Table of Contents
User Guide
Metadata and Taxonomy
Metadata and Taxonomy Overview
Assigning metadata to files is a method of classifying content that uses custom taxonomy.
Configuring Taxonomy
Use the Taxonomy section of the Dashboard to configure taxonomy and create taxonomy terms. You'll use this custom taxonomy to configure your metadata.
Configuring Metadata
Use the Metadata section of the Dashboard to configure user-defined metadata.
Assigning Metadata to Files
Use the Properties Tab in the Resource Viewer to assign metadata to files.
Deleting Taxonomy
Delete taxonomy structures that you no longer need.
Deleting Metadata
Delete metadata in easyDITA that you no longer need.
Metadata and Taxonomy Overview

Assigning metadata to files is a method of classifying content that uses custom taxonomy.
Think of metadata as a label or tag you can assign to files to classify them. Metadata is structured using taxonomy. So, before you can assign metadata to your files, you’ll need to create a custom taxonomy for your content. For more information, see Configuring Taxonomy.
You can configure your metadata and taxonomy in the Administration interface of the Dashboard:
Note:You must have an administrator account to access the Administration interface.
Configuring Taxonomy

Use the Taxonomy section of the Dashboard to configure taxonomy and create taxonomy terms. You’ll use this custom taxonomy to configure your metadata.
You’re in the Dashboard interface and want to configure taxonomy.

Note:You must have an administrator account to access the Administration interface.
  1. Click Taxonomy.

    Expected Result
    The Taxonomy interface displays.
  2. Click New Taxonomy.

    Expected Result
    The New Taxonomy window displays.
  3. Enter a Label and Name.
  4. Click Save.

    Expected Result
    A taxonomy is created.
  5. Select the taxonomy.

    Expected Result
    The Edit Taxonomy screen displays.
  6. Click Unnamed 1 to modify the taxonomy term.

    Expected Result
    The Label and Name fields for Unnamed 1 display.
  7. Enter a new Label and Name for the taxonomy term.
  8. Click Save.
  9. To create more taxonomy terms, do any of the following:

    1. To insert a new taxonomy term below the selected term, click Create Term Below.
    2. To insert a child term below the selected term, click Create Narrower Term.
    Expected Result
    A new term is created and named “Unnamed 2”.
  10. Enter a Label and Name for the taxonomy term.
  11. Click Save.
  12. Create additional taxonomy terms.
  13. Click Save all changes.
A taxonomy and its terms are created. You’re ready to start Configuring Metadata.
Configuring Metadata

Use the Metadata section of the Dashboard to configure user-defined metadata.
You have taxonomy configured. To learn more, see Configuring Taxonomy.
You’re in the Dashboard interface and want to configure metadata.

Note:You must have an administrator account to access the Administration interface.
  1. Click Metadata.

    Expected Result
    The Metadata interface displays.
  2. In the Category Name field, enter a name for the category.

    Step Information
  3. Click Add Category.

    Expected Result
    A Category section is added.
  4. Complete the following fields:

    1. Enter a Label.
    2. Enter a Name.
    3. Select a Type.
    4. Select a Value.
  5. (Optional) To enable search filtering using metadata, check Search facet. Filters TabContent Manager
  6. (Optional) To enable the metadata so you can assign it to files, check Enabled. Properties TabResource Viewer
  7. Click Save Changes.
A user-defined metadata value is configured.
Assigning Metadata to Files

Use the Properties Tab in the Resource Viewer to assign metadata to files.
Note:Ensure metadata values exist and are enabled in the Administration section of the Dashboard interface.
You’re in the Content Manager and want to assign metadata to a file.
  1. Right-click a file and select Properties.

    Expected Result
    The Properties Tab in the Resource Viewer displays.
  2. In the Set value field, select the metadata value.

    Step Information
  3. Click Save Changes.
You have assigned metadata to the file. You can view other files that have metadata assigned to them using the Filters tab in the Content Manager.
Deleting Taxonomy

Delete taxonomy structures that you no longer need.
You’re in the Dashboard interface and want to delete a taxonomy structure.

Note:You must have an administrator account to access the Administration interface.
  1. Click Taxonomy.

    Expected Result
    The Taxonomy interface displays.
  2. Click the X beside the taxonomy you want to delete.
The taxonomy strcuture is deleted.
Deleting Metadata

Delete metadata in easyDITA that you no longer need.
You’re in the Dashboard interface and want to delete a metadata term.

Note:You must have an administrator account to access the Administration interface.
  1. Click Metadata.

    Expected Result
    The Metadata interface displays.
  2. Click the more icon and select Remove.

    Step Information
The metadata term is deleted.