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How to Create a Collection

A Meridian collection is a set of documents that can be created for various purposes, reused, edited, and optionally shared with other Meridian users. Collections appear in Meridian as a view similar to a Navigation view. Meridian allows you to save the results of a Find search as a collection. You can then use the collection with most Meridian commands such as Build Report, Draft Print, and workflow transitions.

Collections can be of two types:

Static: The search results are saved as a list of document names. New documents that are created and that also match the search criteria are not automatically added to the collection. Non-matching documents can be manually added to the collection and selected documents removed from the col- lection. Every Meridian user has a permanent, personal static collection named My Search Results that can be reused and to which the results of other searches can be added.

Dynamic: The search criteria, not the search results, are saved and then re-evaluated when you or others view the collection. New documents that are created and that also match the search crite- ria are automatically added to the collection. Non-matching documents cannot be manually added to the collection. A dynamic collection can be shared with other users, used as the scope for sys- tem administrator-defined reports, and used as a starting page for read-only Web Access users.

Note    Only the Find search method supports saving searches as collections.

Note    A search that includes results from other vaults cannot be saved as a collection.

To create a collection:
 

Execute a search using Find as described in “How to Use Find.”

To save the results as your My Search Results static collection, click Save.
The documents may then be manipulated in the Navigation view instead of in the Find dialog.
The collection is created if it does not yet exist or is overwritten if it does exist.
 


To add the results to your existing My Search Results collection,
click the arrowhead and select Add to My Search Results

or Add to My Search Results and close.

Note: Individual documents may also be added to your existing My Search Results collection by right-clicking
on the document you want to add and then clicking on Add to My Search Result.

Select options using the descriptions in the following table. The following table describes each option of the Save Search dialog.

Option

Description

 

Create static collection with name

Enter a descriptive name for the new collection.

Create dynamic collection with name

Enter a descriptive name for the new collection.

Available for all users

Enable this option to make this collection available to other users,
to select it as the scope of a report definition,
or as a starting page for read-only Web Access users.

Advanced

Displays additional options to add or subtract the results from an existing static collection.
Enabled only if one or more static collections exist.

Click OK to save the collection.

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