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Categories, Credits and Tags Administration

Last Updated: Nov 20, 2017 11:40AM MST

Categories, Credits and Tags Administration

Customize Categories, Credits, and Tags for more searchable media and optimal organization.

  1. Categories
  2. Credits
  3. Tags

Categories are like virtual folders and credits, sub-folders for organizing media. Tags (keywords) further define the core contents of media and make files more easily searchable. For more information on meta data download our eBook Mastering Digital Organization.

Add Categories:

  1. From the global top nav, mouseover Media Library and click Categories & Credits from the drop down menu.
  2. Enter a category name in the left pane Categories box and click the Add button.

Note: Categories can be edited, copied and deleted from the gear menu next to each category name.

 

Add Credits:

  1. Select the desired category name in the left pane.
  2. Add a credit name in the Credits box and click the Add button.

Note: Credit names can be edited and deleted from the gear menu on the right side of the credit.

Tip 1: Credits can be displayed on reel presentations. To reorder the credit display within reel presentations, simply drag and drop credits into the desired order.

Tip 2: Prevent credits from displaying in reel presentations by toggling the Show/Hide switch to Hide.

Note: Credits are always searchable within the Media Library and Reel Creator. Setting to Hide only prevents the credit from being shown on reel presentations.



 

Add Tags:

There are two methods for managing tags:

1. Managed Tagging (recommended)
Restricts tags to specific categories and prevents random tagging of media.

  1. Verify that Managed Tagging is turned On.
  2. From the profile icon in the global top nav, mouse over the arrow and click Account Info.
  3. Flip the Managed Tagging switch to On and click Save.
  4. Click Categories & Credits from the Media drop down menu.
  5. Select the category to be tagged to on the left pane of the screen.
  6. Enter the tag name in the Tags box and click the Add button.
  7. To delete tags click the X button next to the tag to be deleted.

Note: When uploading media to a specific category, it is only possible to choose from tags associated with that category.

2. Free Form Tagging
Allows free form entry of any tag to a piece of media, regardless of category.

  1. Verify that Managed Tagging is turned Off.
  2. From the profile icon in the global top nav, mouse over the arrow and click Account Info.
  3. Flip the Managed Tagging switch to OFF.
  4. Click Save and close the window.
  5. Now when a category is selected from Categories & Credits, there is no option to enter tag names.

Note: When uploading media, adding tags will not be restricted.

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