Collection Preferences
Collection preferences allow management of the collection.
Collection Status
1. A collection is Active when it is available for selection in the Scan To app at the control panel.
2. A collection is Off when it is not available for selection in the Scan To app at the control panel.
3. A collection can have errors if a collection is available at the control panel but contains no job-specific or predefined metadata.
To access preferences of a collection, select a collection and in the Preferences area, click Collection Preferences.
Collection Availability
Collections can be made available for selection or hidden at the control panel.
For a collection to be available for selection in the Scan To app,
1. Ensure that Make available in the Scan To app is enabled.
2. By default, a newly created collection is available for selection at the control panel if the collection has no errors.
Collection Name and Icon
Collection name and icon will be available at the control panel, which allows identification and selection of the collection in the Scan To app.
In the Preferences area of a collection, Icon and Name can be modified and edited, if required.
Filename
For a collection, a policy can be set to include the job-specific metadata in the scanned file name.
Note:If enabled, this policy works in conjunction with other file naming policies of the Scan To app.
1. To enable the scan file to contain its filename selections from the Job-Specific metadata, ensure that Auto Populate File Name based on selected Job-Specific metadata is enabled.
2. By default, this policy is disabled.
Predefined Metadata Visibility
Predefined metadata of a collection can be visible or hidden to the walk-up user at the control panel.
1. To hide the predefined metadata from the walkup user, ensure that Hide Predefined Metadata from walk-up-user is enabled.
2. By default, the predefined metadata is hidden at the control panel.
Metadata Formats
Metadata format for scanned documents determines how the metadata is applied to the scan files. The options are:
1. XMP-Adobe’s Extensible Metadata Platform
XMP is an ISO 16684-1:2019 standard. In this format, the metadata is embedded within the pdf, pdf/a, jpg, and tiff scan files.
2. XST-Xerox Standard Template
A Xerox format where the metadata is in a .xst file separate from the scan files.
Note:XST format is not applicable to email jobs. A .xst file will not be sent as an attachment to an email. Only repository destinations will contain .xst file along with the scan files.
3. XMP and XST
Metadata for the scanned documents will be both in XMP and XST formats.
Note:For a detailed example on how the metadata will be formatted and structured in the XMP format and in the XST files, refer to Metadata Structure.
After making the required changes, click Save.
To delete the collection, click Delete This Collection.