Skip to main content
OCLC Support

Access and edit collection configuration

Within Collection Configuration, you can:

  • View and edit various collection settings
  • Publish or un-publish a collection
  • Assign collection-level permissions
  • Add or edit collection information
  • Edit optional collection settings.

To learn about adding and deleting collections, see Collections.

Accessing and viewing collection configuration

Viewing the configuration of an existing collection is helpful before adding a collection to ensure consistency in naming and descriptions. 

Access and view collection configuration

  1. Open CONTENTdm Administration and select the collections tab.
  2. Click profile.

Or

  1. Open CONTENTdm Administration and select the server tab.
  2. Click collections.
  3. Click the configure link next to a collection.
Collection profile and permissions information - Table
Field Description
Collection name The title of the collection. Limited to 80 characters.
Collection alias A unique identifier of the collection used in the URL.
Directory name Full path of where your item is stored.
Collection status

Options include:

  • Published
  • Not Published

Determines whether the collection is published (visible to the end user through the Web interface) or not. An un-published collection will still be available to catalogers and CONTENTdm Administrators when logged in.

Collection permissions Permissions for which users and/or IP addresses can access the collection. (If you want to limit access to a specific item using the administration interface, see Editing items.)
Collection information Description or other information about the collection. Many CONTENTdm site administrators provide location, audience, and primary media type information in this field. Some use it as the descriptive basis of the catalog record. Not visible to end users. Collection information is limited to 10,000 characters.
Optional collection settings
PDF conversion Indicates whether PDF files are converted to compound objects, and enables you to set the page-naming convention. For more information, see PDF conversion and Work with PDF files. Note that if you enable PDF conversion, you must set one metadata field to the data type Full Text Search. This field holds the PDF text extraction.
Display image settings Indicates whether to automatically generate display-quality versions of images when full resolution images are imported. For more information, see Display image settings.
Archival file manager Indicates whether collection files are saved to an archive volume location when added using the Project Client. For more information, see Archival File Manager.
Image rights Indicates whether to apply image rights options (banding, branding, watermarks) to images added using Web-based import methods. For more information, see Image rights.

Editing collection configuration

Click the edit link next to the Profile & Permissions section to make changes.

Editing Collection Permissions

End users must have permission to view items in a collection. You can set permissions for both your digital items and metadata, or set permissions so that metadata is available but permissions are required to view the digital item.

You can set collection-level permissions based on user names or IP addresses or both.

Edit collection-level permissions

  1. Determine how you would like to restrict the collection.

    To restrict the collection based on user name:

    User names used in CONTENTdm are OCLC LDAP accounts user names. To create new user accounts, go to https://ldap-accounts.oclc.org/create

     Note:  From your CONTENTdm website, use the log in link in the upper-right hamburger menu or in the footer to access restricted collections. If your log in link is not displayed, see Enable login in Website Configuration Tool.

    To restrict the collection based on IP addresses:

    • Enter the IP address from where you want to grant access. Use wild cards (*) to allow access to a domain. Separate multiple entries with semicolon. For example 192.168.0.*; 192.168.1.*.

      Specify an IP address range by using a hyphen in any one of the IP address range segments, either alone or in conjunction with a wild card. You can use more than one address range per IP address. Below are some examples of ranges:

      192.168.210-219.1
      192.168.201-219.1-49
      192.168.210-213.*

  2. Select whether you want the permissions to apply to the digital items only, or metadata as well. Check the box if you want the metadata to be viewable by all users.

  3. Once you have created collection-level permissions, you can further restrict individual items by applying item-level permissions. Item-level permissions can only be assigned to those IP addresses and user names that have access to the collection.

  4. Click save changes.

Creating Collection Information

The content and format of the collection information depends on the cataloging policies of your institution. Collection information is helpful for Project Client users who work with multiple projects and collections. When information about the collection is added here, it can be viewed on the Project Client Home tab for the selected project's collection.

The maximum number of characters allowed in the collection information text box is 10,000. When entering text, you can use tags to add extra lines to enhance readability.

Editing Optional Collection Settings

To edit Optional Collection Settings, click the Edit links in respective sections to make changes to the following settings: