Shelfy
  • Blog
  • Get Started
  • Contact
Sign InSign Up
Shelfy

Turn scattered links and browser tabs into beautiful, organized collections your audience will actually explore. Free forever.

© Copyright 2025 Shelfy. All Rights Reserved.

About
  • Blog
  • FAQ
  • Contact
Product
  • Get Started
  • Roadmap
Legal
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
  • Personal Account Setup
  • Getting Started with Collections
  • Getting Started
  • Platform Overview
  • Quick Start Guide
  • Frequently Asked Questions

managing-collections

Advanced tips for organizing, editing, and maintaining your collections effectively.

Managing Your Collections

Once you've created your first collection, these advanced management techniques will help you stay organized and efficient.

Collection Organization

Creating a Collection Structure

Topic-Based Organization:

  • Development Tools
  • Design Resources
  • Marketing Materials
  • Learning Resources

Project-Based Organization:

  • Project Alpha Resources
  • Client Work - Company ABC
  • Personal Learning 2024
  • Conference Prep Materials

Time-Based Organization:

  • Weekly Reading List
  • Monthly Discoveries
  • Archive - 2023
  • Current Projects

Using Tags Effectively

Tags help you find content across multiple collections:

Best Practices:

  • Use consistent tag names
  • Keep tags short and descriptive
  • Create a tag naming system
  • Limit to 3-5 tags per link

Example Tag System:

  • Type: article, tool, video, course
  • Topic: javascript, design, marketing, productivity
  • Priority: urgent, review-later, reference
  • Status: read, to-read, in-progress

Link Management

Adding Links Efficiently

Quick Add Methods:

  1. Browser Extension: One-click saving while browsing
  2. Bookmarklet: Save from any browser
  3. Bulk Import: Add multiple links at once
  4. Email Integration: Forward emails to your collection

Link Information:

  • Title: Clear, descriptive name
  • Description: Why you saved it, key takeaways
  • Tags: For categorization
  • Notes: Personal thoughts or context

Link Quality Control

Regular Maintenance:

  1. Check for broken links monthly
  2. Update descriptions with new insights
  3. Remove outdated content
  4. Consolidate duplicate links

Link Validation:

  • Automatic link checking (premium feature)
  • Manual verification for important links
  • Update URLs when sites change

Sorting and Filtering

Sort Options:

  • Date Added: See newest first
  • Alphabetical: Easy browsing
  • Custom Order: Drag and drop priority
  • Most Visited: See popular links

Filter Features:

  • By Tags: Quick category filtering
  • By Date Range: Find recent additions
  • By Domain: Group by website
  • Search: Find specific content

Collection Settings

Privacy and Permissions

Privacy Levels:

  • Private: Only you can access
  • Team Shared: Team members can view/edit
  • Public: Anyone with link can view
  • Unlisted: Public but not searchable

Permission Levels (Team Accounts):

  • View Only: Can see but not edit
  • Contributor: Can add and edit links
  • Editor: Can modify collection settings
  • Owner: Full control and deletion rights

Customization Options

Visual Customization:

  • Choose collection colors
  • Set custom icons
  • Upload cover images
  • Select layout styles

Functional Settings:

  • Auto-generate descriptions
  • Enable link previews
  • Set default sort order
  • Configure sharing options

Advanced Features

Collection Templates

Save time with pre-configured templates:

Research Template:

  • Tags: source, credibility, topic
  • Fields: author, publication date, key findings
  • Sort: by relevance

Tool Evaluation Template:

  • Tags: category, price, rating
  • Fields: features, pros/cons, trial status
  • Sort: by rating

Automation

Auto-Tagging:

  • AI-powered tag suggestions
  • Domain-based auto-tags
  • Category detection

Duplicate Detection:

  • Automatic duplicate identification
  • Merge suggestions
  • Bulk cleanup tools

Analytics and Insights

Track your collection performance:

  • View counts for public collections
  • Click statistics for individual links
  • Growth metrics over time
  • Popular content identification

Collaboration Features

Team Collections

Setting Up Team Collections:

  1. Create collection in team account
  2. Set appropriate permissions
  3. Invite team members
  4. Establish contribution guidelines

Best Practices:

  • Define clear purposes for each collection
  • Assign collection maintainers
  • Set update schedules
  • Create style guidelines

Sharing and Export

Sharing Options:

  • Public Link: Direct access URL
  • Embed Widget: Add to websites
  • Social Sharing: Share on platforms
  • Email Export: Send via email

Export Formats:

  • CSV: Spreadsheet compatible
  • JSON: Developer friendly
  • PDF: Printable format
  • HTML: Webpage format

Troubleshooting

Common Issues

Broken Links:

  • Use link checker tool
  • Update or remove invalid URLs
  • Set up monitoring alerts

Slow Loading:

  • Limit collection size (recommended: under 1000 links)
  • Optimize images and descriptions
  • Use pagination for large collections

Permission Problems:

  • Check team membership
  • Verify permission levels
  • Contact account administrator

Performance Tips

Optimize Collection Performance:

  • Regular cleanup of unused links
  • Compress large descriptions
  • Use tags instead of long titles
  • Archive old collections

Browser Performance:

  • Clear browser cache regularly
  • Disable unnecessary browser extensions
  • Use supported browsers (Chrome, Firefox, Safari)

Next Steps

Master these advanced features:

  • Sharing and Collaboration - Work with teams
  • Browser Extension Guide - Efficient saving
  • Import and Export - Data management
  • API Integration - Automate workflows

Need help with a specific feature? Contact our support team or check our FAQ section.

  1. Managing Your Collections
    1. Collection Organization
    2. Link Management
    3. Collection Settings
    4. Advanced Features
    5. Collaboration Features
    6. Troubleshooting
    7. Next Steps