Managing Folders & Collections

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Managing Folders & Collections

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Folder and Collection Properties

 

To the right of every Collection or Folder is a Properties icon (represented by a blue gear). Simply hover your mouse to the Collection or Folder and the properties icon will appear.

 

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Folder Properties

 

Accessing Folder properties will let you;

 

•Delete the Folder - The folder should be free from assets before this function will work.
•Rename the Folder
•Upload assets to the Folder

 

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Collection Properties

 

Function tabs under Collection properties:

 

•Info - General Collection information
•Search - Activates Smart Search
•Delivery - Select a Delivery option (FTP, RSS or Web Service)
•Groups - Group information of a Collection

 

You can also;

 

•Tag the Collection as Favorite
•Delete the Collection
•Rename the Collection

 

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Understanding Collection Feeds

 

Smart Search: gives you the ability to do a keyword search on an asset name and will “feed” the results into a Collection.

 

Note:

This method is highly recommended to use with Source Filters.

 

Example: I am currently in the “RSS Feed Test” Personal Collection I created within XDAM Validation Project. I click on the blue gear icon then click on the Search tab. The following filters will help you narrow your search results.

•Metadata Filters - this is where you will enter your Search term
➢I will enter the search term "Animals" in this box
•Source Filters - this will filter a particular Division, Subdivision and Project
➢I can leave these as is, which means it will search every Division, Subdivision and Project for “Animals” or
➢I can also click “Edit” to specify one or more Divisions/ Subdivisions/Projects to narrow my search range.
•Collection Filters - this will filter a particular Collection
➢I will leave this blank for our example
•Properties(Updates) - this will manually or automatically start my search (every 10 minutes it will search for “Animals”)
➢I will set this to Manual for our example

 

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After clicking Save, note that a magnifying glass icon is now seen beside the RSS Feed Test Collection. This icon denotes that we  have set up a Smart Search and assets with "Animals" is now being fed into the Collection:

 

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Types of Deliveries

 

These are methods on how to send out all assets added to a collection to multiple destinations.

 

RSS - Rich Site Summary

 

How to set a Collection Smart Search to a RSS feed:

 

a.Choose the blue gear icon to the right of our Collection.
b.Click on the Delivery Tab.
c.Select +New for RSS.
d.Place a check mark on "Enable".
e.Set Login to No Login. (It can be set to "Require Login" for security)
f.Choose “Save” button

 

See screen capture below:

 

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After clicking Save, the system will generate a RSS link that you can Copy and Paste to a browser that supports it to view the assets.

 

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Testing the URL:

 

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Notice that we now have two (2) Indicators beside the RSS Feed Test Collection.

 

•Magnifying Glass - Smart Search
•Arrow - Feed

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FTP – File Transfer Protocol

•Destination URL: will be the hostname of your ftp server.
oAn example of common formats used is: servername.com
•If you have a specific folder you have created on your FTP server that you would like the assets delivered too, you need to specific that location.
oAs an example if you create a subfolder on your server called “Image” then you’re Destination URL would be servername.com/Image .
•For the User: (Username) and Pass: (Password) fields contact your System Administrator for the proper values to use.

 

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Web Service(SOAP Request):

•Contact your System Administrator for the settings.        
•To learn more on this procedure, you may visit http://en.wikipedia.org/wiki/SOAP

 

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Managing Collections

The "double gear" icon will let you manage your Collections.

 

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•Notice that the Smart Search and Feed in the RSS Feed Test Collection that we have performed in our example are highlighted in the screen capture.

 

 

General Overview of your Manage Collections page

 

✓Favorites clip0587 - Add the Collection to your Favorites
✓Collection Name
✓Smart Search - Perform Smart Search for another Collection
✓Smart Delivery
✓Set the Collection to be viewable in Photobank or Ad Site
✓Clear the content of a Collection
✓Delete an Entire Collection
✓Edit the Group access of a Collection

 

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