Cumulus categories are used to organize records, much like folders are used to organize files in a traditional filing cabinet. But the asset can appear in any number of Cumulus categories at the same time. They are similar in purpose to keywords used in other programs.
Simply double-clicking on a category is the most direct method of searching in Cumulus. All records assigned to that category are displayed. You can also use the category list to find contents of two or more categories at a time. Other options for category list searching include the ability to see the contents of categories in the tree either above or below the one you double click. (See “Search & Sort Tab”, for more detailed information.)
To make organizing easier, Cumulus by default provides multiple master categories each of which constitutes its own category tree. Categories can be created in each tree independently. Which categories are displayed in the category pane, either all, or just the categories belonging to a specific master category, can be specified any time via a drop-down list.
• The Keyword tree contains those categories that are created with the intention of organizing the assets via keywords. These categories may be created manually by the user or automatically by Cumulus Filters and AssetStores.
• The Sources tree contains automatically created categories that reflect the folder or directory hierarchy in which the assets reside.
• Use the Categories tree to build a hierarchical order of your own that suits your specific needs.
• All displays all master categories and their respective subcategories contained in the current collection. In this case, the master categories are denoted with names that begin with a $ sign.
NOTE: Do not rename or move these special categories.
If you don’t get all default category trees displayed, your administrator has restricted your access to categories.
Categories can be nested within one another. The highest hierarchical category level – the one that is not nested in any other category – is the category representing a catalog. A category that nests other categories is also denoted by a small triangle. A square denotes a category that does not nest any other category. To expand a category in order to see its subcategories, click on the triangle. Use drag and drop to move categories to where you want them inside the master category they belong to, or even between master categories.
The Category pane displays all available categories. To see the categories a record is assigned to, open the Asset Information window and check the entries in the Categories field. (For information on how to edit, see “Editing a Record’s Category Assignments” .)