Adding Folders to a Display

About this task

The ability to create folders and save queries in them makes it easy for users to share important or significant search results. This can save time and increase efficiency by improving information sharing between users. Saving queries also allows the user to share the methods as well as the end results of their research so that a search may be performed again later without needing to remember the exact structure of the query used.

Folders can be marked as either Public or Private. If the folder is private, it functions much like bookmarks in a web browser an individual user's reference. If the folder is public, saved queries in the folder can be shared throughout the organization, resulting in an internal version of social bookmarking sites like Delicious.com. Users can share results that they find useful with others within the organization through the application.

Folders and saved queries make use of a special collection to store the information about them called an Indexed Content Store (ICS) collection. This allows the user to search the information about the queries and folders themselves since they are also search results. It is recommended that you create one ICS collection for each application you create.

In order to use folders with a project, you must add folder annotations to the associated display.

Procedure

  1. Return to the Settings tab of your display (for this tutorial, collab-tutorial-display).
  2. Select the Collaboration > Folders subsection.
  3. Click add new to the right of the Groups: Folders header.

    Your screen should look like that shown in Figure 1.

    Figure 1. Adding a Folder Group to Your Display

    The required settings for folders are Name and Label. The label will be visible to users of your application as a top-level folder, while the name will be used internally.

  4. For the purposes of this tutorial, enter public-folders as the Name and Shared Folders as the Label.
    Tip:

    One possible configuration for a application that uses ACLs on the documents is to have two sets of folders: one with the permission scheme public and one with the permission scheme private. If you choose this option, use a descriptive label to clarify the difference between the two. For example, set the public folder set's label to "Shared Folders" and the private folder set's label to "Personal Folders".

  5. When you are done, click OK to save your changes.
  6. Do a search in your application and check to see that the folder annotation set now appears in the sidebar between the clusters and the binning.

    There will not be any folders in the set since you have not added any yet. See the section on Using a Collaborative Search Application for more information about how the end-user display works.

    Note: When a user adds documents using drag and drop or add to folder action with see updated results, the folder may not show up as part of the in folders list on the document immediately. If this issue occurs, a manual refresh of the screen must be performed to display the folder.

Results

Proceed to the Adding Saved Queries to a Display.