Category Tool

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You can use the Category tool to manage and configure categories in SFX. For a list of global categories, see Global Categories.

Setup

To start the Category tool, from the Additional KB Tools section of the Setup and Administration area, click Category Tool. Click the Setup tab to configure the Category tool. The following window opens:

category_tool_set_up.gif

Setup

Set Category Mode

You have the option of using the categories provided by Ex Libris in English, using the Ex Libris categories translated into a different language, or creating your own categories. Additionally, you can use the assignments of objects to specific categories provided by Ex Libris or create your own local assignments.

To set the category mode:
  1. Select one of the following modes from the Mode drop-down list:
  • (1) Global Categories and Assignments – Ex Libris categories in original language (US ENG) and use Ex Libris assignments (default setting).
  • (2) Global Categories and Local Assignments – Ex Libris categories but make local category assignments. (Customers do not benefit from Ex Libris updates to the assignment table).
  • (3) Translated Global Categories and Global Assignments – Ex Libris categories in a translated version (loaded by customer) and use Ex Libris assignments.
  • (4) Translated Global Categories and Local Assignments – Translated Ex Libris categories but make local category assignments. (Customers do not benefit from Ex Libris updates to the assignment table).
  • (5) Local Categories and Local Assignments – Local categories and local category assignments (both kept up-to-date by the customer).
  1. Click Submit.

Manipulate Category Data

You can make a copy of global categories and assignments as well as remove them.

To manipulate category data:
  1. Select an option:
  • Make a local copy of global categories
  • Make a local copy of translated global categories
  • Make a local copy of global category assignments
  • Remove all translated categories
  • Remove all local copy of categories
  • Remove all local copy of category assignments
  1. Click Submit.

Browse

In this section, it is possible to view, add, edit, and delete categories, subcategories, and category assignments. Click the Browse tab. The following window opens:

category_tool.gif

Browse

The following activities are available:

  • Viewing Global Categories
  • Adding Categories
  • Viewing Local Categories
  • Editing Local Categories and Subcategories
  • Adding Local Categories
  • Viewing Categories for One Object
  • Viewing Category Assignments

Viewing Global Categories

You can view a list of all of the categories in SFX.

To view categories:
  1. Select one of the following types of categories from the Specify Category Collection drop-down list.
  • Global categories
  • Global categories (translated)
  • Local categories
  1. Click Go. If you selected Global categories, the following dialog box opens:

global_catagories.gif

List of Global Categories and Sub-Categories
  1. Click additional_information_icon.gif to display a list of the subcategories of a category.

global_subcategories.gif

Subcategories
  1. Click additional_information_icon.gif to display the globally assigned objects of the subcategory. The following window appears:

global_objects_subcategory.gif

Global Objects
  1. Click list_btn.gif to display the locally assigned objects of the subcategory.

locally_assigned__objects.gif

Locally Assigned Objects

Adding Categories

You can add a local category to the list.

To add a category:
  1. Click Add. The following dialog box opens:

add_category.gif

Add Category
  1. Select a category and subcategory.
  2. Click Submit.

Viewing Local Categories

If you select local categories from the Specify Category Collection drop-down list, the following dialog box opens:

local_categories.gif

Local Categories

Editing Local Categories and Subcategories

You can edit local categories and subcategories.

To edit a category or subcategory:

Click edit_btn.gif. The following dialog box opens:

edit_local_category.gif

Edit Local Category
  1. Edit the category or subcategory.
  2. Click Submit.

Adding Local Categories

You can add a local category or subcategory.

To add a local category or subcategory:
  1. Click Add. The following dialog box opens:

add_local_category.gif

Add Local Category/Subcategory
  1. Select Category or Subcategory
  2. Type a name for the category or subcategory.
  3. Click Submit.

Viewing Categories for One Object

You can view the categories for one object.

To view categories for one object:
  1. Select View categories for one object.
  2. Type the object information in the text box.
  3. From the drop-down list, select one of the following:
  • TITLE
  • ISSN
  • ISBN
  • LCCN
  • OBJECT_ID
  1. Click Go.
Left, right, and middle truncation (*) can be used for TITLE searches.

