Metadata
Open an Item for Editing
Use metadata editing when you need to update the descriptive record, classification, rights information, technical metadata context or supporting metadata for an asset. In iBase, editable fields can appear directly on the item page for users with permission, and save behaviour can vary by site and page state.
- Open the item from a result list, folder, collection or direct link.
- Check whether the item is locked or already being edited by another user.
- Review the field, tab or relationship area before changing values.
- Where automatic saving is enabled, treat each edit as a live change and check the record after editing.
Save behaviour: some iBase screens save changes automatically, while others show a manual save or update control. Check the controls shown on your item page before moving away.
Where to Find It
- Full File Metadata, Audio/Video Events, Add to Collection, Copy Metadata to Selection and Permissions appear in the item action area where available.
- Description, Classification, Rights, Keywords, Notes, File Metadata and Audio/Video Events can appear as item-page tabs or panels, depending on local schema.
- Select Label, Assign subject, Remove all subjects, Links, Collections with this item and Other items like this support classification and relationships.
Metadata Task Guides
Use these focused pages when you need more detail on item fields, controlled terms, related items, file metadata or batch metadata work.
- Item Details and Descriptions: edit titles, identifiers, rights, credits, descriptions, keywords and notes.
- Labels, Subjects and Relationships: apply controlled terms and connect related material.
- File Metadata and AV Events: review technical metadata, full file metadata, AV events and extraction actions.
Batch Edit Selected Records
Batch editing and metadata-copy actions are useful when the same metadata change applies to a confirmed group of items. In iBase, Copy Metadata to Selection appears in the item action area but may be disabled until there is a usable selection.
- Create a selection from a search result, folder or collection.
- Review the selected item count before choosing any batch operation.
- Choose Copy Metadata to Selection or another batch action available for your role and current selection.
- Use Saved policies where an approved copy policy exists, or Choose which metadata to copy when the fields need to be selected during the task.
- Review options such as Fields, Subjects, Terms, Geolocation and Overwrite.
- Use Select All Fields and Clear All Fields carefully, then choose Copy only when the selected fields are correct.
- Review a sample of updated records after saving.
Important: batch editing can affect many records at once. Avoid batch changes to rights, credit, workflow, commerce or warning fields unless the set has been checked carefully.
Metadata Quality Checks
- Search for the item using the terms a normal user would try.
- Check that title, identifier, rights and credit are present where required.
- Check labels, subjects and collection membership for consistency.
- Review file metadata separately from descriptive metadata when technical issues are suspected.
- Remember that schemas, taxonomies, geolocation fields and automatic tagging are configurable, so local rules should guide which values are accepted.
- Review recent uploads and saved searches as part of regular housekeeping.