The i2i platform provides a function for administrators to create custom collections for the subscription and their users.
Custom collections allow Administrators to add documents to a folder for specific groups to access making document searches and access easier for their users.
There are a variety of Custom Collections that Administrators can create which also restrict or grant access to documents.
The 3 options are:
- Collection – Manually add documents
- Link Map – Provides collections for links to documents
- Alias – for metadata links
There are multiple reasons why a custom collection can be set up, for example, a collection can be set up by the admin to allocate documents to be purchased at a later date, to compile documents relevant to a department, to refine access to certain staff, etc.
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1. Click on the “Collection” option in the toolbar |
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2. Once loaded click on “New”
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3. Select the required collection.
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4. A popup window will appear to configure.
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5 .Fill out the required configuration and click Save.
- The configuration options are:
- Name: Name of the collection
- Description: Description of the collection
- Group: A specific “Group” can now be assigned to this Collection thereby limiting their access if required. If a group is not selected, then the collection will be private to the Administrator.
- Parent: If this collection is to be a sub-collection, then select the required “Parent” collection. This collection can only contain documents that already exist in the parent collection.
- Read/Write: This determines the read/write privileges for the collection.
- Owner (G): If the collection is to be owned by a particular group, select the required group here. Users within this group will then be able to operate on this collection without restriction.
- Notify (G): If notifications are to be emailed to a group rather than an individual, select the required group here. Users within this group will then receive email notifications on active watches available within this collection.
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6. Once the collection is created you can add standards to the collection.
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7. To add a standard to the collection, use the search function to locate the required standard.
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8. Click on the standard to view the product page.
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9. Click on “Add to collection”, select the desired collection, and click Save.
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