The following information is displayed:

  • Title
  • ISSN
  • Global categories
  • Global translated categories
  • Local categories
  • Global assignments
  • Local assignments

For example:

list_objects.gif

List Objects for One Object

Both the active and inactive categories are displayed, but the inactive ones are grayed out.

Viewing Category Assignments

You can view the objects assigned to a category.

To view categories assignments:
  1. Select View category assignments for.
  2. From the Choose Category drop-down list, select a category.
  3. From the Choose Subcategory drop-down list, select a subcategory.
  4. Click Go.

The following information is displayed:

  • Title
  • ISSN
  • Global categories
  • Global translated categories
  • Local categories
  • Global assignments
  • Local assignments

Export

Click the Export tab to export categories. The following window opens:

category_tool_export.gif

Export
To export categories:
  1. From the Get drop-down list, select an option:
  • Export Ex Libris categories and translated Ex Libris categories
  • Report Ex Libris categories where no translated categories exist
  • Export all local categories without assignments
  • Export all local categories with assigned objects (ISSN, etc)
  • Export count total assigned journals per local category
  • Export all category information for list of objects (using input file)
  1. Click Submit. The following window opens:

category_export.gif

Category Export
  1. To download the results, click Download Results.
  2. To download the log file, click Download Log.

Loader

Click Loader to load categories in the SFX KnowledgeBase. The window opens:

category_tool_loader.gif

Loader
To load category data:
  1. From the Load drop-down list, select the type of data you want to load. For more information, see Load Options.
  2. In the File field, click Browse and select the file with the data you want to load.
  3. From the Encoding drop-down list, select an encoding option.
  4. Select any additional options available.
  5. Click Submit.

The following rules apply to loading categories into the SFX KnowledgeBase:

  • Categories cannot be loaded without subcategories.
  • Journals can be loaded only to a category/subcategory pair (not to categories only or subcategories only).

Load Options

  • Translated categories/subcategories – The data in the input file overwrites the old translated category information. The following is the input file format:

    Ex Libris CATEGORY <tab> Translated CATEGORY <tab> Ex Libris SUBCATEGORY <tab> Translated SUBCATEGORY

  • Local categories/subcategories – The following is the input file format:

    LOCAL CATEGORY <tab> LOCAL SUBCATEGORY

    Options:

    • Add new – Adds new categories/subcategories and leaves existing items in the database—but not in the input file—untouched.
    • Add new + remove if not in input file – Adds new categories/subcategories and removes existing items in the database but not in the input file.
    • Update existing – The data in the input file overwrites the old information. The input file for this option requires the following format:

    LOCAL CATEGORY ID <tab> LOCAL CATEGORY NAME <tab> LOCAL SUBCATEGORY ID <tab> LOCAL SUBCATEGORY NAME

  • Assignment of global categories – The following is the input file format:

    Primary key <tab> Ex Libris CATEGORY <tab> Ex Libris SUBCATEGORY

    The primary key can be: ISSN, ISBN, LCCN, OBJECT (only one primary key per input file)

    Options:

    • Add new – Adds new categories/subcategories assignments and leaves existing items in the database—but not in the input file—untouched.
    • Replace – The data in the input file overwrites the old information.
  • Assignment of local categories/subcategories – The following is the input file format:

    Primary key <tab> LOCAL CATEGORY <tab> LOCAL SUBCATEGORY

    The primary key can be: ISSN, ISBN, LCCN, OBJECT (only one primary key per input file)

    Options:

    • Add new – Adds new categories/subcategories assignments and leaves existing items in the database—but not in the input file—untouched.
    • Replace – The data in the input file overwrites the old information.

