Getting items from the server

In Editor, Publisher, and Administrator modes, Portfolio allows users to gather items and copy them to a specified location outside of the catalog and its folders. This is called "collecting items."

To collect items, first create a new gallery and drag the records you want to collect into it. (If you want to collect all the records in an existing gallery, or in the current gallery window, then don't bother creating a new gallery. Just move on to the next step.)

Next, press the button or choose Gallery > Collect... to open the Collect window.

You now have several choices. First, decide where to put the files that you intend to collect. Click the folder icon in the Destination box to browse and choose a folder for your items. Check Preserve File Hierarchy if you want the files that you collect to nest the way the originals from your catalog do. (If you do not do this, the new files will all be copied into one folder without subfolders. If you do this, the new files will be arranged in nested subfolders within the folder you designate as their destination.)

If you wish to create a new catalog just for your collected files, check Create Archive Catalog and then click the small Portfolio icon to choose a location for it. We recommend choosing a location different from your original catalog.

If you create a new catalog for your files, you can also create a Browser application that you can distribute with your files. A Browser application is a limited, Reader-level-only version of Portfolio that allows others who do not own the full Portfolio application to look at catalogs that Portfolio users have created. Browser applications cannot create or modify catalogs. You might create a Browser application and a new archive catalog in order to distribute a small set of images among your students or colleagues without worrying about whether they have access to Portfolio themselves. Create a Browser application by checking Create Browser Application, and check Include User Guide to include a User guide PDF alongside the application.

Note that in the bottom left corner of the Collect window, Portfolio displays the estimated size of the collection you are about to create in kilobytes (45763.35 kilobytes = roughly 45.7 megabytes).

Once you have set up your collection options the way you like, click OK to create the collection.