Skip to content

Sub-collection Organization

User roles

Protocol steward, curator

Collections can be extended by including sub-collections. These can provide more internal structure or organization and may reflect existing physical arrangement (eg: boxes, folders, subfolders), topical groupings, or any other arrangement that will help users navigate the collection. Sub-collections can be multiple levels deep.

Sub-collections include all the same fields as a regular collection, and can have different cultural protocols than their parent collection.

There are two ways to create a sub-collection:

  • By creating a new sub-collection from the top level collection page after the top level collection is saved.
  • By assigning an existing collection as a sub-collection within the top level collection. This is useful if you already have existing collections and later want to rearrange them, or you accidentally created a collection that should have been a sub-collection.

New sub-collection

You can create a new sub-collection from a top level collection page.

  1. Select the "New Sub-collection" button at the top of the top level collection page.

    Screenshot showing a collection page with the New Sub-collection button highlighted.

  2. Create your sub-collection by going through the same processes you used to create your top level collection. Those instructions are found in the Create a Collection article.

Assign existing sub-collection

There are two different ways to assign an existing collection as a sub-collection. These are completed from the top level collection page. You can assign a sub-collection by editing the top level collection or by selecting the "Manage Collection Organization" button.

From "Edit"

  1. From the top level collection page, select "Edit".

    Screenshot showing the top menu of a top level collection page with the edit button highlighted.

  2. Scroll to the Sub-collections field, then select the "Select Content" button.

    Screenshot sub-collections field of a top level collection page with the select content button highlighted.

  3. Select any collections you want to assign as a sub-collection by selecting the checkbox beside the collection, then select "Add Content".

    Screenshot showing the sub-collections modal with a checkbox and add content highlighted.

  4. Check to make sure your sub-collection was properly assigned. Then select the "Save" button at the top of the page to save your sub-collection.

    Tip

    Select the "Remove" button if you need to remove a sub-collection.

    Screenshot showing the sub-collection field with a sub-collection assigned.

From "Manage Collection Organization"

  1. From the top level collection page, select "Manage Collection Organization".

    Screenshot with the Manage collection organization button highlighted.

  2. Start typing the sub-collection name in the text box to bring up a list of your existing sub-collections. Select the sub-collection you want to assign, then select "Add to Organization".

  3. Your new sub-collection will populate under Collection. You must click and drag it under the top-level collection to assign it as a subcollection.

    Warning

    You must select and drag the sub-collection under the parent collection before saving for it to be assigned as a sub-collection.

    Screenshot with sub-collection arranged under the collection.

  4. Select "Save" to save your collection organization.

    Tip

    This is also how you create sub-collections for personal collections.