View Collections Help Guide

Overview

Understanding View Collections

What are View Collections?

View Collections are organizational containers that group related views together. They help you:

• Organise Content: Group related views by theme, project, or purpose
• Improve Navigation: Create logical groupings for easier browsing
• Control Access: Manage who can see different collections
• Streamline Workflows: Work with related content in one place

Collection States

View Collections have two states:

• Draft: Only visible to admins and curators, not published to regular users
• Published: Visible to all users with appropriate permissions

Creating View Collections

Using the Add Button

1. Navigate to the Views page
2. Look for the Add button with a plus icon next to the Tag Groups tab.
3. Click the button to open the "Add View Collection" dropdown
4. Fill in the required information: Collection: Name for your collection
5. Click Save to save your new collection
6. Click on the Title to modify the headline
7. Click on the Description to modify the descriptor for users

Collection Setup Best Practices

• Descriptive Titles: Use clear, descriptive names that indicate the collection's purpose
• Helpful Descriptions: Provide context about what users will find in the collection
• Logical Grouping: Group views that are related by theme, project, or function
• Consistent Naming: Use consistent naming conventions across collections

Managing View Collections

Inline Editing

Editing the Title

1. Click directly on the collection title
2. Type your new title
3. Press Enter or click the Check button to save
4. The change is applied immediately

Editing the Description

1. Click on the description text below the title
2. Type your new description
3. Press Enter or click the Check button to save
4. The change is applied immediately

Drag-and-Drop Sorting

1. Enable Sorting: Ensure you have the necessary permissions (admin/curator)
2. Grab a Tab: Click and hold on any collection tab
3. Drag to New Position: Move the tab to your desired location
4. Drop to Reorder: Release to place the collection in its new position
5. Automatic Save: The new order is saved automatically

Sorting Tips

• Logical Order: Arrange collections in a logical order (e.g., most important first)
• User Experience: Consider how users will navigate through your collections
• Consistent Ordering: Maintain consistent ordering across different user sessions

Publishing Draft Collections

1. Identify Draft Collections: Look for the "Draft Collection" indicator
2. Click Publish Button: Find the publish button next to the collection title

Advanced Management

Manage Collections Interface

1. Click the More Actions button
2. Select Manage View Collections
3. Access the full management interface with options to:

• Rename Collections: Change titles and descriptions
• Delete Collections: Remove collections (with confirmation)

Deleting Collections

1. Open the Manage View Collections interface
2. Find the collection you want to delete
3. Click the Delete button
4. Confirm the deletion in the popup dialog
5. The collection and all its views are permanently removed

View Organization Within Collections

Adding Views to Collections

1. Create New View: Use the Add View button to create a new view
2. Select Collection: Choose which collections the view should belong to

View Display Options

Card View (Grid)

• Access: Click the grid icon in the collection header
• Display: Views shown as cards with thumbnails
• Best For: Visual browsing and quick overview

List View (Table)

• Access: Click the list icon in the collection header
• Display: Views shown in a detailed table format
• Best For: Detailed information and sorting

Permissions and Access Control

Draft Collections

• Visible To: Admins and curators only
• Purpose: Work-in-progress collections not ready for general users
• Indicators: Clear "Draft Collection" labels

Published Collections

• Visible To: All users with appropriate permissions
• Purpose: Collections ready for general use

Best Practices

Collection Organization

1. Logical Grouping: Group related views by theme, project, or function
2. Clear Naming: Use descriptive titles that indicate content
3. Consistent Structure: Maintain consistent organization across collections
4. User-Centric Design: Organize based on how users will access content

Workflow Management

1. Draft First: Create collections in draft mode while organizing content
2. Review Content: Ensure all views are properly added before publishing
3. Test Navigation: Verify the collection works well for users
4. Publish When Ready: Only publish when the collection is complete

Maintenance

1. Regular Review: Periodically review and update collection organisation
2. Remove Outdated: Delete collections that are no longer relevant
3. Update Descriptions: Keep descriptions current and helpful
4. Monitor Usage: Track which collections are most used

Troubleshooting

Common Issues

Can't Edit Collection Title

• Cause: Insufficient permissions or collection is published
• Solution: Check your permissions or contact an admin

Drag-and-Drop Not Working

• Cause: Missing permissions or browser compatibility
• Solution: Ensure you have manage permissions and try a different browser

Collection Not Visible

• Cause: Collection is in draft mode or you lack permissions
• Solution: Check if it's a draft collection or verify your access rights

Changes Not Saving

• Cause: Network issues or validation errors
• Solution: Check your internet connection and ensure required fields are filled

Support

1. Check Permissions: Verify you have the necessary permissions
2. Clear Cache: Try refreshing the page or clearing browser cache
3. Contact Support: Provide specific details about the issue