Catalog Templates manage all aspects of user interaction with a collection's metadata model. A Catalog Template consists of a metadata model, settings for searching and display, and data input preferences.
NOTE: If you haven't already read the section on planning a collection, please review it, as it identifies key concepts used in creating a Catalog Template.
NOTE: There have been many changes implemented in 5.5 related to Catalog Templates. Please re-review this section if you worked with previous versions of the Insight Catalog Templates.

Getting Started

Launch Insight Studio and log in. Select the Collection Manager you'd like to use or edit; and double-click Manage Catalog Templates.

Reviewing Existing Templates

If you click on any templates in the list on the left, a short description of the template and a list of the template's fields and properties are provided. Existing templates can be used as a starting point for creating new templates.
By clicking on the icon shown below, you will open a detailed view of the template you have highlighted.

You can also click on the icons below to print the Catalog Template Summary or save the summary to HTML for later reference or for posting to a website.

Importing or Exporting Catalog Templates

You may want to import or export your catalog templates. These exported files are stored as XML documents. This will allow users to share catalog templates with others or easily allow you to move the template you designed from a development environment to a production environment.
To export a catalog template, select the desired template then click on the export button. The file will be automatically named with the template name with the extension .xml

To import a catalog template, click on the import button then select a previously exported template.

Creating a New Catalog Template

Click on

to create a new catalog template.
This will advance you to the Catalog Template Properties panel.

You can make one of two choices:

Base a Catalog Template on an Existing Template

Catalog Templates are reusable. Allowing multiple collections to share a template simplifies the collection creation process. Changing a template affects all collections using the template. Fortunately, if an existing Catalog Template is similar to the template you plan to use for your collection—perhaps different field display names, or you want to add a few more fields—you don't have to start from scratch. Instead, Insight Studio can optionally base a new Catalog Template on an existing one.
To base your Catalog Template on an existing template, choose the existing template from the pull-down menu.

or

Create a Catalog Template from Scratch

To start with an empty template, leave the base template on [CUSTOM] in the Template Properties panel, and name the new template.

Name your Catalog Template, and add an optional description and/or URL for more information about the template. The template name should be meaningful to your users, as the name and other information is displayed in the data window in Insight client applications. The URL you enter will be added to the context-sensitive help in the Data Window.
You are also presented with an option to make this template available to Personal Collections in Insight.

This option will generate a flat data model that will not support controlled authorities. This option should only be selected if you want the simplest form of cataloging.

When you are ready to create your template, click Next.

Introduction to the Catalog Template Designer

The Catalog Template creation tool is built around a double-paned window. On the left is a node-based representation of your fields and Field Groups. On the right are the properties of those Fields/Field Groups.

General Process for Creating Catalog Templates:

1. Create Fields & set Field properties

2. Create Field Groups & adjust Field properties

3. Add Fields to Field Groups

Adding a Field

To add a new field, click the

button. Name the field and choose a Field Type.
NOTE:Field Names must be unique (though fields can be set to allow repeating values).

Setting General Field Properties

Insight Studio has five preset Field Types. Each Field Type has default property settings that may be customized. The Field Types are: Short Text, Long Text, Numeric, Required, and Date.

For more information on the default settings for field properties, please see Table 11: Default Properties for Insight Field Types on page .

Insight Properties

Insight Properties control the display and search preferences for the field, defining whether the field is searchable and/or sortable, the behavior of select-lists during searches, and the display preferences for the field in the Data Window.

Inscribe Properties

Inscribe properties govern the validation of data input into Insight. This includes whether a value is required for a field, whether values must be unique (within a Field Group), numeric, or a valid date.

Cross-Collection Searching Properties

Mapping fields in your Catalog Template to fields in other templates enables cross-collection searching. Insight's default mapping is based on the Getty Crosswalk +http://www.getty.edu/research/conducting_research/standards/intrometadata/metadata_element_sets.html+
For cross-collection searching to work properly, refer to the crosswalk to identify the appropriate field mappings. (sample below)

NOTE: To get a one-to-one field search, only map one field in your Catalog Template to one field in CDWA. If you map more than one Catalog Template field to the same field in CDWA, you will search both fields simultaneously in the Insight Java Client.

To map a field: