Collections

About Collections

Collections allow you to organize your results from Search into consolidated groups that can be shared with users. This can be useful to organize important insights before a presentation, or provide background research to your collaborators.

See Research Hub Overview for more information on how to set up and use Research Hub.

Creating Collections

1. Navigate to the Collections tab.
   
2. Click Create new collection.
3. Name your collection.
   
4. Enter a description, if you want.
5. Click Create collection.

Alternatively, you can create a new collection from Search. Click Add to collection, then select Create new collection.

Navigating Collections

From the Collections tab, click View collection to view the contents of a collection.

The collection will show all of the Search results that have been added to that collection.

1. Search for results in your collection.
2. Filter your collection by document type or timeframe.
3. Edit or delete your collection.

Sharing Collections

1. View a collection.
2. Click Share collection.
   
3. Search for the user or group you would like to share the collection with. You can select someone from the list of available collaborators.
   
4. Choose the level of access you would like to give to this user.
   
   • Collaborator: User can access Research Hub and create collections and upload files.
   • Viewer: User can view collections and files within Research Hub.
5. Click Invite.
6. Click Save.