Metadata Templates are used to add information to the metadata information that is stored on an asset or a category. To make use of such a template, you can either use it while cataloging (along with an Asset Handling Set or the Prefiller Utility) or apply the metadata information to records of already cataloged assets. For a description on how to use Metadata Templates to apply metadata information to the records of already cataloged assets, see “Using a Metadata Template” . For a description on how to use Metadata Templates while cataloging, see “Employing the Metadata Editor” .

For defining a Metadata Template you can select record fields that should be filled when the Metadata Template is employed. These record fields can be all available field types except Binary fields. Clicking the Add button reveals a list of all available fields (provided by filters or by currently opened catalogs). For each field added to the template, you can enter a value. For String fields you can also define whether you want the new text to replace the existing value or to be appended to the existing text. Clicking in a String field’s entry in the column Fill Mode allows you to select the desired mode. For all other field types, the entered value will replace the existing value. For date field types, the current date is shown initially. illustrating the date format to be entered. A date may be entered manually in the given format or selected with a date picker.

To have a field filled when the Metadata Template is used, the Use option for the field must be enabled.

You can either change existing templates or create new ones – if you have the appropriate rights for changing or creating templates. There are templates for individual use and templates that are shared with other users. Shared templates are displayed in italics in the list for selecting the one to be edited. You may have the right to define and customize your individual templates only or may even have the right to edit all templates.

Additionally, performing a copy operation on a record or a category creates a temporary Metadata Template prefilled with the respective item’s current metadata which can be pasted to other items or saved as a new Metadata Template using the Bulk Edit window

PRECONDITIONS: To view and modify Metadata Templates, you must have the appropriate permissions (Server Permissions > Metadata Templates Permissions.)