Working with collections

A Meridian collection is a set of documents that can be created for various purposes, reused, edited, and optionally shared with other Meridian users. 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: A saved list of document names. A static collection can be created as a new, empty list or with the results of a search. Individual documents can then be manually added to the collection and selected documents removed from the collection. New documents that are created and that also match the search criteria are not automatically added to the collection. 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: Saved 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 criteria 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 system administrator-defined reports, and used as a starting page for read-only Web Access users.

Notes

• Only the Find search method supports saving searches as collections.
• A search that includes results from other vaults cannot be saved as a collection.

Working with collections is described in the following topics.