- Product: 360 Search
How do I change the properties of a Subject Category in the 360 Search Administration Console?
This page is part of a larger set of documentation about using the Administration Console to configure your 360 Search.
The Category Properties page in the Administration Console allows you to edit the names and descriptions of your subject categories to your 360 Search and assign or remove (unassign) databases to your subject categories. If you need to add a new subject category, follow these instructions.
If your library is a member of a Consortium, and the Consortium has already shared their Subject Categories to your library, you may not be able to change any category properties. If your library's 360 Search profile is locked by the Consortium, you cannot make any changes at all to the Categories or their properties. However, if your library's 360 Search profile is unlocked, you can add and associate additional local resources (databases) to the inherited categories, but you cannot add any additional categories of your own. Also, Search Categories can only be inherited from one Consortium.
To start, go to the Subject Categories page of the Administration Console, and click on the name of the category you want to edit. You'll then see the Category Properties page:
Click Edit in the upper-right corner of the page to open it for editing. When you are done changing the category's properties, click Save, or Cancel if you do not wish to modify the category properties at this time. Changes to the category properties will not be visible to patrons until the next day; to see how your changes will look without having to wait, click Preview.
The Category Name should already be filled in from when you created the category. Notice the red asterisk indicating that this is a required field.
You may add or change the Description of this category if you wish. The description text will appear next to the category name on the Search page of your 360 Search interface. This is not required but can be helpful to your patrons as they begin their research.
Although you cannot create subject categories specific to one of the languages you defined in the Languages page, you can have a different Category Name and Description for each category that is specific to a particular language setting. Back on the Subject Categories page of the Administration Console, change the language in the dropdown menu, then click on the name of the category whose name and description you want to be different in this language.
Assign databases to appear in this subject category by placing a check mark in the box to the left of each database listed in the Selected Databases window:
You may assign as many databases as you wish to the category from your selected databases in the Client Center, and there is no limit to the number of categories or subcategories to which any particular database is assigned.
If you want to create subcategories within this subject category, you cannot add any databases to it.
If you need to remove (unassign) a database from a category, simply click off the check mark in the box to the left of the database.
The Displayed column indicates if the database is set to be displayed in 360 Search. That means patrons can see it, search it, etc. One reason you might assign a database to a category even if it isn't displayed to patrons is if you'll be using the 360 Search API to build your own federated-search interface. Otherwise, you'll want to change the Display In 360 Search settings for that database, using the Database Details page of the Administration Console, or on the Database Details page of the Data Management page of the Client Center.
The Origin column will indicate if a database is inherited from a consortium, by displaying the name of the sharing consortium.
- Date Created: 9-Feb-2014
- Last Edited Date: 21-Feb-2014
- Old Article Number: 7425