Overview
The Categories & Filters section is your organizational command center for IronMaps™. This powerful system allows you to create hierarchical structures, detailed tagging systems, and specialized filters that help both you and your map users find exactly what they're looking for quickly and efficiently.
The organizational approach is designed to emulate familiar WordPress methods of managing categories and tags, while also providing specialized tools for center points, industries, communities, and certification tracking. Whether you're managing a simple business directory or a complex multi-faceted organization, this system scales to meet your needs.
Understanding the Organization System
Why Organization Matters
Proper organization serves multiple purposes:
For Administrators: Easy management and maintenance of large numbers of map points
For Users: Intuitive filtering and searching on your public map
For Analytics: Better data segmentation and performance tracking (when metrics are fully available, currently in development)
For Growth: Scalable structure that accommodates expansion
Types of Organizational Tools
Categories: Primary organizational structure, hierarchical like folders
Tags: Flexible cross-cutting labels for detailed classification
Center Points: Geographic or strategic focal areas
Industries: Business sector classifications with pre-built options
Communities: Demographic or community-based classifications
COBID: Certification tracking (Oregon-specific, expandable to other states)
Accessing Categories & Filters
Navigate to the Categories & Filters tab in your admin interface. This section is organized into separate areas for each type of organizational tool, allowing you to manage different aspects of your classification system independently.
Interface Layout
The Categories & Filters section uses a consistent two-column layout throughout:
Left Column: Creation and editing interface for new items
Right Column: List of existing items with management controls
Consistent Controls: Edit (pencil icon) and delete (X icon) for all item types
Bulk Actions: Available for all organizational tools with the same confirmation system used elsewhere
Working with Categories
Understanding Categories
Categories in IronMaps™ work similarly to folder systems or WordPress categories. They provide the primary organizational structure for your map points and can be hierarchical (categories within categories).
Creating New Categories
Location: Left side of the Categories section Access: Look for "Create New Category" interface
Category Name: The display name that will appear in your interface and on your public map
Slug: A URL-friendly version of the category name
- Auto-Generation: If you leave the slug field blank, the system automatically creates one following standard web conventions
- How Slugs Work: The system converts your category name to lowercase, replaces spaces with hyphens, and removes special characters
- Example: "Coffee Shops & Cafes" becomes "coffee-shops-cafes"
- Custom Slugs: You can override the automatic slug if you need specific URL formatting
Parent Category: Select an existing category to create a hierarchical structure
- Top-Level: Leave blank to create a main category
- Sub-Category: Select a parent to create categories within categories
- Hierarchy Benefits: Allows logical grouping like "Restaurants" > "Fast Food" > "Pizza"
Description: Optional detailed explanation of what belongs in this category
- Admin Reference: Helps maintain consistency when multiple people manage the system
- User Display: May be used in public-facing category listings depending on your theme
- SEO Benefits: Can improve search engine understanding of your content
Visual Customization
Category Icon: Upload a custom icon that represents this category
- Display Location: Icons appear across the top of the category menu on your public map
- Format Recommendations: Use consistent icon style and size for professional appearance
- Purpose: Visual cues help users quickly identify and select relevant categories
Category Color: Choose a distinctive color for this category
- Consistency: Use colors that align with your brand or create a logical color-coding system
- User Experience: Colors help users navigate and understand your organizational system
- Map Integration: Colors may be used for map pins or interface elements
Managing Existing Categories
Categories List: Right-hand column shows all existing categories
Edit Function: Click the pencil icon to modify any category
Delete Function: Click the X to remove a category (with confirmation)
Bulk Actions: Select multiple categories for group operations
Editing Considerations
Impact Assessment: Consider how changes affect existing map points assigned to this category
Hierarchy Changes: Moving a category in the hierarchy affects all its sub-categories
Color/Icon Updates: Visual changes are reflected immediately across your public map
Tags provide flexible, cross-cutting classification that works alongside your category system. While categories are hierarchical and exclusive (like folders), tags are non-hierarchical and can be applied in any combination (like labels).
Tag Strategy
Complementary to Categories: Tags add detail that doesn't fit in your main category structure
Multiple Assignment: Each map point can have multiple tags
Cross-Category: Tags can span across different categories for flexible organization
User Filtering: Tags often become filter options on your public map
Creating and Managing Tags
Interface: Similar to categories but simplified Required Fields:
- Name: The tag label
- Slug: Auto-generated or custom URL-friendly version
- Parent: Optional hierarchical organization (less common than with categories)
- Description: Optional explanation of tag usage
Management: Same edit/delete controls as categories List View: Right column shows all existing tags with bulk action capabilities
Tag Best Practices
Consistent Naming: Develop standards for tag names to avoid duplicates like "kid-friendly" and "family-friendly" Meaningful Tags: Use tags that genuinely help users find what they need Regular Review: Periodically clean up unused or redundant tags Strategic Thinking: Consider how tags will be used for filtering on your public map
Working with Center Points
Understanding Center Points
Center Points are specialized location designations that identify key geographic areas or strategic focal points in your mapping system. They're particularly useful for organizations with service areas, distribution networks, or resource concentration patterns.
