Use the Co-Curator

The Co-Curator enables simultaneous curation of index pages (collection, home pages, or overview pages), bypassing the standard Sophora locking mechanism.

We use the following terms in this guide:

• Co-Curator document (technical term: Composable): A Co-Curator-enhanced index page showing entries, such as articles, videos, and audios, grouped by sections. The documents that support co-curation depend on the configuration.
• Section: A thematic bundle of entries, for example, Sports, Lifestyle, and Culture.
• Entry: Individual documents in a section.
• Aggregation: Temporarily secures the current state of the index page, making it ready for publication.

To open a document for co-curating, open the document in read-only mode (Open for reading in the menu). Otherwise the document is locked. When you open a document that is configured for co-curation, the editor shows a special tab Sections with the entries and the special mode Curate. You can switch to edit-mode and read-only-mode.

Work with Co-Curator-documents

Creating Co-Curator documents, finding, and editing existing documents for co-curation is no different from managing other documents.

To aggregate the document's current state:

• In the top left of the Co-Curator view, click or tap Aggregate. 

To have the Co-Curator automatically update the page: 

• In the top center of the Co-Curator view, click or tap Updates are collected or Updates are applied. 

To expand or collapse all sections: 

• In the top right of the Co-Curator view, click or tap Expand all or Collapse all. 

Manage entries

To add an entry from an existing document:

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the Plus icon in the section.
3. In the search panel, search for a document. The list displays only documents appropriate for the section. To apply filters, click or tap the filter icon in the search box. 
4. Select a document. The search panel closes. 

To add an entry from a new document (available document types depend on configuration):  

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the Plus icon in the section.
3. The new document opens.
4. Complete the required fields.
5. Click or tap Save (and publish).
6. The document automatically connects to the corresponding Co-Curator document.

To reorder entries in a section:  

1. In Sophora Web, open a Co-Curator document.
2. In a section, select and move the entry up or down.
3. Drop the entry in the desired position.

To remove an entry:

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the context menu (three dots) of the entry. 
3. Select Remove entry.

To open an entry:

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the context menu (three dots) of the entry. 
3. Select Open or Open for reading.

To move an entry from one section to another: 

1. In Sophora Web, open a Co-Curator document.
2. In a section, select the entry and move it to a different section.
3. Drop the entry in the desired position.

Manage sections 

To add a section from an existing document: 

1. In Sophora Web, open a Co-Curator document.
2. Click or tap Add section (Plus icon) in the section.
3. Select From existing document. 
4. In the search panel, search for a document. The list displays only section documents. To apply filters, click or tap the filter icon in the search box. 
5. Select a section document. The search panel closes.

To create a new section: 

1. In Sophora Web, open a Co-Curator document.
2. Click or tap Add section (Plus icon) in the section.
3. Select Create new: Section. 
4. In the dialog, complete the required fields: Title, Description, Default ID stem. 
5. Click or tap Save (and publish).
6. The document automatically connects to the corresponding Co-Curator document.

To reorder sections: 

1. In Sophora Web, open a Co-Curator document.
2. Select and move the section up or down.
3. Drop the section in the desired position.

To remove a section: 

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the context menu (three dots) of the section. 
3. Select Remove section.

To open a section document: 

• In Sophora Web, open a Co-Curator document.
• Click or tap the context menu (three dots) of the section. 
• Select Open for reading.

To edit a section document: 

1. In Sophora Web, open a Co-Curator document.
2. Click or tap the context menu (three dots) of the section. 
3. Select Open.
4. In the editor, edit the section document. 
5. Click or tap Save (and publish).