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Difference between revisions of "How to work with categories"

 
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This article provides guidelines on creating and organizing categories.


For a quick introduction to categories, see [[Wikipedia:Category]]. For everything you ever wanted to know about categories, see [[Wikipedia:Categorisation FAQ]].


==When to use categories==
==When to use categories==


Every page in the article namespace should belong to at least one category. Categories should be on major topics that are likely to be useful to someone reading the article.
Every page in the article namespace should belong to at least one category. Categories should be on major topics that are likely to be useful to someone reading the article.
:'''Article:''' [[Michael Jackson]]
:'''Useful category:''' [[:Category:Pop singers]]
:'''Not useful:''' ''Category:Musicians whose first name starts with M''


Questions to ask to know whether it is appropriate to add an article to a category:
Questions to ask to know whether it is appropriate to add an article to a category:
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*If the category does not already exist, is it possible to write a few paragraphs or more on the subject of the category, explaining it?
*If the category does not already exist, is it possible to write a few paragraphs or more on the subject of the category, explaining it?
*If you go to the article from the category, will it be obvious why it's there? Is the category subject prominently discussed in the article?
*If you go to the article from the category, will it be obvious why it's there? Is the category subject prominently discussed in the article?
If the answer to either of these questions is no, then the category is probably inappropriate.  Note that it is always appropriate to add articles to categories that fit into well established taxonomies.  For example, every article about a musical album is categorized in some [[:Category:Artistname albums]] category, which is in turn categorized in [[:Category:Albums by artist]].
If the answer to either of these questions is no, then the category is probably inappropriate.  Note that it is always appropriate to add articles to categories that fit into well established taxonomies.   


An article will often be in several categories. Restraint should be used, however — categories become less effective the more there are on a given article.
Each Wikipedia article can appear in more than one category, and each category can appear in more than one parent category. Multiple categorization schemes co-exist simultaneously. In other words, categories do not form a strict hierarchy or [[tree structure]], but a more general [[directed acyclic graph]] (or close to it, see below).
 
There is currently debate about whether an article can be in both a category and its subcategory. In practice, articles are being categorized both ways.  For more about this subject see [[Wikipedia talk:Categorization|the talk page]].  Until consensus is reached feel free to do it either way, and please don't start any revert wars about this issue. Here is a summary of some of the views:
# Articles should not be in both a category and its subcategory, for example [[Microsoft Office]] is in [[:Category:Microsoft software]], so should not also be in [[:Category:Software]].
# While articles should not usually be in both a category and its subcategory, there are some cases where it make sense, at least temporarily. Some categories represent such inessential aspects of their parent categories, that they are no substitute for inclusion in the parent category. For example, if [[Pier Paolo Pasolini]] were in [[:Category:Writers]] and you were moving him into [[:Category:Murdered writers]], you should not remove him from [[:Category:Writers]]. Yes, that latter category should be refined (for example, to [[:Category:Italian writers]]), but if you simply "refine" [[:Category:Writers]] to [[:Category:Murdered writers]] you make it less likely that [[:Category:Italian writers]] will be added and you make it less likely that someone who does not already know his biography well will ever find the article.


There is also a related debate concerning the categorisation of articles that have categories of the same name:
# An article with the same name as a category should be only in that category, for instance, [[Deism]] is only in [[:Category:Deism]].
# An article with the same name as a category should be in both that category and the higher level categories. The category will also be in all or some of the higher level categories. Both the article and the category will be listed in the higher level categories. For example, [[Musical theatre]] used to be in both [[:Category:Musical theatre]] and [[:Category:Theatrical genres]].
# An article with the same name as a category should only be in the higher level categories.


Categories appear without annotations, so be careful of [[NPOV]] when creating or filling categories.  Unless it is self-evident and uncontroversial that something belongs in a category, it should not be put into a category.
Categories appear without annotations, so be careful of [[NPOV]] when creating or filling categories.  Unless it is self-evident and uncontroversial that something belongs in a category, it should not be put into a category.


