You can configure the catalog so that catalog items can have categories, requirements, and tags associated with them. These are visible to learners, and categories and tags can be used to filter items in the catalog while searching.

  1. Sign in to TDM.
  2. Select Administration.
  3. Select Settings.
  4. Select the Catalog tab.

Categories

You can create categories that can be attached to catalog items, and learners can filter items based on the categories while searching. Categories can also be displayed on the homepage if that setting is enabled on the Homepage Settings screen.

  1. Select Categories Settings.
  2. Enter a Category ID of your choice.
  3. Select the toggle next to Hide this Category from the homepage if you don't want the category to show up among the categories displayed on the homepage. This setting will hide individual categories. To determine whether the Categories section of the homepage is displayed at all, go to Settings > Homepage > Categories.
  4. Drag a file to the drop zone or select Upload to navigate to the file to add an image for the category. A unique image will make the category easier to identify on the homepage.

The image must be at least 310 pixels wide, 126 pixels tall, and no more than 2 MB. It must be a JPG, PNG, or GIF file.

  1. Choose a Language from the menu and enter a Category Name.
  2. Select Create.
  3. Select the ellipsis icon on the category row in the Available Categories section.
The ellipsis icon on the category row
  • Select Manage language to add a new language for the category. Select the additional language at the top of the screen and enter the category name in that language, then select Update. You can also edit the category name for an existing language.
  • Select Delete to delete your category. Select Delete in the confirmation dialog.
  1. Select Save to save your changes.

Create a Category filter link

You can create a link to the catalog that is prefiltered to a specific category. When the link is sent to a user, it will take the user to a view of the catalog that shows only the items in that category.

  1. In the Available Categories section, select the ellipsis icon on the category row.
  2. Choose Filter Link.
  3. Choose Generate Link.
  4. Click the copy icon to copy the link; this link can be pasted wherever necessary.
Copy icon for category link

Tags

You can create tags that can be attached to catalog items, and learners can filter items based on the tags while searching.

  1. Select Tags Settings.
  2. Enter a Tag ID of your choice, choose a Language from the menu, and enter a Tag Name.
  3. Select Create.
  4. In the Available Tags section, select the ellipsis icon on the tag row.
    • Select Manage language to add a new language for the tag. Select the additional language at the top of the screen and enter the tag name in that language, then select Update. You can also edit the tag name for an existing language.
    • Select Delete to delete your tag. Select Delete in the confirmation dialog.
  5. Select Save to save your changes.

Create a Tag filter link

You can create a link to the catalog that is prefiltered to a specific tag. When the link is sent to a user, it will take the user to a view of the catalog that shows only the items with that tag.

  1. In the Available Tags section, select the ellipsis icon on the tag row.
  2. Choose Filter Link. 
  3. Choose Generate Link.
  4. Click the copy icon to copy the link; this link can be pasted wherever necessary.

Requirements

You can enter requirements that can be added to any course. Requirements are presented in the course details peek panel for any course they are associated with.

  1. Select Requirements Settings.
  2. Enter a Requirement ID of your choice, choose a Language from the menu, and enter a Requirement Name.
  3. Select the Create button.
  4. In the Available Requirements section, select the ellipsis icon on the requirement row, where you will see options to Manage language and Delete.
    • Select Manage language to add a new language for the requirement. Select the additional language at the top of the screen and enter the requirement name in that language, then select Update. You can also edit the requirement name for an existing language.
    • Select Delete to delete your requirement. Select Delete in the confirmation dialog.
  5. Select Save to save your changes.