Metadata Templates

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Metadata Templates

Metadata Templates can be used to apply a set of metadata values to a group of assets upon upload or as a batch edit. This set of metadata can include specific values for active fields as well as keywords.

This article covers the following topics:

 

Create a metadata template:

  • Log into Webdam, click  and select Metadata Schema.
  • Click Metadata Templates in the left-hand navigation.
  • Click in the actions toolbar.
  • Click Save.

 

Apply a metadata template to a folder:

When a metadata template is applied to a folder, any assets uploaded into that folder will automatically adopt the metadata from the template. However, the metadata template will not be applied to the assets already residing in or moved to the folder.

 

There are two ways to apply metadata templates to a folder:

Option 1:

  • Log into Webdam, click  and select Metadata Schema.
  • Click Metadata Templates in the left-hand navigation.
  • Click the number under the Number of folders applied column. You can also click  and choose Select folders
  • Click the box next to the folder(s) you want the metadata template applied to.
  • To apply the metadata template to nested folders, switch the Apply to Nested toggle for the parent folder to Yes

(Note: The toggle will always default to No. The toggle can be updated when changing the metadata templates for a specific folder.)

  • Click Save

Option 2:

  • Log into Webdam.

  • Click next to the appropriate folder in the folder tree and select Edit.
  • Click Advanced options.
  • At the bottom of this window, choose a template from the Apply metadata template dropdown. You can also choose to Apply settings to all nested folders with the checkbox.

  • Click Save.

 

Apply a metadata template to an asset(s):

Admins and contributors can apply a metadata template to assets.

  • Log into Webdam.

  • Select the asset you want to edit.
  • Click in the actions toolbar.
  • Select a metadata template in the dropdown menu.

  • You can then make changes to the values as needed.

  • If the metadata should apply to all assets in the set, check the box Apply to all.

  • Set the Append/replace toggle:
    • Append: Add the new metadata to any pre-existing metadata.
    • Replace: Overwrite any pre-existing metadata.


The toggle for freeform and multi-select metadata fields will always default to Append. The toggle for picklist metadata fields will always default to Replace and cannot be updated.

  • Click Save.

 

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