Working with templates and categories

Miko Hejwosz, January 2003

4. Categories

Categories can help you if you add elements belonging to different subjects (e.g. economics, computer science, geography, etc.) to different branches of the knowledge tree.

Categories make it also possible to set up the preferred look (of items or topics) belonging to the category.

The optimum strategy for maximizing the inflow of quality knowledge into the learning process at minimum time is to create a To Do category, to which you add all the knowledge you want to master (e.g. articles, rough notes, rough items, etc. belonging to all subjects). You can process this To Do knowledge for optimal recall in the course of repetitions. Only when items assume their ultimate well-structured shape, move them to their target category (see: 20 rules of formulating knowledge). 

4.1. Creating your first category

Suppose you would like to create a separate category for your European Union items. Instead of the Item template used by default for newly added items, you could use your new European Union template. All items added to the category will have the European Union look (i.e. European Union template applied). You will only need to select the European Category in the category box on the Tools toolbar.

To create the European Union category, in which all new items can have the look of the European Union template:

  1. Choose Edit : Create category in the menu bar Click to view graphic,
  2. In Category and Tasklist Wizard, on the Location tab, in the Location box, select an element, to which your new category will be appended, and then click Next>> Click to view graphic,
  3. On the Name tab, in the Category name text box, type in a unique name of your category (e.g. European Union), and then click Next>> Click to view graphic,

    Choose a short name for your category so it would be easily identifiable in the Category box on the Tools toolbar.
  4. On the Templates tab, click the Change button below the Template for items text box Click to view graphic,
  5. In the Template registry window, in its left pane, select a template that you would like to be used each time you add an element to the new category (e.g. European Union) Click to view graphic,
  6. Click the Accept button to close the registry window and save selection you have made Click to view graphic,
  7. Click Finish to close the wizard and create the European Union category with the European Union template as the default item template (i.e. template which will be used each time you add an item to this category) and exit the wizard.

4.2. Moving elements to a desired category

4.2.1 Moving an individual element

Suppose you had imported an article about Irish referendum on the expansion of the European Union. Imagine that in the course of incremental reading you extracted an item that you would like to move to your European Union category.

To move an element to a category:

  1. Right-click over the element toolbar, and then choose Edit : Element parameters (Ctrl+Shift+P),
  2. In the Element Parameters dialog box, in the Category box, click the drop-down arrow, and select European Union,
  3. Click OK to close the dialog box and save the selection you have made,
  4. Click Yes to the Apply category template? Template=European Union query,

    You should now be able to see this item with the category template applied.

    If you do not wish to be prompted to apply category template at moving elements:

    1. Choose Search : Categories in the menu bar,
    2. In the Category registry window, in its left pane, select a desired category (e.g. European Union),
    3. In the top-right pane, click the Auto-Apply checkbox until it is checked but not grayed,
    4. Click Accept if you want the category to become the default category (i.e. the category that will be used at Add new).

4.2.2. Moving a subset of elements

Use browser to move a subset of elements to a desired category:

  1. On the browser toolbar, click the Process browser button , and then choose Move : To a category,
  2. In the Category registry window, in its left pane, select a category that you would a given subset of elements to be moved to,
  3. Click the Accept button to close the registry window and move the subset of elements in the browser to the selected category,
  4. Click Yes to the Do you want to move all browser elements? query,
  5. Click OK on an information dialog saying how many elements have been moved to the selected category.

For additional hints&tips and a rich collection of FAQs related to using categories, read: Categories

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