Metadata report
The Metadata report provides a detailed report of your references in the current DITA map such as the reference type, document state, tags, file location etc.
You can view the metadata report of a map by performing the following steps:
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Select Metadata from the Reports panel. The list of all references of a map is displayed along with it’s metadata such as tags, document state, custom metadata. To add a new custom metadata column, refer to Add custom metadata columns section.
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From the Filters panel you can filter your topics based on the Document State (for example if your topics are in Edit, In-Review, or Reviewed state, these are listed), References (direct or indirect), File Type (Map, Topic, Document, Image, Video and Others) of the reference.
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All the filters provide an exhaustive list of options present in the system. -
You can also choose to view only the Files with no tags or also choose specific tags from the Tags filter to view the files associated with them.
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You can also use the following topic filtering options to choose to display the following columns in the metadata list:
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Title (selected by default) The title of the referenced file is specified in the DITA map. You can select the file to edit it.
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A checked-out icon also appears near the title of a checked-out file. You can hover over the icon to view the name of the user. -
File Name The name of the file.
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File Location The complete path of the file.
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UUID The universally unique identifier (UUID) of the file.
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Tags (selected by default) Tags applied on the file.
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By default, you can view two tags for a file. To view more tags, select Show More. Select Show Less to contract the list again. -
Document State (selected by default) The current state of the reference file.
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Reference Type The type of reference – direct or indirect
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File Type (selected by default) Type of the source file. The available options are Map, Topic, and Image.
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Locked by The user who has locked the file.
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Select Download to download the snapshot of all the references in the DITA map. The excel sheet contains the selected columns and the references filtered in the Metadata view.
Manage metadata in bulk from the Metadata report
You can apply tags on an individual topic or use the bulk tagging feature to apply multiple tags on multiple topics, a DITA map, or on a sub-map. You can also change the document state of all selected topics to the next possible common document state.
Update metadata
To update metadata, perform the following steps:
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To update metadata, select the files for which you want to update. You can select the files that are appearing in the Metadata panel, by checking in the check box appearing adjacent to Title. If you want to select all the records, use the Select all tab above the Title bar as shown below.
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You cannot select any checked-out files. A checked-out icon also appears near the title of a checked-out file. You can hover over the icon to view the name of the user. -
Select Manage from the top.
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If you want to add any new tags, select new tags from the dropdown list to apply them to all selected topics. You can also delete any tag by selecting the cross icon near the tag.
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The common tags applied on all the selected topics are listed. -
Select a new document state if you want to change the document state of all the selected references. The drop-down displays the common possible state for all selected topics. For example, if the current state of your topics is In-Review, then you can view Draft, Approved, or Reviewed state.
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Select Update to update the metadata. A confirmation message is displayed for the metadata whether it is updated successfully or has any failed updates. You also select Download Report to download the snapshot of the report. This snapshot contains the details of the updated status for the selected references.
Add custom metadata columns
This feature enables you to add custom metadata columns as per requirement, which are then displayed in the metadata reports. It also provides enhanced flexibility in metadata reporting. To add new custom metadata column perform the following steps:
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To add a custom metadata column, select Settings from the three dots on the top-right corner of the metadata page.
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Select Metadata on the left panel of the pop-up that appears.
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Add a new custom metadata field as per the requirement using the Add tab.
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Specify a specific metadata path and an appropriate title for the same which you want to add in the columns of metadata report. For example a custom metadata with the title language and a specific path is added.
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If you want to remove a particular metadata column, you can delete it from the list displayed. Additionally, you can edit the Label to alter the display title of column. -
Select Save and Refresh the Metadata view. A new custom column Language is added in the list of Columns in the Filter panel.
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Adding a new metadata column also gets reflected in the Version History panel in the Editor. For more information, view Metadata.
Similarly, you can follow the aforementioned steps to add any new custom metadata fields based on your requirement that are needed in the metadata reports.
Multimedia report
The Multimedia report provides detailed information about the multimedia used in your map, such as the title, type (audio, video, and images), files in which multimedia is used, and the reference type of the files, in which they have been used. You can also view the UUID and the location of the multimedia within the repository. You can view a report of the multimedia by performing the following steps:
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Select Multimedia from the Report panel. The list of multimedia present in the DITA map is displayed.
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From the Filters panel you can order the list by multimedia or by the names of used in references.
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When you order by Multimedia, the name of the multimedia is displayed in the first column and then the names of all references in which they have been used, are displayed in another column on the same row. For example, the following screenshot shows the multimedia testSong.mp3 in the first column and two references in which it is used, are displayed in the third column on the same row.
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If you order by Used In column, you will view the transposed view wherein the names of the references in which multimedia have been used are listed in the first column while the multimedia names are listed in another column on separate rows. For example, the following screenshot shows the names of two references (testing_indirect and Video content Topic) in the first column and the multimedia testSong.mp3 is displayed in the third column on two separate rows.
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You can filter your multimedia based on the Multimedia Type, and Reference Type. The list of multimedia files is displayed based on your selection in the drop-down. For example, you can choose to display only the audio references in your DITA map, and a file shows only the audio references used in it.
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You can also use the following filtering options to choose to display the following columns in the list:
- Multimedia (selected by default) The title of the multimedia is specified in the DITA map. You can select the multimedia to edit it.
- Multimedia Location The complete path of the multimedia.
- Multimedia UUID The universally unique identifier (UUID) of the file.
- Multimedia Type (selected by default) Type of the multimedia. The available options are Audio, Video, or Image.
- Used In (selected by default) The references in which the multimedia has been used. You can select the reference to edit it.
- Reference Type (selected by default) The type of reference - direct or indirect.
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Select Refresh to get a fresh list of multimedia and view any change in your map file or if any multimedia within your DITA map is updated. -
Select Download to download the snapshot of the all multimedia in the DITA map. The excel sheet contains the selected columns and the multimedia filtered in the Multimedia view.