Setting up a grouping of documents in Xoralia as a “Collection”

First of all, if you’re wondering what a Collection is.. it is a Xoralia functionality and terminology that’s used to describe a group of documents that have been grouped together for ease of use for a document reader.

An example as to why you might want to create a collection is for when someone joins the company as a new starter and needs to read a set of documents that may not necessarily be related. The new person may need to read the Information Security Policy, Anti-bribery act, Health and Safety at Work policy and a Project Managers Toolkit – all necessary to give them information on starting their role but the documents all belong to different departments and may belong in different document libraries.

With Xoralia Collections it doesn’t matter when the document belongs from a library organisation or departmental standpoint. By create a “New starter for Project Managers” collection, the documents can be grouped together by a Collection Administrator an upon the new person first day they can easily view the documents most important to their role either directly in Xoralia or from the SharePoint intranet (which will contain one of Xoralia’s many embedded webparts/widgets). When starting any company, ease and familiarity is key, and minimising the use of multiple systems and search opportunities is most productive in helping people get on their feet as quickly as possible.

To create a collection first you must be a Collection administrator. This level of permissions is granted by the Xoralia admin. Once you are a Collection administrator a new navigation item will appear in your Xoralia left hand navigation.

You can create collections for various different purposes, for different audiences (limited audience targeting), across multiple libraries and grant access for co-owners to help manage collections.