Adding and Modifying File Attributes

It may be important to annotate your uploaded Project files with descriptive metadata that conform with your own defined categories, formats, or values to make the files more readily searchable and machine readable. For example, when uploading a file containing test scores you wish to specify metadata on the research site that performed the test, or on a DICOM imaging file you wish to specify the MRI scanner manufacturer. File Attributes enable this enriched metadata capture on files.

Project Administrators create custom File Attributes for the Project using the File Attributes template (see Managing File Attribute Templates. If File Attributes have been configured for your Project, the attributes are available for all Project Members to annotate files using one of two methods.

Prerequisites

Requires member role with the Edit permission level, or Project Administrator role.

 Instructions

Method 1: during File upload

Use this method to add Project-specific metadata annotations to your files on upload.

Open

1. Begin a File upload (see Uploading Files)

2. Select a File Attribute template from the dropdown menu (only visible if the Project Administrator has configured File Attributes) and enter the requested information.  File Attributes can be either required or optional on upload depending on how the Project Administrator has configured them.

   • Note: Multiple File Attribute templates may be available, but a file can only be associated with one File Attribute template.

3. Complete the remaining fields and click Submit.

Method 2: from the Project File Explorer

Open

1. Navigate to the Project File Explorer Green Room or Core.

2. Select one or more files and/or folders by clicking the checkbox beside each one, then click Add Attributes in File Explorer menu.

3. Select an Attributes template, complete the information, and click Submit.

File Attributes added to a file or folder are visible in its Properties menu in the File Explorer. Additionally, you can search all Project Files for specific File Attributes by using the Project Search tool (see Projects - Navigation > Search).

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