Introduction
Library is intended to be the go-to place for all of your organization's reference material and documentation. A place where you can quickly find the current copy of forms, budgets, policies and the like. It solves the problem of searching in your shared files for "budget" and finding 5 different files all marked something like "Budget final". In Library, finding a file is quick and the version you find is the only (and most current) version of that file.
In other words, Library is where you'll find the 'golden copy' of any key piece of information for your organization.
Categories & Volumes
Library is made up of Categories, which in turn are made up of Volumes. These are designed so that their content stays organized and is curated in a way that enables you to find the current copy of what you need quickly. You will only see Volumes where you have been assigned view permissions.
If you click Browse at the top of the column on the left side in Library, you'll reveal the Category and Volume list. Clicking on a Category will expand its Volume list and display it in the main view. Clicking on a Volume will do the same to display the items in that Volume. And double clicking on any item will enable you to view it.
When a Category, Volume, or individual item is selected, you can also click on the i-icon in the action bar at the top of the screen to open an Info Panel that includes detailed information about it.
Administrators
Library supports two administrative roles with the following permissions:
Volume Librarians (assigned by: Category Librarians) own the content in their Volume. Check the Info Panel to see who they are. Volume Librarians can:
- Add files
- Move files (within and between Volumes they are a Librarian for)
- Edit Volume name and description
- Export usage stats
- Download files to .zip
Category Librarians (assigned by: System Admins) manage which Volumes are in their Category and who can edit and view them. Category Librarians can:
- Add Volumes
- Assign Volume Librarians
- Move Volumes (between Categories they are a Librarian for)
- Edit Volume Visibility
- Block downloading of Volumes
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