Documentation
Search…
Tropy Basics
What's New
Before you begin
Tropy Basics
Who owns the rights to the archival materials I use?
What is metadata and how do I use it?
Using Tropy
Intro to the interface
Create a new project.
Add photos to Tropy.
In the project view
View photos in project view.
Combine photos into items.
Add metadata to items.
Tag items.
Organize items into lists.
Search for items, metadata, notes, or tags.
Copy and paste items.
Delete items.
In the item view
Getting started in the item view
Edit photos in an item.
Create selections within an item.
Take notes on or transcribe the content of an item.
In the template editor
Getting started with templates
Create a new template.
Edit a template.
Export and import templates.
Add vocabularies.
Other features
Export from Tropy
Export with CSV Export plugin
Export with Archive plugin
Export to Omeka S
Print items
Keyboard shortcuts in Tropy
Preferences
Collaboration
Troubleshooting
Moving photos
Reporting problems
Backup
Powered By GitBook
Getting started with templates

What are metadata templates?

Metadata templates are forms that you select or create that allow you to record information about your items in ways that are actually useful to you. You can select from the templates that are provided in Tropy, or you can create your own. Before you begin creating your own template, we do recommend that you browse through the available templates to see if one can be adapted to your needs; it's easier to add to an existing template than to start from scratch. For an explanation of the templates that ship with Tropy, see What is metadata and how do I use it?​

Working with the template editor

Access the template editor by navigating to Tropy > Preferences (in Windows, Tropy > Edit > Preferences). Click on the Templates icon.
In the drop-down box, you'll see "New Template..." The drop-down is where you can access any templates that are currently loaded into your version of Tropy. The icons to the right of that drop-down represent the first steps toward creating or editing a metadata template. The next several sections of the documentation will walk you through how to use each of those buttons.
In the item view - Previous
Take notes on or transcribe the content of an item.
Next - In the template editor
Create a new template.
Last modified 1yr ago
Copy link
Contents
What are metadata templates?
Working with the template editor