Discussion:Adding categories to discussions

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Discussion Forum Index --> Categorization Team --> Adding categories to discussions

Trillium (talk|edits) said:

21 April 2011
Many of you are familiar with the category recap pages that exist for some of the oft-asked topics, like:

And some of you are familiar with the list of all categories, which can be a helpful way to start your search for prior discussions when you don't really know the magic search terms. There's also a category list that's sorted by key topics, AKA the Topical Index.

Well - to get any discussion into a category requires manual intervention. Deback led a team a long time back to get discussions categorized, and as I recall many of the long-timers participated in that one way or the other. Then for a few years, the categorization effort took a time out, but recently two things have happened, more or less coincidentally:

  1. more and more people are asking for a way to find things by overall topical category, and
  2. recent discussions in "hot topic areas" have had categories added, as part of the process of helping people successully utilize the site as a research and learning tool.

Say you're reading a discussion, new or old, and you can't help but think to yourself: "this is a great example of how this tax issue should be resolved," or "this is a great tax issue with an excellent discussion of the many ways to tackle it" or any form of "we should make this easier for other people to find." Well, right there while the discussion is open, go ahead and add it to any relevant categories, because there are people using those to do research, and they will thank you!

The next post will cover how to do it (it's really easy!).

Trillium (talk|edits) said:

21 April 2011
To add a category to a discussion:
  1. Open a new browser window to check the list of categories to see what the relevant category or categories would be. (Note - you can also get to that list at the bottom of any discussion page. Right-click on the linked word "Categories:" to open it in a new browser window, and then expand to view 500 items.)
  2. Find a relevant category for the discussion you were reading.
  3. Go back to your discussion, and click "edit this page" at the top of the discussion page.
  4. In the discussion, up at the top, you'll usually see a line that says "Add categories below this line."
  5. Below that line, you type: [[Category: xxxxx]]
    (where "xxxxx" is the relevant category you selected earlier - so that's two open brackets, the word "Category" followed by a colon, an optional space, the category name, and two end brackets).
  6. You can add more categories on the same line, separated by a space, or you can hit enter/return and repeat the process to add each additional category in its own line (my preference).
  7. When you're ready, go down to the bottom of the page and click "Show preview" if you want to check that you spelled - or copy/pasted - everything properly. You have to scroll to the very bottom of the page - after the edit box and the save page/preview buttons - to see the category section.
  8. Click "Save page" when everything looks good.

That's it!

All the categories you just added are now listed across the bottom of the page, and if you were to click on one of them, they take you to a category page which will have any other discussions someone thought worthy of being added to the category.

Kevinh5 (talk|edits) said:

21 April 2011
Trillium, could you show us a text example of how one would look? Thanks.

Trillium (talk|edits) said:

21 April 2011
Sure. If you go to Category: Military, or any other category you like, and click any discussion, then click "edit this page" up at the top of the screen, you'll see something like this page: Sample discussion w/edit the page already selected. That link should take you right to the "edit this page" version of the discussion, if you're signed in, and if it does, you'll see the list of various categories at the top of the page there. To see how it appears on the usual discussion display, click here, and scroll way down to the bottom of the page.

(If you didn't see the list of categories at the top of "edit this page" then click the last link in the prior discussion, and click either "edit this page" or "view source' (depending on if you're signed in or not). Then you should see it.)

Trillium (talk|edits) said:

21 April 2011
For those who don't want to click the links, the top of that sample discussion, after you've clicked "edit this page," looks something like this:

<!-- Add categories below this line -->
[[Category:California Residency]]
[[Category:State and Local Tax]]

Kevinh5 (talk|edits) said:

21 April 2011
One category that should have received a lot of research this year was

Domestic Partners

which included RDP articles

Thank you Trillium and others who helped put together that page - it was very helpful.

CathysTaxes (talk|edits) said:

21 April 2011
Well I tried this on one thread. Let me know if I did it right.


Trillium (talk|edits) said:

21 April 2011
woo-hoo, A+! And it wasn't hard to do, right?

CathysTaxes (talk|edits) said:

22 April 2011
Hey, if I can do it, anybody can!

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