Beruflich Dokumente
Kultur Dokumente
Cumulus categories make it easier to organize, find and work with files:
• Build efficient, hierarchical taxonomies that fit your needs perfectly.
• Offer “virtual” category trees that use alternate category names suitable for different audiences.
• Automate the creation of new categories based on metadata inside your files.
• Add metadata values to categories for easier project and archive management.
• Related categories
• Directory (Source categories)
Canto, the Canto logo and Cumulus are registered trademarks of Canto. Other company and product names might be trademarks of their respective owners.
EDU/mkEX-Categories/2010.05 Copyright ©2010 Canto GmbH. All rights reserved. www.canto.com Page 1 of 5
LEARNING CUMULUS (EXPLORING SERIES): Tapping the True Power of Cumulus Categories
FIGURE 2: Category
view sets can limit the More Cumulus Education
master categories visi- Don’t miss the following resources, each all
ble when that category available fro free from Canto’s website:
view set is chosen. By
restricting users to cer- Cumulus Documentation Cumulus docs,
tain category view sets
only, you restrict their install guides, release notes and more.
access to the various (http://www.canto.com/docs)
master category hierar-
chies. Enhanced Metadata Support A list of the
files for which Cumulus offers enhanced
The inset image
shows how the metadata support.
category pane (http://www.canto.com/filters)
appears when a
category view that RAW Formats Support See a list of the digi-
permits access to tal camera RAW formats Cumulus supports.
only a single mas-
ter category is (http://www.canto.com/raw)
chosen.
Canto Community Blog Tips, news and other
information of use to Cumulus users.
When a normal, related or source category is automatically. This ensures your files won’t be (http://blog.canto.com)
nested inside another category, it’s considered a assigned to categories that no longer exist. Exploring Cumulus Series More Exploring
subcategory or child of the parent category. documents like this one are also available.
Related Categories
Master categories Say you manage photos of cars. You build a core (http://www.canto.com/exploring)
Displayed in blue in the category pane are the category hierarchy (of normal categories) named Canto User Forums Exchange ideas with
catalog’s master categories. Master categories for each auto maker. Then you realize you’d also users from all around the world.
are indicated by a dollar sign ($) in their names. like hierarchies for region, class and production (http://forum.canto.com)
Master categories are unique in that they appear status. You could create and manage multiple
as tabs at the top of the category pane. separate hierarchies, but related categories offer
a much better solution. Figure 3 shows this
All newly created Cumulus catalogs include You can create as many related categories as you
example. need. When you delete one, it has no effect on
three master categories:
the original category itself, or the file assign-
• Categories
FIGURE 3: Under the ments made to the category. When you delete an
• Keywords Manufacturers category original category, all related categories are
are three original catego-
• Sources ries: BMW, Toyota and deleted automatically.
Yugo. Related categories
Cumulus Enterprise and Complete enable you to of those originals have Related categories are also useful when you
add as many additional master categories as you been placed elsewhere in serve two or more audiences, such as employees
need. Cumulus Entry and Workgroup limit you to the category hierarchy. A and customers. Figure 4 offers an example of
double-click on any related
these three master categories unless the system category shows the same offering product numbers for employees and
has been upgraded with the “Extended Catego- asset records as a double- product names to customers. Using Cumulus
ries” add-on. click on the original cate- permissions, you’d determine who saw which.
gory. (Preferences set-
You can hide master categories (and their sub- tings affect this behavior.)
File assignments can be
categories) from certain users as a property of a made to the related or
category view set. (Figure 2) Using Cumulus original categories—they
Enterprise or Complete (or an upgraded Work- are always in sync.
group/Entry system), you can also use individual
per-category permissions to determine which
users can see or edit each category. A related category can be thought of as a clone
of another category. It can be renamed and
Normal categories moved independently from the original category.
