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Difference between revisions of "Design the content: Categories in Joomla! 2.5"

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{{JVer|1.6}} This is one of a series of documents introducing Joomla! 1.6 and it is part of the background to creating a new site.
 
{{JVer|1.6}} This is one of a series of documents introducing Joomla! 1.6 and it is part of the background to creating a new site.
 
The aim of this document is:-
 
The aim of this document is:-
:* to explore how the content of Joomla! sites is organised in a heirachy, using Sections, Categories and Articles.
+
:* to explore how the content of Joomla! sites is organised in a hierachy, using Categories, subcategories and Articles.
 
:* to explore how to design the content structure
 
:* to explore how to design the content structure
:* to demonstrate how to decide which Sections and Categories are needed for a new site.
+
:* to demonstrate how to decide which Categories (and perhaps Subcategories) are needed for a new site.
 
===Background to creating a new Joomla! 1.6 web site===
 
===Background to creating a new Joomla! 1.6 web site===
 
{{:DesignAim}}
 
{{:DesignAim}}
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:It assumes that you have explored adding and altering Articles
 
:It assumes that you have explored adding and altering Articles
  
===Overview of the heirachy of Categories and Articles===
+
===Overview of the hierachy of Categories and Articles===
Joomla! has a heirachical structure in the background for organising the content of the site. You need to know about this because it is better to plan ahead and exploit the content structure than set off in a random direction. This equally true whether you are creating a new site or altering an existing one.
+
Joomla! has a hierachical structure in the background for organising the content of the site. You need to know about this because it is better to plan ahead and exploit the content structure than set off in a random direction. This equally true whether you are creating a new site or altering an existing one.
*There are three levels in the content heirachy:-
+
  
#'''Category:''' the second level.
+
There are at least two levels in the content hierachy:-
#'''Articles:''' which are in Categories.
+
 
And, outside the heirachy but closely associated with it:-
+
#'''[[Category]]:''' collections of Articles. Categories can have '''subcategories'''.
:*''' Menus:''' these are familiar parts of many web sites and are used for site navigation. They are not part of the organisation in the content heirachy. See [[Design appearance using Menus and Modules: Joomla! 1.6|Background: Menus and Modules]]
+
#'''[[Article|Articles]]:''' which are in a Category. Each Article can be in exactly '''one''' category.
You should already be aware of the vocabulary of Sections, Categories, Articles and Menus from other documents in this series.
+
And, outside the hierachy but closely associated with it:-
 +
:*'''Menus:''' these are familiar parts of many web sites and are used for site navigation. They are not part of the organisation in the content hierachy. See [[Design appearance using Menus and Modules: Joomla! 1.6|Background: Menus and Modules]]
 +
You should already be aware of the vocabulary of Categories, Articles and Menus from other documents in this series.
  
 
==Exploring the hierachy of Categories and Articles==
 
==Exploring the hierachy of Categories and Articles==
These can best be explored by looking at the Administrator pages of an existing site.
+
These can best be explored by looking at the [[Administrator (Application)|Administrator pages]] of an existing site.
 
+
*Login to the Back-end of a web site with content. The localhost site with the sample content is an ideal example.
+
*Explore the Categories, Sections and Articles and note how they relate to one another.
+
 
+
===Sections - there are none in 1.6 - ===
+
Sections are the top-level of organization. They should reflect the purpose of a site.  
+
  
The top level is now done using Categories - so this part will be re-written
+
*Login to the [[Administrator (Application)|Back-end]] of a web site with content. The localhost site with the [[sample content]] is an ideal example.
 +
*Explore the Categories and Articles and note how they relate to one another.
  
 
===Categories===
 
===Categories===
*Categories are the second level of organization. Every Section contains one or more Categories.  
+
*Categories are collections of articles.
*There is a special Section, built into Joomla!, called 'Uncategorized'. This is outside the content hierachy but can be displayed through a menu item.
+
*Each Category can be a child or subcategory of another category.
 +
*There is a special Category, built into Joomla!, called 'Uncategorized'. This is outside the content hierachy but can be displayed through a menu item.
  
