Attributes, custom metadata and naming

Updated on 07 Aug 2023
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Personalized data enrichment with custom metadata and cards

Cooperlink uses the principle of the card to add metadata to the different objects managed in the application (e.g. documents [1], tasks [2], correspondence [3], workflows [4], projects, workspaces, etc.). Each card contains a set of fields representing the metadata. The card is the identity of the object to which it is attached. The project manager defines the card templates that the user can use for his different spaces.

Metadata cards are fully configurable according to the needs of the project and can be adapted at any time easily by the project manager.

The dilemma between acronyms and readable texts for the user

Cooperlink manages metadata of type Identifier / Description. This allows for a more intuitive use for partners while allowing project managers to use the acronyms most frequently used in their company.

Examples of Identifier / Description pairs

TD vs Technical datasheet
STAB vs Stability

Revisions

Documents revisions are recorded in the history. A revision number is applied to the document. The revision format is free (e.g.: 0, A, B, C / 1, 2, 3, 4 / P01, P02, ...). Cooperlink makes a distinction between version (ie. a technical timestamp each time a document is shared) and revision (ie. business version managed by project).

Document code / naming and unicity

A documentary code can be defined according to the specific needs of the project. It is built on the basis of metadata identifiers (see above) and automatic numbering can be added to it. The workspace manager can also indicate the uniqueness criterion that applies to the document code to avoid code duplicates.

The code can be custom or it can comply with ISO19650 requirements.

Code examples:

DEMO-CPL-WP1-HA.B1-TD-ARG-0009-Wood Finishing-0
MIDI_BJV_ZZ_DM_C_ZZ_ZZ_104121
ING_FTE_ELE_4404

Metadata extraction

Metadata can automatically be extracted from filename. The extracted values are controlled with regard to the metadata type and allowed values (in case of values list).

This features applies automatically when a user uploads documents, a file is detected on the external DMS. The feature can also be executed at any time on one or more files.

Cooperlink has an advanced search tool to filter documents, tasks, workflows etc from various extended filters like file name, path, code or any metadata assigned to it.