Director Interface Documentation - V3.5 R3

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eMAM Director Interface

Version 3.5 R3
September, 2014

Notice

The content in this document represents the current view of Empress Media Asset Management, LLC
(Empress) as of the date of publication. As Empress responds continually to the changing market
conditions, this document should not be interpreted as a commitment on the part of Empress. Empress
cannot guarantee the accuracy of any information presented after the date of publication.
Empress is a US registered trademark of Empress Media Inc., and is used by permission. eMAM logos are
US registered trademarks of Empress Media Asset Management, LLC.
Information in this document is subject to change without notice. As new features and functionalities
may be added to eMAM from time to time, screenshots may vary slightly from those shown herein.

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Table of Contents
1.0 eMAM (new) Director Interface .............................................................................................. 4
1.1 Login to the eMAM Director Interface ................................................................................4
1.2 Layout and Interface .....................................................................................................6
1.3 Resizable Page Regions ..................................................................................................6
1.4 Widget Holder .............................................................................................................6
1.5 Widget General Features ................................................................................................7
1.6 Customizing the Interface ..............................................................................................8
1.7 Logout .................................................................................................................... 10
2.0 Widget Functions ............................................................................................................... 11
2.1 Projects .................................................................................................................. 11
2.2 Categories ............................................................................................................... 18
2.3 Subclips................................................................................................................... 22
2.4 Markers ................................................................................................................... 23
2.5 Approval .................................................................................................................. 24
2.6 Timeline and Timeline Preview ...................................................................................... 26
2.6.1 Timeline Preview ................................................................................................. 27
2.7 eBIN ....................................................................................................................... 28
2.7.1 eSEND ............................................................................................................... 29
2.7.2 Download ........................................................................................................... 30
2.8 Anywhere ................................................................................................................ 31
2.9 Preview ................................................................................................................... 33
2.9.1 Annotations Toolbox ............................................................................................. 34
2.10 Metadata................................................................................................................ 35
2.10.1 Metadata Info .................................................................................................... 35
2.10.2 Embedded Metadata ............................................................................................ 35
2.10.3 Custom Metadata ................................................................................................ 36
2.10.4 Tags ................................................................................................................ 37
2.11 History .................................................................................................................. 37
2.12 Embed .................................................................................................................. 37
2.12.1 Skins ............................................................................................................... 38
2.12.2 Settings ........................................................................................................... 39
2.12.3 Get Embed ........................................................................................................ 39
2.12.4 Share .............................................................................................................. 39
2.13 Browse .................................................................................................................. 40
2.13.1 Views Thumbnail, List, Filmstrip ........................................................................... 40
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2.13.2

Page Navigation Options .................................................................................... 41

2.13.3 Thumbnail Icons Download, Add to eBIN, Archive/Restore ............................................ 42


2.14 Dashboard .............................................................................................................. 43
2.15 Search Filter ........................................................................................................... 47
2.16 Delivery ................................................................................................................. 49
2.17 Comments .............................................................................................................. 50
2.18 Ingest .................................................................................................................... 51
2.19 File Versions ........................................................................................................... 54
2.20 Project Versions ....................................................................................................... 55
2.21 Admin Tools ............................................................................................................ 56
2.22 File Version............................................................................................................. 57
3.0 Relationship between Widgets ............................................................................................. 58
4.0 Search Panel and Basic Searches ........................................................................................... 60
4.1 Basic Search ............................................................................................................. 60
4.2 Case Scenarios for Basic Search ...................................................................................... 60
5.0 Advanced Search Options .................................................................................................... 61
5.1 Advanced Search ....................................................................................................... 62
Search In ................................................................................................................... 63
Refine Search ............................................................................................................. 64
Search in Category ....................................................................................................... 64
Search for Asset in Different States .................................................................................. 64
5.2 Marker Search ........................................................................................................... 64
5.3 Conditional Search ..................................................................................................... 65
Appendix 1 Examples of Advanced Search .................................................................................... 68
Appendix 2 Document Changes and Updates ................................................................................. 76

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1.0 eMAM (new) Director Interface


Taking the capabilities of Old Director Interface (now called Admin Console) a step further, Empress has
introduced an enhanced eMAM Director interface, with additional features and functionalities, called Director
Interface. Other eMAM interfaces, each detailed in separate documentation are:
1. The Super Admin interface or SuperAdmin Console, used by Administrative users, often IT staff, or Empress
Staff to make and maintain system settings.
2. The older Director interface (the Old Director Interface, now called Admin Console), most
functionalities of which have been incorporated in the Director Interface.
3. The Client Interface, a simplified browse, download, and link sharing interface for non-technical staff or
external clients.
4. The eMAM feeder, an ingest application for worldwide upload of assets into the eMAM system.
5. eMAM iOS app for iPad and Android app for Google Android-based tablet use.
The largest change in the Director Interface
(http://en.wikipedia.org/wiki/GUI_widget).

