How to Create and Manage Content Categories? KMC Next Generation

Defining and Assigning Entry Categories

Categories are built in a tree-like hierarchy where each category can include multiple sub-categories. You can add, remove and edit categories from the Categories Tab. You can assign a media entry to a specific category from the Entries Tab.

To assign an entry to a specific category

  1. Go to the Content tab and select the Entries tab.
  2. Click on the Entry Name or Thumbnail.
  3. In the Metadata tab, click Browse Categories.

    The Select Categories screen is displayed.
  4. Choose the Category you want to associate the entry with and click Change Categories.
  5. Click Save.

To remove an entry from a category

  1. Go to the Content tab and select the Entries tab.
  2. Click on the Entry Name or Thumbnail.
  3. Remove the category settings (click on the x) in the Metadata tab.
  4. Click Save.

NOTE: When you click Delete from the Actions menu in the Entries table, the entry will be deleted from the account and not only from the category that is currently selected. See Delete Entry.

Best Practices for Adding Entries to Categories

When adding an entry to a category from the KMC to display in Kaltura MediaSpace, be certain to add the entry into either the Channels, Galleries, or unlisted category located under the SITE category. 

Do not add content to both the unlisted category, and other categories. This will cause unexpected behavior. 


We do not recommend adding entries to other categories under the MediaSpace root category, since adding entries to any other category, may create unexpected issues.



For information as a KMS user, see Publish Media in MediaSpace.

Categories Table

The Categories Table lists the categories in your account and provides a way to edit the category’s specific metadata and entitlement settings. You can edit each a specific category from the Edit Category window or apply actions on several categories simultaneously from the Bulk Actions Menu.

Adding/Editing a Specific Category

To add a category

  1. Select the Content menu and then select the Categories tab.
  2. Select Add Category.
    The New Category window is displayed.
  3. Select No Parent if you want the category to be at the top level or select the parent category under which the new category should be created.
  4. Enter the Category Name. We recommend that you minimize categories at the top level. The Metadata tab for that category is displayed.
  5. Click Add and enter additional metadata for the category and click Save.

Adding Metadata to a Category

You can add or edit metadata to a category or to multiple categories.

To add/edit metadata to a category

  1. Select the Content tab and then select the Categories tab.
  2. Click on the Actions menu (3 dots) to the right. The Edit Category window is displayed.
  3. In the Metadata tab, add or edit the metadata information. Enter a
  • Name
  • Description (Optional).
  • Tags. (Optional)
  • Reference ID (Optional).
  • If you have Custom Data for categories, you can edit the Custom Data fields for the category. For multiple schemas, use the drop-down Jump To menu to select the schema values you want to edit for the category. See Managing Schemas for more information.
  • Click Save & Close.

Editing the Entitlement Settings of a Category

When a category is set to have entitlement settings for an application, the category’s Entitlements tab is displayed for editing.  See Entitlements Settings  for more information.

NOTE: Entitlement Settings are added to categories as part of the MediaSpace installation. For other purposes, Entitlement Settings can be added to categories from the Integration Settings page under the Settings tab.

To edit Entitlement Settings of a category

  1. Select the Content menu and then select the Categories tab.
  2. Click on a category. The Edit Category window is displayed.
  3. In the Entitlements tab, edit the Entitlement Settings options, set a category owner and any specific end-user permissions you want to set to the category for your application. Informative tooltips are available for each one of the options.  See Entitlements Settings for more information.
  4. Click Save.

Reordering Sub Categories

When a category has up to 50 sub-categories the Sub-Categories tab is available for editing. Use the Sub Categories tab to order the sub categories. Sub Categories will appear in the application as they are ordered.

Use the Sub- Categories tab to order MediaSpace Galleries. For other applications: the ordering set through the Sub- Categories tab can be used through the Kaltura API while ordering category lists based on the partnerSortValue category attribute.

To reorder sub categories

  1. Select the Content menu and then select the Categories tab.
  2. Click on a category. The Edit Category window is displayed.
  3. Select the Sub-Categories Tab,
  4. Set the order of the sub-categories. Position the sub categories as you want them to be ordered in your application.
  5. Click Save.

Editing Multiple Categories in Bulk

You can edit multiple categories in bulk.

To edit multiple categories in bulk

  1. Select the Content menu and then select the Categories tab.
  2. Check the boxes near the names of the categories you want to edit.
  3. Select Bulk Actions and choose the option you want to apply to your selected categories.

Use the Categories tab to:

Add Tags to Categories

You can add tags to categories in the KMC that will propagate to other applications.

