To Create a Metadata Template

You can create or import (upload) an existing metadata template. Metadata templates must be in an XML file, and must comply with the structure of the standard with which you are working.

To create a template

  1. In the Metadata Viewer, select the data source from which you want to create a template.
  2. Click Create Template.
  3. In the Create Metadata Template dialog box, enter a name for your template.
  4. Click OK.

    Your template is saved as an XML file. If you open the Metadata Options dialog box, your new template will be listed in the Use Template window.

To import a template

  1. In the Metadata Viewer, click Options.
  2. In the Metadata Options dialog box, click Import.
  3. Browse to and select a template (an XML file).
  4. Click Open.

    The template is displayed in the Use Template window.

To apply a template

  1. In the Metadata Viewer, select the data source to which you want to apply the template.
  2. Right-click the data source.
  3. Click Regenerate Metadata from Template.

    An additional menu is displayed, listing all your saved metadata templates. If you have a default template already set, it is checked with an orange checkmark.

  4. Select the template you want to apply.

    The template is applied, and the Metadata tab refreshes with the updated metadata.

To rename a template

  1. On the Metadata Viewer toolbar, click Options.
  2. Select a template from the Use Template window.
  3. Do one of the following:
    • Click Rename. Enter the new name and press ENTER.
    • Right-click a template in the Use Template window and rename it.

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