Adding a Collection

Collections are groups of sources built around a theme. Each collection has its own security permissions which override those of sources, meaning that users can never query the content of a source without having access to its parent collection.

To add a collection

1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

2. Access the Sources and Collections page (Index > Sources and Collections).

3. In the Collections section, click Add.

   Note: CES 7.0.5425+ (May 2013) You can also duplicate a collection (see Applying an Action to a Collection or a Source). Duplicating a collection is useful when you need to create a collection that contains sources that are similar to the ones of an existing collection.

4. In the right panel, under Add Collection:

   1. In the Name box, enter a name to identify the collection.

      This name may be visible by end-users in search interfaces. It can appear in optional Collection facets or collection check boxes appearing below the search box, both allowing end-users to refine results by collection. Consequently, choose the name carefully so that it clearly describes the collection content from the end-user point of view. It is also a best practice to ensure that this name follows a similar naming convention as the name of other existing collections.

      Note: You can always rename a collection but this requires rebuilding all the sources contained in the collection (see Renaming a Collection).

   2. Select the appropriate Allowed Users option:

      Everyone

      Grants access to all users.

      The collection creator

      Grants access only to the administrator who created the collection. This option is useful to test a collection before making it available to end-users.

      The following users or groups

      Grants access to the users or groups whose accounts are entered in the box. Specify user and group names in the domain\username format. Use semicolons to separate entries.

   3. Click Save to create the collection.