6Catalogs

This chapter contains the following:

Overview

A catalog is a collection of categories that you use to classify items. You can organize the categories into a hierarchy that represents a taxonomy. You create new categories only in the context of a catalog. You can add existing categories to one or more catalogs, either from another catalog or as shared categories from a source catalog. You can control the assignment of items and categories in the catalog by controlling the catalog content. For example, you can set the value of the Catalog Content field on the Edit Catalog page to Items at all levels, which allows items to be assigned to any level within the category hierarchy, not only to the leaf levels.

This figure shows the relationships of the catalog components to each other.

Catalog Component

Catalog

A catalog is a collection of categories that are organized to define a classification of items. The top most level of a catalog is the catalog root. All categories for the first level in the category hierarchy are associated with the catalog root through the catalog category association component.

Category

A category is a component of a catalog that represents a set of items. You can associate a category to a catalog through the catalog category association. Both the shared category and the native category are associated thorough the catalog category association.

Catalog Category Association

Catalog category association represents the relationship between a catalog and a category, or a parent category and a child category. Each catalog category association represents one relationship between the catalog and a category or one relationship between a parent category and a child category.

Item Category Assignment

Item category assignment represents the assignment of the item to a category in a catalog. Each item category assignment represents the relationship between a category and an item.

Item

An item represents objects such as a product, service or template. An item is assigned through the item category assignment component.

Attachment or Image

Information is associated to the catalog or category through the attachment framework. Multiple attachments are supported but you can only associate a single attachment or attachment type image with a catalog or category for viewing in the UI.

The format of a catalog is defined at the time the catalog is created and controls the behavior of the catalog at runtime.

When you format a catalog, the layout controls three main areas and includes the following tasks:

  • Catalog configuration

  • Date enablement

  • Category sharing

Some fields are required, and others are optional.

Catalog Configuration

You can configure the catalog, and this affects how the content behaves. The catalog configuration contains a set of attributes that define the catalog configuration. These attributes interact to define the runtime behavior of the catalog.

The configuration functions are:

  • Catalog code: A unique identifier that is used.

  • Controlled at: Controls how items are assigned to categories and has two values. The first value is master level, which enables the automatic assignment of items to all child organizations associated with the master organization, if the current context is a master organization. The second value is organization level, which assigns the item only to the organization in the current context.

  • Default category: A newly created item is automatically assigned to the default category if specific operational attribute values are entered for the new item. The automatic assignment is controlled by the functional area. Each functional area has specific rules about which operational attribute values are used to trigger the automatic assignment process. For example, an item will be assigned to the catalog assigned to the functional area called Purchasing if the Purchased specification is turned on or if the Internal Ordered Item specification is enabled.

  • Assign items to leaf level categories only: Allows items to be added only to the bottom level categories in the hierarchy.

  • Catalog content: Controls what content can be added to the catalog and where the content can be added.

  • Allow multiple item category assignment: When this option is selected, you can assign an item to one or more categories in the catalog. The default is deselected, which means that each item can be assigned to only one category in the catalog.

  • Public Catalog: Select to mark this catalog as public. All users with access to view catalogs will have access to this catalog.

Note: The catalog behavior for functional area catalogs is defined through the combination of fields within the pages and the seeded functional area rules.

Catalog Date Enablement

The date enablement function controls when the catalog is in an active state or inactive state by using the start date and end date attributes.

Category Sharing

The category sharing function enables sharing categories from a designated source catalog.

The sharing function has these attributes:

  • Share by Reference: Catalog elements that are shared by reference are read-only in the target catalog. Multiple source catalogs can be used in this type of sharing.

  • Copy: Content from other catalogs can be added to the current catalog by creating a copy of the content. The copied content can be edited within the current catalog.

    • Include child categories: Indicate whether to copy child categories when copying categories.

    • Copy item category assignments: Indicate whether to copy items assigned to the category into the catalog.

