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Metadata profiles metadata-profiles

Last update: Mon Dec 04 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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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.

An important concept regarding the use of profiles in Experience Manager Assets is that they are assigned to folders. Within a profile are settings in the form of metadata profiles, along with video profiles or image profiles. These settings process the contents of a folder along with any of its subfolders. Therefore, how you name files and folders, how you arrange subfolders, and how you handle the files within these folders has a significant impact on how those assets are processed by a profile.
By using consistent and appropriate file and folder naming strategies, and good metadata practice, you make the most of your digital asset collection, and ensure that the right files are processed by the right profile.

Add a metadata profile adding-a-metadata-profile

  1. Navigate to Tools > Assets > Metadata Profiles, and then click Create.

  2. Enter a title for the Metadata Profile, for example, Sample Metadata, and select Submit. 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, Adobe Experience Manager 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.

      note note
      NOTE
      Adding a default value to a new metadata property (which does not exist at /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 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 copying-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 deleting-a-metadata-profile

  1. From the Metadata Profiles page, select a profile to delete.
  2. Click 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 applying-a-metadata-profile-to-folders

When you assign a metadata profile to a folder, any subfolders automatically inherit the profile from its parent folder. The inheritance stops when a different profile is applied to a subfolder. You can assign only one metadata profile to a folder. Hence, carefully consider the folder structure 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 after the change. You can apply metadata profiles to specific folders or globally to all assets.

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 reprocess assets in a folder that already has an existing metadata profile that you later changed.

Apply metadata profiles to specific folders applying-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.

Apply metadata profiles to folders from Profiles user interface applying-metadata-profiles-to-folders-from-profiles-user-interface

  1. 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 Folders 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 applying-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, select the check mark to select it and then select 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 applying-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.

To apply a metadata profile globally, do one of the following

  • Navigate to https://[aem_server]/mnt/overlay/dam/gui/content/assets/v2/foldersharewizard.html/content/dam and apply the appropriate profile and click Save.

  • Navigate to CRXDE Lite to the following node: /content/dam/jcr:content. Add the property metadataProfile:/etc/dam/metadata/dynamicmedia/<name of metadata profile>. Click Save All.

Removing a metadata profile from folders removing-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.

Removing metadata profiles from folders via Profiles user interface removing-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 Folders 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.

Removing metadata profiles from folders via Properties removing-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.

See also

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