Content Folios and Content Basket are two ways to assemble and track groups of content. Full details about using Folios and Content Basket are discussed in the Oracle Fusion Middleware User's Guide for Content Server. This chapter discusses the basics of these two methods used to handle content.
The Content Basket Page is a personal storage space where a user can temporarily store multiple items for later processing. After adding items, a user can review the content basket and make reservation requests for the items in the basket.
This chapter discusses the following topics:
Content Folio is an optional component automatically installed with Oracle URM. It can be used to assemble and track groupings of content items in a virtual container such as a content basket. The Content Basket can contain any number of items managed by Oracle UCM, Oracle URM, Physical Content Management, or other add-on products.
Folio configuration is performed by administrators and can include custom template design and the creation of specific folio hierarchies designed to help manage content. This chapter does not discuss the details of folio use except how it interacts with the Content Basket. For more details about the use of folios at the organization, see the site administrator.
Items can be added to the Content Basket from the item's information page or search results page using options from the menus on those pages. The information displayed in the Content Basket Screens includes a thumbnail depicting the type of item, the content ID for the item, the item's title, native file name (if any), and source name. If the item is a physical item, source will always be "Physical."
The default display order for items in the content basket is the order in which they were added. Any new items are added to the bottom of the list. If adding multiple items at the same time (from a search results page), then the items are added in the order in which they were displayed on the search results page. The order of the items in the basket can later be changed.
In previous versions of this product, each user was automatically assigned a content basket. In the current version of the software, users must create their own content baskets. Any items in the user's basket prior to upgrading are not retained.
The following tasks are performed when using the Content Basket:
Use this procedure to create a basket or update an existing basket.
Click My Content Server then My Baskets from the Main menu.
The Content Basket Manager Page is displayed.
To create a new basket, click Append Content Basket and enter the name of the new basket.
To delete a basket, click the Delete checkbox next to the basket name. If items are in the basket, they must first be removed before it can be deleted.
To change a basket, edit the displayed information.
When done making all changes, click Update. The Content Basket Manager Page is redisplayed with the changes in place.
Before using content baskets, set one basket as the default to be used for activities involving content.
Click My Content Server then My Baskets from the Main menu.
A list of defined content baskets appears on the menu.
Click the name of the basket that will be made active.
A user can also navigate to the Content Basket Manager Page and click the Active button next to the a content basket name. Click Update to make that basket the active basket.
Only one basket can be active at a time and it can be changed at any time.
Use this procedure to add items to a content basket.
Search for the item(s) to add to the content basket.
On the search results page, select the box of each item to add to the content basket.
Click Actions then Add to Active Content Basket in the Table menu. Items can only be added to a basket designated as active.
The content basket page is displayed, with the new item(s) added at the bottom of the list.
Use this procedure to remove items from the basket. When items are removed, they are only removed from the content baske. They are not deleted from the system:
Click My Content Server then click the name of the basket to use.
The Content Basket Page is displayed.
Click the checkbox of the items to remove. Click Actions then Remove Selected Items from the Table menu.
To remove all items, click Actions then Empty Content Basket from the Page menu.
Use this procedure to sort the items in a content basket. The display order of the items can be chaged by modifying the numbers in the Order Priority column.
Click My Content Server then the name of the basket to reorder.
The Content Basket Page is displayed.
Click Actions then Toggle Row Reorder. Click the up or down arrows on individual rows to move the item upward or downward.
Use this option to make a reservation request for one or more physical items in a content basket.
Note:
You can only make reservation requests for physical items.Click My Content Server then the name of the basket to use.
The Content Basket Page is displayed.
If the content basket does not contain the item(s) to reserve, add them first. For more information, see "Adding or Removing Items".
Select the checkbox of each physical item and click Request then Request Selected Items from the Table menu. To reserve all items in a content basket, click Request then Request All Items.
A prompt is displayed asking if the selected items should be removed from the content basket after they are reserved.
Click Yes or No. Click Cancel to abort the reservation request.
The Create or Edit Request Page is displayed.
Specify the properties of the new reservation request, such as the transfer method, priority, and delivery location.
Click Create when done.
The items are now reserved, and the administrator is notified of the reservation request. After the administrator processes the reservation request, it can be fulfilled in accordance with the procedures in an organization. If a reserved item is already checked out, the user is placed on a waiting list for that item.
Use this procedure to download a zip file with one or more items in a content basket.
Note:
You can only download items in a zip file if the system has been set up to support this feature.Click My Content Server then the name of the basket to use.
The Content Basket Page is displayed.
If the content basket does not contain the item(s) to be reserved, add them first. For more information, see "Adding or Removing Items".
Select the box of each item to download, and click a download option from the Download menu on the Table menu.
Selecting to download to a workspace stores items in the user's workspace location. A workspace is defined on the user's profile page. It can be an FTP or WebDAV server, a path on the local file system to a location, or Other (which downloads a zip file to be saved at a specified location). Selecting to download to the workspace stores the items in the user's workspace location. If the location is an FTP or WebDAV server and authentication is needed, a dialog is displayed and credentials must be entered.
Download Selected Items
Download All Items
Download Selected Items to Workspace
Download All Items to Workspace
A zip file called "Bundle.zip" is created and a dialog is displayed with a prompt for the location to open or save the file.
The contents of the zip file depends on the type of item:
Internal (electronic) items: The zip file contains the selected rendition file for the item. The file name for the item is built up as follows:
<Item_Title> (Primary|Web) [<Content_ID> Revision-<Rev. No.>].<File_Extension>
where "Primary" refers to the native file rendition, and "Web" to the web-viewable rendition. For example: Report2005 (Primary) [CS12025 Revision-2].doc.
External (physical items): The zip file contains a file with the metadata, location, and retention information about the physical item, in the archive metadata format as specified on the Configure Records Management page. (See theOracle Fusion Middleware Setup Guide for Universal Records Management for details.) The file name is built up as follows:
<Random_Number> (External Item) [<Item_Name>].<File_Extension>
where the file extension depends on the configured format setting. For example: 810871584 (External Item) [Contracts2009].hda.
Use this procedure to create a new e-mail message in the default e-mail client, with information and links for one or more items in a content basket.
Click My Content Server then My Content Basket.
The Content Basket Page is displayed.
If the content basket does not contain the item(s) needed, add them first. For more information, see "Adding or Removing Items".
Select the box of each item (rendition) to include in the e-mail message, and click E-Mail Links then E-Mail Links to Selected Items from the Email Links menu at the top of the page. To include all items in the e-mail message, click E-Mail Links then E-Mail Links to All Items.
A new e-mail message window for the default e-mail client is displayed, with "Content Item Rendition Links" as the subject line and links and information for the items in the message body.
Some e-mail clients have limitations regarding the number of characters used in the body of a message. Adding a large number of items as links to an e-mail may exceed the limitation, resulting in some links not being listed.
What is included in the e-mail message for an item depends on the type of that item:
Internal (electronic) items: The e-mail message contains the content ID and title of each selected item, links to the selected rendition file(s) for the item.
External (physical) items: The e-mail message contains the name and title of each selected physical item, a link to the item's information page.