Cataloging items [Tiers 2-3]

Creating blank records

To add one or more blank metadata records to your project:

1. In your project, open the Add drop-down menu and select Create Blank Record.
2. Enter the number of blank records you'd like to create, then select Create Record(s).
   • You can create up to 500 blank records at a time.
3. You'll receive a confirmation message and new blank records, with unique SSIDs, will appear in your project. Optionally:
   • Select Edit Record(s) to edit new records in bulk directly.
   • Select Download as XLSX to export new records for editing with Excel.

Cataloging a single item

To catalog a single item in your project:

1. In your project, double-click on an item to open the individual item record.
   • You can also select the item by checking the box beside the item thumbnail and choosing Edit from the actions bar.
2. When you're finished, select Save to save your changes.
   • Optionally, if the item has an associated media file and is ready for publishing, select Publish.
   • If you don't intend to publish the item, you can save your changes and return to your project records by selecting Save & Close.

Cataloging multiple items

To catalog multiple items in bulk:

1. In your project, select multiple items by checking the boxes beside the item thumbnails and select Edit from the actions bar.
   • You can hold the Shift key on your keyboard to select all items in between it and the previous item you selected.
   • You can also use the Select all checkbox at the top row of the project table to select all records displayed on the page. If there are more records than can be displayed on a page (>250), you can click the Select all items in the project link to select all records in your project (or filter or set).
     
2. Optionally, select a cataloging form to catalog specific fields.
   • Existing metadata for selected items will be displayed within the selected fields and fields containing multiple different values will display "Multivalue".
   • You can use the checkboxes beside item thumbnails to sub-select individual items within your initial selection. Hold the Shift key to select all items between two selections. Values in the cataloging form will update to reflect your selection.
   • You can clear values from a field using the clear content (X) beside any field.
3. Enter new values to populate and/or overwrite existing values for the selected fields.
   • Select Save to save changes to the selected items or Save and Close to save changes and exit the bulk edit screen.
   • Select Publish to publish selected items to one or more of your publishing targets.

Adding line breaks in metadata

To create a line break in a Text or Text Area field in your metadata, including Title and Description fields, you can use a pipe (|) character with or without spaces.

Example: Daffodil|Narcissus poeticus OR Daffodil | Narcissus poeticus