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 logo or image, complete the fields in the window to complete this process
                  1. If needed, images can be cropped to better fit the display space, to crop an image once it has been selected
                     1. Click the Crop Image drop-down
                     2. Select the most appropriate aspect ratio, a box will appear over the image to indicate how it will be displayed. If further editing is required:
                        1. Click and drag the edges of the box to further crop the image, if needed
                        2. Click and drag the box to display the desired area of the image, if the image cannot be fully displayed
                        3. Click Reset Crop, to cancel any changes and return the image to the default settings
            2. My Library
               1. To upload an image that has previously been uploaded to your Stacks site
   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 as desired, tailoring them to your collection
5. Click Submit at the bottom of the page

Filter Vocabularies

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. These can be customized to suit your organization's needs and can include terms such as topics, tags, categories, or any other relevant keywords that help to classify and organize content.

When applied to the content in Stacks, filter vocabularies allow users to search, filter, and customize groupings for displayed content based on specific keywords or terms.

1. From the Dashboard, click System Configuration, then Filter Vocabularies
2. Click Collections to expand the filter vocabulary options
3. Click the List terms button to the right of filter vocabulary options 1 through 12 to view the existing list of terms (if any have been created)
4. 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
5. 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 or Detail View options to expand the settings
   1. Modify the settings as needed (description of the settings below)
3. Click Save Configuration

View setting options:

List View