Wikiversity:FAQ/Categorization

A category is a software feature of MediaWiki. Categories provide automatic indexes that are useful as tables of contents. Together with links and templates they help organize the many pages at Wikiversity. Note: many websites use "tags" to help participants categorize website pages. Wikiversity categories can be thought of as "tags". If you create a new page, "tag" it with a category.

Executive summary

To help structure the contents of Wikiversity there is a system for grouping pages into categories. For example, this page belongs to Category:Help. When a page belongs to one or more categories, this information appears at the bottom of the page (or in the upper-right corner, depending on the skin being used). Capitalisation of category names should follow naming conventions for word casing.

To add a page to a category:

First check the full list of existing categories to find one that matches your requirements. You can click on the category name to see which pages are already in that category. You should be able to find and existing category to use, there are over 1000 (use the next link to page through them).
Go to the page you want to add the category to and click the "edit this page" tab to get the edit page.
Add [[Category:category name]] at the bottom of the page. Just substitute category name for the name of your chosen category.
If there are no suitable categories you can create a new category by substituting category name with the name of your new category. This will add the page to this new category. It will also create a "home page" for this new category.

To be specific, in order to add an article called "Albert Einstein" to the category "People", you would click the "edit this page" tab on the article page "Albert Einstein" to enter the edit page and then add [[Category:People]]. Exactly where doesn't matter, but the Wikipedia policy, for example, is to put it after the article text, but before any interlanguage links.

Category pages

Each category has a "home page" that contains editable text and an automatically generated, alphabetical list of links to all pages in that category (in fact ASCII order, see Help:Special page). These category pages are in the Category namespace. New categories can also be created and edited in the same way as any other regular page.

Uncategorized content

If you find a page without a category and can't think of a suitable category please use [[Category:Uncategorized]]. This will help other people to find the page and provide it with a suitable category.

Putting an item in a category

A page in any namespace can be put in a category by adding a category tag to the page (by convention, at the end of the page), e.g.:

[[Category:Category name]]

This lists the page on the appropriate category page automatically and also provides a link at the bottom of the page to the category page, which is in the namespace "Category". Pages can be included in more than one category by adding multiple category tags. These links do not appear at the location where you inserted the tag, but at the page margin in a fixed place, depending on the skin (the bottom for Monobook, the upper right corner for Standard). Category tags may be placed anywhere in the article, although they are typically added to the end of the article to avoid undesirable text display side effects. Category links are displayed in the order they occur in the article, unlike the automatic ordering of lists in the category pages themselves (see below).

Category page

A category page consists of:

editable text
list of subcategories; how many there are is also displayed; if there are no subcategories the header and count are not shown.
list of pages in the category, excluding subcategories and images; the number of items in this list is called the number of articles; if there are none the header is shown anyway, and "There are 0 articles in this category."
- From MediaWiki 1.5 the namespace prefix is no longer shown.
list of images with thumbnails (how many there are is not counted); the first 20 characters of the image name are shown, with an ellipsis if that is not the full name; also the file size is shown. As opposed to the second and third section, this section does not have subheaders per letter, it has not even a header itself and visually seems to fall under the header of the previous section "Articles in category ...", even though in counting the articles, images/image pages are not considered articles).

To create a category page, you must add a colon in front of the Category tag when you set up the page-creation link, to prevent the software from thinking you merely want to add the page you are working from to the category:

[[:Category:Category name]]

Placing the above text on working page will create the link you can use to edit your category page.

The items in the lists all link to the pages concerned; in the case of the images this applies both to the image itself and to the text below it (the name of the image).

The first and second list each have a header for each first character, dispensed with if there are no entries for a header.

On Meta and Wikipedia a redirect to a category shows the editable text only. To get the full page after being redirected, use the link "Image", or "Category", respectively.

On Commons a redirect to a category gives the full page, but not the subcategories and pages in the redirect page (if that is also a category).

Sort order

The system uses alphabetical order, or more precisely Unicode order, for pages in categories. The range 32–127 corresponds to ASCII, for more see a table of Unicode characters:

 !"#$%&'()*+,-./0123456789:;<=>?
@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_
'abcdefghijklmnopqrstuvwxyz{|}~&#127;

Note in particular that "Z" comes before "a", and "z" before accented / umlauted characters. The blank space within a page name is treated as an underscore, and therefore comes after the capitals, and before the lower case letters. However, a "blank space" after the name comes before any character. Thus we have the order PC, PCX, PC Bruno, PCjr.

