Members of the default administrator role and members of custom roles with the appropriate administrative privileges can control the following settings that affect the items in an organization:
- Enable a comments section on the item page of each item in the organization.
- Allow the storage of metadata for items, and configure the default metadata style used by the organization.
- Create hierarchical categories to help organize items in a systematic and centralized way.
- Take advantage of term synonyms in the item search.
Follow these steps to configure item settings for the organization:
- Verify that you are signed in as a member of the default administrator role or a custom role with the administrative privilege to manage the organization website.
- At the top of the site, click Organization and click the Settings tab.
- Click Items on the side of the page.
- Configure any of the following item settings:
- Comments
- Metadata
- Organization categories
Note:
To configure organization categories, you must be a member of a role that has the administrative privilege to manage categories in addition to the privilege to manage the organization website.
- Item classification
- Search using related terms
Comments
Keep the Show and allow comments on items in the organization toggle button turned on to show and allow comments on items in the organization. When turned off, comments cannot be added and are not displayed for items owned by the organization.
Metadata
Keep the Enable metadata for your organization toggle button turned on to enable metadata for your organization and choose a style from the drop-down list: FGDC CSDGM Metadata, INSPIRE Metadata Directive, ISO 19139 Metadata Implementation Specification GML3.2, ISO 19139 Metadata Implementation Specification, North American Profile of ISO19115 2003, or ISO 19115-3 XML Schema Implementation.
By default, metadata is opened in a new metadata editor, but you can open the older editor (metadata editor classic).
The style controls how the metadata appears and which fields are available for creating it. By enabling metadata, members of your organization can include additional standards-based metadata in their items using a built-in metadata editor. When this metadata is included, anyone with access to the item can view the metadata in the style configured for the organization.
Note:
If you later disable metadata, existing metadata is not lost. The metadata is still part of the item, but the editing experience is no longer available in the portal website. Any standards-based metadata authored while metadata was enabled can still be viewed from the item page.
Organization categories
Click Configure categories to define hierarchical categories for organizing content. If you choose to set up categories for your organization, you can create your own custom categories or use standard category sets from ArcGIS (presented in ArcGIS Living Atlas of the World), the International Organization for Standardization (ISO), or INSPIRE as a starting point. Once categories have been configured, they can be used to organize items in your organization so that members can more easily find the content they need when searching or browsing.
Note:
You can add, delete, rename, or reorder the categories at any time by clicking Configure categories. Your edits are applied to any items that were categorized previously.
Item classification
Assign your organization a classification schema to allow members to classify items based on their level of sensitivity, which can help protect confidential and proprietary information. To assign a classification schema, you must be a member of the default administrator role or a custom role that includes the Organization website privilege and use a valid JSON file that outlines your schema. Once assigned, you can update or delete the classification schema if needed.
For more information and instructions, see Configure classification schema.
Search using related terms
Keep the Search using related terms toggle button turned on to enhance your organization's search results. When turned on, search results will include all items that contain the search term and any items that contain tags with related terms. Related terms are built into the organization and are English only at this time. For example, type Transit to return all items that contain the term Transit in the title or tags and any items that contain tags with related terms such as Bus Route, Public Transportation, Ridership, Commute, and Park and Ride. When turned off, search results will only include items that contain the search term.