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criterion:metadata

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criterion:metadata [2026/03/12 15:40] – created finconscriterion:metadata [2026/03/17 10:59] (current) – fincons
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   1. Open your document in Criterion   1. Open your document in Criterion
-  2. Go to the top menu bar and click: **File → Metadata**+  2. Go to the top menu bar and click: File → Metadata
  
 This opens the Metadata Management Panel, where all current metadata is listed in a structured format. This opens the Metadata Management Panel, where all current metadata is listed in a structured format.
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 **How to Edit a Field**: **How to Edit a Field**:
  
-  1. In the Metadata Panel, click the **Edit** button+  1. In the Metadata Panel, click the Edit button
   2. A pop-up window appears showing all editable fields   2. A pop-up window appears showing all editable fields
   3. Change any value in a text box   3. Change any value in a text box
-  4. Click **Save** to confirm+  4. Click Save to confirm
  
 All changes are applied instantly. All changes are applied instantly.
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 **Option A: Choose from Optional Predefined Fields** **Option A: Choose from Optional Predefined Fields**
  
-  1. Click **Add Metadata** +  1. Click Add Metadata 
-  2. Select: **Choose from Criterion optional metadata**+  2. Select: Choose from Criterion optional metadata
   3. A list appears with available optional fields (e.g., Persistent Identifier, Manager, Company, Publisher, License Information, Category)   3. A list appears with available optional fields (e.g., Persistent Identifier, Manager, Company, Publisher, License Information, Category)
   4. Check the boxes next to the ones you want   4. Check the boxes next to the ones you want
-  5. Click **Insert**+  5. Click Insert
  
 These fields are now part of your document and can be edited normally. These fields are now part of your document and can be edited normally.
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 **Option B: Create a Custom Metadata Field** **Option B: Create a Custom Metadata Field**
  
-  1. Click **Add Metadata** +  1. Click Add Metadata 
-  2. Select: **Create custom metadata**+  2. Select: Create custom metadata
   3. Fill in:   3. Fill in:
-    * **Field Name **(Label): e.g., "Lead Researcher" +  - Field Name (Label): e.g., "Lead Researcher" 
-    * **Value Type**: Choose from Text String, List, Number, Date +  - Value Type: Choose from Text String, List, Number, Date 
-    * **Value**: Enter the actual data (e.g., "Dr. Anna Rossi") +  - Value: Enter the actual data (e.g., "Dr. Anna Rossi") 
-  4. Click **Insert**+  4. Click Insert
  
 Your custom field appears in the metadata list under Custom Metadata Fields. Your custom field appears in the metadata list under Custom Metadata Fields.
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   1. Find the field you want to delete   1. Find the field you want to delete
   2. Make sure it's not mandatory   2. Make sure it's not mandatory
-  3. Click the **Remove** icon next to it+  3. Click the Remove icon next to it
   4. Confirm deletion   4. Confirm deletion
  
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 | **Rule** | **Description** | | **Rule** | **Description** |
-| **Mandatory/Optional** | Mandatory fields (marked "M") cannot be removed; optional ("O") can | +| Mandatory/Optional | Mandatory fields (marked "M") cannot be removed; optional ("O") can | 
-| **Created by** | Editor or Criterion (auto-filled) | +| Created by | Editor or Criterion (auto-filled) | 
-| **Modifiable** | Yes = editable; No = read-only |+| Modifiable | Yes = editable; No = read-only |
  
 **Full List of Standard Metadata Fields**: **Full List of Standard Metadata Fields**:
criterion/metadata.txt · Last modified: by fincons