![]() If the Metadata Field is editable, feel free to change it to whatever is applicable. In the Custom Metadata section you will find your new entry "Mood" with the default value "happy". Before You Begin You must have the Administrator role to create custom field labels. You can create up to 25 custom fields and delete the fields at any time. ![]() An additional window on the right opens with the Basic and Metadata tab. You can create your own custom field labels, which you can use to add specific metadata fields to your application profile. In the Power Bar click on the "Info" icon. Open one of the assets you just uploaded. Get the list of the custom metadata fields for the current account. In the advanced settings choose whether your new entry appears in the search, is visible and last but not least editable assumed you have appropriate editor rights.ĭon't forget to save your Custom Metadata entry! Additionally specify a default value for instance "happy". Click the button "New Custom Tag" and choose the type of metadata you want to create (Text, Longtext, Select, Number, Date). Create a new Custom Metadata by selecting Settings > Metadata Settings on the left-hand side. How to create Custom Metadata entriesĪs an editor open your Media Library. In our case we create a Custom Metadata entry "Mood". Scripting on this page enhances content navigation, but does not change the content in any way.Let's say you search pictures that describe a specific mood (happy, contemplative, unhappy etc.) It might be a good idea to define an additional Custom Metadata entry. The field "Department SKU" is added to the Create Retention Category page. The new custom metadata field is displayed. To view the new field, browse content, and click Create Retention Category from the Actions menu. The Create or Edit Standard Metadata Field Page is displayed.Ĭlick Apply. To create a custom retention category metadata field, complete the following steps:Ĭlick Update Fields in the Action menu for Retention Categories. This right is assigned by default to the Records Administrator role. ![]() The Admin.RecordManager right is required to perform this action. To change the order of fields, highlight a field and move it up or down in the list by clicking the Up or Down arrow.Ĭlick Apply after adding or editing all the fields. Click the Delete button (an X) to delete a field from the list. Click the Add button (a plus sign) to add the field to the field list. The Create or Edit Auxiliary Metadata Set Page is displayed.Īdd the field information for the new metadata field. To add fields to an existing metadata set, either auxiliary or standard set (Retention Categories, Record Folders, or Physical), click Update Fields from the auxiliary set's individual Action menu on the Metadata List Page. Enter the auxiliary metadata set name, display name, name of the new table being created to house the metadata set, and column prefix. The Create or Edit Auxiliary Metadata Set Page is displayed. To create a new auxiliary metadata set, click Create Auxiliary Metadata on the Page menu. The user must also have administrative permissions.Ĭlick Records then Configure from the Top menu. Users must have the Records Administrator role or the PCM Administrator role in order to perform this action. The main difference lies in the creation of the table to store the auxliary metadata set. The process is the same for creating both types of metadata, either complete auxiliary sets or additional fields with the standard metadata sets. Note that in order to search for auxiliary metadata, Oracle Text Search (full-text searching) must be used. When creating auxiliary metadata, the database table in which the metadata is stored is also created, with a name given to the table and fields added to it. This type of metadata is associated with specific properties of an item, such as image size, the character encoding of a document, or other property which must be tracked for specific items. These are subsets of metadata that can be attached to objects in the repository. To create a new auxiliary metadata set, click Create. These fields supplement the fields uses with retention category pages, record folder pages, and physical items pages.Īuxiliary metadata sets can also be created. 13.2.1 Creating or Editing Custom Metadata Fields Click Records then Configure from the Top menu. The fields can be arranged using the arrows near the custom metadata box.Ĭustom fields can be added to existing tables already in use in the repository. The order in which the custom metadata fields appear depends on the order indicated in the custom metadata fields box. See Chapter 10, "Setting Up a Retention Schedule" for details. These fields are also displayed on the edit and information pages for those retention schedule objects. Depending on the field characteristics, the new custom fields are displayed in the Create Category, Create Folder page, or Create Physical Page (if Physical Content Management is enabled).
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