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Custom templates of predefined metadata settings for Elvis 6

Custom templates of predefined metadata settings for Elvis 6

Part of creating a custom metadata field involves defining the following settings:

  • The search index and how the value of the metadata field should be stored in the search index (compass settings)
  • Which values are displayed and whether or not they are editable (data settings)
  • How the metadata field is displayed in the client (userInterface settings)
<field name="cf_customField" group="My Group">
		<storage storeInMetadata="true" />
	<compass index="tokenized" analyzer="pureLowerCase" store="yes" excludeFromAll="false" />
	<data editable="true" datatype="text" >
		<predefinedValues onlyFromList="true">
			<value>Product A</value>
			<value>Product B</value>
			<value>Product C</value>
		</predefinedValues>
	</data>
	<userInterface filterUI="checkBoxes" filterValuesSource="usedTerms" />
</field>

Note: For a detailed explanation of these settings, see The metadata structure of Elvis 6.

Obviously, various combinations of these settings are possible, many of which are already applied to default metadata fields in Elvis.

Instead of figuring out yourself which of these settings would work best for your custom metadata field, you can use any of the predefined compass settings shown below. We have found that these settings work best for the listed field types.

Long text

Example fields: description, caption.

<compass store="yes" index="tokenized" excludeFromAll="false" />

Sentence of text

Example field: deadline.

<compass store="yes" index="tokenized" excludeFromAll="false" />

Person or company name

Example fields: assetCreator, assetModifier, sceCreator, captionWriter.

<compass store="yes" index="tokenized" excludeFromAll="false" />

Location fields

Example fields: generalSublocation, generalCity, creationRegion, shownWorldRegion.

<compass store="yes" index="tokenized" excludeFromAll="false" />

Title or non-person name

Example fields: scePublication, title, subjectEvent, publicationName.

<compass store="yes" index="tokenized" analyzer="pureLowerCase" excludeFromAll="false" analyzerForAll="default" />

URLs

Example fields: sourceUrl, url.

<compass store="yes" index="tokenized" analyzer="pureLowerCase" excludeFromAll="false" analyzerForAll="default" />

E-mail addresses

Example fields: creatorEmail, licensorEmail.

<compass store="yes" index="tokenized" analyzer="pureLowerCase" excludeFromAll="false" analyzerForAll="default" />

Category

Example fields: category, supplementalCategory, publicationChannel, section.

<compass store="yes" index="tokenized" analyzer="pureLowerCase" excludeFromAll="false" analyzerForAll="default" />
<userInterface filterUI="checkBoxes" filterValuesSource="usedTerms" />

Category (multivalue)

Example field: ocTopic.

<compass store="yes" index="tokenized" analyzer="pureLowerCase" excludeFromAll="false" analyzerForAll="default" />
<userInterface filterUI="tagCloud" filterValuesSource="usedTerms" />

Postal code

Example fields: creatorPostalcode, licensorPostalcode.

<compass index="tokenized" analyzer="pureLowerCase" store="yes" excludeFromAll="true" />

Phone number

Example fields: creatorPhone, licensorPhone.

<compass index="un_tokenized" store="yes" excludeFromAll="true" />

Unique code or identifier

Example fields: originalTransmissionReference.

<compass index="un_tokenized" store="yes" excludeFromAll="false" />

Boolean field

Example field: public, doNotCleanup.

<compass index="tokenized" analyzer="pureLowerCase" store="yes" excludeFromAll="true"/>
<data editable="true" datatype="text">
    <predefinedValues onlyFromList="true">
        <value></value>
        <value>True</value>
    </predefinedValues>
</data>
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