Your uploaded Files will appear in the Upload Details View, where you can categorize them.
Important: File Categorization is extremely important in CORE. The way files are categorized determines how people will find them in the system, as well as who has access to them. If you have questions about how to categorize the files you are uploading, please contact your system administrator.
In this article:
- Upload Details Overview
- How to Categorize (aka Tag or File) Uploaded Files
Elements of Upload Details View
When you upload a file, the Upload Details view will pop up, where you can view your files’ progress, categorize / tag your files and then eventually share your files. Below are the different elements of the Upload Details View.
Elements of the Files Viewer
View information about your uploading files here. You can select them to apply categorization to a subset of files.
- Select - Check the box to select a file. If you have files selected, the categorization settings you choose will apply only to them. *If you do not sub-select files all files will be categorized in the same way.
- ID - The identification number for the individual file.
- Thumbnail - Files will display a default icon as they upload. Once they have been ingested and processed, the thumbnail will be updated to that of the File.
- Filename- The name of the individual file.
- Categorized - Status of the file’s categorization. There are two statuses:
- Pending - Means this file needs to be tagged.
- Categorized - Means the file has been tagged.
- Size - File size of the individual file.
- Upload Progress - The progress bar for each File will update as it uploads.
- Overall Upload Progress - This circle shows the overall upload progress for all Files. It will update as the Files upload.
- Troubleshooting uploads - Click this button for any troubleshooting issues with Aspera upload
Elements of the Categorization Panel
This is where you categorize the uploaded Files. If no single File is selected via the Select checkbox, this categorization will apply to all Files; otherwise, it will apply to the selected Files.
Categorization Panel Views
A. View when user first uploads
B. View of Domain with Structural Tags only
C. View of Domain with multiple Tag Groups
Domain Select - Select the Domain that the uploaded Files belong to. This must be selected in order to categorize your Files.
Skip & Share - Link in “Please choose Domain OR click here to skip & share or load last categorized” that bypasses tagging files, and takes the user to the Sharing Panel.
Load Last Categorized - Link in “Please choose Domain OR click here to skip & share or load last categorized” that loads the last set of tags created by the user during the previous upload. Helpful when uploading batches of assets using similar tags. Can also be accessed via the folder icon next to save icon and Reset form.
Tag Group Select - Each Tag Group contains a set of Tag Fields that can be used to categorize your uploads. Click any available Tag Group to view the Fields it contains.
Required Tags - The Required Tag Group contains the Tag Fields from all Tag Groups that have been designated as Required by your Administrator. These fields must be filled in order to submit your tagged files.
Templates - Templates can save you time when you regularly use the same or common tag settings to categorize Files:
Save Template - When you create a template, it saves all current Field settings for later use. Click the icon, enter a name for your template, and click to save.
NOTE:Templates are unique to the User and are not viewable by other users.
Load Template - Once you've saved a template, you can apply it to any other files. Click the icon, then select the template you would like to apply.
Delete Template - If you'd like to delete a saved template, click the icon to display your templates, then click the icon next to the unwanted template.
Last Categorization - CORE will automatically remember the last settings you used to categorize Files. If you'd like to repeat your previous settings, click the icon, and select .
Reset - Click to clear all Fields. Click to clear all Fields.
Field - For each Field in the selected Tag Group, click the dropdown to select a value. Some Fields are dependent on another; if so, you must select the drop downs in order of appearance.
Add New Value - If there are no values in a Field, or if the value you want is not an option, click the + button. Enter the new value, then click Save. To cancel adding a new value, click X Close. NOTE: Reach out to your system Administrator if you do not have the + option and need new values added.
Exit - Click the X to close out Upload Details window and skip categorization and sharing. You can return to it later by selecting your upload from the Transfers Uploads page. Note that if your files are not categorized, they will not appear in File Search view.
Categorize (aka Tag) Your Uploaded Files
Files should be categorized during the upload process so that they can be found easily. Files in CORE are categorized by their metadata. Metadata = tags. CORE is a metadata-based system which means files are stored and found according to their tags. Files saved with the same tags are grouped together in Asset Groups. CORE doesn’t have folders. It has tags. However, Structural tags organize files with the same tags under Asset Group names, like folders, so you can find them more easily. Go to the Tag Structure page to learn more about Structural Tags.
To categorize your files when you Upload,
Go to the Categorization Panel to the right of your uploading files.
Select the Domain according to the rules set by your company. Each Domain has its own set of Tag Fields for you to choose from.
Start with the Required subpanel. Here are tags you must complete in order to submit the files.
- Fill out the required tags on this panel. If you don’t know how to fill out these tags, please contact your team or company asset manager or Tier 1 support, who can assist you with the appropriate selections.
- Work left to right through each of the subpanels from Required through File Info, answering appropriately and per your company guidelines.
At the bottom of the panel, select Submit
- If you only need to upload your files (and not share them, etc.), you can verify your work by going to File Search to verify that the files you uploaded were tagged properly. To do so, go to File Search for detailed instructions about finding files and the Asset Viewer section to view the files and edit their tags, if necessary.
- If you need to share your uploaded files, select Share Files. Go to the Share Uploaded Files section in Share Uploaded Files section in Sharing a Package for instructions about how to share your files with the right people and settings.
CORE Tip: Save Tagging Time using “Load Last Categorization” and Templates
When tagging many batches of files, you can Load Last Categorization or select a template you’ve saved from the folder icon to auto-populate the Tag Fields with your Tag Values. When you have multiple Required tags or Tag Groups, this is especially handy.
CORE Tip: Save Time While Tagging Using Duplicate Folder Structures On Your Computer
If you upload files and they come from a folder on your computer with the same naming convention as an existing Asset Group, the system will pre-fill the tags for you in the Categorization Panel. You can confirm them before saving. This feature is not yet available in the Top Tagging Bar for Drag and Drop.
To categorize files that you've previously uploaded and are now returning to, go to Tag Uploaded Uncategorized Files.