One of the main benefits of using Equella is version control. Equella enables you to:

  • Edit the current version of an item.
  • Create a new version.
  • Restore a previous version if required.

Users who access Equella resources will always get the most recent live version of the item's resources. This means that you can update a resource in Equella without having to update links in your LEO units. This is extremely useful if you've linked to a resource from several different units, as you'll only have to update it once in Equella.

Additionally, all previous versions are stored in Equella for you to revisit if you need to.

How to access the version control menu

The actions to create and edit versions, as well as setting the status of item versions, is available on the Details tab for that item.

You can access Equella through LEO to create new versions of items:

  1. Navigate to your LEO unit and turn the editing on.
  2. In any unit section, click the Add an activity or resource link and choose the Equella resource type.
  3. Locate the item you wish to update using the Search, Favourites or My Resources tabs.
  4. Click the title of the item to view the list of resources.
  5. Just above the item title, click the the Details tab:
     The item details tab
  6. On this screen you will see a list of Actions:
     The actions menu

Note: You will only be allowed to edit a version if you are the item owner or have been added as a collaborator.

How to use version control actions

See the sections below for instructions on how to use specific version control actions.

You can create a new version of an item to add new resources, replace existing resources, or delete unwanted resources.

Click the Details tab as described above, then:

  1. Under the Actions heading, click Create a new version:

     Create a new version link in the actions menu
  2. Edit the item information to update the title and description, if required.
  3. For resources you wish to replace, click the Replace link:
     The replace link for the item resources
  4. Choose the Upload a file option, then drag and drop the replacement file into the upload window.
  5. Click the Replace button to finish updating the resource.
  6. When you have editing, replaced or deleted the required resources, save the new item version by clicking the Save button:
     The Save button for a new item
  7. When prompted, click the Publish button to finish.

This new version will be immediately accessible to all users. The previous version of this item is set to an archived status.

You can now close the Equella window to return to LEO.

If for whatever reason you need to revert the item and its resources to an older version of the content, you can restore this version so that all LEO links to that content will use the older version instead.

Restoring a previous version is a two-step process that requires that you:

  1. Set the desired previous version of the item to a Live status.
  2. Set the current item version to an Archive status.

Step 1: Set the previous item version to a Live status

In this example, the item has three versions. We will hide version 3, the current version, and make version 1 live again.

Click the Details tab as described above, then:

  1. Under the Details heading, next to the version number, click the show all link: 
     The show all versions link
  2. Click the name of the version you wish to make live (for example, version 1):
     The previous version of the item
  3. This will take you to the details page for this version of the item. Click the Details tab:
    The item details tab
  4. Under the Actions heading, click Make this version live again:
     Make this version live again link

Step 2: Set the current version to an Archive status

  1. Now, immediately return to the list of versions by clicking the show all link again:
     The show all versions link
  2. Click the title of the item version you wish to hide from users:
     The link to version three of the item
  3. Click the Details tab, and under the Actions heading click the Archive this version link:
     The archive this version link

The previous version is now Live and the current version is now Archived. This means that users will access the Live version, while the archived versions are inaccessible.

You can now close the Equella window to return to LEO.

If you are adding to or replacing resources in an item, it is usually recommended that you create a new version.

However, if you're fixing mistakes, or if you don't need to keep a copy of the previous version, you can edit the existing version. This is a very similar process to creating a new version as described above.

Click the Details tab as described above, then:

  1. Under the Actions heading, click the Edit this version link:
     The edit this version link
  2. Make your changes to the item and it's resources as required, then click the Save button.
  3. When prompted, click the Publish item to update the current version.

You can now close the Equella window to return to LEO.

When you create a new version of an item, you can save the new version as a draft to edit later, instead of publishing it straight away.

To save a draft of an item:

  1. Make your changes to the item, then click the Save button.
  2. When prompted, click the Save Draft button:
     The save draft function

The draft will be saved in the background, and users will not yet be able to access it as the most recent version.

To edit a draft:

  1. Return to the item in Equella and click the Details tab.
  2. You will notice that on the details screen that the status of this item will be in Draft:
     The item draft status
  3. Under the Actions heading, click the Edit this version link:
     The edit this version link
  4. Make your changes to the item as required, then click the Save button.
  5. When prompted, click the Publish button to make your draft live, or click the Save draft button to keep the item as a draft.

How to archive an item

Archived items are made inaccessible to users, however will remain in Equella indefinitely and may be made available to users again later.

Click the Details tab as described above, then:

  1. Under the Actions heading, click Archive this version:

This item is now archived and will no longer be available to users.

To reactivate the item:

  1. Find the item in Equella and click the Details tab again.
  2. Under the Actions heading, click Make this version live again:
     Make this version live again link

How to delete an item

If you no longer have need of an item, you can delete it. Only do this if you are sure you will not need the item resources again. Deleted versions are not retrievable.

Click the Details tab as described above, then:

  1. Under the Actions heading, click Delete this version:
     The delete this version link
  2. When prompted, confirm the deletion of the item.

This item will no longer appear in Equella when searching or browsing for resources.

Page last updated on 14/04/2022

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