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Blackboard Help

Creating Metadata Templates

Librarians can create custom metadata templates that can be applied to any folder and its contents. Once a template is made available to the folder they are then available to all the content items within that folder. These templates can contain any number of pre-existing metadata attribute fields, as well as new attributes and fields.

To learn more about attributes, see Managing Metadata Attributes.

How to Create a Template

  1. Click the Metadata Templates link from the Tools menu.
  2. Click Create Template.
  3. Enter text that appears at the top of the template in the Page header field. This is a required field.
  4. Enter the name of the template in the Form Name field. This is a required field.
  5. Enter a description of the template in the Description field.
  6. Click Submit. The Form Design page appears.

After the template has been added, the next step is designing how the template appears. Page instructions, headers and individual fields are added to complete the template.

Functions

Template Elements
Function Description
Add Choose a design element from the Add drop-down list:
  • Instructions. These instructions appear at the top of the page when creating a metadata template.
  • Step Header. A graphical break in a template, which is used for logical grouping of data entry fields.
  • Field. An individual data field.
Delete Select design elements and click Delete to delete them from the template.
Preview Click to preview the template in progress. The metadata template is displayed in a new window.
Page Instructions Click Edit to change the page instructions.
Step header: Details Click Edit to change the step header text.

How to Edit Metadata Templates

Librarians can create, remove and customize the fields that are used on metadata templates. These fields can be completely new or added from a list of preexisting attributes. Existing attributes may be added to metadata templates or the Librarian may create new attributes. New attributes are added to the Manage Attributes page and may be reused on other metadata templates.

Metadata Template Tasks
Function Description
Edit Edit the Name and Description of this template.
Form Design Edit the fields, labels, and organization of this form.
Availability Edit the availability of this template.

How to Edit Metadata Template Properties

The metadata template properties act as metadata for the templates themselves. These properties allow users to access templates, assist in batch operations, and provide description data to the template builder.

How to Edit Metadata Template Availability

Librarians and other users can control the usage of metadata templates by making them available to a select group of content management users. Content Collection items can be grouped in a specific folder and assigned to a specific course. This content can also be shared across a department or an entire institution.

  1. Click Metadata Templates on the Tools menu.
  2. Select one of the following options from the contextual menu for the template:
    1. Click Metadata Templates from the Tools menu.
    2. Select Edit from the contextual menu for the appropriate template.
    3. Edit the Page Header (required field), Form Name (required field), and Description fields.
    4. Click Submit.
    1. Click Metadata Templates from the Tools menu.
    2. Select Availability from the contextual menu for the template to be edited.
    3. Choose Yes to make the template available throughout the entire system.
    4. Choose All Folders or Selected Folders and All Subfolders to control the availability of the template at the directory level.
    5. Click Browse to select the folders and subfolders if Selected Folders and All Subfolders is selected.
    6. Click Add Metadata Form to Add Item page to display the metadata form on the Add Item and Add Folder pages.
    7. Click Submit.

      The Directory Availability options control the availability of the template at the directory level.

      • The All Directories option makes the template widely available.
      • The Selected Directories and Selected Directories and Sub-Directories options allow the template to be made available to specific directories and sub-directories. Use the Browse function to select these directories and/or sub-directories.

How to Edit Metadata Template Forms

  1. Click Metadata Templates from the Tools menu.
  2. Select Form Design from the contextual menu for the template to be edited.
  3. Click Edit for the appropriate form element.

The following changes can be made:

Metadata Form Design Tasks
To Do
Add instructions to the existing metadata template Select Instructions from the Add drop-down list.
Add a step header to the existing metadata template Select Step Header from the Add drop-down list.
Add individual fields to the existing metadata template Select Field from the Add drop-down list.
Delete individual fields from the existing metadata template Click the check boxes next to the fields and click Delete.
Preview the existing metadata template Click Preview. The metadata template appears in a separate window.

How Metadata Template Elements Are Arranged

Metadata Template Form Element Arrangement
Form Elements Description
Instructions The instructions appear at the top of the metadata template page.
Step Header The step header is a graphical break in a metadata template, which is used for logical grouping of data entry fields.
Individual Fields The fields that make up the metadata template. These fields can be newly created for the template or they can be imported from a list of Attributes already created and in use on the system.

Fields

Each element has its own page that contains fields that can be edited. The fields are described as follows:

Metadata Template Form Settings
Field Required? Description
Edit Page Instructions
Instructions No Enter the instructions that appear at the top of the metadata template page.

Leave the field blank to have no instructions.

Consider using step instructions or field-level help text for instructions that only apply to portions of this metadata template.

Edit Step Header
Step Header Yes Enter text that is displayed in the step header. The step header is a graphical break in a metadata template, which is used for logical grouping of data entry fields.
Edit Field
Attribute Name N/A This is the name of the attribute.
Field Label Yes Enter the name of the field that is displayed on the metadata template page.
Field Style Yes Choose from the following selection attribute styles:
  • Drop-down produces a drop-down list of values from which only a single choice can be made.
  • List Menu produces a static list of values from which one or more choices can be made.
  • Radio Buttons produces a series of buttons from which only a single choice can be made.
  • Text area produces a text field.
  • Text Editor produces a Text Editor where text can be entered and formatted.
Rule Options No Choose how the user interacts with this field:
  • Read/Write allows users of this metadata template to enter and edit the value of this field.
  • Read-Only does not permit users to enter data into this field.
  • Use the Required check box to make this field required.
Help Text No Enter the user assistance text that appears under this field.
Selection Attribute Options
Add Option No Click Add Option to further define the Selection Attributes. Click Submit when finished.
Label Yes Enter a name for one of the options for this field.
Value Yes Enter the default value for this option.
System Availability No Click Yes to make the option available.