To add tags to a category listing

  1. Select the Content menu and then select the Categories tab.
  2. Select a category or multiple categories and select Bulk Actions.
  3. Select Add Tags from the drop-down menu.
  4. Enter tags to append to all selected categories.
  5. Click Save Changes.

Remove Tags from Categories

You can remove tags from categories in the KMC. Tag deletion will propagate to other applications.

To remove tags from a category listing

  1. Select a category or multiple categories and select Bulk Actions.
  2. Select Remove Tags from the drop-down menu.
  3. Select the tags to remove from the selected categories.
  4. Click Remove and Save Changes. 

Move Categories

You can move categories from one level to another.

To move a category to another parent category

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories that area currently under the same parent category and select Bulk Actions on the bottom of the page.
  3. Select Move Categories from the Bulk Actions options.
  4. Select the new parent category under which the selected categories will appear.
  5. Click Apply.

Following a Move Categories action, the category tree is updated on the Kaltura backend. When more than a few categories are affected, this operation may take a few minutes.  Until the completion of this process, the editing options in the Categories page are disabled and are automatically released when the update process is completed.

Change Content Privacy

Content privacy is a category entitlement setting option that defines the visibility of content associated with a category.  For more information see Content Privacy.

This option is available with entitlement configuration only.

To change the content privacy

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories and select Bulk Actions.
  3. Select Change Content Privacy from the drop-down menu. The content privacy options are:
  • No Restriction – Content in this category is visible to everyone with access to the application page it is published in.    
  • Requires Authentication – Content in this category is visible only to authenticated end-users. User authentication is made by the application against the customer Identity Management system or using Kaltura’s authentication services. In both cases access to content in this category requires that an authenticated user ID is passed to the Kaltura server through the application session. 
  • Private – Content in this category is visible only to users with specific permission to access this category's content.
  • Click Save. 

Note that the Changing the Content Privacy will only apply to categories that have entitlement settings.

Change Contribution Policy

The contribution policy is a category entitlement setting option that defines which 25 can add content to a category through applications. For more information see Change Contribution Policy. This option is available with entitlement configuration only.

To change the contribution policy

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories and select Bulk Actions
  3. Select Change Contribution Policy from the drop-down menu.
  4. Select one of the following options:
  • No Restriction – With this option, any end-user authorized by the application can add content to this category
  • Private - With this option, only end-users with specific permission to add content to this category can add content to it.
  • Click Save.

Note that the Change Category Contribution Policy action will only apply on categories that have entitlement settings.

Change Category Listing

The category listing is a category entitlement setting option that defines who can see the category's name and metadata in the application’s category menus, navigations and listing or anywhere a category list is present. See Category Listing for more information.

This option is available with entitlement configuration only.

To change a category listing

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories and select Bulk Actions
  3. Select Change Category Listing from the drop-down menu.
  4. Select one of the following options:
  • No Restriction - The category name and metadata are visible to everyone with access to the application page it is listed in. 
  • Private – The category name and metadata are visible only to users with permission to access the category and its content.
  • Click Apply.

Note that the Change Category Listing action will only apply on categories that have entitlement settings.

Change Category Owner

The Category Owner is a category entitlement option supporting applicative case in which an end-user should be set as the owner of the category. This will automatically set the user with a manager permission level for this category and enable the user to manage the category settings from the application.

This option is available with entitlement configuration only.

To change the ownership on a category listing

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories and select Bulk Actions
  3. Select Change Category Owner from the drop-down menu.
  4. Enter the new owner’s User Name or User ID.When the selected user is already listed in Kaltura, the user’s ID or name appears in blue.
    When the selected user is not listed in Kaltura the typed text appears in red shape and after saving, the user is added to Kaltura as the user ID.
  5. Click Save.

Delete Categories

You can delete categories in the KMC. Category deletion is propagated to other applications.

When categories are deleted from the KMC, the entries in these categories are automatically added to the parent of the deleted category.

To delete categories

  1. Select the Content tab and then select the Categories tab.
  2. Select a category or multiple categories and click the Trash icon.
    A warning message is displayed.
  3. Click Yes to delete.

Updating Categories’ State 

Some of the category related actions taken in the KMC may trigger a category update process on the Kaltura backend. This is mainly to allow continuous work through the KMC interface even when actions affect large portions of the category tree or apply on an extremely high number of categories.

While the Kaltura backend process is running, an ‘Updating Categories’ indication is set on the top right corner of the categories filter bar.

The ‘Updating Categories’ state may last a few minutes and until its completion. Some category settings and tree displays in the KMC may not be fully updated.

After the updating process is completed the ‘Updating Categories’ indication automatically disappears.

 

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