View and Edit Libraries

For details about the publishing options at the top of the page, see Upload and Publish Content.

From the library title area, you can click the following quick links:

• Browse to view search results showing all the content in the library.
• Edit to change the library name or description.
• Delete to delete an empty library. To delete a library that contains content, move the content to another library or delete it and then permanently delete it from your Recycle Bin.
  

  Note If your Recycle Bin is empty and you are unable to delete the library, another user's Recycle Bin can contain deleted content from the same library. A library cannot be deleted until all its content is permanently deleted or moved to another library.
• Edit Members to add or remove library members or change their library permission.
• Tagging Rules to change the tagging method permitted in the library.
• Record Types to restrict the record types available to library contributors.
• View Archived Content to view a list of archived content in the library. If you don’t have the Archive Content or Manage Libraries privilege in your library permission, the archived content list only contains content that you authored and archived, not content that other authors archived.

The library detail page contains these sections.

• Members

  This section lists all the Salesforce CRM Content users who are members of the library. To limit the member list, enter a username and click Filter. You can filter by the beginning of a username but not the last name.

  To add new members to the library:

  1. Click Add Members.
  2. If the member you want to add isn’t listed, type their first name in the search box and click Find.
  3. Select members from the Available Members box. Members can include individual Salesforce CRM Content users or public groups containing Salesforce CRM Content users.
     

     Tip If you have many Salesforce CRM Content users, create a public group and add it to a library rather than adding users to the library individually.
  4. To add the members to the library, click Add.
  5. Click Next.
     

     Warning When you add a guest user as a member of the library, the library and files become publicly accessible.
  6. Select a library permission for each user or public group and click Save.

  To remove a member from the library, click Remove. To change a member's library permission, click Edit and choose a new library permission from the dropdown list.

• Featured Content

  This section lists the five pieces of content in the library most recently designated as “featured.” If no content has been featured, this section does not display. Featured content receives a higher priority than similar content in search results; for example, if 100 files contain the search criteria term sales asset, any featured files with that term appear at the top of the search results list. To see all featured content, click Show All. To toggle the feature status on or off, go to its content details page.

• Top Content

  This section includes lists that summarize content activity in your library. Within a list, click a file icon to download the content or click the title to open the associated content details page. In the Top Content section you can choose from the following categories:

  • Publication Date—This content is sorted in descending order according to the most recent publication date. Choose the number of records you want to view from the accompanying dropdown list, or click the Show All button to list all the published files, Web links, and Google docs.
  • Num Downloads—This content is sorted in descending order according to the highest number of downloads. The bar graphic indicates how one record compares to another. Choose the number of records you want to view from the accompanying dropdown list, or click the Show All button to list all the downloaded content.
  • Rating—This content is sorted in descending order according to the highest number of thumbs-up votes. Green and red in the bar graphic represent positive and negative votes, respectively. Choose the number of records you want to view from the accompanying dropdown list, or click the Show All button to list all the content with votes.
  • Num Comments—This content is sorted in descending order according to the highest number of viewer comments. The bar graphic indicates how one record compares to another. Choose the number of records you want to view from the accompanying dropdown list, or click the Show All button to list all the content with associated comments.
• Popular Tags

  This “tag cloud” shows you how the content in your library has been labeled. Tags are descriptive terms assigned during upload or revision that help classify and organize content. Click a tag name to view search results containing all the files, Web links, and Google docs with that tag. The tag names increase in size within the tag cloud according to popularity, meaning that the largest tags have been assigned to the most content. You can choose to sort the tags alphabetically or by popularity. The tag cloud contains the 30 most popular tags.

• Recent Activity

  This section is a snapshot of activity within your library. It shows the most recent files, Web links, and Google docs to receive comments, votes, or subscriptions. Featured content and newly published content are also included, but new versions of existing content, archived content, and deleted content do not appear in the Recent Activity section. Use the Older and Newer buttons to scroll through records. The Recent Activity section contains a maximum of 100 records.

• Most Active Contributors

  This section shows the authors who have uploaded content into your library most frequently. The names increase in size according to activity, so the largest names are the authors who have contributed the most content.