You can quickly create a metadata template by copying an existing metadata template, modifying the template information, and saving the new metadata template. When you copy an existing metadata template, all of the information in that template is copied to the new metadata template. This allows you to modify as many or as few fields as you want to create the new template.
SirsiDynix Portfolio requires one metadata template to be the default metadata template. If another template is already set as the default, and you specify another template as the default template, that template becomes the new default metadata template. If you are currently editing the default template, the checkbox to set the template as the default template is disabled and cannot be changed.
To modify an existing metadata template
| 1 | Log in to the Admin console. |
| 2 | Choose Manage Assets from the navigation pane. |
The Manage Assets page displays.
| 3 | Choose Configure Asset Management. |
The Configure Asset Management page displays a menu of options. (For descriptions of the options, see Fields: Configure Asset Management.)
| 4 | Choose Manage Metadata Templates. |
The Manage Metadata Template page displays. (For descriptions of the fields on this page, see Fields: Manage Metadata Templates.)
| 5 | In the list of existing metadata templates, choose the Copy option for the metadata template you want to duplicate. |
The Copy Metadata Template page displays. The fields are filled with information from the metadata template you selected.
| 6 | Change and complete the fields as needed for the new metadata template. (For more information, see Fields: Add/Edit/Copy Metadata Template.) |
| 7 | Choose OK to save the copied metadata template and return to the Manage Metadata Templates page. |
Related topics
Fields: Manage Metadata Templates
Fields: Add/Edit/Copy Metadata Template
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