See also special characters, Pages starting with a special character, collating.

Sort key

Each of the three lists is in the order explained above. If you want an item in a list to be positioned in that order, based on an alternative name (sort key) for that item, then this can be specified in the category tag that places the item in the list:

[[Category:category name|sort key]]

For example to add an article called Albert Einstein to the category "people" and have the article sorted by "Einstein, Albert". You would type "[[Category:People|Einstein, Albert]]".

Although this is like the syntax for a piped link (and in an edit summary it is interpreted like one), there is a clear difference: the second term in the piped link is an alternative term for the first one, while the sort key is an alternative name for the page in which the tag occurs. Also, a piped link influences the rendering of the page itself, while a sort key affects the rendering of another page.

The displayed name is not changed, and, unfortunately, only visible on the edit pages of the members of the category. An explanation of the sort key system used can be useful on the editable part of a category page.

The sort key system should be obvious, otherwise the order seems random and items are hard to find. The system should either be consistently applied to all members of a category, or be such that the listings of members on which it is applied fit in well within the list of members for which no sort key is used. The latter is advisable for large, growing categories with many contributors. See also below.

A common system is starting with the last name, then a comma and a space, and then the first name; note that any additions such as "Jr." should come at the end, otherwise the entry would come before the same without the addition, because a space comes before a comma.

In e.g. w:Category:Denmark, the sort key of a page consists of the keywords, without "Danish" or "of Denmark", "in Denmark", etc.

The sort key is case sensitive, so a page with the tag [[Category:Foo|Zealand]] is sorted before one with the tag [[Category:Foo|amsterdam]]. This can be inconvenient, requiring a sortkey in projects with case-sensitivity of the first character if one wants the A and the a together, but it may also be used to one's advantage: e.g., it allows sorting of the pages into two groups, one put in the range A-Z and one in a-z, using sortkeys; see e.g. Category:Demo, where the help pages are put separately by using sortkeys with lower-case "h".

To get the order right, be consistent in punctuation and spacing. For example, "A Z" with two blank spaces comes before "A A" with one.

An underscore in a page name is equivalent with, and treated as a blank space. However, an underscore in a sort key is distinct from a blank space.

As seen from the ASCII sequence above, forcing items to the beginning or end can be done with a sort key starting with a space or ~, respectively. Another common sort key for the beginning of the list is the asterisk (*).

Sort key of images

Images without sort key are alphabetized according the full name, including namespace prefix "Image:". Therefore, for images for which a sort key is used, the prefix should also be included, otherwise these images are positioned on the category page before "Image:A" or after "Image:Z". Alternatively, all images can be given a sort key.

Thus a list of images may show a sequence A-I, A-Z, I-Z. One may choose to fix the first and third sequence by adding the prefix to the sort keys, or the second sequence, by putting sort keys without prefix.

Similar remarks apply for other non-main namespaces. However, the category namespace is an exception: the default sort key is without prefix, to avoid listing all subcategories by default under the C. Therefore, explicit sort keys should also be without prefix.

Grouping of pages by using sortkeys

If e.g. in a list of people sortkeys like "scientist Einstein, Albert" are used then all scientists are listed together under the "s". Unfortunately no separate heading "scientist(s)" is possible, and salesmen would be under the same heading. Alternatively "scientist" can have e.g. code K (to be explained in the editable part of the category page) and the sortkey "K Einstein, Albert" is used.

Labels in the list of images

As mentioned above, the first 20 characters of the image name are shown, with dots if that is not the full name. This can be inconvenient, e.g. in commons:Category:William-Adolphe Bouguereau most images have a name starting with "William-Adolphe Bouguereau (1825-1905) -", which are therefore all labeled "William-Adolphe Boug..." (see the last section of the category page).

The full names are only shown in the hover box and the status bar, depending on the browser; in the latter possibly with codes such as "%28" for "(".

Thus, looking up a name in the alphabetic list is cumbersome. It might have been better to start the names with the shorter "Bouguereau, " and then the title of the painting (unless the software will be improved later).

Using templates to populate categories

If a template contains the code indicating that it is in a category, this does not only put that template in the category, but also the pages that include the template.

