Metadata Management


Find out how you can use Metadata to categorize and link content and data. We’ll look at how Internal Comms and CentricMinds Drive make use of metadata.

Video Transcript

In this training video we’re going to take a look at Metadata Management within CentricMinds.

Metadata put simply is data describing other data.

In CentricMinds, metadata is used in a variety of ways to tag and associate content and data.

For example, Internal Comms can be associated with these metadata categories displayed on the left.

You can also modify and add to this existing collection.

CentricMinds Drive contains folders listed here on the left.

These are metadata categories that you can modify, remove and add to for publishing and storing files within.

Let’s enter edit mode.

And navigate to Metadata.

The Metadata Management environment contains four panels.

Metaplates is short for Metadata Template.

The Metaplates panel is used to create and manage collections of metadata.

If we select the User Metadata and click on Modify, we can see that this metaplate is only available for use with Users, and below we can see the type of metadata that is used to define the User.

Their Department, Key Contact, Position, Expertise and finally Location.

The Elements panel which is where individual fields are created and managed.

Let’s select the Location Element and we can see that the Element enforces a Text only value.

If we look at the Department Element, we can see that this Element enforces a Multi-select list Type.

The Schemes panel is where you define the type of data that a metadata element is intending to collect and store.

For example, a scheme might define how an Element captures an Email Address.

We can see here that only Text is allowed for the Email Address, and Validation is an optional field where you can enter a regular expression to ensure the Email Address follows the correct structure

The Thesaurus panel is where you create collections of data. For example, let’s look at the Countries Thesaurus. You can see here it contains a collection of all the countries in the world.

Another example is Department, which might contain all of the Departments within your organization.

If we look at the Expertise Thesaurus, we can see it contains these values of Expertise.

In this example, let’s view the site and look at Chloe’s profile.

Scrolling down to ‘Basic Info’ and click on ‘Edit’, we can see this Thesaurus allows the user to associate the types of Expertise to their public profile.