The metadata that users can see or edit on files in a space is dictated by the panels active in the metadata catalog of that space.
First, open the metadata catalog of a space:
1. Select the space you want to manage.
2. Click Manage Space in the right-hand sidebar. The Manage Space modal will open.
3. Choose the Metadata tab at the top of the modal.
4. Click Metadata Catalog in the Actions box on the right-hand side of the modal. The Metadata Catalog for this space will open.
Step-by-step: Create a new metadata field
1. Choose the Fields tab of the metadata catalog modal.
2. Click Add a Field. A New Field modal will open.
3. Edit the field settings:
| Field Settings Explained | |
|---|---|
| Field name | The field name tells users about the metadata they should enter in this field. Eg. ‘Sales Keywords or ‘Expiry Date’. |
| Display type | Choose the display format for this field. Format options are Date, Date & Time, Text, Dropdown, Keywords, Controlled 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. If this field offers a controlled vocabulary, a Configure Controlled Vocabulary button will appear. See About: Controlled vocabularies for more.
5. Click Save.
Step-by-step: Edit an existing metadata field
1. Choose the Panels tab of the metadata catalog.
2. Click the triangle symbol at the left-hand side of the panel which houses the field you want to edit. The panel's fields and options will appear.
3. To remove a field from a panel, select the field and click Delete in the top left-hand side of the modal.
4. Click Edit in the top left-hand side of the modal, or double-click on the field. An edit field modal will open.
5. Edit the field's settings as above.
6. Click Save. The form is saved.
| User | Edits | Comments |
|---|---|---|
| Samantha Gibbs | 33 | 0 |
| Mégane Rousselet | 10 | 0 |
| Michael Wells | 4 | 0 |
