Creating and removing a category

You create new categories by dragging keywords to the Categories tree. You can also create categories by copying keywords and pasting them in the Categories tree. You can remove a category from the Categories tree at any time.

Note:

If you delete a category that is used to categorize a study object or user, the category and all child categories below it are deleted. Study objects and users are no longer searchable by the deleted categories.

To create a category:

  1. Click the Catalog button.
  2. In the Catalog section, click one of the following links:
    • Study Objects—The Study Objects Catalog workspace appears.
    • Users—The Users Catalog workspace appears.
  3. In the Keywords list, select a keyword and drag it to the desired location in the Categories tree.
    • To add the keyword below a specific category in the Categories tree, drag the keyword to that category.
    • To add the keyword to the highest level of the Categories tree, drag the keyword to blank space in the Categories section.

    or

    In the Keywords list, right-click a keyword, and select Copy. In the Categories tree, right-click a category, and select Paste.

  4. Click Save.

To remove a category:

  1. Click the Catalog button.
  2. In the Catalog section, click one of the following links:
    • Study Objects—The Study Objects Catalog workspace appears.
    • Users—The Users Catalog workspace appears.
  3. In the Categories section, right-click the category that you want to remove, and select Remove , or press Delete.
  4. Click Save.