Catalogue Actions

In the Catalogue, you can view an embedded asset, view and edit information, tags and attributes, follow a link to view or edit an asset, and add discussions about an asset.

The actions available for an asset depend on the type of asset. For example, some assets may not require an edit option.

You can manage your assets with the following actions:

Action Description
Asset Name Click on the Asset Name to be directed to the asset at its source in a new tab.
Open Click on Open to be directed to the asset at its source in a new tab.
Edit Click on Edit to edit the asset in its own source in a new tab.
Manage tags You can add and remove tags on an asset.
Info View basics, metadata, attributes and tags. You can edit the asset name in the basics, attributes and tags.
Discussions You can start and view discussions about the asset.
View Activities Click on View Activities to view the activities of your chosen asset.

These actions are found on the right of the catalogue table.

Open an Asset

The Open button will open a new tab to view the asset in its source.

Open asset

View Information About an Asset

The Information button will open a new page where you can view information about the asset, edit its metadata, attributes and tags.

Manage asset Information

On this page, you can view basic information, metadata, tags and attributes, all in their own sections.

Manage asset Information

You can edit basic information, but what can be edited is dependent on the asset’s entity type. Fields linked to a source system for example cannot be edited such as the entity type, author or group.

Click on Edit at the top-right of the information card to edit applicable basic information.

For example, you can edit the name of an asset, and provide a name that describes the asset if the previous name was not clear.

Manage asset Information

Asset Metadata

The metadata available for the asset will be displayed on the right-hand card. The metadata available will be dependent on the asset.

Manage asset Information

Any attributes you have attached to an entity type will display if the asset is of that entity type.

Manage asset Information

Attributes

You can edit these attributes by clicking on Edit at the top-right of its card.

Manage asset Information

Please note that attributes cannot be applied to source systems.

Tags

You can view tags attached to an asset in the Tags card.

Manage asset Information

You can edit these tags by clicking on Edit at the top-right of its card.

Manage asset Information

Delete an Asset

You can delete an asset by clicking on Delete at the top-right of the page. This is only available to administrators and curators.

Manage asset Information

Manage Tags

While you can manage tags when editing an asset’s information, you can also manage tags on an asset while in the catalogue.

To add and remove tags on an asset in the catalogue, click on the Manage tags button under ‘Actions’ on the right.

You can manage tags for an asset here.

Tags that are added to a source system will apply to all assets from that source system. Tags added from a source system cannot be edited for individual assets, and can only be edited on the source system page.

Manage tags

(You can learn more about managing and merging tags here.)

In the tags field, start typing out the tag you would like to add and a dropdown will display any existing tags for the value you have typed in.

Type in the tag you want to add to this asset, then click on the tag in the dropdown.

Add a tag to this asset

Any added tags will then be displayed in the tags field.

Tags that have been newly added to the Portal will have a ‘New’ label at the top-right corner. If a tag exists in the Portal but has just been added to the asset, it will have a ‘Just Added’ label at the top-right corner of the tag.

Added tags are viewed just above

You can then view this tag in the catalogue or use this tag in the filters of the tag column of the catalogue.

Click on the filter button beside the Tags column title.

Added tag in filter

You can then select the tag to filter on assets with this tag.

Added tag in filter

Create Discussions

You can also create discussions about an asset. Learn more about discussions here.

Click on Discussions under ‘Actions’ and you can create a new discussion or reply to an existing discussion.

Discussions

View Activities

Under ‘Actions’ on the right of your asset, you can click on View Activities to view the activities of your chosen asset.
You may need to click on the More button to find it in the dropdown if you have multiple actions available for an asset.

View activities button in dropdown

This will only display the activities of your chosen individual asset.

Depending on the type of asset, available actions for each activity are on the right of its row, such as edit, information and discussions.

View activities of an asset