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    360 Search: Administration Console -- Subject Categories -- Subcategory Properties

    • Product: 360 Search

    How do I change the properties of a Subject Subcategory 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 Subcategory Properties page in the Administration Console allows you to edit the names and descriptions of your subject subcategories to your 360 Search and assign databases to them. If you need to add a new subject subcategory, 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 subcategory properties. If your library's 360 Search profile is locked by the Consortium, you cannot make any changes at all to the subcategories 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 subcategories, but you cannot add any additional subcategories of your own. Also, Search Categories can only be inherited from one Consortium.
    To edit the properties of a subcategory, go to the Subject Categories page of the 360 Search Administration Console, click on the "plus" symbol next to the category name (
    360 Search Admin Console - Subject Category Folder Icon
    ) and then click on the name of the subcategory you want to edit. You'll then see the Subcategory Properties page:
    360 Search Admin Console - Subcategory Properties
    Click Edit in the upper-right corner of the page to open it for editing. When you are done changing the subcategory's properties, click Save, or Cancel if you do not wish to modify the subcategory properties at this time. Changes to the subcategory properties will not be visible to patrons until the next day; to see how your changes will look without having to wait, click Preview.

    Subcategory Details
    The Subcategory Name should already be filled in from when you created the subcategory. Notice the red asterisk indicating that this is a required field.
    You may add a short Description of this subcategory if you wish. The description text will appear next to the subcategory 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 subcategories specific to one of the languages you defined in the Languages tab, you can have a different Subcategory Name and Description for each subcategory 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 and subcategory whose name and description you want to be different in this language.

    Selected Databases
    Assign databases to appear in this subject subcategory by placing a check mark in the box to the left of each database listed in the Selected Databases window:
    360 Search Admin Console: Subcategory Databases
    You may assign as many databases as you wish to the subcategory 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 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 subcategory 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: 7427