Global Categories

Chemistry
Analytical Chemistry Nuclear Chemistry
Applied Chemistry Organic Chemistry
Biochemistry Petroleum
Chemical Engineering Pharmaceutical Chemistry
Clinical Chemistry Physical Chemistry
Crystallography Polymers and Plastics
Electrochemistry Radiation Chemistry
Environmental Chemistry Toxicology
Inorganic Chemistry General and Others
Kinetics Synthesis
Medicinal Chemistry
Earth Sciences
Cartography Marine Geology and Oceanography
Engineering Geology Meteorology
Environmental Geology Mineralogy
Extraterrestrial Geology Paleontology
Geochemistry Petrology
Geographic Information Systems & Remote Sensing Tectonics, Seismology & Volcanology
Geography General and Others
Geology Stratigraphy
Geophysics Energy Minerals
Hydrology
Environmental Sciences
Atmospheric Science Global Warming
Biodiversity Natural Disasters & Industrial Accidents
Biomass Energy & Biofuels Occupational Hazards & Health
Conservation Pollution (Air, Noise, Soil and Water) & Control
Desert Ecology & Desertification Radioactivity & nuclear fallout
Ecosystems & Ecology Sustainable Development
Ecotoxicology Waste management and Recycling
Environmental Engineering General and Others
Environmental laws Energy Conservation &Alternate Energy Sources
Environmental Planning & Studies Hazardous Substance Handling, Management & Disposal
Environmental Sciences
Life Sciences Ornithology
Andrology Toxicology
Biochemistry Virology
Biology Zoology
Bioinformatics General and Others
Biophysics Morphology
Biotechnology Paleontology
Botany Taxonomy & Systematics
Entomology Evolutionary Studies
Cytology, Cell Biology Genomics
Genetics Computational Biosciences
Immunology Ethology
Limnology Animal Physiology
Micro and Molecular Biology Metabolism
Mathematical Sciences
Algebra Numerical Analysis
Applied Mathematics Probability
Arithmetic Set Theory
Calculus Statistics
Game Theory Topology
Geometry General & Others or All
Graph Theory Algorithms
Group theory Stochastic Computation
Logic Combinatorics
Mathematical Analysis & Logic Complex Analysis
Mathematical Physics Algebraic Geometry
Number Theory Differential Geometry
Physics
Acoustics Particle Physics
Applied Physics Plasma Physics
Astronomy Mechanics
Astrophysics Radiation
Condensed Matter Physics Relativity
Cryogenics Solid State Physics
Energy Thermodynamics and Heat Transfer
Magnetism Ultrasonic
Optics & Opto Electronics General and Others
Nuclear Physics Atmospheric Physics
Engineering
Aerospace and Aeronautics Fuel Technology
Agricultural Engineering Industrial Engineering
Architecture Instrumentation
Automobile and Transportation Marine Engineering
Biomedical Engineering Mechanical Engineering
Biotechnology Metrology
Chemical Engineering Mining Engineering
Civil Engineering Nuclear Engineering
Control Engineering Petroleum Engineering
Cryotechnology Pharmaceutical Technology
Dairy Technology Polymer Technology
Electrical Engineering Quality Engineering
Electronics Textile Engineering
Energy Engineering General and Others
Environmental Engineering Production Technology
Ergonomics Satellites, Space Probes & Technology
Fluid Engineering Printing Technology
Food Science and Technology Fire Fighting and Safety Engineering
Information Technology
Artificial Intelligence Healthcare Database & Medical Informatics
Computer Science (Hardware & Networks) Mobile Computing
Cybernetics Computer Architecture, Languages and Compilers
Information Science and Systems Information Extraction, Retrieval and Filtering
Internet Data Storage and Data Mining
Multimedia Graphics
Robotics Computer Security, Confidentiality
Software Engineering Modelling & Simulation
General and Others Computational Biosciences
Banking Insurance Financial Systems Neural Networks
Automation Web Development
Embedded Systems Computer Aided Design & Production Control
Database Design & Management
Material Science and Metallurgy
Biomaterials Physical Metallurgy
Ceramics Rubber Technology
Coatings and Films Super Conductors
Composites Treatment & Finishing
Corrosion Textile materials
Extractive Metallurgy Wood, Paper & Cellulosics
Melting, Coating, Powder Metallurgy Working, Forming, Machining & Joining
