To add information to the metadata information that is stored on an asset or a category, you can employ a Metadata Template. Metadata Templates can be set up by any user. (For a description on how to set up Metadata Templates, see “Metadata Templates” .)
To make use of such a template, you can either use it while cataloging (along with the Prefiller Utility, see here) or apply the metadata information to existing records or categories.
There are different methods through which you can apply information from Metadata Templates to records or categories:
• Select one or more records or categories, then select Metadata > Assign Metadata From Template. A list containing all your Metadata Templates is displayed. Select the desired one. The changes are applied immediately.
NOTE: With this method, all fields are taken into account, that are – contained in the catalog the records or categories belong to and – set in the selected Metadata Template.
• Select one or more records or categories, then select Edit > Paste Metadata. The Bulk Edit window is displayed. Click the icon in the lower left corner and select a Metadata Template. The respective values are displayed in the Bulk Edit window. You can edit them before applying them to the selected records or categories.
NOTE: With this method, all fields are taken into account, that are – included in the Information window of the current View Set and – user editable and – set in the selected Metadata Template
• Open the Asset Information window or Category Information window and click , then select the Metadata Template you want to apply. You must explicitly save your changes in order to apply them.
NOTE: With this method, all fields are taken into account, that are – included in the Information window of the current View Set and – user editable and – set in the selected Metadata Template
TIP: Shortcut to Preferences
If you have the appropriate permissions, you can easily access the preferences of Metadata Templates by selecting the Customize entry in the drop down list for selecting a Metadata Template. This entry opens the preferences for the current Metadata Template.
, then select the Metadata Template you want to apply. You must explicitly save your changes in order to apply them.