Working with Collections and Categories

When you open the Browse panel, you'll see two filter options on the left side, Collection and Category.

These are two options that our Business and Enterprise-level clent teams can use for organizing content to make it easier to find in your authoring site.

They're pretty similar, and they’re intentionally loosely-defined so organizations can use them however it makes sense.

An example use for Collections is to collect the courses in a curriculum together, maybe based on the target audience. 

So, if you have five courses for onboarding new employees, make a Collection named for that and add those five into it.

Or maybe you have different curricula for internal emplyees, external clients and contractors. Create a Collection for each of these then assign their respective projects to them, like this example:

Enterprise-level clients can create multiple Categories with multiple options in each.

Business-level clients only have one Category but can add multiple options to it.

Categories might be a way gather together all the content of a similar topic type:

A Project can be added to one Collection as well as one or more Categories. They’re filters on the Project list, not hard walls or connections.

And there’s no rule that says you need to use both Collections and Categories. The goal is to make it easier for authors to quickly find content that is related/connected, rather than having to search for everything separately or scroll endlessly through the Browse list.

For Enterprise clients, Administrators can create Collections and Categories with multiple options but all authors can assign a Project to them.

For Business-level clients, Administrators can create Collections. Business-level clients only have one Category available but can create multiple options within that Category.

To create a Collection or Category, an Administrator can open the Application Menu on the ribbon then select the Organization option on the left menu. There are separate options for creating either a Collection or a Category:

Collections

You can create as many Collections as you need, but a Project can only be assigned to one Collection.

Categories

When creating a Category you must create at least one option (described as Values). Without this, the Category drop-down list will not appear on the Project Properties panel. You can create as many additional options (values) as needed.

Projects can be assigned to as many Categories as needed (for Enterprise clients who can create more than one Category), and each Category is available as separate drop-down option on the Project Properties panel. 

The Browse panel's Category list will only show Categories which have Projects assigned to them. Empty Categories are not shown, since selecting them would return an empty list.

Disabling Collections and Categories

Administrators can Disable a Category or Collection. This has no effect on the projects within it – it just disables the Category or Collection as a filter so it's no longer available on the Browse panel.

Authors can assign a Project to a Collection or Category from the Project Properties panel. 

Here are the steps to do that: