Metadata schemas

Organizations come up with a metadata model that enhances the asset discovery, usage, interoperability, and so on. Correct metadata application is sacrosanct to maintaining metadata-driven workflows and processes. To adhere to organization-wide metadata strategy and standards, you can use metadata schemas that help DAM users to align. Adobe Experience Manager allows easy and flexible methods to create, maintain, and apply metadata schemas.

In Adobe Experience Manager Assets, schemas contain specific fields for specific information to be filled in. It also contains layout information to display metadata fields in a user-friendly way. Metadata properties include title, description, MIME types, tags, and more. You can use the Metadata Schema Forms editor to modify the existing schemas or add custom metadata schemas.

To view and edit the properties page for an asset, follow these steps:

  1. Click the View Properties option from the quick actions on the asset tile in card view. Alternatively, select an asset and then click Properties view properties from the toolbar.

  2. You can edit the various editable metadata properties under the available tabs. However, you cannot modify the asset Type in the Basic tab of properties page.

    Basic tab of asset Properties, where asset type cannot be changed

Figure: Basic tab on asset Properties.

To modify the MIME type for an asset, use a custom metadata schema form or modify an existing form. See Edit Metadata Schema Forms for more information. If you modify the metadata schema of a MIME type, the properties page layout for the assets and all subtypes are modified. For example, modifying a jpeg schema under default/image only modifies the metadata layout (asset properties) for assets with MIME type image/jpeg. However, if you edit the default schema, your changes modify the metadata layout for all types of assets.

Metadata Schema forms

To view a list of forms or templates, in Experience Manager interface navigate to Tools > Assets > Metadata Schemas.

Experience Manager provides the following Metadata Schema Form templates.

Templates Description
default The base metadata schema form for assets.
The following child forms inherit the properties of the default form:
  • dm_video
Schema form for Dynamic Media videos.
  • image
Schema form for images with the MIME type such as image/jpeg and image/png.
The image form has the following child form templates:
  • jpeg: Schema form for assets with sub type jpeg.
  • tiff: Schema form for the assets with sub type TIFF.
  • application
Schema form for assets with MIME type such as application/pdf and application/zip.
pdf: Schema form for assets with sub type PDF.
  • video
Schema form for video assets with MIME type such as video/avi and video/mp4.
collection Schema form for collections.
contentfragment Schema form for content fragments.
forms This schema form relates to Adobe Experience Manager Forms.
ugc_contentfragment Schema form for user generated content pieces and assets integrated into Experience Manager from social media.
NOTE

To view the child forms of a schema form, click the schema form name.

Add a metadata schema form

To add a metadata schema form, follow these steps:

  1. To add a custom template to the list, click Create from the toolbar.

    NOTE

    A lock symbol is displayed with the unedited templates. If you customize a template, it is not locked lock closed.

  2. In the dialog, provide the title of the schema form and click Create to complete the form creation process.

Edit metadata schema forms

You can edit a newly added or existing metadata schema form. The metadata schema form includes tabs and form items within tabs. You can map/configure these form items to a field within a metadata node in the CRX repository. You can add tabs or form items to the metadata schema form. The tabs and form items derived from the parent are in the locked state. You cannot alter them at the child level.

  1. On the Metadata Schema Forms page, select a form and click Edit in the toolbar.

  2. On the Metadata Schema Form Editor page, customize the metadata form. Drag the needed components from the Build Form tab to one of the tabs.

    Metadata Schema Editor to customize asset Properties page

    Figure: A Metadata Schema Form Editor page with available tabs.

  3. To configure a component, select it and modify its properties in the Settings tab.

Components within the Build Form tab

The Build Form tab lists form items that you use in your schema form. The Settings tab provides the attributes of each item that you select in the Build Form tab. The following table lists the form items available in the Build Form tab:

Component Name Description
Section Header Add a section heading for a list of common components.
Single Line Text Add a single line text property. It is stored as a string.
Multi Value Text Add a multi value text property. It is stored as a string array.
Number Add a number component.
Date Add a date component.
Dropdown Add a drop-down list.
Standard Tags Add a tag.
Smart Tags Add to augment search capabilities by automatically adding metadata tags.
Hidden Field Add a hidden field. It is sent as a POST parameter when the asset is saved.
Asset Referenced By Add this component to view list of assets referenced by the asset.
Asset Referencing Add to display a list of assets that reference the asset.
Products References Add to show the list of products linked with the asset.
Asset Rating Add to display options for rating the asset.
Contextual Metadata Add to control the display of other metadata tabs in the properties page of assets.

Edit the metadata component

To edit the properties of a metadata component on the form, click the component to edit all or a subset of the following properties in the Settings tab.

Field Label: The name of the metadata property that is displayed on the properties page for the asset.

Map to Property: This property specifies the relative path to or name of the asset node where it is saved in the CRX repository. It starts with ./ to indicate that the path is under the asset’s node.

The following are the valid values for this property:

  • ./jcr:content/metadata/dc:title: Stores the value at the asset’s metadata node as the property dc:title.

  • ./jcr:created: Stores the creation date and time of an asset. It is a protected property. If you configure these properties, Adobe recommends that you mark them as Disable Edit.

To ensure that the component is displayed properly in the metadata schema form, the property path should not include any spaces.

  • Placeholder: Use this property to specify relevant placeholder text regarding the metadata property.
  • Required: Use this property to mark a metadata property as mandatory on the properties page.
  • Disable Edit: Use this property to disallow any edits to a property on the properties page.
  • Show Empty Field In Read Only: Mark this property to display a metadata property on the properties page even if it has no value. By default, when a metadata property has no value, it is not be listed on the properties page.
  • Show list ordered: Use this property to display an ordered list of choices.
  • Choices: Use this property to specify choices in a list.
  • Description : Use this property to add a short description for the metadata component.
  • Class: Object class the property is associated with.
  • Delete: Click Delete to delete a component from the schema form.
NOTE

The Hidden Field component does not include these attributes. Instead, it includes properties, such as attributes Name, Value, Field Label, and Description. The values for the Hidden Field component are sent as a POST parameter whenever the asset is saved. It is not be saved as metadata for the asset.

If you select the Required option, you can search for assets missing mandatory metadata. From the Filters panel, expand the Metadata Validation predicate and select the Invalid option. The search results display assets missing mandatory metadata that you configured through the schema form.

Option selected in Metadata Validation predicate of Filters panel

If you add the Contextual Metadata component to any tab of any schema form, the component appears as a list in the properties page of assets to which the particular schema is applied. The list includes all other tabs except the tab to which you applied the Contextual Metadata component. Currently, this feature provides basic functionality to control the display of metadata based on the context.

Contextual metadata component listing tabs of asset properties

To display any tab in the properties page in addition to the tab where the Contextual Metadata component is applied, select the tab from the list. The tab is added to the properties page.

The tab selected on contextual metadata list is displayed on asset properties page

Figure: Contextual metadata in asset properties page.

Specify properties in JSON file

Instead of specifying properties for the options in the Settings tab, you can define the options in a JSON file by specifying corresponding key-value pairs. Specify the path of the JSON file in the JSON Path field.

Add or delete a tab in the schema form

The schema editor lets you add or delete a tab. The default schema form includes the Basic, Advanced , IPTC, and IPTC Extension tabs.

Default tabs in Metadata Schema form

Click + to add a tab on a schema form. By default, the new tab has the name Unnamed-1. You can modify the name from the Settings tab. Click X to delete a tab.

Add or delete a tab using Metadata Schema Editor

Cascading metadata

When capturing the metadata information of an asset, users provide information in the various available fields. You can display specific metadata fields or field values that are dependent on the options selected in the other fields. Such conditional display of metadata is called cascading metadata. In other words, you can create a dependency between a particular metadata field/value and one or more fields and/or their values.

Use metadata schemas to define rules for displaying cascading metadata. For example, if your metadata schema includes an asset type field, you can define a pertinent set of fields to be displayed based on the type of asset a user selects.

CAUTION

Cascading metadata is not supported for Content Fragments.

Here are some use cases for which you can define cascading metadata:

  • Where user location is required, display relevant city names based on the user’s choice of country and state.
  • Load pertinent brand names in a list based on the user’s choice of product category.
  • Toggle the visibility of a particular field based on the value specified in another field. For example, display separate shipping address fields if the user wants the shipment delivered at a different address.
  • Designate a field as mandatory based on the value specified in another field.
  • Change options displayed for a particular field based on the value specified in another field.
  • Set the default metadata value in a particular field based on the value specified in another field.

Configure cascading metadata in Experience Manager

Consider a scenario where you want to display cascading metadata based on the type of asset that is selected. Some examples

  • For a video, display applicable fields such as format, codec, duration, and so on.
  • For a Word or PDF document, display fields, such as page count, author, and so on.

Irrespective of the asset type chosen, display the copyright information as a required field.

  1. In Experience Manager interface, go to Tools > Assets > Metadata Schemas.

  2. In the Schema Forms page, select a schema form and then click Edit from the toolbar to edit the schema.

    select_form

  3. (Optional) In the metadata schema editor, create a new field to conditionalize. Specify a name and property path in the Settings tab.

    To create a new tab, click + to add a tab and then add a metadata field.

    add_tab

  4. Add a Dropdown field for asset type. Specify a name and property path in the Settings tab. Add an optional description.

    asset_type_field

  5. Key-values pairs are the options provided to a form-user. You can provide the key-value pairs either manually or from a JSON file.

    • To specify the values manually, select Add Manually, and click Add Choice and specify the option text and value. For example, specify Video, PDF, Word, and Image asset types.

    • To fetch the values from a JSON file dynamically, select Add Through JSON Path and provide the path of the JSON file. Experience Manager fetches the key-value pairs in the real time when the form is presented to the user.

    Both options are mutually exclusive. You cannot import the options from a JSON file and edit manually.

    add_choice

    NOTE

    When you add a JSON file, the key-value pairs are not displayed in the metadata schema editor but are available in the published form.

    NOTE

    When adding choices, if you click the Dropdown field, the interface is distorted and delete option for the choices stops working. Do not click on the dropdown till you save the changes. If you face this issue, save the schema and open it again to continue editing.

  6. (Optional) Add the other required fields. For example, format, codec, and duration for the asset type video.

    Similarly, add dependent fields for other asset types. For example, add fields page count and author for document assets, such as PDF and Word files.

    video_dependent_fields

  7. To create a dependency between the asset type field and other fields, choose the dependent field and open the Rules tab.

    select_dependentfield

  8. Under Requirement, choose the Required, based on new rule option.

  9. Click Add Rule and choose the Asset Type field to create a dependency. Also choose the field value upon which to create the dependency. In this case, choose Video. Click Done to save the changes.

    define_rule

    NOTE

    Dropdown with manually predefined values can be used with rules. Dropdown menus with configured JSON path can’t be used with rules that use predefined values to apply conditions. If the values are loaded from JSON at runtime, it is not possible to apply a predefined rule.

  10. Under Visibility, choose the Visible, based on new rule option.

  11. Click Add Rule and choose the Asset Type field to create a dependency. Also choose the field value upon which to create the dependency. In this case, choose Video. Click Done to save the changes.

    define_visibilityrule

    NOTE

    Clicking on a whitespace (or any place other than the values) resets the values. If it happens, re-select the values.

    NOTE

    You can apply Requirement condition and Visibility condition independent of each other.

  12. Similarly, create a dependency between the value Video in the Asset Type field and other fields, such as Codec and Duration.

  13. Repeat the steps to create dependency between document assets (PDF and Word) in the Asset Type field and fields such as Page Count and Author.

  14. Click Save. Apply the metadata schema to a folder.

  15. Navigate to the folder to which you applied the Metadata Schema and open the properties page of an asset. Depending upon your choice in the Asset Type field, pertinent cascading metadata fields are displayed.

    Cascading metadata for Video asset

    Figure: Cascading metadata for a video.

    Cascading metadata for document asset

    Figure: Cascading metadata for a document.

Delete metadata schema forms

Experience Manager lets you delete custom schema forms only. It does not let you delete the default schema forms/templates. However, you can delete any custom changes in these forms.

To delete a form, select a form and click delete.

NOTE
  • After you delete custom changes to a default form, the lock lock closed reappears before the form. It indicates that the form is reverted to its default state.
  • You cannot delete the default metadata schema forms in Assets.

Schema forms for MIME types

Experience Manager provides default forms for various MIME types out of the box. However, you can add custom forms for assets of various MIME types.

Add new forms for MIME types

Create a form under the appropriate form type. For example, to add a template for the image/png subtype, create the form under the “image” forms. The title for the schema form is the subtype name. In this case, the title is png.

Use an existing schema template for various MIME types

You can use an existing template for a different MIME type. For example, use the image/jpeg form for assets of MIME type image/png.