Below all master categories (except $Sources) File assignments between an original category
are normal categories. This is the type of category and its related “clones” remain in perfect in FIGURE 4: The category tree on the right contains
you create when you use the Metadata > New categories related to those on the left. The related cat-
sync—anything assigned to one is auto-assigned egories were renamed to offer familiar names to cus-
Category menu option. to the other. (Un-assignments are handled too.) tomers.
Normal categories can be nested and moved Related categories appear in an italic font in the
anywhere in the category hierarchy. When you category pane. When created, “(related)” is NOTE: To create a related category, select the
move a Cumulus category (of any type), all appended to their names. You can remove original category and choose Metadata > New
assignments remain intact. When you delete a “(related)” or otherwise rename related catego- Related Category.
normal category, all assignments are removed ries at any time.
Canto, the Canto logo and Cumulus are registered trademarks of Canto. Other company and product names might be trademarks of their respective owners.
EDU/mkEX-Categories/2010.05 Copyright ©2010 Canto GmbH. All rights reserved. www.canto.com Page 2 of 5
LEARNING CUMULUS (EXPLORING SERIES): Tapping the True Power of Cumulus Categories
Canto, the Canto logo and Cumulus are registered trademarks of Canto. Other company and product names might be trademarks of their respective owners.
EDU/mkEX-Categories/2010.05 Copyright ©2010 Canto GmbH. All rights reserved. www.canto.com Page 3 of 5
LEARNING CUMULUS (EXPLORING SERIES): Tapping the True Power of Cumulus Categories
FIGURE 8: (Left) In the Link Matching Fields (upper) list of the properties window are
modules that are “hardwired” to create categories automatically. Use the Deactivate but-
ton to disable the creation of any categories you don’t want. The drop-down menu in the
Category Target column shows a list of all master categories found in the catalog. The new
categories will appear under the chosen master category.
When Updating Records Create/assign the cate- metadata field must be added to a category view
gories when updating asset records. set in order to make it available to users.
The other options aren’t applicable when work- Open the Preferences window for your catalog
ing with automatically created categories. and open the Catalog Settings section. From this
location, add the metadata fields you need, as
Source categories and the Cumulus Vault
shown in figure 10.
Source categories are not created for files cata-
loged into the Cumulus Vault, because the Vault
is the “source” location of these files. If you want
Cumulus to create source categories for the for-
mer file system locations of Vault files, first cata-
log the files “in place.” Move them into the
Cumulus Vault afterward. The source category
assignments will remain intact.
Canto, the Canto logo and Cumulus are registered trademarks of Canto. Other company and product names might be trademarks of their respective owners.
EDU/mkEX-Categories/2010.05 Copyright ©2010 Canto GmbH. All rights reserved. www.canto.com Page 4 of 5
LEARNING CUMULUS (EXPLORING SERIES): Tapping the True Power of Cumulus Categories
About Canto, Cumulus and Canto Professional Services For more information, contact your
Canto has been dedicated to helping customers fully utilize their digital assets since 1990. Canto Cumu- local Canto partner, or Canto:
lus is a cross-platform solution that enables companies to easily organize, find, share and track their
ever-increasing numbers of digital files, in any format. Canto’s worldwide network of certified developers
In the U.S.
offers an impressive assortment of plug-ins that enhance the Cumulus product line further.
+1 (415) 495-6545
In the E.U.
Canto Professional Services offers Cumulus consulting, training, installation, configuration and customi- +49 (0) 30 390 485 0
zation services. Take what you learn in Exploring Documents further with Canto Professional Services.
Everywhere
Learn more: www.canto.com info@canto.com
Canto, the Canto logo and Cumulus are registered trademarks of Canto. Other company and product names might be trademarks of their respective owners. Some product
claims and features are not included in all versions of the software and/or might require additional Cumulus Add-ons or Plug-ins.
EDU/mkEX-Categories/2010.05 Copyright ©2010 Canto GmbH. All rights reserved. www.canto.com Page 5 of 5