Articles in this section

Categories: create and assign searchable categories for your portal

Elizabeth
  • Updated

Structure your course content into searchable groups

Create categories once, and use them to organize your resources, catalog, or storefront.

Availability: all customers

Categories are text labels to help you group and identify courses and course content. Categories don't restrict access, only provide help in finding content. 

When you create categories they are available across the portal. 

All customers have 100 category labels available. To use your categories effectively for your whole portal, discuss likely category titles with your Customer Success Manager.

Category text is not translated along with onscreen text. You and your organization decide what terms to use as categories. These terms stay the same, even if learners apply a different language to their portal.

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 your chosen category names.
  3. Optionally: change the Category terminology label. 
  4. Save to finish. 

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 or learning path in the catalog

Categories in the catalog help learners find content by browsing. 

You need to assign categories to courses and learning paths separately. 

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

See Catalog: add courses, learning paths and learning journeys to the internal catalog.

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.

The following screenshot shows Sales > Course categories for a course.

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:

 

Related articles