Metadata Presets - adobe-dmeservices/custom-metadata GitHub Wiki

Metadata Presets

The Custom Metadata panel includes the ability to store a file's metadata as a Metadata Preset, which can be applied to other files. This is a handy tool if you have specific values you need to apply to a large set of assets. This capability is similar to Bridge's built-in Metadata Templates, which are found in the Tools menu. A key difference is that the Presets in the Custom Metadata Panel can include metadata that Bridge's Templates cannot display, as those are limited to the Schemas that Bridge supports.

When you create a Metadata Preset, all of the fields with values in the current View will be added to the Preset. No other metadata will be included in the Preset. You can then apply those values to other assets.

The Presets menu appears at the bottom of the Custom Metadata Panel. Metadata Presets can be created in one View and then re-used in other Views. Custom Metadata will only apply values that appear in both Views. For instance, if you had Description, Keywords and Author City in one Preset and you applied it in a View with Description, Adoption Date and Alt Text defined, only the value for Description would be affected by the Preset.

The Preset Menu items may have a warning symbol. If so, the View has none of the Preset's properties, so applying the Preset would have no effect.

  1. To create a Metadata Preset, select an asset, then type a name for the Preset in the Metadata Preset field at the bottom of the panel. Once finished, click the + button to add your Preset to the list.
    Note: If a preset exists with that name, you must delete it before you can save it again.
    New Metadata Preset

  2. To apply a Metadata Preset, select one or more assets and choose a Preset from the Metadata Preset Dropdown at the bottom of the panel. The fields that change or get new metadata values will turn green. The Metadata Preset tool will override existing metadata in files, so check to ensure that you are not replacing important information. For safety, these new values will not be applied until you click Save Changes.
    Apply a Metadata Preset

  3. To redefine a preset, follow these steps:

    1. Browse to an asset which has the appropriate Metadata values applied.
    2. Select the Preset by name and then click the trash can to remove the existing preset.
    3. If you want to change the name of the Preset, you can change the name now.
    4. Lastly, click + to redefine the Preset using the currently selected asset.

Importing and exporting Presets

Users can export Presets to share with other users. This is helpful when a group of people need to use the same template when working with assets.

To export a Preset, open the Preferences pane and then click on ^ Export Preset.... Select a preset from the menu, then choose a location to save it. Presets are JSON files. While you can edit them in an external editor, take care not to change the structure of the data in the file.
Export Preset

To import a Preset, open the Preferences pane and then click on Import Preset.... Browse to a Preset JSON file and select it.
Import Preset

If the Preset exists (by name), then you can choose to replace the existing Preset with the new one, or merge the two Presets. If you choose Merge, then any properties that exist in the imported Preset will replace properties in the existing Preset, but any properties that are unique to the existing Preset will remain after the import.