FAQ content

Add, import, and assign metadata to LibGuides content

In this article

By adding metadata to your guides, subjects, and courses, you can take advantage of the LibApps Automagic LTI tool to pull content into your learning management system, such as Blackboard, Canvas, etc. This allows you to connect students to content from LibGuides that is related to their course, embedding the library's resources into the course itself.

You can also use metadata to supplement your OAI-PMH feed, as well. Because LibGuides supports the oai_dc metadata format, you can add any of the supported Dublin Core elements to your guides. This metadata will be exposed when your guides are harvested.

To manage your the metadata for your LibGuides content, go to Admin > Metadata & URLs > Metadata. Although guide owners can add metadata to their guides, only admin-level users can manage metadata for the entire system.

Getting to the Metadata page


Add & assign new metadata

  1. Click on the  Add Metadata button.

Screenshot highlighting the Add Metadata button

  1. Select the Object Type (guide, course, or subject) for which you want to add metadata.
  2. Select the Object you want to add the metadata to. For example, if you selected "Guide" as the Object Type, select the guide you want to add the metadata to.
  3. Enter the name for the metadata in the Metadata Name field.
    • If you're using this metadata for the LibApps LTI Tool, this should match the LibGuides metadata name you've entered in your LTI Automagic Tool settings.
    • Otherwise, if made public, this will just appear inside of a <meta> tag as the name attribute (e.g. <meta name="my_metadata_name">).

Example of adding subject metadata

  1. Enter the value for the metadata in the Metadata Value field.
    • If you're using this for the LTI Automatgic Tool, this should match the LTI Parameter value from the course you want to match with in your LMS, or the value from your translation table.
    • Otherwise, if made public, this will just appear inside of a <meta> tag as the content attribute.
  2. Select whether or not you want this metadata to be available on the public view of the guide. Select Enabled if you want the metadata exposed to search engines and other harvesting tools.
  3. Save your changes.

Edit and delete metadata

  1. To edit a metadata item, click on its Edit () icon in the Actions column.
  2. To delete a metadata item, click on its Delete () icon in the Actions column.

Screenshot highlighting the Edit and Delete icons


Bulk import or update metadata from a spreadsheet

In addition to adding metadata manually, you can also import it in bulk.

  1. Click on the  Import / Update Metadata link.

Screenshot highlighting the Import/Update Metadata link

  1. Click on the Download the import template link.
    • Edit the template and populate it with your metadata items. The id field is only required if you are updating existing items (see next section). The object_id field is always required.
    • NOTE: if you use a Mac, you'll need to switch to a Windows machine to prepare your import template. Unfortunately, Office for Mac does not use UTF-8 encoding, so diacritics are not saved properly using Excel for Mac.
    • Save the template as a CSV file.
  2. Click on the Upload File button to upload your completed CSV file.
  3. In the Options, select the Run this import in "preview" mode checkbox. Then click the Run button to generate the preview.
    • This will allow you to preview the results before actually making any changes to your metadata.
    • We strongly recommend you do this at least once before running an import.
  4. If the preview looks good, deselect the "preview mode" checkbox. If you'd like, you can then select the In the event of an error, stop processing immediately checkbox. This will stop the import if an error is encountered during the process.
  5. Click the Run button to import your metadata.

Example of importing metadata 

Update existing metadata in bulk

You can also update your metadata in bulk, too. To get started:

  1. Click on the Export All Records button.
  2. Select  Template from the dropdown menu. This will download a CSV file of your existing metadata in the same format as the import template.
  3. Make your changes to the template and save it in CSV format.
    • Make sure each record has the id field filled out and matches the id of the metadata record being updated.
    • NOTE: if you use a Mac, you'll need to switch to a Windows machine to prepare your import template. Unfortunately, Office for Mac does not use UTF-8 encoding, so diacritics are not saved properly using Excel for Mac.
  4. Click on the Import/Update Metadata link and follow the steps in the "Importing metadata" section (above) to import the file.

Example of updating metadata