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

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 Sub Category. This is a Search Category (root).

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&ip p=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.