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Introduction to this page

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.


Only managers of a space can edit its metadata catalog.

Metadata panels are made up of fields. To manage a field of a metadata catalog, see Create or edit the fields of a space metadata catalog.

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. 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 panel

1. Choose the Panels tab of the metadata catalog.

2. Click Create Panel. A new, empty metadata panel will appear.

3. Give the panel a short name. Press Return on your keyboard to save. 


4.
 Add a field to the panel: Select a field type from the dropdown menu and click the plus symbol.

For details on each of the field types that come prepackaged with a Chorus site, see About metadata fields.

5. Add additional fields to the panel as above. Click the plus symbol to add each field to a panel.

6. Tick the Share this panel box to make this panel available for other site users to add to their own space metadata catalogs.

7. Tick the Apply this panel to root folder (Apply panel to all subspaces) box to apply this panel to all of the subspaces within this space. 

8. Click Save.

TIP: This is the Reorder symbol. Wherever you see this symbol in Chorus, click it to drag and reorder items up and down in a list.

Step-by-step: Edit a metadata panel

1. Choose the Panels tab of the metadata catalog.

2. To edit an existing panel, click the triangle symbol at the left-hand side of the panel. Its fields and options will appear.

3. To rename a selected panel, click Edit in the top left-hand side of the modal.

4. To delete a selected panel, click Delete in the top left-hand side of the modal.

Created a panel but can't view it on the file?

Empty metadata panels cannot be seen on a file when it is being viewed. To see all panels available on a file, and to add metadata to these, select the file and click Edit in the right-hand sidebar.

 


 

 

 

 

 

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