Working with taxonomies in the Desktop client of Elvis 5

When a value is added to a metadata field it is important that this value is correctly entered. This is preferably done by all users using a generally used term and the correct spelling. When this is not consistently done the chance exists that the asset is not included in the search results when users search for the asset (using these general terms and correct spelling).

To streamline this process, a metadata field in Elvis can be set up to use a 'taxonomy list' from which the user can choose a predefined value to use. This is typically a list in a hierarchical structure.

Example: Here, a list of European cities is used: Europe Germany Berlin Frankfurt Netherlands Amsterdam The Hague Rotterdam

Using taxonomies saves users from having to enter the term manually and thereby ensures consistent input.

For more information, see Using taxonomy values to populate metadata fields in Elvis 5.

This article describes how to work with taxonomies in the Elvis Desktop client.

Determining which fields are set up with taxonomy lists

You can determine which fields are set up for using taxonomy lists in the following ways:

• The metadata field in the Metadata panel will show a 'taxonomy' icon.

Figure: The taxonomy icon in the Tags field.

• The field list at the top of the Taxonomy panel lists all fields that are set up for using taxonomy lists.

Figure: The field list of the taxonomy panel shows that two metadata fields are set up for using taxonomy lists: 'Tags' and 'Subject'.

Adding a value from the list to a metadata field

To add a value from a taxonomy list to a metadata field, use one of the following methods:

• Start typing a term in the metadata field. A list of available terms appears. Choose a value from the list.

• Click the Taxonomy icon in the metadata field. The taxonomy list that is configured for the field will automatically display in the Taxonomy panel. Click one or more values from the list in the panel. Each time a value is clicked it is automatically added to the metadata field.

• Select one or more assets and in the Taxonomy panel, choose the field to which you want to add the values to in the Field list. Click one or more values from the list. Each time a value is clicked it is automatically added to the metadata field of the selected assets. (Your changes are automatically saved.)