Editing Repository Search Categories and Values

Editing repository search categories and values essentially means changing their names. When the name of a search category or value is changed, the repository items filed under that category/value retain their association to the category/value.

For example, if there are ten questions filed under a category named “Personal Questions”, and the name of that category is changed to “Demographics”, the ten questions will now be filed under “Demographics”.

To edit repository categories and values:

1. Select Repository \ Add/Edit Repository Search Categories from the Repository Explorer
2. Click on the name of the category or value you want to edit
3. To change the category name, type the new name into the Name field and click Replace
4. To edit a value within the category, click on the value in the Category Values list
5. To change the value name, type the new name into the Value field and click Replace

   

Deleting Categories

To delete categories, follow these steps:

1. Select Repository \ Add/Edit Repository Search Categories from the Repository Explorer
2. In the Categories list, click on the name of the category to delete
3. Click the Delete button

   

NOTE: When a Category is deleted all of the category’s values are deleted as well. The repository items associated with the category will remain, but they will no longer retain their association to the deleted category.

Deleting Category Values

To delete category values, follow these steps:

1. Select Repository \ Add/Edit Repository Search Categories from the Repository Explorer.
2. In the Categories list, click on the name of the category that contains the value to be deleted.
3. In the Values list, click on the name of the value to be deleted.
4. 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, the entire category will be deleted!)
5. Read the confirmation message carefully and click OK to commit the change.

   

NOTE: When a category value is deleted, the repository items associated with that value will remain, but they will no longer retain their association to the deleted value.

In other words, if there are ten repository questions filed under “Race Category”, and the value “Race Questions” is deleted from the “Demographics” category, there will still be ten questions, but they will no longer be able to be located by searching for repository items belonging to the “Demographics”, “Race Questions” category.