Managing Categories/Tags & Keywords in Wiredrive

Categories and Tags are powerful metadata tools that make classifying and organizing files much easier. Categories and Tags should typically consist of a category (the parent value) and the various tags under the parent value (the children). There should be a one to many relationship between category and tag.

Keywords are typically used when there is metadata that may not necessarily have a parent category. Tags such as "CGI Water," "Comedy," or "Dialogue" would be more appropriate as Keywords, whereas Director, Editor and Agency names would me appropriate as categories. John Phillips, Jessica Rustic would be the Director Tags.

Adding new Categories and Tags

1. Select Library> Categories/Tags from the main menu.
2. Click New in the left column and add a category type; e.g. Director
3. Click Save
4. Now that you have created a Category type, click the Category you want to add tags to then click the New button below the Tags for: [Category Name] on the right and add a tag name; e.g. Joe Bloggs.
5. Click Save

After creating categories & tags, you can attach them to Category Groups that will then be attached to files as you upload assets or attach them to already uploaded files in the Library administration page. 

Creating category groups

1. Select Library > Categories/ Tags
2. Click Category Groups in the menu bar
3. Click New and enter a group name; e.g. _SYSTEM, 72Studios
4. Click Save
5. With your new group highlighted, click Edit under Categories For: [Category Group Name] then select Category tags you want to assign to the group .e.g. Director, Editor, etc

Editing Tags

1. Select Library > Categories/Tags
2. Select a category and click on a tag name
3. Modify values and click Save

Re-ordering how tags appear

1. Navigate to the Groups menu.
2. From the list, select the group in which you want to re-order the Categories.
3. In the center column, navigate your cursor over the arrow to the left of the credit.
4. You can drag and drop the files into the new order of your choosing.

Hiding Categories within presentations

1. Select Library > Categories/ Tags
2. Click Groups
3. Select the appropriate category group (most likely it will be _SYSTEM, the default group.              
4. In the center column, click the Category you wish to hide
5. In the right-hand column, under Preferences, select No under Display Category in Presentations.

Creating a Keyword

1. Select Library > Keywords
2. Enter your keyword in the Add new keyword bar
3. Click 'Add'.

Assigning a Keyword

1. Go to Library > Administration
2. Find the asset you wish to add a keyword to and click the title of the asset.
3. Click 'Edit'
4. Add Keywords from the Available list to the Assigned list.
5. Click 'Save'.

Deleting a keyword

1. Select Library > Keywords
2. Click the delete button (-) next to a keyword.
3. Click OK to remove the keyword.

Editing a keyword

1. Select Library > Keywords
2. Click on a keyword
3. Make your edits
4. Click 'Save'.