Table of Contents
User Guide
Metadata
Metadata Overview
Metadata are tags you apply to your files to classify them. These custom metadata tags must be manually created and assigned to your files, but once they’ve been created and assigned, you can use them in powerful ways to find and analyze content in your repository.
Taxonomy Metadata
Taxonomy Metadata is built by creating a taxonomy structure and linking it to a metadata category. Because Taxonomy Metadata uses a taxonomy of terms, the metadata tags available are restricted to those defined in the taxonomy structure.
Label Metadata
Label Metadata is extremely free-form, meaning you create metadata tags on the fly. The metadata tags available for Label Metadata are not restricted. So you can create new metadata tags or select metadata others have created.
Deleting a Metadata Category
Delete a metadata category in easyDITA that you no longer need.
Metadata Overview

Metadata are tags you apply to your files to classify them. These custom metadata tags must be manually created and assigned to your files, but once they’ve been created and assigned, you can use them in powerful ways to find and analyze content in your repository.
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There are two types of metadata: Taxonomy Metadata and Label Metadata. Both types of metadata are used the same way, though they differ in the ability to create new metadata tags on the fly. For more information, see Taxonomy Metadata and Label Metadata.
Let’s look at an example. Here are some example metadata tags:
  • Complexity
    • Beginner

    • Intermediate

    • Advanced

  • Inteface
    • Dashboard

    • Authoring

Based on this example metadata, the Using the Dashboard and Using the Authoring Interface as a Power User topics would be assigned these metadata tags:
Note:You must be an Administrator to create Metadata or Collections, but anyone can assign metadata to files or sort files into collections.
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Metadata Interfaces

To configure your metadata, use the Administration interface in the Dashboard :
To apply metadata to topics, use the Properties Tab:
To use your metadata to filter search results and find content, use the Filters Tab:
Taxonomy Metadata

Taxonomy Metadata is built by creating a taxonomy structure and linking it to a metadata category. Because Taxonomy Metadata uses a taxonomy of terms, the metadata tags available are restricted to those defined in the taxonomy structure.
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Taxonomy Metadata can’t be modified or added on the fly. To modify or add metadata tags in Taxonomy Metadata, you must modify the taxonomy structure that it’s built on. This type of metadata ensures that all metadata tags used in your organization align with a predetermined classification structure, which is your taxonomy of terms.
To get started, you need to create a taxonomy. For more information, see Creating Taxonomy.
Note:You must be an Administrator to create Metadata or Collections, but anyone can assign metadata to files or sort files into collections.
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Metadata Categories for Taxonomy Metadata

To use your taxonomy as metadata, you need to connect it to a metadata category. Think of this as a grouping for your taxonomy structures. A metadata category contains fields, with each field connected to one taxonomy structure.
For example, we have three custom taxonomy structures that we use in a metadata category for our product, so we create three category fields:
These Taxonomy Metadata tags are available to apply to topics in the Properties Tab:
These Taxonomy Metadata tags can be used to filter content in the Filters Tab:
Label Metadata

Label Metadata is extremely free-form, meaning you create metadata tags on the fly. The metadata tags available for Label Metadata are not restricted. So you can create new metadata tags or select metadata others have created.
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To get started, you need to create a metadata category for the Label Metadata. For more information, see .Creating a Metadata Category for Label Metadata
Note:You must be an Administrator to create Metadata or Collections, but anyone can assign metadata to files or sort files into collections.
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Metadata Categories for Label Metadata

To use your labels as metadata, you need to connect it to a metadata category. When creating Label Metadata, you can create various category fields to link the label metadata tags to.
For example, we have two custom label fields that we use in a metadata category.
These Label Metadata tags are available to apply to topics in the Properties Tab:
These Label Metadata tags can be used to filter content in the Filters Tab:
Deleting a Metadata Category

Delete a metadata category in easyDITA that you no longer need.
Note:You must be an Administrator to access the Administration interface.

  1. In the Dashboard interface, click Metadata .

    Expected Result
    The Metadata interface displays.

  2. Click Delete next to the metadata category you no longer need.

    Expected Result
    The Delete category window displays.
  3. Click DELETE .
result

The metadata category is deleted.