Metals, Minerals, Ores & Alloys General and Others
Packaging Materials & Technology Nanomaterials
Telecommunications Technology
Cables & Optical Fibres Wireless Communications
Communication Networks & Technology General and Others
Digital Signal Processing Telemedicine
Image Processing & Television Technology
Business, Economy and Management
Accounting and Auditing Trade and Commerce
Actuarial Science, Insurance and Risk Management General and Others
Banking and Investment Organizational Communication, Business Writing
Business Management International Business & Transnational Corporations
E-Commerce Strategic Management & Business Policy
Economics Organizational change and Development
Finance Organizational Psychology
Marketing and Sales Quality Management
Personnel Management & Training Operations Research
Projects and Consultancies Multimodal Transport & Logistics
Public Relations Material & Supply Chain Management
Stocks and Shares
Library and Information Sciences
Abstracting and Indexing Library Automation
Acquisition Library Networks
Cataloguing Library Management
Classification Serials Control
Digital Libraries General and Others
Information Sources, Services and Retrieval Archives & Preservation
Librarianship and Libraries
Social Sciences
Anthropology Regional and International Studies
Archaeology Rehabilitation
Behavioral Science (Psychology) and Counselling Sociology
Communities and Urban Planning General and Others
Demographic Studies Gender Studies
Foreign Policy, Defence and Internal Security Museums & Heritage Organizations
Journalism, Mass Communication, Media & Publishing Developmental Issues & Socioeconomic Studies
Political Science Disability Studies & Assistance
Public Policy & Administration Community Based Awareness and Relief Service
Law
Banking Law Investment Laws
Constitution and Judicial System Corporate laws
Crime, Criminology and Law Enforcement Policies
Environmental Law & Policy Regional and International Law
Foreign Trade & Commercial Transactions Taxation Laws
Industrial Relations Law General and Others
Insurance Law Domicile and Immigration Laws
Intellectual Property Arbitration, Education & Training
Arts and Humanities
Architecture, Fine and Decorative Arts Philosophy
Fashion & Entertainment Religion
History Society and Culture
Human Rights, Women's Studies & Child Welfare General and Others
Language & Linguistics Education & Careers
Literature Current Events & News
Performing Arts, Travel and Leisure
Agriculture Sciences
Agricultural Biotechnology Horticulture and Plant Culture (including Arboriculture)
Agricultural Engineering Organic Farming, Rural Development, Sustainable Agriculture
Agro Business, Economics and Policies Pests, Pest Control & Integrated Pest Management
Agronomy Soil Chemistry, Microbiology, Fertility & Fertilizers
Animal Husbandry, Livestock Management & Poultry Sciences Veterinary Science
Apiculture Water and Water Resources
Crops, Crop Production and Protection General and Others
Dairy Technology Plant Pathology
Dryland Farming Plant Breeding
Fisheries and Aquaculture Post Harvesting Operations and Storage
Food Science and Technology Seed Technology & Propagation
Forestry Animal Nutrition, Feed, Feed Additives & Manufacture
Health Sciences
Allergy Obstetrics and Gynecology
Alternative Medicine Oncology
Anesthesiology Ophthalmology
Anatomy Orthopedics
Cardiology Pediatrics
Clinical Medicine Pathology
Dentistry Pharmacy and Pharmacology
Dermatology Physiology
Diabetes and Hypertension Psychiatry & Psychology
Diseases Public health
Emergency Medicine and Critical Care Radiology
Endocrinology Reproduction & Reproductive Medicine
ENT Rheumatology
Forensic Science Sports medicine
Gastroenterology Surgery
Genetics Therapeutics
Geriatrics Urology and Nephrology
Hematology Veterinary Science
Hepatology General and Others
Histology Diagnostics
Immunology Medical Education, Training & Research
Legal Medicine Physiotherapy
Venereology Andrology
Medical Informatics Tuberculosis
Medical Specialties Embryology
Morphology HIV & AIDS
Neurology Preventive Medicine
Nuclear Medicine Family Medicine
Nursing Cerebrovascular Diseases & Strok
Nutrition and Dietetics