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Once you have successfully installed and configured your Collection Manager, you are ready to create your first collection. An Insight collection consists of the following components:
A Catalog Template: The metadata schema, search, and display properties you plan to use to for searching and displaying content.
A Theme: The visual appearance for the Insight Java Client and BrowserInsight. A theme includes a collection's background image & background color.
Images & Multimedia: The full set of thumbnails and all derivative images and multimedia files.
Metadata: Information describing or supporting the media.

Types of Collections

There are two types of collections within Insight: Institutional Collections and Virtual Collections.
Institutional Collection: Where source data content is created using Inscribe or the Insight Data Importer.
Virtual Collection: A logical subset of an existing collection.

Log into Insight Studio

When logging into Insight Studio, use an administrative username and password.
Figure 4: Insight Studio Login Panel

Collections belong to a Collection Manager. A Collection Manager may contain many collections. Select the Collection Manager that is to contain the new collection and choose Create New Collection.




Figure 5: The Insight Studio Collection Selection Panel

Overview
Once you choose an action, Insight Studio will present an overview of the tasks you will perform.

General Properties – Name & Description

The first step in building a new collection is to choose a Collection Name and provide basic information about it. The general description will be displayed in the Insight Login panel while users are choosing a collection to open; you should provide a description of your content so that a user unfamiliar with your collection will be able to determine the contents of your collection.
For your first collection, you will need to make an Institutional Collection. For subsequent collections, you may choose to make a Virtual Collection. A Virtual Collection is a subset of one Institutional Collection. Any Institutional or Virtual Collection has its own theme and access privileges but share metadata and media. You can also provide a URL for more information on the collection and a copyright statement that will be printed when users export content from Insight.

Choosing a Theme

Once a theme has been created, it is saved locally on your machine. It can be reused if desired.
When provided with a background image, Insight Studio will add the Insight Logo and cross-hairs that visually divide the Group Workspace into panels, and it will upload the image to the server. Insight Studio will also make all of the necessary images for BrowserInsight to display the image properly. An example is provided below.
Figure 6: The Insight Group Workspace with a Background Image

NOTE:If you would like to further customize your background image or change the background color, use Administrator Tools. See Collection Backgrounds in Insight 5 on page for more information.

Creating a Custom Theme

Insight uses a w:803 h:590 pixel image as a basis for a themed background that appears in both the Java Client and BrowserInsight. The background image is placed in the upper left corner of the screen (as seen in the example above). Any space not covered by the background image will be automatically filled with the color from the bottom right corner of the background image (making the bleed between the two as close to seamless as possible).
NOTE:If your image is not w:803 h:590 pixels, Insight Studio will scale the image to fit and then crop the bottom section as needed.
To create a new custom theme from your background image, select Custom from the theme list.

Choosing a Background Image

An Insight background image consists of an w:803 h:590 pixel image placed behind the group workspace (as shown in Figure 6: The Insight Group Workspace with a Background Image). For the most part, only the top left corner and top 100 pixels of the background image will be visible to the user; the rest will be covered by the Group Workspace. When choosing a background image, plan accordingly.
Before you create the theme in Insight, you may choose to edit it within Photoshop to ensure good results:

  1. Select an image for your custom theme by opening it in an Image Editing application like Photoshop.
  2. Choose a background color that compliments your image.
  3. Blend the bottom and right edges of your image with the background color.
  4. Save the image.

NOTE: A custom Photoshop template with the appropriate information is available in the utilities directory of your Insight 6.3 CD.
NOTE: Valid File Formats include: TIFF, JPEG, BMP, and GIF.
NOTE: Light-colored background images can make viewing the tool bar difficult in the Java Client and BrowserInsight views.

Creating your own Theme

Press Browse to select your background image from your computer's directory. Once you have selected a background image, enter a Theme Name and Short Description to identify the theme you have created. Finally, save your theme.

Catalog Templates

A Catalog Template contains all of the information pertaining to the display and use of metadata. In most cases, Catalog Templates are maintained separately from collections, allowing re-use across multiple collections. Insight 6.3 ships with three optional custom Catalog Templates: Dublin Core, VRA Core 3.0, and a Simple Labels template consisting of five fields.

Catalog Templates describe the metadata structure (fields, validation, organization), data display characteristics (how fields are grouped, labeled and displayed in the Insight Data Window, sorting defaults, and thumbnail labels), searching preferences (which fields are searchable and/or indexed), and cross-collection searching information.

Choosing a Catalog Template

Either choose an existing Catalog Template from the list or create a custom template. For more information on creating a Catalog Template, please see page .

  • When creating a collection with source-table write-back or as a published view of an existing set of data tables, you must create a Catalog Template specific to that collection (because it must support the external table mappings). See Catalog Templates and External Database on page .


Confirming the Configuration before Creating a Collection

Once the collection's settings are finalized, Insight Studio provides one last chance to review the configuration before you publish your collection.

Publishing your Collection

Once you have reviewed your settings, press Publish collection to save the settings. You will then have an empty collection, ready to be populated with media and data.

Next Steps

  • Importing Data (see page )
  • Media Processing (see page 66)
  • Managing Users in Insight Studio (see page )



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