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Categories, Credits & Tags Administration

Last Updated: Apr 24, 2017 12:34PM MDT

Categories, Credits & 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 and click the Add button.

Note: Categories can be edited/copied/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/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.

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

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

Managed Tagging

  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 to launch the Account Info window.
  3. Flip the Managed Tagging switch to On, click Save and Close the window.
  4. Select the Category to be tagged to on the left pane of the screen to bring up the Credits & Tags for the selected Category.
  5. Enter the Tag Name and click the Add button.
  6. To Delete Tags click the Category, then 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.

Free Form Tagging

  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 to launch the Account Info window.
  3. Flip the Managed Tagging switch to OFF.
  4. Click Save and close the window.

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

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