> ## Documentation Index > Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt > Use this file to discover all available pages before exploring further. # Learning Resources > Add, organize, and manage in-product learning content — videos and Storylane tours — that surface contextually across Collate. # Learning Resources Learning Resources are short videos and Storylane walkthroughs that teach users how to use a specific feature. Each resource is tagged with one or more **Contexts** — the product pages it's relevant to — so it can surface as contextual, in-product help wherever a user might need it, in addition to being browsable from a central admin list. The API also supports **Article** resources, but the admin UI currently offers only Video and Storylane. ## How to Access To view and manage Learning Resources, navigate to **Settings** > **Preferences** > **Learning Resources**. Navigate to Learning Resources ## Overview The Learning Resources page lists every resource that's been added to the platform, along with its categories, contexts, and last-updated date. From here: * Search and filter the existing library. * Switch between a table view and a card view. * Add a new resource. * Edit or delete an existing resource. Learning Resources page ## Add a Resource To add a resource, follow these steps: 1. Navigate to **Settings** > **Preferences** > **Learning Resources**. 2. Click **Add Resource**. Add Resource button 3. Fill in the following fields: * **Name**: The internal name for the resource. This cannot be changed after the resource is created. * **Description**: A short summary of what the resource teaches, shown to users before they open it. * **Type** (required): The kind of content this is. * **Video**: An embedded video (for example, hosted on YouTube or Vimeo). * **Storylane**: An interactive Storylane product tour. * **Categories**: One or more topic groupings used for browsing and filtering. Available categories: **Discovery**, **Governance**, **Data Quality**, **Observability**, **Admin**, **AI**. * **Context**: One or more product pages where this resource should surface — for example, **Glossary**, **Domain**, **Data Quality**, **Explore**, **Automations**, or **Home Page**. See [Where Learning Resources Appear](#where-learning-resources-appear) for how this drives visibility elsewhere in the product. * **Source URL**: The link to the video or Storylane tour, for example `https://www.youtube.com/watch?v=...`. Must be a valid URL. * (Optional) **Source Provider**: A free-text label for the hosting platform, for example `YouTube` or `Storylane`. * (Optional) **Duration**: The approximate length of the resource, selected from a preset list (1–30 minutes). * (Optional) **Status**: The resource's publishing state. Defaults to **Active**. * **Active**: Visible to users, both in the admin list and in contextual drawers. * **Draft**: Not shown to end users — use this while the resource is still being prepared. * **Deprecated**: Retired content, kept for reference but hidden from users. Add Resource form 4. Click **Save** to create the resource. ## View and Manage Resources Use the search box, filters, and view toggle to work through the resource library, or edit and delete existing entries. ### Search Use the **Search Resource** box to filter the list by name as you type. Search resources ### Filters Use the filter dropdowns to narrow the list by: * **Type**: Video or Storylane. * **Categories**: One or more topic categories. * **Context**: One or more product pages the resource is tagged for. * **Status**: Active, Draft, or Deprecated. Active filters appear as removable chips above the list. Click **Clear all** to reset every filter at once. Filter resources ### View Mode Use the view toggle in the top-right corner of the list to switch between: * **Table view**: A compact list showing Content Name, Categories, Context, and when the resource was last updated. * **Card view**: A grid of resource cards, useful for browsing visually. Select a resource—in either view—to open a preview modal for its content, with a fullscreen option. Table and card view toggle ### Edit and Delete Use the icons in the **Action** column to edit or delete a resource: * To edit a resource: 1. In the **Action** column, click the edit icon. 2. Modify the details. All fields are editable except **Name**. * To delete a resource: 1. In the **Action** column, click the delete icon. 2. In the pop-up, click **Delete** to remove the resource from the active list. The default deletion is soft and can be restored. Permanent removal requires an API request with `hardDelete=true`. Edit and delete a resource ## Where Learning Resources Appear Beyond the admin list under **Settings** > **Preferences** > **Learning Resources**, **Active** resources also surface directly inside the product as contextual help. Pages that support this show a small learning icon in their header — for example, on the Glossary, Domains, Data Products, Explore, Tags, Metrics, Test Suites, Governance Workflows, Automations, and Data Insights pages, among others. Resource icon 1. Hover over the icon to see how many resources are available for that page. Hover over the resource icon 2. Select the icon to open a drawer listing up to 50 **Active** resources whose **Context** includes that page. Active resource listing 3. Click a resource in the drawer to view its content. Resource content This is why **Context** is a required field when adding a resource: it determines which page(s) will show the resource in this contextual drawer, independent of where it appears in the admin list. ## Best Practices * Keep resources scoped to the **Context** where they're actually useful — over-tagging a resource with unrelated contexts adds noise to those pages' help drawers. * Use **Draft** status while preparing a resource so it doesn't appear to end users until it's ready, then switch it to **Active** to publish it. * Prefer short, focused videos or Storylane tours over long ones — the contextual drawer is meant for quick, in-the-moment help.