What are Collections?

Stacks Collections is a searchable and browsable database of your specific content. Stacks Collections help you to manage all your internal content repositories, from documents to media. Stacks collections empower you to upload comma-delimited lists of resources from a custom CSV file. Custom map and label any metadata into a faceted search experience embedded right within your Stacks website. Collection items can link to documents or be made available for download.

Collections allow you to create browse and search experiences on your own terms and include them in your overall discovery strategy by including them in a Bento Search.

A Collection

Create a Collection

Create and manage pages of unique Collections. Each Collection you create can have its own customizable filter and facets. Collection items can link to documents or can be made available to download.

There are two ways to create a collection:

1. Manually create the collection and add collection items. 
2. Import a spreadsheet or csv file containing all of the collection data, files and links. For full instructions on importing a collection click here.

 

To manually create a collection:

  1. Click the 'Collections' tile on the dashboard
  2. Click the 'Manage Collections' tile

  1. Click 'Add New Collection'

  1. Add a Title
  2. Add a Description (Optional)
  3. Click 'Save'
Edit a Collection
  1. Navigate to the Collections tile on your dashboard
  2. From the Manage Collections tile click the 'Edit' button corresponding to the page you would like to edit
  3. Make your desired edits

  1. Click 'Save'
Delete a Collection
  1. Navigate to the Manage Collections Tile (Dashboard > Collections > Manage Collections)
  2. From the list of Collections, locate the Collection you want to delete.
  3. Click the Delete link in the operations column.
  4. A Warning that this action cannot be undone will appear.
  5. Click the DELETE button to confirm; or
  6. Click the CANCEL button to return to the Manage Collections Tile without deleting the entry.

 

 

 

Add a Collection Item
  1. Navigate to the Collections tile on your Dashboard
  2. Open the Collection Item tile

  1. Click 'Add New Item'

 

  1. Add a title
  2. Choose the collection to which this item is to be added  - from the drop menu

  1. Optional: Enter your desired URLs 

  1. Optional: Provide a brief description of the collection item

  1. Add the authoring information for your collection item in the following fields:

  1. Select your publication date and time

  1. Attach your files.  Keep in mind that Public files can be accessed externally to your site with the correct URL. Private files can only be viewed by users who are authenticated (logged into) your site.

  1. Select the appropriate fields for your collection item:

  1. Click Save

 

 

Import a Collection

Note: Before you can import items into your collection you'll need to configure the Collection Importer Settings. This includes Column Mappings, File Mappings and extra settings.

  1. Navigate to the Manage Collections Tile (Dashboard > Collections > Manage Collections)
  2. Click the IMPORT COLLECTION button

  1. Add a title to your collection
  2. Add a Description of your Collection
  3. Select the Text Format
  4. Click Choose File button to upload a CSV file 
  5. Click the IMPORT NEW COLLECTION button

 

Import additional items to an existing Collection
  1. Navigate to the Collections Tile and select the Manage Collections tile
  2. Click the Import Collections button
  3. Click on the Add to Existing Collection button

     
  4. From the drop-down list, select the Collection you wish to import additional items to
  5. Click on the Choose File button and select the CSV file containing the additional items.
    Note: You will want to make sure that before importing the additional items that the columns in the CSV file match the column mappings settings.
  6. Click the Add to Existing Collection button
Configure Column Mappings

Before mapping the columns in your spreadsheet to regular fields or filter vocabulary fields in importer settings you may want to adjust the labels for all of these fields. This can be done from the Site Labels area in Stacks. For information about adjusting these labels see Site Labels.

There are two types of fields to which you can map columns:

  1. Regular Fields
  2. Filter Vocabulary fields

Regular Fields are intended to be used for values that describe the item itself. Some of these fields are also unique. For example, each item should have a unique title.

Filter Vocabulary fields are intended to be used for values that describe a group of items. These fields are often repeatable. For example, a column that contains material types could be mapped as a Filter Vocabulary and many items could be included such as a value like 'White Paper'.

To Map Fields:

  1. Click the field type to expand it and see all the possible field mappings
  2. For each field, use the drop-down menu to select the column letter that corresponds to the column in your spreadsheet with the appropriate values for that field

  1. Click 'Save Configuration'
Configure File Mappings

You are able to associate files with the collection items that you are importing. Keep in mind that you must have first uploaded those files to Stacks. 

Files can be uploaded into Stacks as public or private files. You must indicate the type of file directory that the associated files have been uploaded to in Stacks.  Keep in mind that Public files can be accessed externally to your site with the correct URL. Private files can only be viewed by users who are authenticated (logged into) your site.

In order to attach files that are present in the site's file directory:

  1. Select the column from the drop-down list that holds the File Names. Note these must match the corresponding File Name in Stacks
  2. Select the column from the drop-down list that holds the File Path. Note these must match the corresponding File Path in Stacks

 

Configure Extra Settings

Extra settings allow you to specify how cells with multiple values should be identified and imported. For example, if you have a column for an author and some of your items have more than one author. You can tell Stacks that author names are separated by a # sign. (Eg. Author1#Author2) Stacks is then able to create these two terms and assign them to the item.

  1. Specify a delimiting character(s) in the provided field
  2. Click 'Save Configuration'

Roll Back Import

You have the ability to undo an import if for some reason you have used the wrong field mappings etc. This allows you to remove all the content that was created without having to delete all of the items and associated vocabularies manually.

In order to undo an import: 

  1. Choose the import you would like to roll back (undo) by toggling the associated checkbox
  2. Click 'Perform Rollback'

V 3.2.2

Collections Search and Filters

A Collection has its own search box that searches the 'Body' field also known as the 'Description' field as well as the title field.

Customizable filters can also be used to filter content by using an 'AND' or 'OR' search.

Examples

Check out how the Stacks Community is using Collections: