Fields created for the site metadata manager can only be edited by site admins.
For this reason, fields with vocabularies (listed below) should be applied with caution. When applied site-wide, they can inadvertently curtail the creation of rich vocabularies for these fields at a space level.
Fields with controlled vocabularies:
- Keyword fields
- Label fields
- Dropdown fields
- Tree fields
First, open the site metadata catalog:
1. Click Admin at the top of Chorus and sign in to elevate.
2. Choose Presets > Metadata from the Admin menu. The Metadata Manager for Site will open.
In the Panels Available section, you will find two tabs:
- Site: this is where the local space panels will show
- Shared: this is where any panel shared by another space or a user will show
Step-by-step: Create a new metadata field
1. Click the Panel Builder button.
2. Click the New field button.
3. In the modal, edit the field settings as follows:
| Field Settings Explained | |
|---|---|
| Field name | The field name tells users about the metadata they should enter in this field. Eg. ‘Sales Keywords or ‘Design Comments’. |
| Display type | Choose the display format for this field. Format options are Date, Date & Time, Text, Dropdown, Keywords and Tree. Examples of these can be seen at page: About metadata fields.
|
| Metadata key name | If this this does not autofill, enter a short string of characters to identify this field. Third party API integrations will require this value. |
| XMP path | To map this field to XMP standards, enter a Chorus XMP Tag here. For a full list, see page: Map metadata fields to XMP standards. |
| Exif field | To map this field to Exif (Exchangeable image file format)standards, enter an Exif tag here. Eg. ImageWidth, Make, Model, Compression. |
| General Search settings | Allow or disallow this field to be searched in a global search. |
| Advanced (Refined) Search settings | Allow or disallow this field to be searched in a refined search. |
| Facets settings | Allow or disallow this field to be included for browsing with facets in search results. |
| Field Types Supported | This metadata field will be made available on files of this type. |
4. Click Save and close. You will be taken back to the Panel builder, where you can then drag and drop the field into a panel.
5. If this field offers a controlled vocabulary, a Vocabulary button will appear. See About: Controlled vocabularies for more.
Step-by-step: Edit an existing metadata field
1. Click the Panel Builder button in the site metadata manager.
2. To edit a field: Select the field in the fields section and click the pen icon, or double-click on the field. An edit field modal will open.
3. Edit the field's settings as above.
4. Click Save. The form is saved.
5. To delete a field, select the field in the fields section and click the trashcan icon.
6. In the Panel builder modal,to remove a field from a panel, select the field and click Remove (trashcan) in the top right-hand side of the modal. The field will not be deleted from the site in this case, only removed from the panel.
6. Click Save.
