Using the Categories module

TODO: review these notes

The Categories module supplies the categories used by other modules. There are three levels of categories in the system:

1. Global categories
2. Network categories
3. Local categories

By default the system uses the Global categories so that all partners are able to use a "common language" or common grouping of articles, shows, etc. If a partner wants to share things with the global platform, then it is best when they implement the Global categories.

It is possible to extend the categories available, so that the local context of the partner can be implemented. These would be "local categories". If a network of partners needed to define categories for within their network of entities, then they would need to update the Network categories.

Adding a category

The typical use case is a partner wishes to add a Local Category that will be used by the local entity. These categories will not be used beyond the local entity.

1. Click on the "Categories" module. (the list of categories appears on the right)
2. Click on the button "Add category"
3. Fill in the fields
   1. Title: The category title
   2. Name: (automatically filled)
   3. Category Type: usually this will be "Local category" for most users, which will also not be displayed.
   4. Parent category: if needed select a parent category
   5. Description: provide a brief description 
   6. Click on "Create" button

Translate a category

For categories that will be used globally or across entities or networks where multiple languages exist, translation of the category may be needed.

1. Locate the category to Translate
2. Click on the "i" information icon
3. In the right-side panel, click on the "Translate" button
4. Click on the "Translations" tab
5. Find the language in the list of languages that needs to be translated, and expand it.
   • If a language is not visible, you may need to add it to your entity.
6. Title: give the category in the language
7. Description: provide the category description in the language
8. Click on the "Update" button

Disable or Delete a Category

If it is necessary to disable or delete a category from the Category module, this can be done from the Categories List.

1. Click on the Categories module
2. Locate the Category in the list
3. Click on the "i" information icon for the entry.
4. Click on the "Edit" button
5. Click on the Danger Zone tab
6. Click "Disable" or "Delete" button as needed.
7. Confirm action in the modal popup window