Exceptions to the above rules are categories such as [[:Category:Stub categories|Stub categories]] which are intended to aid the function of Wikipedia editing.
For alternative methods of grouping articles, and the circumstances in which they should be used, see [[Wikipedia:Categories, lists, and series boxes]].


For articles without any stable category, {{tl|catneeded}} tag can be used to bring attention (although [[Special:Uncategorizedpages]] exists).


===Categories vs. Lists vs. Info boxes===
===Categories vs. Lists vs. Info boxes===
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See, [[Wikipedia:Categories, lists, and series boxes]].
See, [[Wikipedia:Categories, lists, and series boxes]].


===Categories applied to articles on people===
A separate wikipedia page [[Wikipedia:Categorization of people]] was created to help you in designing, applying and checking categories that are used for articles on people.
==Categories do not form a tree==
Each Wikipedia article can appear in more than one category, and each category can appear in more than one parent category. Multiple categorization schemes co-exist simultaneously. In other words, categories do not form a strict hierarchy or [[tree structure]], but a more general [[directed acyclic graph]] (or close to it, see below).
Nevertheless, parts of the category graph will be tree-like, and it may be convenient to think of parts of the category graph as being like multiple overlapping trees.
==Cycles should usually be avoided==


Although the MediaWiki software does not prevent [[cycle (graph theory)|cycles]] (loops), these should usually be avoided. Here is an example existing in early November 2005: [[:Category:Academic disciplines]] - [[:Category:Interdisciplinary fields]] - [[:Category:Social sciences]] - [[:Category:Education]] - [[:Category:Academic disciplines]] - [[:Category:Interdisciplinary fields]] ...
==Guidelines for assignment of categories==
<!--:If this section stabilizes, it should probably be moved into the User's Guide. -- [[User:Beland|Beland]] 08:06, 13 Jun 2004 (UTC)
::Maybe with a major rewrite. It is all but useless right now, giving no basic information on How to create categories/subcategories - [[User:Marshman|Marshman]] 21:57, 5 Jul 2004 (UTC) -->


===How to create categories===
===How to create categories===
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When adding an article to a category, or creating categories, one should be careful to use the correct categories and subcategories. Horizontal categorization, directly below, refers to placing an article in the correct category while vertical categorization refers to placing an article in the correct ''sub''category.
When adding an article to a category, or creating categories, one should be careful to use the correct categories and subcategories. Horizontal categorization, directly below, refers to placing an article in the correct category while vertical categorization refers to placing an article in the correct ''sub''category.
When assigning an article into categories, try to be thorough in a "horizontal" sense. 
A good general rule is that articles should be placed in the most specific categories they reasonably fit in. 


When assigning an article into categories, try to be thorough in a
For instance, the instance Dracula does not belong to the category "Myths and Legends" but "Classic vampires" as it is only recently that the historical character has been associated with vampirism.  
"horizontal" sense.  The topic may be associated with a geographic
area, a historical period, an academic subfield, a certain type of
thing (like a food or an ornament), and/or a special interest topic
(like Roman Empire or LBGT).  You might need to poke around the
category hierarchy a bit to find the right place.  Try searching for
articles similar to the article you are categorizing to get ideas or
to find the most appropriate place. (For instance, '1990' is more correctly in 'Category:Years' rather than 'Category:Places'.)


In the "vertical" dimension, you should probably be more frugal.  A
Whatever categories you add, make sure they do not implicitly violate the neutral point of view policy.  If the nature of something is in dispute (like whether or not it's fictional or scientific or whatever), you may want to avoid labelling it or mark the categorization as
good general rule is that articles should be placed in the most
specific categories they reasonably fit in.  For example,
[[Elizabeth_II_of_the_United_Kingdom| Queen Elizabeth]] should not be
listed directly under People, but 'Category:Monarchs of the United Kingdom' might be a good
place for her.  We know that all Queens of the United Kingdom qualify as Famous
Britons and as Royalty, and all of those folks qualify as People.  But
sometimes there's a good reason to assign an article to two
categories, one of which is a direct or indirect subcategory of
another.  For a well-argued case study, see [[John Lennon]].
 