Catalog Details

You can view and edit a catalog on the Edit Catalog page when you have the appropriate permissions.

The following parts of the Edit Catalog page provide important capabilities for managing and editing catalogs:

  • Catalog header region

  • Catalog details tab

  • Category hierarchy tab

Catalog Header Region

The header region for the Edit Catalog page contains the catalog name and description, the selection of the default category and the start and end date for the catalog.

You can change the default category for a catalog so that the category is used for the item creation process, based on the values of attributes for the item. The choice of default category also enables other Oracle Fusion applications to assign items to a category.

You can modify the start and end dates for a category as you update a catalog in order to control when the category is used .

You can revise or reclassify the category to reflect shifting relationships within the category hierarchy.

Catalog Details Tab

The Details tab contains:

  • The configuration attributes for the catalog, which control the runtime behavior for the catalog.

  • The sharing attributes for the catalog, which control the source catalog that will be used for sharing from and what content can be shared.

  • The additional information for the catalog, which contains the descriptive flexfields that support the catalog metadata.

Category Hierarchy Tab

The Category Hierarchy tab contains the category hierarchy region, in which the category hierarchy can be created and maintained. In addition, items can be assigned, the usage of the category in other catalogs can be viewed, and the attributes for the category and catalog category association can be edited.

Automatic Assignment Catalogs

The automatic assignment catalog feature is a simple way to create a non-hierarchical catalog because you do not have to add categories manually to the catalog. This feature adds the categories at the root level, so it works with both flat and hierarchical catalogs.

All categories that have the same category structure value as the catalog are automatically assigned and associated to the catalog when you create a catalog category association for each category.

Automatic Assignments

The automatic assignment feature is enabled during catalog creation when you select the Enable automatic assignment of category check box. The categories displayed for auto assignment catalogs are refreshed only at start up and after you save.

Note that if you create a category in another catalog with the same structure value as the automatic assignment catalog, the category is also added to your catalog. The categories displayed for auto assignment catalogs are refreshed only at start up and after you save.

When you open a new catalog, any categories that have the same category structure value as the catalog structure value for the catalog are automatically assigned to the catalog.

For example, Purchasing may maintain a master catalog containing all categories that represent commodities. Each commodity team can create categories for their commodity in their own catalog.

The master catalog for purchasing is named Purchasing and is configured during creation to support the automatic assignment of categories. Because you enabled automatic assignments for the Purchasing catalog, any categories created by the commodity teams are added to the catalog automatically. The purchasing managers can view the collection of all commodities represented as categories in the Purchasing catalog.

Manage Catalogs

The Edit Catalog page is a shared page that has two modes - view and update. The view mode displays the selected catalog in a read-only file. The update mode displays the selected catalog in an editable file. You must have edit catalog privileges to access the catalog in the update mode. You can edit only an active or future-dated catalog.

You can edit the following fields in the catalog:

  • Catalog Name

  • Description

  • Start Date

  • End Date

  • Default Category

  • Allow multiple item category assignment

  • Addition Information

  • Category Hierarchy

  • Category Details

  • Items assigned to category

Default Category

You can edit this field to select another category as the default category for item creation. You cannot remove the default category if the catalog is assigned to a functional area that requires a default category to be specified.

Allow Multiple Item Category Assignment

This check box is editable only until you assign an item to a category in the catalog.

Addition Information

You can edit the values of the descriptive flexfields attributes.

After you make changes, clicking the Save button saves the changes to the database but will does not close the Edit Catalog page. Clicking the Save and Close button saves the changes to the database and closes the Edit Catalog page.

Catalogs are used to organize and classify collections of items by associating categories to the catalog. The categories are organized to form a taxonomy and items are assigned to the categories. When a category is associated with the catalog a catalog category association is created which specifies the relationship of the association. The catalog category association may also represent the relationship between two categories, for example a relationship between a parent category and a child category.

