Section 11 Managing Categories

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The 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 a specific category from the Categories Table or apply actions on several categories simultaneously from the Bulk Actions Menu.

Categories Table Actions

In the Actions menu (3 dots) the following actions are available for each category.

Adding/Editing a Specific Category Name

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.

All data below the Reference ID is Custom Metadata.

After you create a category or subcategories the categories details are displayed when you select the category.

Adding/Editing Metadata to a Category

To add/edit metadata to a category

  1. Select the Content tab and then select the Categories tab.
  2. Click on the Category Name or 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 the following:
  • 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.
  • Viewing Entries

    The Categories Table list the number of entries for the selected categories.

    To view the specific entries in the selected category click View Entries in the Actions (3 dots) drop down menu in the Categories Table.

     

    Defining and Assigning Entries to 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.

    When you click Delete an entry from the Actions (3 dots) 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.

    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 Managing Content Entitlements.  

    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.

    Reordering/Deleting 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 or delete 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. Select Move Up or Down from the sub categories Actions menu (3 dots) and position as you want. Select Delete to Remove sub-categories.
    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:

    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.
    5. When the selected user is already listed in Kaltura, the user’s ID or name is auto completed. When the selected user is not listed in Kaltura the a message is displayed. After saving, the user entered is added as the new category owner.
    6. Click Save.

    Change Contribution Policy

    The contribution policy is a category entitlement setting option that defines which users can add content to a category through applications. For more information see Content Publish Permissions. 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.
  • The Change Category Contribution Policy action will only apply on categories that have entitlement settings.

    This option is available with entitlement configuration only.

    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.

    Change Category Listing

    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 Content Privacy

    This option is available with entitlement configuration only.

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

    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.

    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.

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

    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 the Catgories' Status

    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 categories filter bar.

    The ‘Updating Categories’ state may last a few minutes until it completes. Some category settings and editing options may only be released when the update is completed.

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

    The Updating Categories indication may also appear when selecting a category.

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