Best practices for using metadata


  • If you want to only see category names instead of all of the fields in every category, enable the basic interface. If you choose to only display the category names, you can still show the fields in the first category by default.
  • If you want to use a template, import metadata, or copy metadata from another resource, do so before manually entering data. Any data you enter manually is erased when you apply existing metadata from another source.
  • In some fields, you may need to enter more than one value; for example, if a resource has multiple keywords or multiple authors/contributors. In the basic interface, if a field accepts multiple values, it is listed multiple times. In the advanced interface, you can manually add additional values to a field and then enter data for the additional values. Each value can have multiple translations in different languages.
  • If another resource in your course has similar metadata, you can copy that resource’s metadata and then modify it, rather than re-entering all of the information.
  • Views within the same family provide different ways of looking at (or entering) the same metadata, but views in different families provide access to different metadata. Keep this in mind when you determine what views to make available to users in your organization.
  • Switching views can lead to conflicts and will cause you to lose unsaved changes. Avoid switching views where possible.
  • Use a standard naming convention for templates in your organization.
  • Use replace strings to add dynamic information to a template.
  • If you want to specify the language of your metadata and enter data for a single field in multiple languages, use the advanced interface.