Category widget can be used to organize your assets. Categories can be displayed in a list or thumbnail view.
Categories allow administrators and users with permission to organize their assets in a hierarchical fashion. In Emmam, a user is a member of one or more user groups.
Access to a category of assets is restricted by the user, group level of permissions.
The category widget will display all the categories to which a user has access to.
Users can Scroll down to see all categories listed.
Click on the plus icon for each category to expand and view assets and subcategories under each of them.
Multiple selections of assets.
Categories and subcategories with assets under them can be selected using the checkboxes adjacent to them.
Checking parent category checkbox automatically enables checkboxes of assets and subcategories under it.
Users can multiselect assets either by selecting the assets individually or using a shift plus selecting range of assets under the category widget.
Category widget has the following options.
Thumbnail and list view select the thumbnail or list view to display the categories accordingly.
Refresh icon click on the refresh icon to refresh and see the changes made under the category widget.
Options which is only for list view provides multi asset functions to perform bulk operations.
Add assets to categories. Assets under one category can either be copied or moved to another category.
Remove assets from a category.
Removes the selected assets from that category.
Add assets to Ebin adds the selected assets under a category to the ebin basket.
Add two delivery adds the selected assets to the delivery widget.
Category searching search option users can select for category and assets under the category widget.
Enter the search phrase and click the search button. Users can also clear the list using the X icon.
A new category can be created with the ADD category function from the widget pull down menu.
Category widget has pull down menu options next to each category to add a new category or subcategory, edit a category, copy, move, delete, archive, restore, add to Ebbin, add to delivery queue and display properties.
An ingest source with a complex folder structure will retain the structure as categories and subcategories automatically.
Only unit admins can edit or delete categories and subcategories and associate them to user groups.
When adding a new category, add new category window pops up.
Enter category name and associated metadata set under the info tab.
Under the Permissions tab, unit admins enable the permissions a user wishes to associate with this new category. Under the Security tab, unit admins check the user groups for the new category. Complete the custom category metadata section.
Click save to create a new category. Category functions are available by clicking on the button to the right of the category name. Copy function places a copy of the category in a clipboard for placement into another category or new category.
This does not duplicate an asset, it only creates additional asset assignment. Users will be prompted to select the destination category and paste it using paste from the category menu options.
Move function.
Same as the copy function, except selecting move, the original category gets deleted.
Move option will move the whole category including assets and subcategories to another category.
Delete option.
This option will delete the category in all subcategories and not the assets under the categories.
But if you wish to delete the assets 2 under a category, enable delete assets checkbox in the confirmation window before deleting the categories and subcategories.
Purge assets option.
To purge the assets under a category without deleting the category, select purge assets from the category options. This option is visible only to users with purge permissions.
Archive Option Archive will send the assets in the selected category to a preset archive destination as determined by the System Administrator. Archive status is available in the dashboard.
Restore option. This option restores assets back to the original EMMAM online storage.
Progress can be monitored in a dashboard widget.
Update asset location option.
Users can update asset location for all assets under a category.
Update asset metadata.
Users can update bulk metadata for all assets in a category using the update asset metadata option.
To update metadata for all assets under a category, click on a category option and select update asset metadata.
Asset metadata windows open.
Enter the author name or select a metadata set.
Fill in the custom metadata fields values and enable its corresponding checkboxes and select save.
Update asset tag option. This option will help users update tags for bulk assets under a category.
Enable include subcategories if subcategories are needed to be associated with these tags.
Click on save button to save the changes.
Add delivery option. This option will add assets under the selected category to the delivery queue for delivery as per the predefined list of delivery options.
Add to Ebbin option.
This option will add assets in the selected category to the EBIN widget for e-mail and social media delivery. Checkbox options include subcategories if required to include those assets. Download option this option downloads all assets in a category using DECKLINK application. Please review the desk link installation and instructional video to learn more about this application properties option. This option displays properties about the selected category and it allows unit.
Admins to edit category details like category name, change metadata set, set permissions and user groups and update the custom metadata fields.
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