Last edited one year ago
by WikiSysop

1 Categories

If you categorize your pages consistently, you can create useful rollups based on a combination of query criteria.

1.1. Why use categories?

In addition to namespaces, categories are an important organization principle. They allow pages to be grouped in various ways and automatically link the associated category pages.

Categories are usually created by users. In special cases, however, the knowledge base also assigns automatically generated categories for quality purposes (e.g., Pages with broken links).

1.2. Characteristics of categories

Categories have the following useful applications:

  • Hierarchical category tree: Categories can be organized with parent-child associations. The category tree is usually maintained by administrators.
  • Tagging: Categories can be used to spontaneously "tag" pages.
  • Category manager: The category structure of the wiki can be maintained with the Category manager.
  • Multiple categories per page: A page can be assigned to as many categories as needed.
  • Independent of namespaces: Categories are available throughout the knowledge base and cannot be limited to individual namespaces.
  • Page queries: Categories are useful for features like the Smartlist or Semantic Mediawiki, since they make it easy to generate page lists anywhere in the knowledge base.

1.3. Assigning categories to a page

There are different ways to assign a page to categories:

  1. In the article footer in view mode.
  2. From the options menu of the editor toolbar.
  3. Via manual input as Wikitext (source code editing).
  4. From the page tools, using the link ...all actions > Insert category.

No matter what way you choose to categorize a page, the categories are always written into the source code of the page. This means, that a new page revision is created.

1.3.1. In the article footer

The article footer contains a field for category assignment. Any user with edit rights can click the edit link to add or remove categories from the page. To view all existing categories with subcategories, you can click on the Category tree link.

1.3.2. In editing mode

In the page options menu of the editor toolbar there is a menu item for Categories. Here you can update category assignments to the page in edit mode, as well as add a sort key to the category.

Options menu in the visual editor

1.3.3. In Wikitext

Open an article that you want to assign to a category in edit mode. Now enter the following anywhere in the wiki code (usually at the end of the page though):

[[Category:Production]] [[Category:Automotive]]
Note:On category pages, umlauts are listed at the end of the list, e.g. "Märchen" after "Muh". You can use the {{DEFAULTSORT:sortkey}} variable to create an alternative title for the sort (e.g. {{DEFAULTSORT:Maerchen}}).

It is true that:

  • categories can be created in any number and by any user. So before you just get started, it's always best to check which categories already exist to avoid unnecessary duplication of similar categories.
  • a page can be assigned to several categories.
  • the place in the source code where the category link is inserted is technically irrelevant. However, the convention is to include categories at the end of an article.

1.4. Links to category pages

For links directly to a category page, a colon is required before the namespace.

Example: [[:Category: new_page]]

If the colon is missing, the link will not be created, but the page will be tagged with the category instead.

1.5. Category pages

When users click a category link, the Category:<Category_Name> page loads. All pages and media that are assigned to a specific category are automatically listed there.

If you click on a category page that has not yet been created - linked in red - you have the option of creating the category page.

1.6. Show all category pages

On the special page Special:Categories you can view a list of all existing categories in the wiki. Click on a category to go to the corresponding category page. If a page in the listing has a red background, the category is in use in the wiki, but the associated category page has not yet been created.

1.7. Category manager

The easiest way to manage categories and subcategories is through the Special:Category manager page. The Category manager can be reached via the menu item Global Actions > Management > Categories.

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