Adding a manual metadata

1. Adding a metadata

How do I add metadata? Here are several examples of metadata types. This can help guide you when adding yourself. These are indicative and are complementary to the article "Create a custom schema". So these are metadata related to a folder of type "Employee folder".

2. Example of adding manual metadata

1. In the navigation menu, click on "Administration";
2. Then go to "Metadata Schemas";
3. On this page, consult the types of schemas of the files;
4. At the end of the type of schema of your choice, click on "Metadata";
5. To add metadata, click "Add".

2.1 Boolean manual metadata

A "Boolean" metadata allows you to support the choice between a "True" or "False" value.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for "data entry type";
3. In the metadata "Type" choose the option "Boolean";
4. Fill out the rest of the questionnaire and "Save";
5. The metadata is now available in the "Employee File" creation form.

2.2 Manual "Text" metadata

A "Text" metadata supports an unlimited sequence of alphanumeric characters. For example, the "Description" metadata is a "Text" metadata.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for "Data entry type";
3. In the "Type" metadata choose the "Text" option;
4. You can now choose an "Entry Type", the choices are :
5. Fill out the rest of the questionnaire and "Save";
6. The metadata is now available in the "Employee File" creation form.

Entry type	Description	Example
Text box	Allows entering values with minimalist formatting.
Rich text box	Allows entering values with advanced text formatting options.

2.3 Manual metadata of type "Content" (Photo)

A metadata of type "Content" allows you to create metadata supporting the import of a file. For example, the "File" metadata of the document.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for "Data entry type";
3. In the "Type" metadata, choose the "Content" option;
4. You can now choose an "Entry Type", the choices are :
5. Fill out the rest of the questionnaire and "Save";
6. The metadata is now available in the "Employee File" creation form.

Entry Type	Description	Examples
Content	Allows you to create a field for importing a file.
Borrow/Return Content	Allows you to create a field for importing a file, as well as an interface to version it.

2.4 Manual "Date" metadata

A metadata of type "Date" allows you to create metadata supporting the manual entry of date or attend using a calendar. For example, the "Opening Date" is metadata for "Date".

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for "Data entry type";
3. In the "Type" metadata, choose the "Date" option;
4. Fill out the rest of the questionnaire and "Save";
5. The metadata is now available in the "Employee File" creation form.

2.5 Manual metadata of the "Date & Time" type (end of use)

A "Date & Time" metadata can support the manual entry of a date and time or attend using a calendar.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for "Data entry type";
3. In the "Type" metadata, choose the "Date & Time" option;
4. Fill out the rest of the questionnaire and "Save";
5. The metadata is now available in the "Employee File" creation form.

2.6 Manual metadata of type "Reference"

A metadata of type "Reference" allows to feed to a list of vocabulary controlled in the domain of value.

First, create your list in the value areas:

1. Go to "Administration" then "Value domains";
2. In the "Custom" tab, "Add" a list;
3. Give a title to your list and then "Save";
4. Consult your new list;
5. On the page, click "Add" and fill out the add record form;
6. "Save". The record metadata card appears. You can return to the recording list and repeat for all your recordings.

Now that your value domain is created, now go back, create the metadata.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for the "Data entry type";
3. In the "Type" metadata, choose the "Reference" option;
4. You can now choose an "Entry Type", the choices are:
5. In the "Object Type" metadata, choose your value domain list, create earlier;
6. Fill out the rest of the questionnaire and "Register";
7. The metadata is now available in the "Employee File" creation form.

Entry Type	Description	Examples
Lookup	Allows you to create a control that allows you to view controlled vocabulary values in a highlight window.
Drop-down menu	Allows you to create a field that allows you to view controlled vocabulary values in a drop-down menu.
Radio button	Allows you to create a field that allows you to view controlled vocabulary values as a button.
Check box	Allows you to create a field that allows you to view controlled vocabulary values as a check box. Available only when the "Multivalue" metadata is checked.

2.7 Manual string metadata

A "String" metadata supports a limited sequence of characters. The "Title" metadata is a "String" metadata.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for the "Data entry type";
3. In the "Type" metadata, choose the "Character string" option;
4. You can now choose an "Entry Type", the choices are:
5. You then have the option to add an input mask. By doing so, you control the entry of the value in the metadata.
6. In this form, it is also possible to indicate that the metadata is "unique". So the value cannot be repeated.
7. Fill out the rest of the questionnaire and "Register";
8. The metadata is now available in the "Employee File" creation form.

Entry type	Description	Example
Basic fields	Allows you to create a field where you can enter an alphanumeric value, without supporting cart returns.
URL	Allows you to create a field where the value entered will refer to a URL.
Password	this field has no use for Constellio users, only for advanced development operations.

2.8 Manual metadata of type "Number"

A metadata of type "Number" allows to support only the entry of a numeric value.

1. In the creation form, enter a code and a French label for your metadata;
2. Subsequently, choose the "Manual" option for the "Data entry type";
3. In the "Type" metadata, choose the "Number" option;
4. The metadata 'Unit of Measurement' is now available.
5. Fill out the rest of the questionnaire and "Register";
6. The metadata is now available in the "Employee File" creation form.