Custom Metadata Editor in Cumulus

By default, Cumulus will ingest any asset and allow you to edit after it is in the catalog. Here we will show you how to create a custom form to enter metadata at the time new assets are uploaded. This is useful for submitting "mandatory fields" such as tracking or SKU numbers which must be entered before the asset is saved.

STEP 1: First open Cumulus Preferences -> Asset Handling Sets -> Cataloging. Make sure your view sets match (circled in screenshot) so you are not accidentally editing a different view set. Click on the checkboxes for both "Show Metadata Editor for new records" and "Show Metadata Editor for updated records"

STEP 2: While still in Preferences, go to Record View Sets -> Asset Info Window and click "Add.." to select your new custom fields. In this screenshot, I've used the example "SKU" as a user-editable mandatory field. Once you are finished, click "Apply" and "OK" to save them.

STEP 3: Back in Cumulus, add some new asset files to your catalog to test. Please make sure you are using the same asset handling set you just modified when the option pops up. Click "OK"

STEP 4: Next you should see the metadata editor for your new asset. You may edit here, and then click "Save" when finished to submit the new asset to your catalog.