Managing Metadata

Overview of Managing Metadata 

Vault supports adding and editing metadata to your collections, folders, and individual files. This article provides an overview of how to add and manage metadata in Vault.  

In this article 

About Metadata in Vault

Vault makes adding and editing metadata to your collections, folders, and files easy. By default, Dublin Core metadata elements are available with the option to add custom metadata fields as needed. All metadata fields in Vault are optional. You can see Managing Metadata in Bulk if you want to learn how to add and edit metadata in bulk.

How to Add Metadata

From the Collection page, you can navigate to your desired collection, folder, or file and:

  • Select the desired collection/folder/file.
  • Click Metadata from the action button menu.

    Vault_Collections_Single Item w Metadata_Metadata Button Outlined.png

The Metadata button on the Collections page in Vault.

  • Click the Edit tab. 
  • A metadata form will appear, and you can enter your relevant information. You can clear each field by selecting x, or add unlimited fields by selecting +.  

Dublin Core metadata elements will display by default, but you can add custom metadata as needed. All fields are optional.

Vault_Collections_Metadata Modal_Single Item Edit Outlined.png

The Edit Metadata form.

  • Once you are finished, click Save. Your metadata will display on the Collections page in a separate Metadata tab on the right-side panel, next to Details and Activity.

Vault_Collections_New Metadata Added_Arrow In Details Panel.png

The Metadata tab filled in on the Collections page in Vault.

How to Edit Metadata 

From the Collection page, navigate to your desired collection, folder, or file and:

  1. Select the desired collection/folder/file
  2. Click Metadata from the action button menu
  3. Click the Edit tab. 
  4. The metadata form will display with the pre-existing metadata populated.
  5. Make any desired changes or additions to the existing metadata, then click Save
  6. Your metadata will display on the Collections page in a separate Metadata tab on the right-side panel, next to Details and Activity.

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Last updated on January 30, 2025. 

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