Catalog Category Association

The date enabled attribute value is important regarding catalog category association. The catalog category association is date enabled providing the control of when the catalog category association is active in the catalog and when the catalog category association is inactive. The catalog category association has two attributes to support enabling dates; the start date and the end date. The start date is value is the first day that the catalog category association is available or active for use and the end date is the last day the catalog category association can be used, after this date the catalog category association is inactive. The date enabled attribute values are also used to control the visibility of content and the behavior of the category in the catalog. If a category association is inactive or end dated, having the value of the end date attribute past the current date, then the items cannot be assigned to the category.

A catalog category association will be set to inactive state when the category referenced by the catalog category association is set to an inactive state automatically, but the display will not be refreshed automatically.

The catalog, categories, and catalog category association use date enablement to determine if the object specified is active or inactive based on the start date and end date. The following are date enablement definitions:

  • Active: An object is active when the current date is later than or equal to the value of the start date, but earlier than or equal to value of the end date.

  • Inactive: An object is inactive when the current date is later than the value of the end date.

  • Future dated: An object is future dated when the current date is earlier than the value of the start date.

You set the date enablement attributes are used to determine when a catalog, category, or catalog category association is used or visible.

  • On the Manage Catalog page, a table filter determines which catalogs appear. The default value for the choice list is Active, indicating that only active catalogs will be displayed. You can select the value All to view both active and inactive catalogs.

  • On the Edit Catalog page, on the category hierarchy tab, two table filters determine what categories and catalog category associations appear. The default values for the two choice lists are Active, indicating that only active categories and active catalog category associations will be displayed. You can select the value All to view both active and inactive categories and catalog categories associations.

  • Other applications also use the date enablement attributes to filter information retrieved through application programming interfaces or services for catalogs.

The following figure provides the date enablement attributes for these objects. The catalog, category, or the catalog category association has an internal state that is active or inactive.

Date enablement associations for the catalog and catalog
category

The following aspects are important regarding date enablement for catalogs and categories:

  • Start date

  • End date

  • Catalog and category objects

  • Catalog category association

  • Catalog and category rules

Start Date

The start date is defined as the first date that the object can be active. The start date can be future dated by setting the value to a date later than the current date. The start date value defaults to the system date if no date is entered during catalog or category creation.

End Date

The end date is defined as the last date that the object can be active. The object is end dated one second after the date specified by the value of End Date, that is the next day at 12:00:01 a.m. You cannot set the end date in the past. Also, you can change the end date from a condition when the object is ended to a new end date greater than or equal to the system date, causing the object to go from inactive to active. The end date value is optional during catalog or category creation.

Catalog and Category Objects

The start and end dates have been added for the catalog and catalog category association. The inactive date for categories has been renamed as the end date and the start date has been added.

Catalog Category Association

The catalog category association is used to specify the parent and child relationships between catalogs and categories and for category to category relationships. The catalog category association date enablement is independent of the category data enablement, except for the case where the category is end dated; the association is ended automatically as well. The catalog category association dates represents the state of the category for the catalog in which the category is associated.

Catalog and Category Rules

When a catalog is inactive the following rules apply:

  • All operations for the catalog are disabled; the catalog can be edited.

  • The catalog cannot be used in other processes.

  • The catalog can be viewed only if you set filters on the Manage Catalog page to a value of All, enabling you to view active and inactive catalogs.

When a category is inactive the following rules apply:

  • All operations for the category are disabled; the category is not able to be edited.

  • The category cannot be added to other catalogs.

  • The category can be viewed only if you set the filters on the Edit Catalog page to a value of All, enabling you to view active and inactive catalogs.

  • The application sets the catalog category association for the inactive category to inactive.

When a catalog category association is inactive the following rules apply:

  • The category may be inactive or active; if the category is active it can be edited.

  • The catalog category associations and related category can be viewed only if you set the association filter on the Edit Catalog page to a value of All, enabling you to view active and inactive catalogs.

