Creating or Editing Custom Metadata Fields Viewing Custom Metadata Field Information

13-2 Oracle Fusion Middleware Setup Guide for Universal Records Management

13.2 Managing Custom Metadata

The following tasks are used when managing custom metadata: ■ Creating or Editing Custom Metadata Fields on page 13-2 ■ Deleting a Custom Metadata Field on page 13-3

13.2.1 Creating or Editing Custom Metadata Fields

The following information is a general navigational procedure for adding metadata fields regardless of type standard metadata or auxiliary metadata.

1. Click Records then Configure from the Top menu. Click Metadata then Metadata

Sets . The Metadata List Page is displayed.

2. To create a new auxiliary metadata set, click Create Auxiliary Metadata on the

Page menu. The Create or Edit Auxiliary Metadata Set Page is displayed. Enter the auxiliary metadata set name, display name, name of the new table being created to house the metadata set, and column prefix. Other fields are optional. To add fields to an existing metadata set, either auxiliary or standard set Retention Categories, Record Folders, or Physical, click Update Fields from the auxiliary set’s individual Action menu on the Metadata List Page . The Create or Edit Auxiliary Metadata Set Page is displayed.

3. Add the field information for the new metadata field. Click the Add button a plus

sign to add the field to the field list. Click the Delete button an X to delete a field from the list. To change the order of fields, highlight a field and move it up or down in the list by clicking the Up or Down arrow.

4. Click Apply after adding or editing all the fields.

13.2.2 Viewing Custom Metadata Field Information

Use this procedure to view information about the custom fields added to metadata sets: Note: Using auxiliary metadata sets can slow the search times when using Oracle Text Search because additional tables must be accessed and evaluated. Important: If you plan to use an option list with the custom field, the option list must be created and populated before creating the custom field. See the Oracle Fusion Middleware System Administrators Guide for Content Server for details about creating option lists. Permissions: Users must have the Records Administrator role or the PCM Administrator role in order to perform this action. The user must also have administrative permissions. Creating Custom Metadata 13-3

1. Click Records then Configure from the Top menu. Click Metadata then Metadata

Sets . The Metadata List Page is displayed.

2. Click Fields Information from the Action menu of the metadata set to view.

The Fields for Metadata Page is displayed showing the specific fields created for that metadata set.

13.2.3 Deleting a Custom Metadata Field