3. Create a Collection

Use this section to create a new collection under an existing community.

Goal

Create a collection with correct parent placement, descriptive metadata, and baseline configuration.

Prerequisites

• Permission to create collections in the target community
• Confirmed parent community
• Local standards for naming and descriptions

When to Create a Collection

Create a collection when a group of related items needs a dedicated home and shared policy/workflow context.

Steps

1. Open New from the sidebar.
2. Select Collection.
3. Choose the parent community.
4. Complete collection details.
5. Save.

Collection Fields

• Name
• Logo
• Introduction text
• Short description
• License
• Entity type

Post-Creation Configuration

• Edit and verify collection metadata
• Assign roles and permissions
• Configure template item if used
• Review authorizations and workflow settings

Local Collection Standards

Document local standards for:

• Naming conventions
• Required descriptions
• Default metadata expectations

QC Checklist

• [ ] Collection is under the correct community
• [ ] Name and descriptions match local standards
• [ ] Roles and permissions are configured
• [ ] Template/default metadata is reviewed

Troubleshooting

• Wrong parent community: move or recreate per local policy
• Access issues: verify role assignments
• Incomplete setup: review template and workflow configuration