Metadata: File & Slide tagging
When you run a simple search, Slidebank reads three different things before providing the search results: it reads...
Every text box on your slides
Any speaker notes that accompany the slides (imported from PowerPoint), and
Any metadata fields (at slide or file level) that have been filled in.
Metadata is not required for Slidebank to return search results, since the slide content search alone should help. However, categorising your materials with some Metadata tags can help to enrich a search and make it easy for users to search against data that doesn't directly appear on the slides themselves.
Metadata Types
You can set up several different kinds of Metadata tags for both files and slides chosen from these types...
Text fields
Number fields
'Radio' (single choice) buttons
Single choice Drop-down lists
Multiple choices check boxes
Date fields
Multi-line text boxes
Metadata Use Case
A good use case would be to categorise your files or slides into certain content types, e.g. Case Studies or staff biographies. If you had 'Content Type' set up as a drop-down menu list, then users could go to 'Advanced Search' and select 'Case Studies' from the same drop down menu. Slidebank would then show all the files that had previously been tagged with the category 'Case Study'.
Note - if you want users to be able to select more than one option under a Metaheading, you should use check boxes instead of a drop-down list.
You can choose any field types to suit the way you want to categorise your content. The name you give to each metadata field will be the name that users see in the Advanced search panel, or when you need to tag your materials with metadata yourself.
Applying Metadata
If metadata tagging is switched 'on' in Abilities, users will be prompted to tag new files as part of the process when they save or upload a presentation into Slidebank . They can skip this if they choose.
You can retrospectively tag files in the library by clicking on the three dots next to the file name and selecting 'Metadata', which then allows you to enter any file-level metadata for that file. You can apply similar metadata to several presentation files at once to make life easier.
If you need to tag an individual slide with slide-specific metadata, just double click the slide and click on the 'metadata' tab to the left of the preview. Slide-level tagging can help users to find specific slides in Slidebank if the search term they're looking for doesn't appear in the content of the slide itself.
In summary:
Metadata can be added to slides and files to make searching more effective.
Most people use metadata to gather similar materials together by tagging files and/or slides under the same headings.
The metadata fields you set up for tagging will also show up as fields to enter search terms in under Advanced Search.
Use 'Advanced Search' as a quick way to find similar materials - all those files intended for 'Internal Use only', for example.