When a catalog is future dated the following rules apply:

  • All the operations of the catalog are enabled and the catalog is can be edited.

  • The catalog can be used in other processes, if allowed.

  • The catalog can be viewed only if the you set the filters on the Manage Catalog page to a value of All.

How Various Catalog Hierarchies Fit Together

You use catalogs to organize and classify collections of items by associating categories with the catalog. You organize the categories to form a taxonomy and assign items to the categories. When you associate a category with the catalog, a catalog category association is created which specifies the relationship of the association. The catalog category association may also represent the relationship between two categories, for example, a relationship between a parent category and a child category.

The following figure shows the relationships of the category hierarchy components.

Category hierarchy component relationships.

Components

The components of a category hierarchy are:

  • Catalog root: The topmost node in category hierarchy that represents the object called catalog.

  • Category: The catalog component that is used to represent the classification structure.

  • Catalog category association: The line in the diagram represents the relationship between a catalog and category or between a parent category and child category.

  • Item category assignment: The dotted line in the dialog represents the relationship between a category and an item.

  • Reference category: The category, C5 in this diagram, is shared as a reference category from a source catalog.

  • Leaf level category: The lowest or bottom-level category in a category hierarchy. You can assign items to all levels in a category hierarchy if you configure the catalog to support this.

  • Browsing category: The category, C2 in this diagram, is a browsing category. Browsing categories are categories that you add to the category hierarchy for the purpose of classification and do not have items assigned to them.

The category hierarchy does not have a limit on how many levels can be represented. The category hierarchy can have multiple hierarchies within a single category hierarchy.

Category Edits

Categories can be edited only from within the Edit Catalog page, on the Category Hierarchy tab. To edit a category, expand, or search in, the tree of categories associated with the catalog, then select the row for the category in the category hierarchy table and edit the category's attributes in the category's Details panel. A category can only be edited if the category is active and its associated catalog is active or future dated. If a category is directly shared, the same category can be edited in multiple catalogs, except for the item assignments that are local to the catalog you are editing.

Category information can be edited in both the Details and Items subtabs.

Details and Items Tabs

The following fields are editable in the category:

  • Category name

  • Description

  • Attachments

  • Category start date

  • Category end date

  • Items assigned to category

After changes are made, the Save button saves your changes without closing the Edit Catalog page. The Save and Close button saves your changes and closes the Edit Catalog page.

Catalog Category Association

The catalog category association assigns the category to the catalog or parent category. This association lets you manage when a category is assigned to a catalog, by setting the start and end dates for the association. The catalog category association can be edited only within the Edit Catalog page, in the category hierarchy tab. The catalog category association start date and end date attributes can be edited in the details region. The association can't be deleted, only end dated.

Category Catalog Associations

You select the category in the category hierarchy table for the catalog category association that you're editing, the category details are displayed in the right-hand panel. The association start date and association end date are the only editable fields.

After you make changes, clicking the Save button saves the changes to the database but doesn't close the Edit Catalog page. Clicking the Save and Close button saves the changes to the database and closes the Edit Catalog page.

You can see category details when you select the row with the category in the category hierarchy table of the Edit Catalog page. The category details are displayed in the right hand pane. You can edit the details of native categories. The category detail region contains information about the category that is associated to the catalog. It also contains the association start and end dates.

You can view and edit a catalog on the category details tab when you have rights to manage catalogs.

The following parts of the Category Hierarchy tab provide are important capabilities for managing and editing category details:

  • Details subtab

  • Items subtab

  • Attachments subtab

Details Subtab

The details tab contains information about the category that has been associated to the catalog. This information appears in all catalogs, since a category can be associated to one or more catalogs. The details tab contains the category configuration, category date enablement, association date enablement, and the additional attributes for the category.

The details tab contains attributes that define a category. Unstructured information is added through attachments. Images are added to a category and are displayed in the category details tab.

Items Subtab

The Items subtab contains item assignments are local to the catalog that the category is associated with. You can add and delete item assignments.

