CREATING A FLAT CATALOG TEMPLATE

Owned by Luna
Last updated: Aug 30, 2012Version comment
3 min read


A flat catalog template is a metadata schema that does not have any relational data. An example of flat metadata is a single table in a database or a single spreadsheet of data. A flat catalog template may be needed if you would like to limit repeating fields.


  1. After logging into Insight Studio, select the Collection Manager you'd like to use and double-click Manage Catalog Templates.


  1. Review the summary and click Next to proceed.


  1. Click the button in the Templates panel or right-click on the white space of the panel and select Create Template to create a new template. Enter a Template Name, and optionally, a Brief Description and Reference URL. Select [Custom] in the "Base template on" field to create a template from scratch. Select whether or not this template can be used for Personal Collections.


  1. Click Next to proceed.


  1. Click the icon to add new fields. Enter a Field Name and choose an appropriate Field Type (see page 34).


Do not create any Field Groups for a flat catalog template.



  1. To perform cross-collection searches, you will be required to format your custom fields to the CDWA standard. Select a field from the Template Structure panel and click the Mappings tab in the Field Settings panel. Scroll through the list of available fields in the CDWA standard and choose the appropriate field to map to the field in your own template. Once you have completed your mappings, click Next to proceed.



  1. Select four fields for Labels and Sort Order. The fields selected for Labels will appear in the Group Workspace in Insight. Media in Insight will be sorted based on the fields selected for Sort Order. Click Next to proceed.



  1. Select Quick Search Fields. The fields selected will be the searchable fields that are immediately available in Insight when search is selected. Click Next to proceed.




  1. Review all catalog template settings and click Publish Template to save your new catalog template to the Collection Manager server. Once a catalog template has been published, it will be available for use when creating a new collection.