  [[Category:parent_category_name]] This may seem counterintuitive, because you edit the subcategory page rather than the parent category page.

For example:

Let's say that you wanted to make the category called Roses into a subcategory of the category called Flowers.

Step 1 - Go to the page called [[Category:Roses]], and click edit this page.
Step 2 - Place the text [[Category:Flowers]] within the body of the [[Category:Roses]] page, and click "Save page."
Finished! Roses is now a subcategory of Flowers, and [[Category:Roses]] will be visible on [[Category:Flowers]].

See also