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
• How to Add Metadata
• How to Edit Metadata 
• Related Content

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:

1. Select the desired collection/folder/file.
2. Click Metadata from the action button menu.
   
   
   The Metadata button on the Collections page in Vault.
   
   
3. Click the Metadata tab 
   
4. 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.
     
     
     The Edit Metadata form.
     
     
5. Once you are finished, click Save Metadata. Your metadata will display on the Collection page in a separate Metadata tab on the right-side panel, next to Details and Activity.

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 Metadata 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 Metadata. 
6. Your metadata will display on the Collection page in a separate Metadata tab on the right-side panel, next to Details and Activity.

Related Content

• Managing Metadata in Bulk
• Managing Collections
• Creating Collections

Last updated on January 30, 2025.