Link to Bank Overview article

Add the Metadata fields

NOTE:  The Item Bank needs to exist prior to adding metadata.

Metadata fields are useful to track information about content that isn't natively part of the setup.  You might want to track the copyright permissions for a Shared Stimulus or track the DOK on an Item.  These can both be tracked by adding metadata fields.

There are three metadata configurations needed for each bank.  One for each of the content types of Form, Item and Shared Stimulus.  The instructions for creating the metadata are the same for each content type.  This document is showing the metadata configuration for the Form content type.

1. Navigate in ADAM to the Authoring menu
2. Choose Banks
3. Click on the tile for the Bank you need to edit
4. Choose the Form Metadata tab

Form Metadata Tab - Add Field

5. Click the Add Field button, found under any existing Form Fields
   
   
   • Field Label - Name the metadata field.  The label is used when displaying the field on screen...a version of the field label is used in the metadata export file.
   • Detail - this description of the metadata field is only displayed within this page.
   • Show Settings - used to determine when a specific metadata field should be displayed
     • Show when printing - if checked, this metadata field is included when printing the Form
     • Show as item search filter - if checked, this metadata field is pulled out of the Metadata drop down Form filter and is displayed as a static Form filter in Form search.
     • Show in search results - if checked, this metadata field is included as a column on the Form search page.
     • Show in item analysis performance report - 
   • Field Type - There are four field types that determine the input controls available for recording data in a metadata field:  Text, Checkbox, Select and Multi-Select.  Choose one of these options from the drop down list.
     • If you choose either Select or Multi-Select you need to add the Options available in the select drop down list
       
       
       • Type an option in the 'Option Text' field 
       • Click the Add button
       • Repeat until all the options are displayed
6. Click the OK button to save the updates to this metadata field.
   
7. Repeat this process until all the metadata fields are added for the Form.