is

the

introduction

of

widget-driven

interface

Widget entered American English around 1920 as a generic term for any useful device,
particularly a product manufactured for sale. In computer use it has been borrowed as a
shortened form of window gadget, and was first applied to user interface elements
during Project Athena in 1988. The word was chosen because "all other common terms were
overloaded with inappropriate connotations." Wikipedia.org
A user can choose to display or hide functionalities, which are now available as widgets. This new interface gives
users the flexibility to customize their desktop/interface depending on their roles, their workflows, and their
individual preferences.
For example, review and approval users can use Preview and Approval widgets to create their workflow. These
widgets can either be docked (fixed) to either side of the main panel or floated anywhere on the screen. This
unique capability to individually customize the interface will help users use the system more productively Widgets
that are not needed or infrequently used in their role can be docked or closed and sent back to the widget holder
to avoid cluttering the interface.
Other major changes introduced since Version 3.5 Director Interface include editing timeline development
(Sections 2.6); support for Adobe Anywhere (Section 2.8); eBIN web publishing (Section 2.7), marker search,
search filters, and saved searches (Sections 2.4, 2.15, 4.0 and 5.0); desktop presets (Section 1.6). Changes are
also detailed in Version 3.5 Release Notes. Note some features may not be supported across all eMAM configurations
e.g. Adobe Anywhere is not supported for eMAM EZ and Online configurations, only for Enterprise and optional
for Workgroup.
Note: Some screenshots of the eMAM 3.5 Director may be shown in either the dark (grey/black) or light
(red/white) themes as will be described later. Users with permission may choose either theme.

1.1 Login to the eMAM Director Interface


Each user requires a unique login username and password to access the eMAM system. These are maintained by the
Admin users from the Admin Console within eMAM, or an organization can use LDAP/Active Directory to maintain
users by roles.
The User Name is typically the email address of the user, but can also be an LDAP registered name such as bsmith.
The password can be auto-generated or created by the Unit Administrator. Depending on settings, a user will be
asked to make a new password when they first login.

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eMAM Login
eMAM offers a Remember Username option during login. If this option is checked, the username is saved in the
browser, and is auto-filled in the future. For security reasons, eMAM does not allow users to save passwords.
Forgot password is a password retrieval function. To retrieve the forgotten password, the user clicks on the Forgot
Password? option, provides the registered email (user name) in the textbox and clicks Submit. The new password
is sent to the specified email id.

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1.2 Layout and Interface


Widgets in Left
Panel

Asset
Display
Preview Player

Asset Options

Search Options

Login status clicking on


green dot opens up
theme
settings,
customization, logout
etc.

Widgets in Right
Panel

Asset Display Browse

1.3 Resizable Page Regions


1. The web page has been divided into 5 resizable regions.
2. A user can add widgets to these regions or remove widgets from these regions.
3. A user can show/hide these regions.
4. The web page region is proportional to the screen size, so the interface view changes as
needed.
5. Widgets inside the regions are automatically resized if the region size changes.
6. Widgets can be docked to a panel (region), or made to float so they can be resized and
dynamically arranged like a pop up window.

1.4 Widget Holder


Each major functionality in the Director is associated with a widget. Unused widgets are
represented as icons in the widget holder, while widgets in use appear in one of the five regions
as tabs or floating anywhere on the screen. Widget Functionalities are described in detail in
Section 2.
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There is a quick panel in the upper left hand corner of the interface, containing all the unused
widget icons.

Will expand, and


number in the holder

will collapse the widget holder display. Icon sizes are adjusted based on the

Widget Holder (shown with light theme, all widgets unused)

1.5 Widget General Features


Different functionalities in the Director Interface are available as dockable widgets. Available
widgets for a user are determined by the permissions set for that user. For example if the
View eBIN permission is not set for the user/category, the eBIN widget will not be available
for that user/ asset.
These widgets can be moved to different regions on the interface by drag and drop from the
widget holder (described in Section 1.4 above) to the right panel, left panel, or one the three
central display areas. If there are multiple widgets in the same region, then they will each
appear as a tab at the top of the region.
Each widget has a pulldown menu:
1. Close will remove the widget from the current region of the interface.
available as an icon in the widget holder panel.

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2. Float will unpin the widget from the region in which it is docked. It can now be put
anywhere on the screen and resized as needed. If needed, it now has a Dock option to
pin it back to a region.
3. Other widget options if available are described in detail under the appropriate part of
Section 2.
The information displayed in many widgets, (including Approval, Metadata, Comments, and Markers widgets) will
change based on the chosen asset, as described in detail in Section 3. The changes will occur whenever an asset is
chosen/clicked on within the Browse widget.

A scroll bar on the right of a widget will appear if the display area is not large enough to display all of the
information. A user can scroll up and down by clicking or by click and drag.