Center Point Applications
Service Coverage: Central locations that serve surrounding geographic areas
Resource Distribution: Hubs where services, products, or resources are concentrated
Strategic Planning: Important locations for business development or expansion
Creating Center Points
Interface: Identical to tags - left side for creation, right side for management Fields Available:
- Name: Descriptive name for this center point
- Slug: Auto-generated URL-friendly identifier
- Parent: Optional hierarchical organization
- Description: Details about what makes this a center point
Center Point Strategy
Geographic Logic: Choose center points based on actual geographic or strategic importance
Reasonable Number: Don't create too many center points - they should represent truly significant locations
Clear Purpose: Each center point should have a clear reason for existence
User Value: Consider whether center points will be meaningful to your map users
Working with Industries
Understanding Industry Classification
The Industries system provides standardized business sector classification, with IronGlove Studio® providing a curated list of the top 20 industry categories based on research from membership-based organizations like Chambers of Commerce.
Default Industry Setup
Pre-Built Options: IronMaps™ includes carefully selected industry categories covering the most common business types
Research-Based: Categories are derived from analysis of hundreds of industry classifications from membership organizations
Comprehensive Coverage: The default list covers variations and specializations within major industry sectors
Ongoing Updates: The logic and categories are updated as industries evolve
Industry Management Options
Accept Defaults: Use the pre-built industry list for immediate functionality
Customize List: Add, edit, or remove industry categories to match your specific needs
GrowthZone Integration: The system works in conjunction with GrowthZone for enhanced membership management when importing, we plan to improve this over time and add additional SaaS-based member management systems.
When to Use Default Industries
Membership Organizations: Chambers of Commerce, business associations, networking groups
Business Directories: General business listings covering multiple sectors
Economic Development: Organizations tracking business diversity and growth
Quick Setup: When you need industry classification immediately without custom development
Customizing Industries
Add Specialized Categories: Include industry segments specific to your region or focus
Remove Irrelevant Sectors: Delete categories that don't apply to your organization
Modify Descriptions: Adjust category descriptions to match your terminology
Create Hierarchies: Organize industries into logical parent-child relationships
Working with Communities
Understanding Community Classifications
Communities provide demographic, social, or mission-based classification options that help organizations track diversity, compliance, and community engagement goals.
Pre-Built Classifications: Common community designations used by non-profits, membership organizations, and NGOs
Compliance-Ready: Categories designed to support compliance reporting standards
Inclusive Options: Broad range of community identifiers for diverse organizations
Business Ownership: Veteran-Owned, Women-Owned, Minority-Owned, Family-Owned
Certification Status: Certified, Verified, Accredited, Licensed
Mission Alignment: Non-Profit, B-Corp, Social Enterprise, Community-Focused
Accept Defaults: Use pre-built community classifications for immediate compliance capability
Edit as Needed: Modify the list to match your organization's specific community focus
Compliance Tracking: Use for maintaining required diversity and inclusion reporting
Grant Requirements: Support grant applications that require community engagement documentation
Non-Profit Organizations: Tracking community impact and diversity goals
Membership Organizations: Demonstrating inclusive membership and community representation
NGOs: Meeting grant requirements and compliance standards
Government Partnerships: Supporting public sector diversity and inclusion initiatives
Working with COBID Classifications
Understanding COBID
COBID (Certification Office for Business Inclusion and Diversity) classifications are Oregon-specific certification designations that help track business diversity and inclusion compliance.
Oregon Focus: Currently designed for Oregon-based organizations
Expansion Plans: IronGlove Studio® plans to add similar classifications for other states
Interface Evolution: The interface for this section may change as additional states are added
COBID Implementation
Oregon Organizations: Use the default COBID classifications if your organization operates in Oregon
Other States: Leave this setting as "No" if COBID doesn't apply to your organization
Future Planning: Consider whether similar certifications in your state would be valuable
Managing COBID Classifications
Default List: Accept pre-built COBID categories for immediate compliance tracking
Customization: Add, edit, or delete categories as needed for your specific requirements
Not Required: This classification system is entirely optional based on your organizational needs
Organizational Strategy Best Practices
Planning Your Structure
Start with Categories: Establish your main category structure before adding detailed tags
User Perspective: Consider how your map users will want to search and filter
Administrative Efficiency: Create systems that make ongoing management easier
Growth Accommodation: Plan for expansion and additional complexity over time
Consistency Guidelines
Naming Conventions: Develop and document standards for naming categories, tags, and other classifications
Hierarchy Logic: Use consistent principles for organizing hierarchical structures
Regular Maintenance: Schedule periodic reviews to maintain organizational quality
Team Training: Ensure all team members understand the organizational strategy
Integration Considerations
Public Map Display: Consider how your organizational structure will appear to map users
Search Optimization: Use classifications that match how people naturally search for information
Analytics Preparation: Well-organized content provides better analytics when metrics are fully available
Future Features: Organized content is ready to take advantage of new IronMaps™ capabilities as they're released
What's Next
The next chapter will cover Settings and Configuration, where you'll learn to configure Google APIs, set display preferences, manage business information, and customize the technical aspects of your IronMaps™ installation.
A solid organizational foundation, established in this chapter, makes the configuration choices in Settings more meaningful and effective.
This organizational system is designed to grow with your needs. Start simple and add complexity as your mapping system expands and your requirements become more sophisticated.