Working with Collections in the Pro client of Elvis 5

Collections are containers or virtual folders used for collecting and organizing content. Typically, this content is related in some way: they are files of a photo shoot, files related to a story in a publication, files of a product, files you want to share with someone, and so on.

This article explains in detail how to work with Collections in the Pro client of Elvis 5.

Figure: Collections in Elvis.

A Collection stores references, not files

An important concept of Collections to be aware of is that a Collection contains references to files in Elvis and not the actual files themselves. Compare it to creating a shortcut to a file on your desktop: you can access the file by double-clicking the short-cut, but it is not the actual file itself.

In this respect adding a file to a Collection is different from adding a file to a folder.

This means that:

• Before you can add a file to a Collection, it needs to have already been uploaded to Elvis.
• You can add the same file to different Collections. For each Collection a reference is made to the original file. The file itself therefore only exists once in Elvis.
• When removing the file from a Collection or deleting the Collection itself, only the reference to the file is removed and not the file itself.
• When deleting the original file from Elvis, all references in all Collections are also removed.

Recognizing Collections

You can recognize a Collection by:

• Its icon in the Folder browser and in the top right corner of the thumbnail
• The thumbnail showing a grid of up to 4 image previews

Figure: Collections can be recognized by their icon and the thumbnail that consists of up to 4 image previews.

Pinned Collections

The easiest way to work with Collections is to pin them in the Pinned Collections panel. This makes it easy to manage Collections by creating them, opening them, adding files to them and deleting them, all from one central place.

To access the Pinned Collections panel, click the Collections icon in the toolbar on the right of the page.

The Pinned Collections panel is accessed by clicking the Pinned Collections icon (A) in the toolbar.

Adding a Collection to the Pinned Collections panel

Do one of the following:

• Drag an existing Collection from the Search results onto the Pinned Collections panel.
• Create a new Collection (see below).

Tip: To change the order of the Collections, simply drag them into the correct position.

Creating a Collection

Use any of the following methods:

• Select some files and drag them onto:
• The Pinned Collections icon in the toolbar (when the Pinned Collections panel is closed)
• The Pinned Collections panel (to a position between existing Collections)
• The button labeled '+' in the Pinned Collections panel (this automatically adds the Collection to the top of the list of Pinned Collections)

• To create an empty Collection:
• Click the button labeled '+' in the Pinned Collections panel (this automatically adds the Collection to the top of the list of Pinned Collections)
• In the Folder browser, do one of the following:
• Right-click a folder and choose 'New Collection'
• Select a folder and click 'New Collection' in the menu bar

Where Collections are stored and who can access them

When creating a Collection, it is stored in one of the following locations:

• When creating the Collection in the Pinned Collections panel, the Collection is stored in your private folder. Only you (and the system administrator) can see that Collection. The location of the folder is:

Users/<your user name>/Collections/<yyyy-MM>

Example: Users/Rob@elvis.com/Collections/2016-04

• When creating the Collection by right-clicking the folder in the Folder browser, the Collection is stored in that location. All users that have access to that location can see the Collection.

Adding files to a Collection

The easiest way to add files to a Collection is to drop them on a Pinned Collection. Make sure therefore that you pin the Collection first.

Alternatively, drag the files onto a Collection that is visible in the search results.

Note: The following is not supported: Adding a Collection to a Collection. Dragging files onto a Collection in the Folder browser.

Sharing Collections

Sharing Collections with others is done for many different reasons, including:

• Approve, reject or comment on files internally by editors or externally by clients and customers
• Letting a production team use them in an upcoming publication
• Distributing them to internal or external users for their reference (such as documents, presentations or videos)

You share a Collection by sending a hyperlink (referred to as a 'Shared Link') to the recipient. This hyperlink gives that recipient access to only those files in Elvis that you share through the Collection.

Who you can share the Collection with

The Shared Link can be sent to anyone, including those that do not exist as a user in Elvis. No log-in is required to view the files.

Shared Collections are dynamic

Instead of using a Collection to share files, you can also share files individually. The benefit of sharing a Collection though is that they are dynamic: when adding or removing files from the Collection, these changes are also visible to the user of the link.

How to share a Collection

The process is identical to sharing individual files. For a full description, see Sharing files with others using the Pro Client of Elvis 5.

Collections and metadata

As with all other files in Elvis, Collections also have metadata properties.

Note: To learn more about metadata in the Pro Client, see Working with metadata in the Pro client of Elvis 5.

Metadata is very important when it comes to searching for files and for filtering the search results, so make sure to add as much relevant metadata to the Collection as possible.

Note: Changing the metadata of a Collection has no effect on the metadata of the files in the Collection.

Performing bulk actions

One other benefit of storing files in a Collection is that you can perform a single action on all files:

• Checking-out files. To open all files for editing, select the Collection in the Search results and click 'Check Out' in the menu.
• Downloading files. To download all files, select the Collection in the Search results, click 'Download' in the menu and choose a download method.