 
'''Explore the Category Manager'''
 
'''Explore the Category Manager'''
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The sample data has nine categories. A larger site - or one that exploits Categories for displaying Articles - can have a lot more.  
 
The sample data has nine categories. A larger site - or one that exploits Categories for displaying Articles - can have a lot more.  
  
*Click on the title to open a Category for editing. This will show the Workspace page which is similar to that for Sections, except that it allows the Section to be chosen or displayed. Note that the Category Manager lists which Section the Category is in. Explore this as needed - it is where you can publish/unpublish Categories or alter the order in which they are displayed in pull-down lists.
+
*Click on the title to open a Category for editing. This displays the Workspace page which consists of Details and Description parts, as well as the usual Toolbar icons. The data in the Details and Description parts can be altered here. The Description appears on the Site when a Menu is created to list the contents of the Category. This too can be altered using the same editor as that used for Articles on the site. Explore this as needed - it is where you can publish/unpublish Categories or alter the order in which they are displayed in pull-down lists.
  
  
Line 56: Line 53:
 
*Categories and Articles work together to create a hierachy of items.  
 
*Categories and Articles work together to create a hierachy of items.  
 
*Categories group articles in a logical structure that makes the site easier to use, manage and understand.
 
*Categories group articles in a logical structure that makes the site easier to use, manage and understand.
 +
*Each Category can be a child or subcategory of '''one''' other Category.
 
*Articles are organised inside Categories. This is the organisation of the Articles in the Back-end.
 
*Articles are organised inside Categories. This is the organisation of the Articles in the Back-end.
 +
*Each Article can be in '''one''' Category.
 
*This structure is used by the Menu system. But the menus are not necessarily the same as the back-end content structure.
 
*This structure is used by the Menu system. But the menus are not necessarily the same as the back-end content structure.
 
*There are built-in layouts in Joomla! that take advantage of this organization and make it possible to list articles that belong to different Categories.
 
*There are built-in layouts in Joomla! that take advantage of this organization and make it possible to list articles that belong to different Categories.
  
==Design a content heirachy for a new Web site==
+
==Design a content hierachy for a new Web site==
 
For a New web site you need to:-
 
For a New web site you need to:-
 
; Design a suitable hierachy for new content  
 
; Design a suitable hierachy for new content  
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</div>
 
</div>
  
Note that the sample site - and many others - use a variety of techniques. They do not limit themselves to one level in the heirachy but set up the design to allow for multiple levels of content and also some blog and list layouts.  
+
Note that the sample site - and many others - use a variety of techniques. They do not limit themselves to one level in the hierachy but set up the design to allow for multiple levels of content and also some blog and list layouts.  
  
 
===Looking at what information you are going to have on your site===
 
===Looking at what information you are going to have on your site===
The key is a good understanding of the purpose of the site and what features will be displayed. This is not entirely straight forward. When it has all been done and in retrospect, it looks easy. But it is actually challenging to identify the main Sections / Categories and translate these into likely content.
+
The key is a good understanding of the purpose of the site and what features will be displayed. This is not entirely straight forward. When it has all been done and in retrospect, it looks easy. But it is actually challenging to identify the main Categories and translate these into likely content.
  
 
;Clubs
 
;Clubs
Line 78: Line 77:
  
 
;Associations
 
;Associations
: There are many organisations who want to keep their members in touch with one another and also provide information about activities. There are also orgnisations who want to disseminate informatation, or even to campaign on particular issues. They may need a less complex structure than a clb, but might expect a certain amount of interactivity with people contributing content and news.
+
: There are many organisations who want to keep their members in touch with one another and also provide information about activities. There are also orgnisations who want to disseminate informatation, or even to campaign on particular issues. They may need a less complex structure than a club, but might expect a certain amount of interactivity with people contributing content and news.
  
 
;Personal sites
 
;Personal sites
Line 90: Line 89:
 
:It may help if there is an existing site, or a similar one which will give hints about likely topics.
 
:It may help if there is an existing site, or a similar one which will give hints about likely topics.
 
;What are the main topics to be covered?
 
;What are the main topics to be covered?
:Some sites lend themselves to being thought of as heirachies and others do not fall so easily into place. There may be a number of separate topics, for example.
+
:Some sites lend themselves to being thought of as hierachies and others do not fall so easily into place. There may be a number of separate topics, for example.
 
;How much content do you expect and does it change a lot
 
;How much content do you expect and does it change a lot
 
:Changing content gives a dynamic or interactive web site
 
:Changing content gives a dynamic or interactive web site
Line 96: Line 95:
 
:Some sites allow a lot of visitors to add content - some allow very few
 
:Some sites allow a lot of visitors to add content - some allow very few
  
The final design depends a lot on the range of content and how you think of it in a Section/Category heirachy. If you are not in a hurry and not very experienced, there is a lot to be said for Serendipity, that is to say finding out about your requiremtns as you go along. So you do not have to stick rigidly to your initial thoughts. It worth having an inital plan, even if you do change it in the light of experience.
+
The final design depends a lot on the range of content and how you think of it in a Category hierachy. If you are not in a hurry and not very experienced, there is a lot to be said for Serendipity, that is to say finding out about your requirements as you go along. So you do not have to stick rigidly to your initial thoughts. It is worth having an inital plan, even if you do change it in the light of experience.
  
 
----
 
----
Line 108: Line 107:
 
;Add other information
 
;Add other information
 
: this helps you group things together. Consider things like whether there will be a lot of content changes and who might update it.
 
: this helps you group things together. Consider things like whether there will be a lot of content changes and who might update it.
;Organise the slips to make a heirachy
+
;Organise the slips to make a hierachy
 
:They can be moved around and as you do this - you will notice things you have not included.
 
:They can be moved around and as you do this - you will notice things you have not included.
;List the Sections and Categories out clearly ready to create them on the web site.
+
;List the Categories and subcategories out clearly ready to create them on the web site.
  
====Example - part of a heirachy for a club web site ====
+
====Example - part of a hierachy for a club web site ====
The example below takes part of a design for a sailing club web site showing how the basic information about the club could be designed in Section and Categories. Here the site is presenting some information about the club. The whole web site would have maybe five or six Sections and a number of Categories under each Section. They would be based on the kinds of information that members and others need, such as programmes of events, weather conditions, the kinds of boats sailed and so on.
+
The example below takes part of a design for a sailing club web site showing how the basic information about the club could be designed in Categories and subcategories. Here the site is presenting some information about the club. The whole web site would have maybe five or six main Categories and a number of Categories under each of those. They would be based on the kinds of information that members and others need, such as programmes of events, weather conditions, the kinds of boats sailed and so on.
  
 
<div style="border:thin solid black; margin-left:50px; margin-right:50px; background: #f5f5f5; width:40%">
 
<div style="border:thin solid black; margin-left:50px; margin-right:50px; background: #f5f5f5; width:40%">
 
:'''An example: '''This will be used again in defining a menu structure and setting up a site
 
:'''An example: '''This will be used again in defining a menu structure and setting up a site
 
:{| border="1" cellpadding="2" cellspacing="0"
 
:{| border="1" cellpadding="2" cellspacing="0"
| width="205" | '''Section'''
 
 
| width="205" | '''Category'''
 
| width="205" | '''Category'''
 +
| width="205" | '''Subcategory'''
 
|-
 
|-
 
| width="205" | About
 
| width="205" | About
Line 150: Line 149:
 
==Further information==
 
==Further information==
  
*on the heirachy
+
*on the hierachy
  
  