Whatever categories you add, make sure they do not implicitly violate
the neutral point of view policy.  If the nature of something is in
dispute (like whether or not it's fictional or scientific or whatever),
you may want to avoid labelling it or mark the categorization as
disputed.  Most categorizations are pretty straightforward, though.
disputed.  Most categorizations are pretty straightforward, though.


===Making groups of subcategories===
===Making groups of subcategories===
Categories can only list 200 entries at a time.  When there are more than 200 entries, only the first 200 will be displayed.  To make it easy to navigate, add a TOC (table of contents).  TOCs are added by typing:
Categories can only list 200 entries at a time.  When there are more than 200 entries, only the first 200 will be displayed.  To make it easy to navigate, add a TOC (table of contents).  TOCs are added by typing:
:'''''<nowiki>{{CategoryTOC}}</nowiki>''''' - which adds a complete TOC (Top, 0 - 9, A-Z)
:'''''<nowiki>{{CategoryTOC}}</nowiki>''''' - which adds a complete TOC (Top, 0 - 9, A-Z)
Line 102: Line 50:
When a given category gets crowded, also consider making several subcategories. Group similar articles together in a meaningful and useful way that will make it easy for readers to navigate later.  Remember that several subcategorization schemes can coexist (for example, if [[:Category:Software]] gets too big, you don't have to choose between subdividing it by function or subdividing it by platform, you can simultaneously subdivide it in both ways).
When a given category gets crowded, also consider making several subcategories. Group similar articles together in a meaningful and useful way that will make it easy for readers to navigate later.  Remember that several subcategorization schemes can coexist (for example, if [[:Category:Software]] gets too big, you don't have to choose between subdividing it by function or subdividing it by platform, you can simultaneously subdivide it in both ways).


A set of related categories often forms a hierarchy or a nexus.  This can take several different forms, all of which are welcome and encouraged:
* A taxonomic grouping.  For example, [[:Category:South Asian countries]] is part of a geographical hierarchy.  [[:Category:Academic disciplines]] catalogs divisions between fields of study.
* A functional grouping.  Examples: [[:Category:Ancient Rome]], [[:Category:World War II]], and [[:Category:Commercial item transport and distribution]].  These bring together articles and subcategories from different fields or taxonomies (history, war, culture, people, companies, industries, technologies) that have an interesting common thread.
* Hybrid forms. For example, [[:Category:Art]] is both part of the taxonomy of [[:Category:Academia]] and a cross-reference point for lots of things that have little in common except that they have something to do with art.


* Offshoot forms. For example, [[:Category:Film stubs]] contains subcategories of [[:Category:Comedy film stubs]] for [[comedy film]]s, and [[:Category:Drama film stubs]] for [[drama film]]s.
===Category membership and creation===
When writing the description for a category, give it a parent category.  In fact, you should try to  give it at least two parent categories.  For example, [[:Category:British writers]] should be in both [[:Category:Writers by nationality]] and [[:Category:British people]]. A few categories do only merely subdivide their parent category, but unless the parent category has many potential articles under it, or many potential subdivisions, if you can't think of a second parent category, it might be a better idea to fold your smaller category into the parent.
===Wikipedia namespace===
Categories relating to the [[Wikipedia:project namespace|Wikipedia namespace]] should be added only to the [[Wikipedia:talk page|talk page]] of articles. For example, tags suggesting the article is [[:Category:To do|needs work]], would be placed on the talk page as they are relevant to editors, not an aid to browsing in the way ordinary categories are.
===User namespace===
Categories relating to the User namespace should be added only to Wikipedia-specific categories.  Users should ''not'' add their user pages to article namespace categories such as [[:Category:People]] or other subcategories, [[:Category:Biologists]] etc, which are reserved for pages in the article namespace.  However, it is appropriate to add a user page to ''Wikipedia-specific categories'' such as [[:Category:Wikipedians]] or other similar subcategories such as [[:Category:Wikipedian musicians]]. (See also [[m:Help:Category]] for guidelines on category "pollution").
If you copy an article to your user namespace (for example, as a temporary draft or in response to an edit war) you should decategorize it.
===Image namespace===
See [[m:Help:Image_page#Categorizing_images|categorizing images]].


