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Categories: create and assign searchable categories for your portal

Elizabeth Brown
  • Updated

Categories let you structure your courses into searchable groups. Create categories once, and use them to organize your resources, catalog, or storefront.

Categories are available to all customers.

When you create categories they are available across the portal. They're tools to let you group and identify courses and course content. Categories don't restrict access, only provide help in finding content.

By default all customers have 10 category labels available. If you need more categories, talk to your Customer Success Manager about what you need for your organization.

Topics covered in this article:

Prerequisite to using categories

To access Course & Resource Categories from portal Settings, you must set up at least one of the features that categories support. Any of the following actions prompts the menu to appear:

Create categories for your portal

  1. From main navigation go to Settings > Course & Resource Categories > Edit Categories.
  2. Enter up to 10 category names.
  3. Optionally: change the Category terminology label. 
  4. Save to finish. 

The screen shot shows example categories.

sample_category_entries.png

Add a category to a resource

You can add categories to existing resources in your library, to help learners find them. 

See Create a resource.

  1. From main navigation go to Library: from secondary navigation choose Resources.
  2. Select a resource.
  3. In Resource Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows categories added to a resource.

add_categories_to_resources_within_the_portal.png

Assign a category to a course in the catalog

Categories in the catalog help learners find content by browsing.

Note: When learners use the catalog, they can only filter courses by one category at a time.

See Add courses to your catalog.

  1. From the main navigation go to Courses > your course name.
  2. From the course Info page, select Catalog. 
  3. In Course Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows some sample categories attached to a course.

add_categories_to_courses_for_browsing_in_the_internal_catalog.png

Apply categories to your eCommerce storefront

Categories in your online store help learners find content by browsing.

  1. From the main navigation go to Courses > your course name.
  2. From the course Info page, select Sales. 
  3. In Course Categories, search for and select the terms you created. 
  4. Save to finish.

adding_categories_to_courses_for_sale.png

Categories and sub-portals

Sub-portals don't inherit the categories from the top-level portal by default. Sub-portals can use competely different categories as required.

You can copy categories from the top-level portal if required, when you create a new sub-portal. The Create sub-portal using a copy of this portal’s settings option copies the categories from top-level to the new sub-portal.  See Create and manage sub-portals.

When you license a course to a sub-portal, the licensed course can include the catalog settings from the top-level portal. See Add courses and learning paths to the catalog.

If the top-level portal and the sub-portal have the same categories, then the licensed course also displays the categories from the top-level portal.

Note: Categories are case-sensitive. The category terms and capitalization in the sub-portal must match the top-level portal exactly, for the licensed course to display the category. The licensed course doesn't add new categories to the sub-portal.

Course categories and archiving

When you archive a course - either automatically when creating a new version, or manually - LearnUpon removes any category labels applied to the course. 

See: Publish a new version of a course and Archive a course.

Tip: To use the same categories regularly - for the next course version, or to label similar related courses - keep a list of your categories outside LearnUpon, so you can apply them again.

See:

 

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