Creating a collection is a multi-step process which will require a few areas of configuration, starting with creating the collection within your Stacks site, then updating the collection labels, filter vocabularies, configuring view settings, and creating or importing the collection items themselves.

How to Add a Collection

1. From the Dashboard, click Collections
2. Click +Add Collection
3. Complete the fields in the window that opens
   1. Title
      1. Provide a unique title for the collection, this will give users a general idea of what is contained within the collection
   2. Branding
      1. If collapsed, click the drop-down arrow, then click Select to publish a logo or image on the collection page
         1. At the top of the window that opens click either
            1. Image; OR
               1. To upload a new image
            2. My Library
               1. To upload an image that has previously been uploaded to your Stacks site
               2. For optimal user experience see the Recommended Image Sizes article for guidance when uploading/selecting images
   3. Body
      1. This text will appear at the top of the collection page; it’s typically used to provide context for the collection, inform end-users of relevant information, or instruct users on how to explore the collection
   4. Review the Publishing Workflow settings and make any necessary changes.
4. Click Save

Collection Labels & Filter Vocabularies

The next step in the collection creation process is to add to or update the collection labels and filter vocabularies associated with collections and collection items. 

Updating Collection Labels

1. From the Dashboard, click Collections
2. Find the Collection by
   1. Browsing the list; or
   2. Searching for the collection by name
3. Once found, under the Operations column, click the drop-down arrow, then click Labels
4. From the Fields tab on the left
   1. Modify field labels, including the Filter Vocabulary fields (1 - 12) and Generic fields (1 - 10), tailoring them to your collection (if needed)
      1. Filter Vocabularies are collections of terms or keywords that are used to organize and filter content which allow users to easily narrow it based on specific criteria
         1. An example could include a book/music/movie genre
      2. Generic fields are used to label and display information on each collection item, outside of the other default field seen in this list
         1. An example could include a book/song/movie title
5. Click Submit at the bottom of the page

Adding or Editing Filter Vocabulary List Values

As briefly described above, Filter vocabularies are collections of terms or keywords which allow users to search, filter, and customize groupings for displayed content based on specific keywords or terms. Examples could include terms such as topics, tags, categories, or any other relevant keywords that help to classify and organize content.

It's worth noting, filter vocabularies are unique to each collection, the steps below outline how to update the filter vocabulary list values one collection at time.

To create or edit filter vocabulary values:

1. From the Dashboard, click Collections
2. Find the Collection by
   1. Browsing the list; or
   2. Searching for the collection by name
3. Once found, under the Operations column, click the drop-down arrow, then click Filter Vocabularies
4. Click List terms, to the right of the listed filter vocabulary options to view the existing list of terms (if any have been created)
5. To add new terms
   1. Click + Add term
      1. Name - enter the value for the list term
   2. Click Save, to save the value and add another term; or
   3. Click Save and go to list, to return the list of values for the filter vocabulary option
6. To edit existing terms
   1. Browse the list, once found under the Operations column, click Edit
      1. Edit the Name as needed
      2. Click Save

View Settings

Collection items can be displayed in a list view as well as in a detail view; one of the last steps to look at when creating new collections is to consider and configure how the collection information will be displayed to your site's users.

List and Detail view configuration can be done from one of two places:

• Site Configuration area of the System Configuration dashboard; or
• Collections dashboard

To access these areas:

1. From the Dashboard click:
   1. System Configuration, then Site Configuration, then click the Collections tab to expand the settings; OR
   2. Collections, then click the Settings menu tab near the top of the screen
2. Click the Listing View sub-tab to configure the display of collections when viewing the Listing view page
   1. Listing View
      1. Title, this will appear at the top of the Collections listing view (ex: yoursite.com/collections)
         1. By default the title will be 'Collections'
      2. Description, this text will appear at the top of the listing view page, above the list of collections
         1. This can be a good place to provide context as to what the collections are or how to use them
      3. Display section
         1. Expand first group by default, when checked, and when the collections are grouped by title, the first group will be expanded to show a list of collections within the same group
         2. Display Search Form, when checked, the right-side search bar will appear, allowing users to search for a collection by name
         3. Display A-Z Link index, when checked, this will display A-Z Link Index on List View when "Group by None" is selected for the collection
         4. Enable Add to saved list button, when checked, an Add to saved list button will appear, allowing logged-in users the ability to save this list
            1. Saved lists will be viewable from the users "My Account" page
      4. Defaults section
         1. Default Page Limit, select the number of collection(s) to be listed per page on the listing view
            1. By default, this value is set to 10
         2. Default Grouping, select the default value by which collections will be grouped
            1. By default, this will be set to None
         3. Default Sorting, select the default sorting of either Ascending (A-Z) or Descending (Z-A)
      5. Field Visibility section 
         1. Select the fields to be displayed when viewing the listing page
            1. Checked indicates the field will be displayed
            2. Unchecked indicates the field will not be displayed
      6. Comments section
         1. Enable comments for collection item, when checked will allow users to enter comments on collection items
            1. Note: this feature is still in development
      7. Click Save Configuration
3. Click the Details View sub-tab to configure the display of collections when viewing the details view page for a collection
   1. Field Visibility section
      1. Select the fields to be displayed when viewing the listing page
         1. Checked indicates the field will be displayed
         2. Unchecked indicates the field will not be displayed
   2. Click Save Configuration