Attachments Subtab

The Attachments tab contains the list of attachments that the category is associated with.

You can create categories in the context of a catalog, on the Category hierarchy tab on the Edit Catalog page . When you select the Create icon in the category hierarchy table, the Create Category dialog appears.

Create Category Dialog

After you enter a name and tab out of the field, the category code will be automatically populated. You can update this value if required. Enter a meaningful description of the category. Optionally, you can add an image and an attachment to this category.

Date enablement determines if an object is active or inactive based on the start date and end date. When categories are created, the default start date value is the current date. You can move the category start date beyond the current date to a future date within the category. The end date value is optional.

Select the Restrict category to item assignment only check box to add only items to the category.

After you complete the required fields for the catalog, clicking OK creates the category in the database, adds the category to the point of selection in the category hierarchy, and closes the dialog.

You use the move category function in the category tree table region of the Edit Catalog page. This is a table row action. The dialog is launched when you select an active or future dated category within the catalog and select this action.

Identifying the New Parent

The dialog provides the current category parent and lets you pick a new category parent. Only the legal category parents are displayed in the choice list.

The category list within the New Parent choice list is filtered by based on a set of rules:

  • The new parent category must be an active or future dated category; the end date value of the category must be later than the current system date.

  • The value of the category content for the new parent category must allow the selected category to be added; the legal values are items and categories and categories only.

  • A selected category associated with the catalog at a level below the categories at the root categories can be moved to the root of the catalog.

  • The new parent category catalog category association must be active; the end date value of the catalog category association must be later than the current system date.

A category hierarchy can be created and maintained through a spreadsheet interface, reducing the amount of time required to create and maintain catalogs. Existing catalog content can be exported and the content used in other catalogs for catalog category hierarchies.

The following aspects are important regarding category hierarchy import used in catalogs:

  • Spreadsheet interface

  • Export category hierarchy

Spreadsheet Interface

You can manage the catalog category hierarchy by downloading and modifying the content in the spreadsheet, and then uploading the content back into the catalog.

Within the spreadsheet, you can define new categories, edit the catalog hierarchy, and add categories to the catalog, either as direct or reference categories. You can define the category hierarchy for a catalog in the spreadsheet, by creating or adding categories, then upload it when you create a catalog. If you have an existing hierarchy, you can cut and paste the flattened hierarchy into the spreadsheet.

Export Category Hierarchy

You export a category hierarchy when you need to share its structure, for example, with a product partner. Your partner can import the catalog file using a spreadsheet.

You can export the category hierarchy from your catalogs so that it can be used by your partners. In the Product Information Management work area, partners can directly import the category hierarchy into their catalogs.

Catalog and Category Attachments

Catalogs and categories support attachments and use a common component for managing attachment content. You can add attachments on both the Create Catalog and Edit Catalog pages.

The attachment component displays a plus sign icon indicating that no attachments are available for the object. The Attachment dialog appears when you click the plus sign icon. You define the attachment by selecting the attachment type, file name or Uniform Resource Locator (URL), title, description, and by indicating whether the attachment can be shared with other objects. Once you define the attachments and click the OK button, that attachment title appears in the attachment component region of the page along with an X icon that you can click to delete the attachment.

The attachment file types are:

  • File

  • Repository File or Folder

  • Text

  • URL

File

You must provide a title for the file and create a description for the attachment. You select a file to upload from your desktop.

Repository File or Folder

You click the Browse button to attach a repository file or folder from the document repository to a catalog. The attachment repository contains existing attachments and is organized as a set of folders. The Browse button launches the Attachment Repository dialog to enable you to select an attachment. You must provide a title for the repository file or folder and create a description for the attachment.

Text

Enter the text string in the field that you want to appear as an attachment. You must provide a title for the text and create a description for the text attachment.

URL

Enter the URL address to a web page that you want to attach to the catalog. You must provide a title for the URL attachment and create a description for it.

