Associating Repository Items with Categories and Values

Once categories and values have been defined to organize repository items, each item can be associated with one or more values. This enables Illume users to easily locate repository items using the Repository Explorer’s search tool.

For more background on the category/value system, See “Understanding Survey Search Categories and Values”.

Adding Categories and Values to a Repository Item

Only Users with Administrator or Reviewer roles can associate repository items with categories and values.

To associate repository items with categories and values, follow these steps:

1. Locate the item to work with in the right pane of either the Browse Categories or Search Results tab of the Repository Explorer.
2. Right click on the item and choose Edit Category Values from the context menu.
3. In the list of Categories, click on the name of the category to which this item should belong. Notice that all of the values belonging to this category appear in the list to the right.
4. Click on a value in the list, and click the Add button to associate the value with this item.
5. Repeat steps 3 and 4 for each of the values to associate.
6. Click OK to save the changes and close the editor.

   

Removing Categories and Values from a Repository Item

Only Users with Administrator or Reviewer roles can edit a repository item’s category values.

To remove categories and values from a repository item, follow these steps:

1. Locate the item to work with in the right pane of either the Browse Categories or Search Results tab of the Repository Explorer.
2. Right click on the item and choose Edit Category Values… from the context menu.
3. In the category/value list at the bottom of the Categories/Values editor, click on the value to remove.
4. Click the Remove button.
5. Repeat steps 3 and 4 for each of the values you want to remove.
6. Click OK to save your changes and close the editor.