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Oracle UCM – Using Libraries

Libraries provide structure and organization to documents in Oracle WebCenter Content.

They are the top level of a folder tree in which all folders and documents should be stored.

This is important to note because libraries as used in the WebCenter Content interface are listed as folders in the Browse Content tray of the native 11g user interface.

When a document is uploaded to a library, the library provides context to the document, helping to determine what metadata fields are associated with it and in some cases assigning values to the metadata automatically.

Documents can be uploaded to Oracle WebCenter Content outside of a library context as an unfiled document.

However, organizing documents in libraries helps to ensure documents are secure, can be shared, and are easily found by yourself and others.

In addition to containing documents, libraries can also contain folders and shortcuts to other libraries, folders, and documents.

This provides a secure, fast and familiar way to navigate Oracle WebCenter Content.

When using the Oracle WebCenter Content user interface, documents in the content server are organized into libraries that can also contain folders and subfolders. There are the following types of libraries:

System Libraries, created and managed by Oracle WebCenter Content to organize documents that are in a system process, such as checked-out or expired documents. Documents cannot be uploaded to a system library.

Enterprise Libraries, created by individuals to provide flexible security and comprehensive document management used by an entire organization.

Documents are uploaded to WebCenter Content in the context of a library or folder.

To upload documents to a specific library or folder, you must navigate to the library or folder first, and then upload the document.

Doing so applies the correct metadata to a document and organizes it in Oracle WebCenter Content so that you and others can find it.

Using System Libraries to Find Content

System libraries offer the ability to quickly find documents that are not currently released or are checked out and locked for editing. There are several system libraries in Oracle WebCenter Content:

■ Checked-Out Content (content locked for editing).

■ Expired Content (documents that are no longer actively managed by Oracle WebCenter Content. Expired content can be filtered to also display documents set to expire within a specified date range).

■ Work In Progress (documents that are in a conversion or indexing process and not yet ready for release).

■ Content In Workflow (documents that are in a workflow process, initially filtered by those documents assigned to you.

To search for documents in a system library:

1. Click Browse in the side bar.

2. Click the Filter icon next to the search box and select the System Libraries filter from the Library type list.

This filters the library results list so that only system libraries are displayed.

3. Open the system library that contains the documents in the desired process state.

For example, you would open the Checked-Out Content library if you are looking for documents you have checked out.

4. Filter your results using the filter menu to refine your search.

If searching for content in workflow assigned to you, go directly to a filtered list by clicking the workflow notification icon (drap ) in the banner. If no filter notification icon is displayed in the banner, then you do not have pending workflows assigned to you.

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