Label Metadata

Label metadata values are independent from taxonomy categories. Label metadata is great for values you cannot categorize or for third-party use. Administrators create the categories and label names. Users can enter any value when assigning label metadata to files in the Content Library. Heretto CCMS reccomends label values in use. At Heretto, we use label metadata for new, undefined categories.

To use label metadata, you need to create a metadata category in the Metadata interface.

label configuration — Figure 1. Label Metadata Configuration

You can apply configured label metadata to DITA and non-DITA files in the Content Library.

Figure 2. Label Metadata Assignment.
You assign metadata in the Overview tab by entering any value.

You can filter items marked with label metadata in the Content Library.

label metadata filtering — Figure 3. Filtering Content with Label Metadata.
You filter items marked with label metadata by using the Search pane.

Keep the following guidelines in mind when using label metadata:

We recommend using label metadata if your organization does not have composed taxonomies, or if the existing taxonomies quickly evolve.
Incorporate frequently used label metadata items into taxonomies.
Third-party systems can use label metadata to integrate with Heretto CCMS.

Create a Metadata Category for Label Metadata

Administrators can create a metadata category to contain your label metadata tags.

In the Main Menu in the top-left corner, click Metadata.
In the Category Name field, enter a name for the metadata category.

If you have a number of metadata categories already present, scroll down to see the Category Name field.

The metadata category is a grouping for your taxonomies and metadata. You can add one or more taxonomies and metadata within a metadata category. The way you set up your metadata categories in the Metadata interface is also how other users see it in the CCMS.
Click Add Category.

A metadata category section is added.
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 Label.
To use the metadata for search filtering in the Content Library, check Search facet.
To enable the metadata so you can use it for search filtering and add it to files, check Enabled.
Click Add Field and then Save Changes.

You're ready to create metadata tags as needed for this category. For more information, see Create and Assign Label Metadata Tags.

Create and Assign Label Metadata Tags

Assign existing label metadata tags to a file or create new labels.

You must first have a metadata category configured for the label metadata. For more information, see Create a Metadata Category for Label Metadata.

Note:

Ensure metadata values exist and that Search facet and Enabled are selected for the metadata. Individual metadata categories may be excluded from selected content types through metadata configuration. Ensure that the value you want to set is included for the intended content type. You can configure your metadata in the Metadata interface of the Dashboard.

In the Content Library, click a file.
Do one of the following:
- To create a new label, in the Add Labels field, type a new label and press Enter.
- To use an existing tag, in the Add Labels field, select an existing label.
Close the Resource Drawer to save the changes.

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Heretto Help

Label Metadata

Create a Metadata Category for Label Metadata

Create and Assign Label Metadata Tags

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