Collections

Collections - Asset Browser
Collections – Asset Browser

Collections are a way to group assets in one place even when they are located in different projects or locations. For example, you might use these for viewing all of the assets related to a specific category or share a specific set of related assets.

There are two types of collections:

TypeDescription
Static CollectionA collection where the user explicitly adds assets. Assets can be drag-and-dropped into this collection.
Dynamic CollectionA collection that is created dynamically using search criteria. For example, a collection for all assets that have the keyword presidents.

Collections also have the option of being Fixed. Fixed means assets that are added to the collection will stay at that specific revision even if newer revisions of that asset are created. This option is only available for static collections.

These collections can also be shared with others using the Web Client. Static collections can be shared with Zoom users as well as external users. Collection admins can share with external users by inviting over email or sharing a public web link. Dynamic collections cannot be shared with external users, but only with Zoom users.

Collections can also have sub-collections. For example, if you had a collection that found all of the assets with the keyword Presidents and wanted to narrow it down to specific presidents, such Barack Obama, a sub-collection can be a subset of its parent collection.

These collections are accessible from the Asset Browser as well as the Web Client. Let us look at working with collections in the Asset Browser.

Creating a Dynamic Collection

  1. In the Asset Browser, click the Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-03 at 5.36.36 PM.png Search button in the top-left corner.
  2. Click the Advanced Options button.
  3. Set your search parameters.
  4. Click the Search button.
  5. After your results appear, click the Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-03 at 6.07.25 PM.png Save button in the top-right corner.
  6. Enter the name you would like to name the collection in the Name field.

  7. Under Add, Select Filters.
  8. Click OK.
  9. In the Collections panel, you will see your new collection appear. Double-click the collection to open.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.05.23 AM.png

Creating a Static Collection

  1. In the Collections panel, click the Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.31.27 AM.png Add Collection button.
  2. Enter the name you would like to name the collection in the Name field.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.59.59 AM.png
  3. Click OK.
  4. From your Browse or Search view, drag-and-drop an item onto your collection.
  5. To view the collection, double-click your collection in the Collection panel.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.55.53 AM.png

Creating a Fixed Collection

By default when you create a collection, assets in a collection will update with newer versions of the file when newer revisions are created. However, sometimes there are needs for someone to save a collection at the specific revisions that do not change. In this event, you need to set your Collection to Fixed.

Create a New Fixed Collection

  1. In the Collections panel, click the Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.31.27 AM.png Add Collection button.
  2. Enter the name you would like to name the collection in the Name field.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 9.59.59 AM.png
  3. Check the checkbox called Fixed Version.
  4. Click OK.

Set a Current Collection to Fixed

  1. Open your collection by double-clicking on it in the Collections panel.
  2. In the left sidebar, click the Fixed version checkbox.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 10.06.38 AM.png

Sharing a Collection

Collections can be shared with a specific user, a specific role, or members of a specific project.

When a collection is shared with a role or a project in the Asset Browser, there is no way to know which users got access to the collection on this basis in the Web Client. Additionally, these users can only view the collection, even if ‘Can Edit’ or ‘Can Edit/Delete’ permission was assigned to their role or project.
 
Follow these steps to share the collection:
  1. Open your collection.
  2. In the left sidebar, click the Share button.
  3. Choose which category you would like to share with (User, Role, Project).
  4. To add a role, begin to type the name of the role. The system will automatically complete the name.
  5. Select the value.
    Description: Evoltech:Users:ben:Desktop:Screen Shot 2014-03-04 at 11.24.11 AM.png
  6. Click Save.
 
The options for permissions assigned to the users through Asset Browser and the Web Client differ slightly so that these do not map completely. Some permissions may not be mapped the same way in the other client when assigned from one of them.

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