==Category naming==
==Category naming==
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==Categories requirements and usage==
==Categories requirements and usage==
===User browsing===
===User browsing===
Categories (along with other features, like cross-references) should help users find the information they are looking for as quickly as possible, even if they don't know that it exists or what it's called.
Categories (along with other features, like cross-references) should help users find the information they are looking for as quickly as possible, even if they don't know that it exists or what it's called.


===Links to categories===
===Links to categories===
You can create a link to a category page without adding the page to that category by using a colon before the word Category.  Example: <tt><nowiki>[[:Category:Automotive technologies]]</nowiki></tt> appears as [[:Category:Automotive technologies]].
You can create a link to a category page without adding the page to that category by using a colon before the word Category.  Example: <tt><nowiki>[[:Category:Spirits]</nowiki></tt> appears as [[:Category:Spirits]].


===Redirected categories===
===Redirected categories===
Although it is possible to attempt to redirect categories by adding a line such as <tt><nowiki>#REDIRECT [[:Category:Automotive technologies]]</nowiki></tt> to a category, it is not generally recommended because of limitations in the mediawiki software.  Categories "redirected" in this way do not prevent the addition of articles to the redirected category.  Articles added to the "redirected" category do not show up as in the target category.
Although it is possible to attempt to redirect categories by adding a line such as <tt><nowiki>#REDIRECT [[:Category:Spirits]]</nowiki></tt> to a category, it is not generally recommended because of limitations in the mediawiki software.  Categories "redirected" in this way do not prevent the addition of articles to the redirected category.  Articles added to the "redirected" category do not show up as in the target category.
Until these issues are addressed (in future versions of the software), '''#REDIRECT''' should not be added to category pages.
Until these issues are addressed (in future versions of the software), '''#REDIRECT''' should not be added to category pages.



Revision as of 21:23, 2 January 2006


When to use categories

Every page in the article namespace should belong to at least one category. Categories should be on major topics that are likely to be useful to someone reading the article.

Questions to ask to know whether it is appropriate to add an article to a category:

  • If the category does not already exist, is it possible to write a few paragraphs or more on the subject of the category, explaining it?
  • If you go to the article from the category, will it be obvious why it's there? Is the category subject prominently discussed in the article?

If the answer to either of these questions is no, then the category is probably inappropriate. Note that it is always appropriate to add articles to categories that fit into well established taxonomies.

Each Wikipedia article can appear in more than one category, and each category can appear in more than one parent category. Multiple categorization schemes co-exist simultaneously. In other words, categories do not form a strict hierarchy or tree structure, but a more general directed acyclic graph (or close to it, see below).


Categories appear without annotations, so be careful of NPOV when creating or filling categories. Unless it is self-evident and uncontroversial that something belongs in a category, it should not be put into a category.


Categories vs. Lists vs. Info boxes

See, Wikipedia:Categories, lists, and series boxes.


How to create categories

Creating a category is as simple as adding a soft link to the appropriate article in the Category: namespace; for instance, to add Felis silvestris catus to the "fluffy creatures" category, you would edit the article and enter [[Category:Fluffy creatures]] at the bottom, but before interlanguage links. Although the link will not appear in the article text, a page called Category:Fluffy creatures will automatically list alphabetically all articles that contain the [[Category:Fluffy creatures]] link. The appeal of categories is that unlike lists, they update themselves automatically, and that one can use them to quickly find related articles. However, categories are not a substitute for lists, and you will find that many articles belong to both lists and categories. You may see some inconsistencies when first creating the category: it may alternate between appearing empty and appearing with your first additions. It will probably correct itself in a few minutes.

