To make the switch from Categories to Collections you will need to start by logging into your Admin Panel.
What has changed?
You will see that Collections have been added to the left sidebar, Categories have become "Archived Categories" and your Groups are no longer visible in the Library. In the right column you will see all the Users belonging to each Collection. If you click edit, you can view and change the Role the User is assigned for each Collection.
The drafts folder is no longer available; however we have added a handy dropdown menu at the top of the Library in middle column that allows you to filter by media types. Lastly, the Podcasts tab no longer appears at the top of the screen, instead Podcasts can be found within your list of Collections. For more information on managing Podcasts click here.
Groups are still available in the "Site Settings" and can be accessed through the Admin Panel. Categories will be available until February 15th unless you choose to opt-in to the new display options sooner. Until you opt-in, the front end of your site will not change and Archived Categories will continue to be displayed to your Users.
Old view of the "Library sidebar" New view of the "Library sidebar"
Creating Collections and re-organizing your media
We will automatically create a new Collection for each unique combination of your Groups. All of the Media shared with those Groups will be placed in the default Collection. You will then have the opportunity to re-organize your Media from Categories into Collections in a way that is most meaningful for your audience. If you don't like the automatically generated Collections feel free to delete or rename them and add your own.
To create a Collection start by clicking on the "+" in the bottom left corner of your library and select "New Collection".
Once you have created new Collections you'll want to drag and drop videos from your library into the new Collections. Any videos placed in the new Collection will be removed from its old Collection. Each video can belong to only one Collection.
Creating Sub Collections
To create a new sub-Collection click the "+" at the bottom of the left sidebar and click "New Collection". Name the sub-Collection and begin adding new Users and Media. To add an existing Collection to a parent Collection simply drag and drop.
Deleting a Collection
If you don't like one or more of the automatically generated Collections then you are free to delete them. Before you can delete a Collection you will need to move all of its Media items into other Collections. Once the Collection is empty, you can select it and click on the "-" in the bottom left column and it will disappear.
Using Tags to organize media by subject and topic
If you currently use Categories to organize your content by subject or topic, then you can continue to do this kind of categorizing using Tags instead of Categories. We will automatically create a Tag for each one of your Categories. If you do not like the Tags then you can delete them by clicking on "Tags" in your "Site Settings" within your Admin Panel.
Click here to learn more on how to use tags.
Adding Users, Groups and Permissions to a Collection
For each one of your Collections you can add Groups or individual Users. Users can be assigned different Roles for each Collection they are added to. You can have someone appear as a student in one Collection and a manager in another.
To add a User start by clicking on a Collection. In the right sidebar you will see a heading that says "Share with" and an edit button next to it. Click on "Edit" to add a Group or individual User.
Enter the person or group's name in the "invite people and groups" box, select a Role by clicking on the dropdown arrow. Share this Collection with members of the parent Collection by checking the box next to "Automatically include members from...". Once all fields are filled in click "Share". The Role you assign to a User or Group will apply to all media in that Collection and any Collections you share with those members.
You can set the exact permissions that belong to each role in your "Site Settings". For more information view the support document.
Opting-in to display new Collections
Once you're finished organizing your media into your newly created Collections you can opt-in to display the new Collections to your Users.
Keep in mind that all updates must be made by February 15th as we will no longer be supporting Categories after this day.
To opt-in earlier click on "Site Settings" in your Admin Panel and select the "General" tab. Next, click "Turn on Collections".
Congratulations, your new Collections will now be visible to all of your Users.