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Metadata profiles

A metadata profile lets you apply default metadata to assets within a folder. Create a metadata profile and apply it to a folder. Any asset that you subsequently upload to the folder inherits the default metadata that you configured in the metadata profile.

Add a metadata profile

  1. Navigate to Tools > Assets > Metadata Profiles and click Create .
  2. Enter a title for the Metadata Profile, for example Sample Metadata, and click Create . The Edit Form for the metadata profile is displayed.
  3. Click a component and configure its properties in the Settings tab. For example, click the Description component and edit its properties.
    Edit the following properties for the Description component:
    • Field Label : The display name of the metadata property. It is only for the user reference.
    • Map to Property : The value of this property provides the relative path/name to the asset node where it is saved in the repository. The value should always start with ./ because it indicates that the path is under the asset's node.
    The value you specify for Map to property is stored as a property under the asset's metadata node. For example, if you specify . /jcr:content/metadata/dc:desc as the name of Map to property , Assets stores the value dc:desc at the asset's metadata node.
    • Default Value : Use this property to add a default value for the metadata component. For example, if you specify "My description" then this value is assigned to the property dc:desc at the asset's metadata node.
    Adding a default value to a new metadata property (which doesn't exist already at the . /jcr:content/metadata node) does not display the property and its value on the asset's Properties page by default. To view the new property on the assets' Properties page, modify the corresponding schema form.
  4. (Optional) Add more components to the Edit Form from the Build Form tab, and configure their properties in the Settings tab. The following properties are available from the Build Form tab:
Component
Properties
Section Header
Field Label,
Description
Single Line Text
Field Label,
Map to property,
Default Value
Multi Value Text
Field Label,
Map to property,
Default Value
Number
Field Label,
Map to property,
Default Value
Date
Field Label,
Map to property,
Default Value
Standard Tags
Field Label,
Map to property,
Default Value,
Description
  1. Click Done . The Metadata Profile is added to the list of profiles in the Metadata Profiles page.

Copy a metadata profile

  1. From the Metadata Profiles page, select a metadata profile to make a copy of it.
  2. Click Copy from the toolbar.
  3. In the Copy Metadata Profile dialog, enter a title for the new copy of the Metadata Profile.
  4. Click Copy . The copy of the Metadata Profile appears in the list of profiles in the Metadata Profiles page.

Delete a metadata profile

  1. From the Metadata Profiles page, select a profile to delete.
  2. Ta #Delete Metadata Profiles in the toolbar.
  3. In the dialog, click Delete to confirm the delete operation. The metadata profile is deleted from the list.

Apply a metadata profile to folders

When you assign a metadata profile to a folder, any subfolders automatically inherit the profile from its parent folder. This means that you can assign only one metadata profile to a folder. As such, consider carefully the folder structure of where you upload, store, use, and archive assets.
If you assigned a different metadata profile to a folder, the new profile overrides the previous profile. The previously existing folder assets remain unchanged. The new profile is applied on the assets that are added to the folder later.
Folders that have a profile assigned to it are indicated in the user interface by the name of the profile appearing in the card name.
You can apply metadata profiles to specific folders or globally to all assets.
You can reprocess assets in a folder that already has an existing metadata profile that you later changed. See Reprocessing assets in a folder after you have edited its processing profile .

Apply metadata profiles to specific folders

You can apply a metadata profile to a folder from within the Tools menu or if you are in the folder, from Properties . This section describes how to apply metadata profiles to folders both ways.
Folders that have a profile already assigned to it are indicated by the display of the profile's name directly below the folder name.
You can reprocess assets in a folder that already has an existing video profile that you later changed. See Reprocessing assets in a folder after you have edited its processing profile .

Apply metadata profiles to folders from Profiles user interface

Follow the steps to apply metadata profile:
  1. Click the Experience Manager logo and navigate to Tools > Assets > Metadata Profiles .
  2. Select the metadata profile that you want to apply to a folder or multiple folders.
  3. Click Apply Metadata Profile to Folder(s) and select the folder or multiple folders you want use to receive the newly uploaded assets and click Done . Folders that have a profile already assigned to it are indicated by the display of the profile's name directly below the folder name.

Apply metadata profiles to folders from Properties

  1. In the left rail, click Assets then navigate to the folder that you want to apply a metadata profile to.
  2. On the folder, click the check mark to select it and then click Properties .
  3. Select the Metadata Profiles tab and select the profile from the drop-down menu and click Save .
    Folders that have a profile already assigned to it are indicated by the display of the profile's name directly below the folder name.

Apply a metadata profile globally

In addition to applying a profile to a folder, you can also apply one globally so that any content uploaded into Experience Manager assets in any folder has the selected profile applied.
You can reprocess assets in a folder that already has an existing metadata profile that you later changed. See Reprocessing assets in a folder after you have edited its processing profile .
To apply a metadata profile globally, follow these steps:
  • Navigate to https://[aem_server]:[port]/mnt/overlay/dam/gui/content/assets/foldersharewizard.html/content/dam and apply the appropriate profile and click Save .
  • In CRXDE Lite, navigate to the following node: /content/dam/jcr:content . Add the property metadataProfile:/etc/dam/metadata/dynamicmedia/<name of metadata profile> and click Save All .

Remove a metadata profile from folders

When you remove a metadata profile from a folder, any subfolders automatically inherit the removal of the profile from its parent folder. However, any processing of files that has occurred within the folders remains intact.
You can remove a metadata profile from a folder from within the Tools menu or if you are in the folder, from the Properties . This section describes how to remove metadata profiles from folders both ways.

Remove metadata profiles from folders via Profiles user interface

  1. Click the Experience Manager logo and navigate to Tools > Assets > Metadata Profiles .
  2. Select the metadata profile that you want to remove from a folder or multiple folders.
  3. Click Remove Metadata Profile from Folder(s) and select the folder or multiple folders you want use to remove a profile from and click Done .
    You can confirm that the metadata profile is no longer applied to a folder because the name no longer appears below the folder name.

Remove metadata profiles from folders via Properties

  1. Click the Experience Manager logo and navigate Assets and then to the folder that you want to remove an metadata profile from.
  2. On the folder, click the check mark to select it and then click Properties .
  3. Select the Metadata Profiles tab and select None from the drop-down menu and click Save . Folders that have a profile already assigned to it are indicated by the display of the profile's name directly below the folder name.

Limitations and best practices

  • You may have pre-existing metadata profiles existing since before upgrading to Experience Manager 6.5. After upgrade, if you apply such a profile in folder Properties in Metadata Profiles tab, the metadata form fields do not display. However, if you apply a newly created metadata profile, the form fields are displayed but unavailable as expected. There is no loss of functionality but if you want to see the (unavailable) form fields then edit and save the existing metadata profiles.