The Share check box alerts users that you added an attachment and the date that you performed the task.

Items to Categories Assignment

You can assign items to categories on the Edit Catalog page, category hierarchy tab, on the category detail item tab. You can assign items only to active categories. In addition, you can configure catalogs to control item assignment to categories within the catalog by selecting the Allow multiple item category assignment check box on the Create Catalog page, which allows items to be added to all levels of the category hierarchy.

To begin, select the item class and enter search information in either the Item ID, Item description or Keyword fields and click the Search button. You select items from a choice list and add them to the category.

Controlling Item Assignment

You also control item assignment by selecting the value of the Controlled at check box on the Edit Catalog page. If you select the Master Level value and the organization context is a master organization, then the assigned items are automatically assigned to all child organizations that are associated with the master organization. The added items will also be assigned to any child organizations that might be created under the master organization, even after the items were assigned to the master-controlled catalog.

Category sharing allows the reuse of categories or a category hierarchy across catalogs. For example, if you were to create spring and fall product catalogs, many of your products would probably appear both catalogs. The products that are in both catalogs could be assigned to one or more categories that could be shared between the catalogs. Categories can be shared across multiple catalogs, allowing catalog content to be reused and saving the work needed to maintain multiple copies of the categories. In the case of category sharing by reference, the category structure in the source catalog can be different than the structure in the native catalog.

Categories can be shared using two methods

  • Direct Sharing

  • Sharing by Reference

Direct Sharing

Direct sharing means directly associating the category to the catalog. Direct sharing allows a category to have multiple instances in multiple catalogs. Many of the category attributes are editable in all catalogs that the category is shared in, and the item assignments to the category are unique to the catalog to which the category is added. The directly shared category is added to the catalog and can be edited in the catalog, or any catalog that the category is associated to. The items assigned to the category are not shared, but are assigned to the category in context with the catalog that the category is associated with. For example if the category name or description is changed in one catalog, the change will be reflected in all catalogs where the category is associated, but if items are assigned to a category, the assignment will be for that single catalog. For example, if the category name or description is changed in one catalog, the change will be reflected in all catalogs where the category is associated. If items are assigned to a category, the assignment will be for that single catalog. Direct sharing is always enabled for catalogs.

Sharing by Reference

Sharing by reference means adding a category by reference into the catalog. Sharing by reference allows a category and the items assigned to that category to be added to one or more catalogs. If the category is a parent category, the complete hierarchy for that category is shared. The shared categories and assigned items are read-only in the catalogs where they are added. During the creation of the catalog, sharing can be enabled by specifying a source catalog that will be used for sharing by reference and setting the value of the sharing content to control what content will be shared from the source catalog. The advantage of using sharing by reference is that source catalog content can be shared to multiple catalogs and maintained in a single place, the source catalog. In addition, the referenced content can consist of more than one category. For example, a complete category hierarchy and any items assigned to categories in shared content can also be referenced within the catalog.

In the Category Hierarchy tab in a catalog, each category in the hierarchy is represented by a row in a collapsible table. The style of icon next to a category's name indicates how it is shared. Directly shared categories are marked with a folder icon; categories shared by reference are marked with the icon used for the Share Categories control. Categories that are shared by reference are only editable in the source catalog, and the categories and items are read-only in the target catalog where they are shared. A category or a complete category hierarchy, including items assignment, can be shared by reference.

You can assign a catalog to a functional area such as Purchasing. When a catalog is assigned to a functional area, the catalog will act based on the rules you defined for that functional area. Only one default catalog can be assigned to a functional area. During item creation, if certain operational attributes have specific values, then the item being created is assigned to the catalog assigned to the functional area, and then to the default category for the catalog.

To map a default catalog:

  1. Create a catalog based on functional area rules.

  2. Create a category and assign it as the default category for this catalog.

  3. Assign the catalog to the chosen functional area. Select the Manage Default Catalogs task in the Setup and Maintenance work area, edit a functional area, then select a catalog name.

