Editing metadata
This topic describes how to use the metadata editor.
Using the editor toolbar
The top toolbar provides the most important functionality available to the editor:
From left to right:
- Set metadata categories
- Set metadata group
- Advanced features (e.g. versioning)
Validate
to run metadata validationCancel
to cancel all changes made since the beginning of the editing sessionSave & Close
to save and close the editorSave
to save the metadata or the template. The dropdown also allows to set if the edits are minor or not (i.e. 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
Navigating the form
To describe the resource, an editor can use the form, which provides different views. By default, the editor provides:
- a
Default
view displaying all fields from the metadata - an
Advanced
view based on the metadata standard and providing access to all descriptors from the metadata standard in use - 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 in 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
Todo
Add details about add/remove/directory controls
Todo
Add details about directory / thesaurus
Depending on the view configuration (see Customizing editor), editors can reorder elements using up and down controls.