The page that contains the template correctly lists the categories to which it belongs. However, adding or deleting a category tag in the template does not add or delete the listings on the category page of pages that use the template, until some edit is made in the page that uses the template.

In other words:

lists of categories a page is in, are up-to-date
lists of pages in a category are based on the situation just after the last edit of the pages

Since adding or removing a category or template tag is obviously an edit there is only a complication when a page is indirectly added to or deleted from a category, through a change in a template the page uses.

To refresh category pages with respect to the listing of a particular page (adding or deleting the entry), a null edit can be applied to that page: just applying section edit and saving without changes.

Sort key

A sort key in a category tag in a template applies to the template as well as to the pages that use it, so it is only useful if it is variable. It can depend on a variable (notably PAGENAME), parameter, or the content of a template.

Categorizing templates themselves

To categorize templates themselves, without the pages that call them, one can use the <noinclude> tag, for example

<noinclude>[[Category:category name]]</noinclude>

Alternatively one can use e.g. {{#ifeq:{{FULLPAGENAME}}|Template:Editthispage|[[Category:category name|{{PAGENAME}}]]|}}

Excluding templates from categories

Use:

<includeonly>

to keep a template from showing up in a category. Text between

<includeonly>

and

</includeonly>

will be processed and displayed only when the page is being included. The obvious application is:

Adding all pages containing a given template to a category

Note that the usual update problems apply -- if you change the categories inside a template, the categories of the referring pages won't be updated until those pages are edited.

Comparison with "What links here"

Backlinks are often used as a by-product of links and inclusions. However, links and inclusion tags can be put specially for the backlinks, just like category tags are.

Thus one can create a kind of "category abc" showing its content with Special:Whatlinkshere/abc without an entry in the category lists on each page in the category. With inclusion this can be done in two ways:

{{#if:|{{:abc}}}} rendering nothing. This works regardless of whether abc exists.
{{:abc}}. This requires creating a blank page to render nothing, or a page with some content to provide an in-page category listing.

In the case of links:

A redirect corresponds to a supercategory.

Advantages of categories:

Category listings are alphabetical, for "What links here" this typically applies for the first part only, for the pages already linking to the given page at the time of the last rebuilding of the link tables in the database.
Categories have an editable part (however, there is anyway a talk page)
A category can have multiple supercategories

Advantage of a pseudo-category system using backlinks:

Backlinks can show a tree structure: not only pages and subcategories, but also the contents of the subcategories (for each a list of pages and a list of sub-subcategories) and the contents of the sub-subcategories (for each a list of pages and a list of sub-sub-subcategories), but not the contents of the sub-sub-subcategories, up to three levels are shown; see Cat:Help and Cat:Municipalities of the Netherlands.

In the case of inclusions:

also multiple supercategories are possible
combined content of subcategories is shown in one list, not grouped by subcategory (the tree structure is not shown, but it can be used by taking the backlinks at a lower node, showing the smaller set)
the restriction of three levels (in the case of using redirects) does not apply; for example page Aijkl in the category Aijk in the category Aij in the category Ai in the category A (represented by Aijkl calling template Aijk, etc.) can be shown in the list of pages in category A (the backlinks of template A).

"What links here" tends to be a by-product of links that are useful anyway (although links may be put with this use in mind), while category links are put specially to produce a category page.

Putting a category tag on a test page, user page, etc. (also if done indirectly by including a template with a category tag) is considered to pollute the category, while regular links from such pages showing up in "what links here" is considered harmless.

Therefore:

when copying text to such pages, category tags have to be removed; alternatively, convert the category to a link by adding a leading colon after the brackets. For example, "[[:Category:Art]]" is a link to the category, not an assignment to a category.
when including a template that is in a category, do not use the template feature, but use "subst" or copy-and-paste, and delete the category tags.

Applying "Related Changes" to a category

For the "What links here" feature, only the links in the editable part of the page count, not the links to the pages in the category.

For a category, the "Related Changes" feature gives the changes in the pages in the category (according to the current category page, so excluding the pages that have potentially been added and including those that have potentially been removed, through addition or deletion of a template to/from the category, as explained above)

for subcategories: the changes in their editable parts only
for images (image pages): the changes in their editable parts only.

