Creating categories in HIP

1. Creating categories in HIP Veronica Smith Automation Coordinator Westminster Public Library CHUG Meeting April 8, 2005

2. 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?

3. 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.

4. 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.

5. Category groups & categories without sub categories This is a Search Category Group. These are Search Categories (root).

6. Category groups & categories with sub categories This is a Search Category Group. This is a Search Category (root). This is a Sub Category.

7. 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.

8. Add Root Category Form:

9. Drop down box opened:

10. 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.

11. Add Sub-Category Form:

12. 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.

13. URL for Hip Search • Example of a Subject Keyword Search for “wpl cinema summer”: • &menu=search&aspect=subtab67&npp=10&ipp=20&spp=20&profile=ch&ri=8&source=%7E%21horizon&index=.SW&term=wpl+cinema+summer&aspect=subtab67#focus

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

15. 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.

16. Add Group Page:

17. Category Groups Page: Note this number.

18. 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”.

19. Edit Group Page:

20. 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.

21. Tabset Page:

22. Tabset Editing Page:

23. 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.)

24. Subtab Form: &catdeepnum=X,X goes here.

25. 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!

26. Resources: • Veronica • vsmith@cityofwestminster.us • CHUG webpage links • http://wallace.westminster.lib.co.us/CHUG • Look for “Setting up category links” for either iPac or HIP.