CIS • Portfolio ABC’s
Viewing Metadata
By default, Portfolio only shows you a few fields of data in each of its three views (Thumbnail. List and Item). You can change this by creating a custom view. Alternatively, you can look at the Properties window for your selected record(s). These methods are explained below:
1. Viewing the Properties Window
With
your images of interest selected, click on the Properties button
near the top of 
the screen. A window will open showing you all
of the data for the selected image(s). The fields are grouped
under the three tabs at the top of the window. If you have multiple
images selected you can move back and forth between images using
the arrow buttons at the bottom of the window. If you are logged
in with editor or higher privileges you can edit the data in
this window. However, please do not do so without checking with
Fred Lifton first.
2. Creating Custom Views
You
can change what data fields are displayed in each of Portfolio’s
three view styles (thumbnail, list and item) and you can save
those changes in a custom view. To 
change the displayed fields,
click on the “Customize” button at the top of the
Portfolio window. A dialog box will appear with a list of fields
on the left and formatting options on the right. Click on the
fields you wish to appear (a checkmark shows which fields will
be displayed). You can change the appearance of the view by
modifying fonts and so forth with the options on the right of
the window. If you always want the catalog to appear this way
click the “save as default” button, otherwise click “Done.”
If you want to save this view for later use, use the drop-down view menu below the Quickfind box. Choose “save as…” and then give the view a name. The view will now appear in the drop-down list.
Important: any changes made to views only effect the client computer where those changes were made. So, don’t expect your custom views to show up on the class-room computer if you set them up on your laptop.
