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You may choose to modify an existing catalog template to fit the needs of your collection if an existing template is similar enough to make creating an entirely new template unnecessary. For example, you might just want to change the field display names of an existing template or add an additional field.

Steps


  1. After logging into Insight Studio, select the Collection Manager you'd like to use and double-click Manage Catalog Templates. Review the summary and click on Next to proceed.
  2. Click the button in the Templates panel or right-click on the template you would like to edit.

You will be restricted in some of the edits you can make to catalog templates.
You can not do the following:

  • Move existing Fields between Field Groups
  • Move existing Field Groups within other Field Groups

You can do the following:

  • Rename Fields and Field Groups
  • Create new Fields and Field Groups
  • Delete existing Fields and Field Groups (permanently destroys data)
  • Reorder Fields within a Field Group
  • Reorder Field Groups within a Field Group
  1. Click Next to edit the Thumbnail Labels and Sort Order.
  2. Click Next to select your quick Search Fields.




Creating a New Collection
This chapter will describe how to set up basic collection properties in Insight Studio. There are two types of collections you can create using Insight Studio: Institutional Collections and Virtual Collections.
Institutional Collection
An Institutional Collection is a self-contained repository of content based on a single catalog template. This type of collection must be created before creating a related Virtual Collection.
Virtual Collection
A Virtual Collection is a subset of an existing Institutional Collection that will share the parent collection's catalog template.

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