Editing Survey Search Categories and Values

The first step to organizing a searchable collection of surveys is to define the search categories and values under which the surveys will be organized.

Adding Survey Search Categories and Values

You must be logged in and have either the Administrator or Reviewer role to add or edit survey search categories.

To add survey search categories:

1. Click on the Survey Administration tab in the Illume Survey Manager.

2. Select Administration Add/Edit Survey Search Categories.

3. Type the name of a new survey category in the name field.

4. Click the Add button next to the name field to add the new category.

5. The newly-added category should be highlighted in the list of categories. While this item is highlighted, type a value into the Value field below, then click the Add button next to the Value field.

6. Repeat step 5 to add as many values as needed to the new category. Repeat steps 3 and 4 to add more categories.

7. Click Done when finished. This will close the Category Editor and save the changes.

To add values to a category that already exists, simply click on the category in the Categories list and follow step 5 above.

Editing Survey Search Categories and Values

Editing search categories and values essentially means changing their names. Note that when changing the name of a search category or value, the surveys filed under that category/value retain their association to the renamed category/value. For example, if there are ten surveys filed under a category named History, and the name of that category changes to Herstory, the ten surveys will now be filed under Herstory.

To edit categories and values:

1. Click on the Survey Administration tab in the Illume Survey Manager

2. Select Administration Add/Edit Survey Search Categories.

3. Click on the name of the category or value to edit.

4. To change the category name, type the new name into the Name field and click Replace.

5. To edit a value within the category, click on the value in the Category Values list.

6. To change the value name, type the new name into the Value field and click Replace.

7. Click Done when finished. This will close the Category Editor and save the changes.

Deleting Categories

To delete categories, follow these steps:

1. Click on the Survey Administration tab in the DatStat Illume Survey Manager.

2. Select Administration Add/Edit Survey Search Categories.

3. In the Categories list, click on the name of the category to delete.

4. Click the Delete button.

5. Read the confirmation message carefully and click OK .

Deleting Values

To delete category values, follow these steps:

1. Click on the Survey Administration tab in the Illume Survey Manager.

2. Select Administration, Add/Edit Survey Search Categories.

3. In the Categories list, click on the name of the category that contains the value to delete.

4. In the Values list, click on the name of the value to delete.

5. Click the Delete button beneath the Category Values list. This will delete the value. (If the Delete button that appears under the Categories list is clicked, it will delete the entire category!)

6. Read the confirmation message carefully and click OK.