clarify templates section

content/collection-creation/00-templates.md

@@ -4,22 +4,14 @@ nav_order: 6
 title: Collection Templates
 ---
 
-Digital Collection Template Repositories
+Most U of I digital collections are generated from one of our digital collection templates.
+These templates are based on [CollectionBuilder-CSV](https://github.com/CollectionBuilder/collectionbuilder-csv), but contain customizations and branding specific to U of I Library.
+Using the templates allows us to more easily manage consistent look and feel, branding, and updates across collections, while still allowing customization and unique content.
 
-Guidelines:
-
-- Most digital collections are generated from a template repository. 
-    - In template repositories each collection is represented in a branch.
-    - The main branch is a generic base. The main branch is updated, and updates are merged into collection branches.
-    - In branches all customizations should be made by creating new layouts or display templates to avoid issues with updating.
-    - "digital-collections-team" and "digital-maintainers" teams should have write access to all template repositories. Do not add individual collaborators (this makes it easier to maintain access).
-- Highly customized collections, usually digital scholarship projects with lots of unique content, are generally an individual repository. Most of these repositories are in thecdil organization rather than uidaholib.
-- While collaborating with outside people on a project, it should be in its own repository. Once a collection is stabilized in development, it could move into a template repository if not highly customized.
-
-## Current Templates
+## Current Digital Collection Templates
 
 Current templates are divided into a set of content specific groups.
-These templates are intended to gradually diverge with features specific to each content type over time.
+These templates are intended to gradually diverge with features and styles specific to each content type over time.
 
 - [ijc-collection-template](https://github.com/uidaholib/ijc-collection-template) - International Jazz Collections
 - [campus-collections-template](https://github.com/uidaholib/campus-collections-template) - highlighted campus collections
@@ -28,6 +20,22 @@ These templates are intended to gradually diverge with features specific to each
 - [oral-history-collections-template](https://github.com/uidaholib/oral-history-collections-template) - base enhanced with OHD features
 - *possible:* community collections? collections originating with partner collections? (priest lake, lchs, potlatch)
 
+## Template Use and Guidelines
+
+Most digital collections are generated from a template repository following these conventions: 
+
+- The `main` branch is a generic base (not a collection itself). The main branch is updated, and updates are merged into collection branches.
+- Each collection is represented as a branch in a template repository.
+- Collection branch name, libobjects folder name, website folder name, and metadata csv filename should all be the same (if possible), matching the web location stub.
+    - e.g. for "https://www.lib.uidaho.edu/digital/aers/", the stub is "aers", thus the branch is "aers", libobjects folder "aers", and metadata is "aers.csv".
+- In branches all customizations should be made by creating new layouts or display templates to avoid issues with updating.
+- "digital-collections-team" and "digital-maintainers" teams should have write access to all template repositories. Do not add individual collaborators (this makes it easier to maintain access).
+
+Some digital collections are not created in the main templates:
+
+- Highly customized collections, usually digital scholarship projects with lots of unique content, are generally an individual repository. Most of these repositories are in thecdil organization rather than uidaholib.
+- While collaborating with outside people on a project, it should be in its own repository. Once a collection is stabilized in development, it could move into a template repository if not highly customized.
+
 ## Retired Templates
 
 These are for reference only: