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?

Tabs, Subtabs, and Titles of Subtabs This is a Sub Tab Name.

This is a Tab Name.

This is the Title of the Sub Tab.

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 (root).

This is a Search Category Group.

This is a Sub Category.

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.