ConRunner:Categorization
This page is a ConRunner guideline. It illustrates standards or conduct that are generally accepted by consensus to apply in many cases. Feel free to update the page as needed, but please use the discussion page to propose major changes. |
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.
Contents
When to use categories
Every page in the article namespace should have 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 if a category is the appropriate tool:
- Is it possible to write a few paragraphs or more on the subject of a 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 a category is probably inappropriate.
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.
An article may be in both a category and its subcategory, though this should be avoided for all but the most hihg level articles. Categories and sub-categories should be nested, from the most general to the more specific. The article should be tagged with the most appropriate low level category. For example, the article Art Show may show up both in the Art Show sub category and the Operations main category. But Art Show - Financial arrangements is only in the category:Art Show. An article with the same name as a category should usually belong only to that category, for instance, Operations would belong only in Category:Operations.
Categories appear without annotations, so be careful 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 Stub categories which are intended to aid the function of editing.
For alternative methods of grouping articles, and the circumstances in which they should be used, see Wikipedia:Categories, lists, and series boxes Wikipedia:Categorization of people
Categories do not form a tree
Each article can appear in more than one category, and each category can appear in more than one parent category. Multiple categorization for a given article can co-exist simultaneously. In other words, categories do not form a strict hierarchy or but a more general "ring" of articles.
Wikipedia:tree structure vs. Wikipedia:directed acyclic graph
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. Although the MediaWiki software does not prevent loops, these should usually be avoided. Wikipedia:cycle (graph theory)
Guidelines for assignment of categories
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. 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 should 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 (watch your spelling and capitalization).
Horizontal categorization vs vertical categorization
When assigning an article into categories, try to be thorough in a "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 good general rule is that articles should be placed in the most specific categories they reasonably fit in. For example, Wikipedia:Elizabeth_II_of_the_United_Kingdom should not be listed directly under People, but Queens of England might be a good place for her. We know that all Queens of England 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 Wikipedia: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.
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 (at the top of the article):
- {{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).
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.
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.
Edit categories
Categories relating to editing and improving articles should be added only to the talk page of articles. For example, tags suggesting the article needs work, or is listed on Requests for Comment 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 ConRunner-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 ConRunner-specific categories such as Category:ConRunners or other similar subcategories such as Category:ConRunner musicians. (See also Mediawiki: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 Mediawiki:Help:Image_page#Categorizing_images.
General naming conventions
- For a pre-existing category, the article of the same or similar name and (rarely, or) on the same topic should be added to that category. When creating an article one should, only if appropriate (especially horizontally), create a category of the same or similar name on the same topic .
- Articles should be placed in the most specific categories possible. Categories should be more or equally as broad as the articles they contain; articles should be more or equally specific as the categories they are in.
- Avoid abbreviations. Example: "World War II equipment", not "WW2 equipment".
- Don't hard-code the category structure into names. Example: "Monarchs", not "People - Monarchs".
- Choose category names that are able to stand alone, independent of the way a category is connected to other categories. Example: "ConRunner policy precedents and examples", not "Precedents and examples" (a subcategory of "ConRunner policies and guidelines").
- Topical category names should be singular. Examples: "Biology", "Law".
- In general, not capitalise regular nouns, except as the first word in a phrase.
- As with lists avoid descriptive adjectives such as famous, important, or notable in category titles.
Special conventions for lists
- Category names for lists of items should be plural. Examples: "Category:sports", "Category:writers".
- In instances where a list page simply contains an alphabetical list of items with no other information (for example "List of Beatles songs") it could be replaced by a category (such as "Category:The Beatles songs").
- If the list contains extra information (in this example that could include writing credits, date of release, etc.), or is non-alphabetical (for example sorted by date) it should remain as a list page, rather than a category.
- Categories can only list articles that exist and have been assigned to the category. Therefore, comprehensive lists, (such as "List of British Prime Ministers"), which must include all items regardless of whether an article already exists for them, should not be replaced by categories. Similarly, in an area that is not yet well-covered, lists can effectively indicate articles that still need to be written; categories cannot do this.
- If there are a lot of lists regarding a particular subject area, it might be useful to have a category to hold them, (such as "Category:Lists of countries"). These categories should only contain list pages (for example "List of Soviet Republics", "List of countries by population"). Please use the pipe trick for category sorting (see Wikipedia:Categorization#Category_sorting), or all properly named lists will appear under the letter "L".
See also: Wikipedia:Category:Lists, Wikipedia:Category:Lists that should be 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:Automotive technologies]] appears as Category:Automotive technologies.
Redirected categories
Although it is possible to attempt to redirect categories by adding a line such as #REDIRECT [[:Category:Automotive technologies]] 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:
- the entries are people, in which case sorting by last name is preferable (example: Category:Presidents of the U.S.).
- variations in the naming of entries causes inconsistent sorting (example: List of counties in Nebraska, List of counties in Montana, but List of Nevada counties in Category:Lists of U.S. counties).
- the logical sort order is not alphabetical (example: individual month articles in year categories such as Category:2004, using e.g. the sort key "*2004-04" for April).
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. However, this practice should be avoided. Please try to find a more straightforward way to list names.
Year categories
In categories which are years, such as Category:2004, special sorting guidelines apply:
- Entries should generally be sorted by topic, so the article 2004 in film, for example, would contain the category reference [[Category:2004|Film]] while 2004 Canadian budget would contain the reference [[Category:2004|Canadian budget]]; List of religious leaders in 2004 would contain [[Category:2004|Religious leaders]].
- The article about the year itself, 2004, should be sorted first among all articles by using [[Category:2004|*]].
- Articles for individual months, such as October 2004, should be sorted chronologically in the first section on the category page, in this case using [[Category:2004|*2004-10]].
See also
- m:Help:Category
- ConRunner:Category
- m:Categorization requirements (original guidelines for category proposals and implementations)
Browsing categories
- Category:Orphaned categories - Category for categories that need reparenting.
- Special:Categories - Lists all existing categories.