In this case, create a node at /etc/dam/metadataeditor/mimetypemappings in the CRX repository. Specify a name for the node and define the following properties:

Name Description Type Value
exposedmimetype Name of the existing form to be mapped String image/jpeg
mimetypes List of MIME types that use the form defined in the exposedmimetype attribute String image/png

Assets maps the following MIME types and schema forms:

Schema Form MIME types
image/jpeg image/pjpeg
image/tiff image/x-tiff
application/pdf application/postscript
application/x-ImageSet Multipart/Related; type=application/x-ImageSet
application/x-SpinSet Multipart/Related; type=application/x-SpinSet
application/x-MixedMediaSet Multipart/Related; type=application/x-MixedMediaSet
video/quicktime video/x-quicktime
video/mpeg4 video/mp4
video/avi video/avi, video/msvideo, video/x-msvideo
video/wmv video/x-ms-wmv
video/flv video/x-flv

Grant access to metadata schemas

The Metadata Schema feature is available to administrators only. However, administrators can provide access to non-administrators by modifying some permissions. Provide the non-administrator users create, modify, and delete permissions on the /conf folder.

Apply folder-specific metadata

Assets lets you define a variant of a metadata schema and apply it to a specific folder.

For example, you can define a variant of the default metadata schema and apply it to a folder. When you apply the modified schema, it overrides the original default metadata schema that is applied to assets within the folder.

Only assets uploaded to the folder to which this schema is applied conform to the modified metadata defined in the variant metadata schema. Assets in other folders where the original schema is applied continue to conform to metadata defined in the original schema.

Metadata inheritance by assets is based on the schema that is applied to the first-level folder in the hierarchy. In other words, if a folder does not contain subfolders, the assets within the folder inherit the metadata from the schema applied to the folder.

You can apply a different schema at the subfolder. The assets within a subfolder inherit the metadata schema of the immediate subfolder. If no schema or the same schema is applied at the subfolder level, its assets inherit schema from the parent folder.

  1. In Experience Manager interface, navigate to Tools > Assets > Metadata Schemas. The Metadata Schema Forms page is displayed.

  2. Select the check box before a form, for example the default metadata form, and click the Copy and save it as a custom form. Specify a custom name for the form, for example my_default. Alternatively, you can create a custom form.

  3. In the Metadata Schema Forms page, select the my_default form, and then click Edit.

  4. In the Metadata Schema Editor page, add a text field to the schema form. For example, add a field with the label Category.

    Text field added to Metadata Schema Form Editor

    Figure: Text field added to metadata schema form editor.

  5. Click Save. The modified form is listed in the Metadata Schema Forms page.

  6. Click Apply to Folder(s) from the toolbar to apply the custom metadata to a folder.

  7. Select the folder on which to apply the modified schema and then click Apply.

    Select folder to apply Metadata Schema

  8. If the folder has the other metadata schema applied, a message appears warning that you are about to overwrite the existing metadata schema. Click Overwrite.

  9. Click OK to close the success message.

  10. Navigate to the folder to which you applied the modified metadata schema.

Define mandatory metadata

You can define mandatory fields at a folder level, which is enforced on assets that are uploaded to the folder. If you upload assets with missing metadata for the mandatory fields defined earlier, a visual indication for missing metadata appears on the assets in the card view.

NOTE

A metadata field can be defined as mandatory based on the value of another field. In the card view, Experience Manager does not display the warning message about missing metadata for such mandatory metadata fields.

  1. In Experience Manager interface, navigate to Tools > Assets > Metadata Schemas. The Metadata Schema Forms page is displayed.

  2. Save the default metadata form as a custom form. For example, save it as my_default.

  3. Edit the custom form. Add a mandatory field. For example, add a Category field and make the field mandatory.

    Add mandatory field to metadata form by selecting Required in Rules tab in Metadata Schema Form Editor

    Figure: Mandatory field in metadata schema form editor.

  4. Click Save. The modified form is listed in the Metadata Schema Forms page. Select the form and then click Apply to Folder(s) from the toolbar to apply the custom metadata to a folder.

  5. Navigate to the folder and upload some assets with missing metadata for the mandatory field you added to the custom form. A message for the missing metadata for the mandatory field is displayed on the card view of the asset.

    Message for missing mandatory metadata on asset card view on uploading assets in folder

  6. (Optional) Access https://[aem_server]:[port]/system/console/components/. Configure and enable com.day.cq.dam.core.impl.MissingMetadataNotificationJob component that is disabled by default. Set a frequency at which Experience Manager checks for the validity of metadata on the assets. This configuration adds a property hasValidMetadata to jcr:content of assets. Experience Manager uses this property to filter the invalid assets in a search result. If you add an asset after a check, the asset is not flagged with hasValidMetadata until the next scheduled check. Hence the assets do not appear in search filters for invalid metadata untill after the next scheduled check.

    CAUTION

    The metadata validation checks are resource-intensive and may impact the performance of your system. Schedule the checks accordingly. If the server cannot cope up with the load, try disabling this job.

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