Revision as of 16:33, 20 June 2011

Info non-talk.png
General Information

Most content is of relevant to both versions. Originally written for Joomla! version Joomla 1.5. In process of being updated:

  • screen shots showing version Joomla 2.5
  • with commentary appropriate for versions  Joomla 2.5

Joomla 1.6 This is one of a series of documents introducing Joomla! 1.6 and it is part of the background to creating a new site. The aim of this document is:-

  • to explore how the content of Joomla! sites is organised in a hierachy, using Categories, subcategories and Articles.
  • to explore how to design the content structure
  • to demonstrate how to decide which Categories (and perhaps Subcategories) are needed for a new site.

Contents

Background to creating a new Joomla! 1.6 web site

Tip-icon.png
Designing a Joomla! Website

There are four aspects to designing a new Joomla! web site. These also apply to planning to make alterations to an existing site or planning for transferring a site that already exists into Joomla!

  • The content hierarchy:
    • Sections, Categories and Articles for Joomla 1.5
    • Categories, Subcategories and Articles for Joomla 2.5
  • Who you expect to use the site and what you want them to be able to do
  • The layout of the menus and the position of some functionality on the page
  • The graphical design of the whole site
These should all be based on the purpose and expected content of the site, so you do need a clear idea of what you are trying to communicate and plan accordingly. Easier said than done!

Who is it written for?

Everyone: who is going to create a Joomla! site.

It will also be useful to someone who is going to alter a Joomla! site.
It is written on the assumption that you do not have experience of the structure of a Joomla! site.
It assumes that you have explored adding and altering Articles

Overview of the hierachy of Categories and Articles

Joomla! has a hierachical structure in the background for organising the content of the site. You need to know about this because it is better to plan ahead and exploit the content structure than set off in a random direction. This equally true whether you are creating a new site or altering an existing one.

There are at least two levels in the content hierachy:-

  1. Category: collections of Articles. Categories can have subcategories.
  2. Articles: which are in a Category. Each Article can be in exactly one category.

And, outside the hierachy but closely associated with it:-

  • Menus: these are familiar parts of many web sites and are used for site navigation. They are not part of the organisation in the content hierachy. See Background: Menus and Modules

You should already be aware of the vocabulary of Categories, Articles and Menus from other documents in this series.

Exploring the hierachy of Categories and Articles

These can best be explored by looking at the Administrator pages of an existing site.

  • Login to the Back-end of a web site with content. The localhost site with the sample content is an ideal example.
  • Explore the Categories and Articles and note how they relate to one another.

Categories

  • Categories are collections of articles.
  • Each Category can be a child or subcategory of another category.
  • There is a special Category, built into Joomla!, called 'Uncategorized'. This is outside the content hierachy but can be displayed through a menu item.

Explore the Category Manager

  • Click on the Category Manager icon in the Control Panel.

The sample data has nine categories. A larger site - or one that exploits Categories for displaying Articles - can have a lot more.

  • Click on the title to open a Category for editing. This displays the Workspace page which consists of Details and Description parts, as well as the usual Toolbar icons. The data in the Details and Description parts can be altered here. The Description appears on the Site when a Menu is created to list the contents of the Category. This too can be altered using the same editor as that used for Articles on the site. Explore this as needed - it is where you can publish/unpublish Categories or alter the order in which they are displayed in pull-down lists.


Screen of a Workspace page for a Category

Help - a lot more detailed information about what you can do using Category Management - click the Icon GSiconHelp.png


Summary

  • Categories and Articles work together to create a hierachy of items.
  • Categories group articles in a logical structure that makes the site easier to use, manage and understand.
  • Each Category can be a child or subcategory of one other Category.
  • Articles are organised inside Categories. This is the organisation of the Articles in the Back-end.
  • Each Article can be in one Category.
  • This structure is used by the Menu system. But the menus are not necessarily the same as the back-end content structure.
  • There are built-in layouts in Joomla! that take advantage of this organization and make it possible to list articles that belong to different Categories.

