You can specify the fields of metadata that are available in Files in your IMS Library, using the Customise Metadata page.
For details about the default metadata structure supplied with your IMS Library, please refer to Supplied Metadata Structure. For details about how to edit the content of metadata fields, please refer to Add, Edit and Delete Metadata Content. |
The Customise Metadata feature, used to create and disable metadata fields, is only available on Premium and Enterprise editions of IMS. |
To add new metadata fields, follow these steps:
A new page opens prompting you for the required details - refer to Edit / Create Metadata Field page.
You can organise metadata into panels of related fields. For example, if a series of engineering data fields were added (Engine Type, Engine Capacity, Engine Serial Number) then it may be useful to have a Panel for 'engine information'. Panels appear as separate, collapsible sections in the File Console.
A new page opens prompting you for the required details - refer to Edit / Create Metadata Field page.
To add or move fields into a panel, use the Metadata panel field to specify the panel in which they should be placed when Editing the field or when creating a new field.
3. Edit / Move Metadata
You can change the display type of data fields - from a text field to a selection list for example - or change the name of the field and the metadata panel in which it appears. The process for editing a metadata field is as follows:
Disabling a field removes it from use so no users will see it whatever their permissions, but the fields details are retained in the Disabled Field panel for potential future re-use. To use a disabled field, you simply drag it out of the Disabled field panel into another panel using the drag-and-drop handle .
Deleting a field removes it and all its details permanently.
You can disable and delete metadata fields your organisation created, but you can only disable and not delete metadata fields that are supplied with your IMS Library.
To disable a field drag it to the Disabled Fields panel using the drag-and-drop handle .
To delete a field, follow these steps:
No data is actually removed from the library when a field in disabled or deleted, so should a field be re-enabled, any data entered into the field will be restored.
For further details, please refer to Customise Metadata Page.