Note that, although "uncreated" categories will correctly list articles that have been assigned to them, the category page itself does not exist until it is manually created. The easiest way to create the category page is to follow the edit link from an article and add a parent category and a category description as explained below.

Creating subcategories

Create subcategory pages by putting the name of the parent category on a category page that you would like to be the subcategory. Child categories (subcategories) are created by putting [[category:parent_category_name]] on the lower-level category pages. For example, on a (sub)category page called category:Roses you put [[category:Flowers]], Roses becomes a subcategory of Flowers.

When adding an article to a category, or creating categories, one should be careful to use the correct categories and subcategories. Horizontal categorization, directly below, refers to placing an article in the correct category while vertical categorization refers to placing an article in the correct subcategory. When assigning an article into categories, try to be thorough in a "horizontal" sense. A good general rule is that articles should be placed in the most specific categories they reasonably fit in.

For instance, the instance Dracula does not belong to the category "Myths and Legends" but "Classic vampires" as it is only recently that the historical character has been associated with vampirism.

Whatever categories you add, make sure they do not implicitly violate the neutral point of view policy. If the nature of something is in dispute (like whether or not it's fictional or scientific or whatever), you may want to avoid labelling it or mark the categorization as disputed. Most categorizations are pretty straightforward, though.

Making groups of subcategories

Categories can only list 200 entries at a time. When there are more than 200 entries, only the first 200 will be displayed. To make it easy to navigate, add a TOC (table of contents). TOCs are added by typing:

{{CategoryTOC}} - which adds a complete TOC (Top, 0 - 9, A-Z)
{{CatAZ}} - which adds a TOC without numbers. This is for categories with members that only start with letters.

When a given category gets crowded, also consider making several subcategories. Group similar articles together in a meaningful and useful way that will make it easy for readers to navigate later. Remember that several subcategorization schemes can coexist (for example, if Category:Software gets too big, you don't have to choose between subdividing it by function or subdividing it by platform, you can simultaneously subdivide it in both ways).


Category naming

Categories follow the same general naming conventions as articles, for example do not capitalise regular nouns. For specific conventions related to categories, see Wikipedia:Naming conventions (categories).

Categories requirements and usage

User browsing

Categories (along with other features, like cross-references) should help users find the information they are looking for as quickly as possible, even if they don't know that it exists or what it's called.

Links to categories

You can create a link to a category page without adding the page to that category by using a colon before the word Category. Example: [[:Category:Spirits] appears as Category:Spirits.

Redirected categories

Although it is possible to attempt to redirect categories by adding a line such as #REDIRECT [[:Category:Spirits]] to a category, it is not generally recommended because of limitations in the mediawiki software. Categories "redirected" in this way do not prevent the addition of articles to the redirected category. Articles added to the "redirected" category do not show up as in the target category. Until these issues are addressed (in future versions of the software), #REDIRECT should not be added to category pages.

Category sorting

Contrary to some expectations, text after a pipe ("|") in a category link is not used in place of the category text. Rather, this text is used as the sort key on the category page itself. However, again contrary to expectations, that sort text is not displayed.

For example, the Category:Three-digit Interstate Highways uses this property to sort secondary interstates by their primary. That is, the category link in the article for Interstate 190 (Illinois) is [[Category:Three-digit Interstate Highways|90-1 Illinois]]. This causes "Interstate 190 (Illinois)" to be listed right after "Interstate 189" and right before "Interstate 290 (Massachusetts)" under the heading "9" in the category page.

This feature is very useful for categories in which:

Using this method to sort category entries is sometimes informally referred to as the pipe trick. However, this use of the pipe character is very different from the original Wikimedia pipe trick which allows one to easily hide parenthetical disambiguation in links.

It is possible to force an article or subcategory to the top of the list by using a non-alphanumeric character as the first after the pipe. For example, using [[Category:Ford| Ford Motor Company]] (note the space) or [[Category:Ford|*Ford Motor Company]] would force that article to be displayed before all the others.