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Creating a Metadata Schema

Create a Metadata Schema to define a set of fields for capturing metadata values for a variety of Content Manager item types.

Before you begin

You must have Schema Management rights and Write permissions for the Folder in which you create the Schema to create a Schema.

Procedure

  1. Open Content Manager Explorer.
  2. Navigate to the Publication and Folder in which you want to create the Schema.
  3. Open the Ribbon toolbar Create tab and click New Schema.
    The New Schema window opens.
  4. On the General tab, fill in the following fields:
    FieldDescription
    NameThe name of the Metadata Schema.
    DescriptionA description of this Metadata Schema.
    Schema TypeSelect the value Metadata Schema.
    Enable each Schema field to be made publishable when authors publish an item based on this SchemaWhen selected, enables you to individually select Schema fields to be made publishable through templateless, data-only publishing. This option does not affect template-based publishing.

    If you disable this option, the option to select individual fields disappears. None of the metadata fields based on this Schema will be published.

    This option is selected by default.

    Enable each Schema field to be made searchable for website visitorsWhen selected, enables you to individually select Schema fields to be made searchable through templateless, data-only publishing. This option does not affect template-based publishing.

    If you disable this option, none of the metadata fields based on this Schema will be searchable.

    You can select this option only if you also select the option to enable the fields for publishing. Both options are selected by default.

  5. Select the Metadata Design tab to define fields for this Metadata Schema.
  6. Click Add to add fields. In the area on the right, fill in the following fields:
    FieldDescription
    XML NameThe XML name of the field. This name can only contain letters without accents (A-Z, a-z), digits (0-9), underscores '_' and/or hyphens '-'. The first character of the XML name must be a letter or an underscore character.
    DescriptionA description of the field. Users see this description when they create an item that uses this Metadata Schema. It appears as the label for the input control for this field in the item's edit form.
    TypeSelect a field type for this field. Depending on the field type you select, you may need to specify further settings.
    Publish this field when you publish an item that uses this SchemaWhen selected, this field is included in the data published through templateless, data-only publishing. This option does not affect template-based publishing.

    Typically, you will want to keep this option selected, but if the Schema field is used internally only, say for workflow, or if it contains sensitive information, you may want to clear this option. With this option not selected, contents of the field are not included in any publish action.

    This option is selected by default.

    Make this field searchable for website visitorsWhen selected, this field is indexed when data published through templateless, data-only publishing, and will therefore be searchable. This option does not affect template-based publishing.

    Typically, you will want to keep this option selected, but if you do not want this content to be indexed and included in search results, clear this option. With this option not selected, contents of the field still get published (because publish option is selected), but the contents will not be queryable or searchable.

    You can select this option only if you also select the option to publish the field. Both options are selected by default.

  7. Click Save and Close.

Results

Users can use the Metadata Schema you created to add metadata values to Publications, Folders, Virtual Folders, Structure Groups, Pages, Categories, Keywords, Component Templates and Page Templates.

If the Metadata Schema was created in a BluePrint Parent Publication, the Metadata Schema is shared to all Child Publications.