It does not show the changes in pages linked from the editable parts of the category. Possible workarounds:

The editable part can be put in a template. The category tags (which have no effect on Related Changes anyway) can better be kept out of the template, because on the pages of these supercategories the template would be listed under the articles in those categories. Whether interwiki links (with or without interlanguage link feature) are in the template or not does not make a difference, provided that the template is not used elsewhere.
Related Changes is applied to a page that calls the category as a template: {{:Category:Category name}}; only the editable part is included in the page; the page could be specially created for this purpose and call multiple categories. However, this page will then be listed in the supercategory pages of each category.

As usual (but as opposed to a watchlist) the changes in the corresponding talk pages are not shown.

Applying "Related Changes" to a category, with sufficiently high limits on number and days, is also useful for checking which pages in a category one "watches": they are bolded.

Dynamic page list

See: Help:Dynamic page list

The DynamicPageList2 extension provides a list of last edits to the pages in a category, or optionally, just the list of pages; the simpler DynamicPageList is installed on Meta and Wikinews; the version DPLforum is installed on Wikia, see http://www.wikia.com/wiki/Help:Forums .

Detection of additions to a category

With "Related Changes" one can find pages which are newly in a category due to addition of a category tag or the tag of a template that is in the category. Addition of pages through addition to the category of a template is seen indirectly: one can see the change in the template, and then check which pages call the template. This even shows pages which are only potentially in the category (see above).

Unfortunately there is no similar way to detect a deletion from a category.

Category considerations

Each page is typically in at least one category. It may be in more, but it may be wise not to put a page in a category and also in a more general category.

Each category, except one top-level category, is typically in at least one higher level category.

Check the conventions in a project and make yourself familiar with the categories in use before assigning pages and subcategories to categories and before creating new categories.

Linking to a category

If you want to link to a category without the current page being added to it, you should use the link form [[:Category:foobar]] (where foobar is the category name). Note the extra : before Category.

Alternatives for overviews

An overview of links to pages and of images (by means of thumbnails) can be put in the editable part of a category, just like in any page, or be generated in the second, third and fourth part of the category page.

The first gives control on structure and lay-out. For example, in the editable part of commons:Category:William-Adolphe Bouguereau the name of the painter does not have to be repeated, and the full titles of the paintings can be shown.

The second is more convenient for new pages/images: by putting the category tag (which for images can even be done in the upload summary) the overview is automatically updated. Also, the sorting in alphabetic order is automatic in the second case.

A category page may have an overview in the first part, as well as in one or more of the other parts, with the following possibilities:

items occur twice, but ordered and structured differently, with different info (including that the fourth section shows the file sizes); when creating/uploading new items, they can be put in the category first, which is a convenient intermediate stage for updating the editable part
avoiding duplications

Anyway, a category has the double functionality of allowing extension of the overviews both from the overview page and from the member pages. This convenience makes it easier to build and maintain a complete overview (albeit divided over sections) for the subject concerned.

If the second, third and fourth part of the category page are not used, then the category page is much like a page in another namespace. Differences are:

the name starts with "Category:"
in ordinary links to the category page the name is preceded by a colon
Related Changes does not work for the editable part

If a category is growing too large, it is cumbersome to split. When new items need to be added, and they are on a subtopic about which there is still little in the category, this is a good occasion to start a subcategory. Other kinds of overview can be split more easily.

Subcategories

Creating subcategories takes only a few additional steps. Adding a category tag to a category page makes the edited category a subcategory of the category specified in the tag.

First create a new category page for the subcategory the same way you would make a regular category. For example, create [[Category:Soccer]].

Then go to the newly created category page and edit it. Add the category tag for the parent category (e.g. [[Category:Sports]]) to the page.

In this example, the Soccer category would then be a subcategory of the Sports category. For a live example see Category:Demo_1 which is a subcategory of Category:Demo.

Moving a category page

The only way to move a category page is to manually change all category tags that link to the category, and copy the editable part. There is no automatic way to move a category page in the way one moves an article page.

The editable first part of a category can be moved like any other page, but that won't move the subcategories, articles, and images in the second, third, and fourth part (see above). For categories entirely populated by templates (see above) modifying the templates allows to move all affected articles to a renamed category.

Redirecting a category page is possible via {{category redirect}} template, which creates a soft redirect to the desired category. When this template is used, the Category redirects category will be added. Please note that after all pages were moved from "old" to the "new" category, this should be the only category, where the "old-one" is listed.