    • Each functional area has specific rules that the catalog must adhere to, so the assignment process may fail if the catalog does not meet the functional area rules.

    • Some functional areas do not allow the catalog assigned to their area to be changed.

    • Some functional areas allow the catalog to be changed only if no items are assigned to the categories in the catalog.

For example, if values of the operational attributes Purchased and Internally Transferable have been set to Yes, the item being created will be assigned to the default category of the catalog assigned to the Purchasing functional area.

FAQs for Manage Catalogs

How can I define category hierarchies?

Categories can be organized to represent classification taxonomies. The hierarchy organizations for categories have parent and child relationships that form a tree structure. The category hierarchy is created and maintained within the Edit Catalog page, category hierarchy tab. The category hierarchy is shown in true relationship to the way it is defined.

The category hierarchy can be created using two methods: the first is manually creating the hierarchy by adding referenced categories, duplicating categories or creating category for the catalog.

The second method for creating the hierarchy is by importing the category hierarchy through the spreadsheet interface. The category hierarchy can be exported from another catalog or other sources, edited and imported into a new catalog. The hierarchy can also be added manually to the spreadsheet.

On the toolbar of the Category Hierarchy tab, you can create new categories, using the Create Category button. You can add categories, including shared categories, using the Add Category button. If a catalog is has a category hierarchy, you can edit it using the Move Category button, which opens a dialog box.. You can also modify the hierarchy using drag and drop. The catalog category association cannot be deleted, but can be end dated to make the catalog category association inactive. The category hierarchy table provides a choice list filter that controls what catalog category associations and categories area displayed based on the date enablement.

You can select and duplicate a category as a quick way to create a similar category configuration. Selecting the Duplicate icon action launches a Create Category dialog that has attribute fields populated based on the selected category attribute values. The category name is prefixed with Copy_ followed by the name of the selected category. Fill in the required field information in the key flexfield segment values. Once the category attributes are updated and the key flexfield segments values are entered, click the OK button to add the newly created category into the category hierarchy of the selected category you have configured.

Categories are catalog components that are associated to a catalog for purpose of classification of items. You can add existing categories to the point of selection, which can be a category in the hierarchy or the root of the catalog. If no category is selected, the default is the root of the catalog.

You can add categories by selecting Add Category and selecting Add Category. You can then search for existing categories based on the value of the catalog structure for the catalog. You can narrow the search for existing categories by using the Advance Search region in the dialog. You can add each selected category by selecting the Apply button and the add category region remains open. The OK button adds a category, if a category is selected, and then closes the dialog.

Adding a shared category is similar to adding an existing category except the category is selected from the catalog that has been designated as a source catalog. The sharing content attribute value determines what content is shared from the source catalog. A category within a source catalog that has been added to a native catalog is also known as a referenced category. You use the list of values from the Add Categories menu. The Shared Category option will be disabled if the catalog has not been configured for category sharing.

You can attach an image from your desktop or from a configured repository to a catalog or a category, or both. The image is displayed in the catalog detail and the category detail sections of the catalog page. Only one image can be associated with a catalog or category. To attach an image, select the Attachments control and launch the Manage Attachment dialog. The title you provide for the image attachment will appear after the image that is displayed in the catalog. The description you provide is not displayed. Clicking the Browse button will allow you to select the file to be used as the image for the catalog or category. After the information is entered in to the dialog, click the OK button to load the image. The image will not initially be displayed until the catalog is saved. The image can be replaced with another image by selecting the X to delete the existing image and adding a new image.

You can map categories of different catalogs to the reporting categories in other catalogs by using the Manage Catalog Mapping task in the Setup and Maintenance work area. You can map one or more categories within a catalog to category in a second catalog. For example, suppose that you want to roll up the costs associated with all items assigned to a set of categories in catalog. Catalog mapping lets you select a category in a catalog and map all the categories in the set to that category.