Create Metadata

Creates all the Metadata that is either the information about a data file, or the result of the merging between a data file and a PlanetPress Design document.

For more information about Metadata see: Metadata.

This task is put into effect in the following example processes.

• Example: Daily sales report from PDF files
• Basic Functional Capture Workflow
• Capture Web Manager Workflow

Note that Capture can only be used with PlanetPress Suite.

Input

A data file in any supported emulation (see About data emulation).

Processing

If the Do not use a document (passthrough) option is used, the Metadata will contain a single Job, Group and Document level, as many data page levels as there are data pages (pages in a PDF, levels in XML, rows in a CSV, etc) in the file, and one page level per data page.

Note: In PlanetPress Design, this step is equivalent to a &metamode variable value of 1.

If a data file and PlanetPress Design document are selected, the Metadata is generated by merging the data file and document and retrieving only the Metadata generated by this merge. The Metadata levels will reflect those defined in the document, including separation for Group and Document, Metadata fields, etc. Note that:

• In PDF emulation, the size and orientation attributes for each page are set in the Metadata. In all other emulations, those attributes remain blank.
• In XML emulation, the Metadata file is always created as if the user had specified the "Second Level" parameter in PlanetPress Design.

Output

The original data file is output, along with the newly generated Metadata file. Job Info variables are not changed.

Task properties

General Tab

• Documents: Select the Do not use a document (passthrough) option to create Metadata based on the data file alone.
  Alternatively, as a PlanetPress Suite user you can select a specific PlanetPress Design document to be merged with the data file. Only the Metadata generated by this merge will be retrieved.
• Add job information to the document (only if a document was selected): Select to prompt PlanetPress Workflow to add the available Job Information elements in the header of the generated file.

On Error Tab

For a description of the options on the On Error tab see Using the On Error tab.

Miscellaneous Tab

The Miscellaneous tab is common to all tasks.

It contains a text area (Task comments) that lets you write comments about the task. These comments are saved when the dialog is closed with the OK button and are displayed in The Task Comments Pane.

Check the option Use as step description to display the text next to the icon of the plugin in the Process area.

The tab also provides an option to highlight the task in The Process area with the default color, set in the Preferences (see Colors), or the color selected or defined under Highlight color on this tab.
To revert the selected highlight color to the default color, open this tab, turn the Highlight option off and close the dialog with the OK button; then turn highlighting back on.
Highlighting can also be turned on and off via the task's contextual menu and with the Highlight button on the View ribbon.