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Editing metadata

This topic describes how to use the metadata editor.

Using the editor toolbar

The top tool bar provides the main editor actions:

From left to right:

  • Set metadata categories
  • Set metadata group
  • Advanced features (eg. versioning)
  • Validate to run metadata validation
  • Cancel to cancel all changes made since the beginning of the editing session
  • Save & Close to save and close the editor
  • Save to save the metadata or the template. The drowdown also allows to set if the edits are minor or not (ie. the change date of the metadata will not be updated if case of minor edits).
  • Change view mode for the editor form, enable tooltips or switch to advanced editor mode

To describe the resource, an editor can use the form, which provides different views. By default the editor provides:

  • a simple view displaying all fields from the metadata
  • a full view based on the metadata standard and providing access to all descriptors from the standards
  • an XML view displaying the record as an XML document

To switch from one view to another, use the following menu:

Once the view is selected, the editor can browse the list of fields to populate. He can also use the scroll-spy on the lower right corner to quickly access a section.

The scroll-spy highlights the visible sections, helps user to return to the top of the form and can be minimized if needed.

Populating fields


Add details about add/remove/directory controls


Add details about directory / thesaurus

Depending on the view configuration (see Customizing editor), editors can reorder elements using up and down controls.