Design a content hierachy for a new Web site

For a New web site you need to:-

Design a suitable hierachy for new content
There is no automatic way to do this - you have to think about it and whether you are going to want to exploit blog and list layouts.

Blog and list layouts: These are choices for displaying articles under different types of menus - see Background: using Menus and Modules

Note that the sample site - and many others - use a variety of techniques. They do not limit themselves to one level in the hierachy but set up the design to allow for multiple levels of content and also some blog and list layouts.

Looking at what information you are going to have on your site

The key is a good understanding of the purpose of the site and what features will be displayed. This is not entirely straight forward. When it has all been done and in retrospect, it looks easy. But it is actually challenging to identify the main Categories and translate these into likely content.

Clubs
These can be very varied as a sailing club one illustrates: the content is quite complex because such clubs have a lot of activities, they have boats and they usually have a property of some sort. They also aim at different people - sailors, social members, young people and learners. It is not a business but it does want to encourage people to join and wants to give a lot of on-going information about club activites and local sailing conditions. There are about 1500 sailing clubs and associations in Great Britain alone and the web sites are all different. There may be people who want to enter their own content, so you could have a number of Authors or Publishers responsible for adding detail about events or reports on events or descriptions of boats and much else. So such a site could be very varied and quite dynamic.
Associations
There are many organisations who want to keep their members in touch with one another and also provide information about activities. There are also orgnisations who want to disseminate informatation, or even to campaign on particular issues. They may need a less complex structure than a club, but might expect a certain amount of interactivity with people contributing content and news.
Personal sites
Web sites for personal information work very well in Joomla! because you can have some items open to everyone and others restricted to a few friends and family.
The structure could be quite varied if you have a lot of interestes or separate things you want to write about. On the other hand, it is likely that there will not be many people adding content.

Things to think about

How clear are you as to what the content will be exactly?
It may help if there is an existing site, or a similar one which will give hints about likely topics.
What are the main topics to be covered?
Some sites lend themselves to being thought of as hierachies and others do not fall so easily into place. There may be a number of separate topics, for example.
How much content do you expect and does it change a lot
Changing content gives a dynamic or interactive web site
Are there to be a lot of visitors adding their own content
Some sites allow a lot of visitors to add content - some allow very few

The final design depends a lot on the range of content and how you think of it in a Category hierachy. If you are not in a hurry and not very experienced, there is a lot to be said for Serendipity, that is to say finding out about your requirements as you go along. So you do not have to stick rigidly to your initial thoughts. It is worth having an inital plan, even if you do change it in the light of experience.


A pencil and paper iterative process

The advantage of thinking it out is that you do not get distracted by how you are going to implement the design - you just focus on the content.

A list
Make an initial list of the content you know is going to be displayed on the web site. Then add a note as to whether the items can be grouped in any way.
Write it out
Take some slips of paper and on each one write the name of an item of content.
Add other information
this helps you group things together. Consider things like whether there will be a lot of content changes and who might update it.
Organise the slips to make a hierachy
They can be moved around and as you do this - you will notice things you have not included.
List the Categories and subcategories out clearly ready to create them on the web site.

Example - part of a hierachy for a club web site

The example below takes part of a design for a sailing club web site showing how the basic information about the club could be designed in Categories and subcategories. Here the site is presenting some information about the club. The whole web site would have maybe five or six main Categories and a number of Categories under each of those. They would be based on the kinds of information that members and others need, such as programmes of events, weather conditions, the kinds of boats sailed and so on.

An example: This will be used again in defining a menu structure and setting up a site
Category Subcategory
About About the club
Contacts
Find Us
How to Join
Subscriptions
Newsletters
History

Where next?

Background:design appearance using Menus and Modules

Further information

  • on the hierachy


Index to other documents in this series

GSFooter/1.6


--Lorna Scammell March 2011