Create a Metadata Category for Taxonomy Metadata

Administrators can create Taxonomy Metadata by linking your taxonomy terms to a metadata category. This is how your taxonomy of terms become metadata tags that can be assigned to files.

You must first have taxonomy configured. For more information, see Create a Taxonomy.

  1. In the Main Menu in the top-left corner, click Metadata.
  2. In the Category Name field, enter a name for the category. The metadata category is a grouping for the Taxonomy Metadata.
    Tip: Scroll to the bottom of the list if necessary to add a metadata category.
    adding metadata category
  3. Click Add Category.

    A metadata category section is added.

    new metadata category section
  4. Complete the following fields:
    1. In the Labels field, enter a label. This is a label for the metadata category. It displays when applying or filtering metadata.
    2. In the Type drop-down menu, select Taxonomy.
    3. In the Values field, select a taxonomy structure. These are the taxonomy terms you want to connect to your metadata category.
  5. To enable users to select multiple values, check Allow Multiple Selection.
  6. To use the metadata for search filtering in the content library, check Search facet.
  7. To enable the metadata so you can use use it for search filtering and apply it to files, check Enabled.
  8. To exclude this metadata field from some content types, choose those types in the Exclude from Content Type field.
  9. Click Add Field and then Save Changes.

You're ready to apply your taxonomy metadata to your files. For more information, see Assign Taxonomy Metadata to Files.