1.6 Customizing the Interface


Clicking on the green dot in the upper right hand corner of the interface will open up theme and workspace settings,
and also the LOG OUT button. It will also indicate the currently logged in user.
There are two theme settings currently (more may be added at a later date) dark which features a grey/black
metallic tone workspace and light with a bright red/white toned workspace reminiscent of the classic Client
interface. Clicking on the white/red button will invoke the light theme, clicking on the black/grey button will
toggle back to the dark theme. Note that when theme settings are changed, the arrangement of the widgets will
change to their defaulted positions and the screen will refresh, users should save their workspaces before changing
themes. Once the workspace is arranged with the widgets and positioning as desired, the workspace may be named
and saved. A user can click on Add New Workspace and then name it on the pop up box that follows and then
SAVE it. Then, next time the interface is opened the user just clicks on the name you set and it will rearrange the
workspace as before. (Note: Floated widgets may return to their docked position on the right or left widget panel
after reloading theme.)

To save the workspace settings and layout start by users click Add New
Workspace, naming it in the Workspace Name field, and then click ADD. It
will then appear in the list of saved workspaces, which can be selected
anytime, as shown below. More workspace customization features may be
added in future releases.

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Following are screen captures of the overall workspace with light and dark themes selected.

Light Theme

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Dark Theme

1.7 Logout
Users simply click the LOG OUT button to logout. Users may also be automatically logged out after a period of
inactivity for security reasons.

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2.0 Widget Functions


Users cannot use or see widgets for which they have no permission. Below are detailed descriptions for
the functionality of each widget.

2.1 Projects
Projects are created in order to group and organize assets. The system can have any number of projects. The
projects widget lists all the available projects to which the user has been assigned or has permission to view. The
widget pulldown menu has an option to Add Project, which will cue a user to enter a name, description, and public
tags for that project. Projects can be seen in the thumbnail view or the list view.

Add New Project (Bin)

Add New Project (Bin)


To the right of each project is a button that shows supported functions for the project.

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Project Functions

Add New Bin


A bin is a subproject. A user can create one or more bins associated with a project, as shown above for
creating projects. Bins can have any number of levels, and the hierarchy is displayed as tree view structure.
The
contents
of
a
project
or
subproject
can
be
shown
with
the
+ and hidden with the - sign.

Edit Project
Also a user can create\edit sub projects (bins). User can change Project name, description and add or change
public tags which will help with relevant searches. Once the changes are made, click Update to save the
changes. Project saved successfully message is displayed.

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Edit Project

Delete Project
The user can delete a selected project (note: assets in that project do not get deleted, only the project
the grouping of the assets or pointers to assets.).

Create Sequence
A sequence is a series of video clips or subclips arranged in linear order. The user can create an editing
sequence so eMAM users can contribute to an editing workflow. This functionality will be described in greater
detail in Section 2.6 (Timeline) and 2.6.1 (Timeline preview). Any number of sequences can be opened within
a given project or bin (subproject). Sequences can be viewed in the Timeline Widget (see Section 2.6) and
previewed in the Timeline Preview Widget (see Section 2.6.1).
To create a new sequence, click Create Sequence, and provide all the sequence name.

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Export Project
Exports the selected project as an XML file, for import into other applications such as FCP or Premiere Pro.

Send to Anywhere
One-click export of project to an Anywhere production. The production name in Anywhere will be the same as the
project name in eMAM. Anywhere productions which have been sent from eMAM will indicate with Exported from
eMAM below the production name. Note that this may indicate Restore to Anywhere, for bringing eMAM projects
back into Anywhere. For additional information refer to Section 2.8 Anywhere or

http://www.empressmam.com/AdobeAnywhereWhitePaper.pdf

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Creating an Anywhere production from an eMAM project is one-click easy using the Send to Anywhere
function. Anywhere productions which have been sent from eMAM will indicate Exported from eMAM in
the Anywhere widget window.

Archive
One-click archive - Adds all of the associated project assets into the Archive queue. Status can be monitored with
the Dashboard widget. Assets will be archived to destination(s) as determined by system administrator in the
archive profile (e.g., LTO tape system, cloud, off-site location, back-up server, etc.). For archiving, the priority
can be set from 1-10 (1 being the highest priority). User can choose to include the asset from sub projects to
archive. In the Archive options, total number of asset and total number of assets in the online storage is displayed.
User needs to provide the Tape serial number to archive the asset.

Archive
After clicking OK, user can select one of the Archive profiles as shown below (example only):

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Archive Profiles
Once Archive Profile is selected, Archive status is displayed, which shows the Id, File Name, Status and Description
of Archive process.

Archive Status
The status of the archive can be monitored in the Dashboard as shown below:

Archive Status in Dashboard

Restore
One-click restore Retrieves assets from appropriate archive system(s) and restores to eMAM online storage.
Users need not know where the assets are archived eMAM will automatically retrieve them. For an archive
stored on the shelf, an administrator will get a message to retrieve the tape and mount in the library or drive.

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Restore

Restore Queue

Add to Delivery Queue


Adds the project assets to the Delivery Queue according to the Delivery Profile, and following message is
displayed.

Add to Delivery Queue

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2.2 Categories
In eMAM, organization of assets into project groupings is useful and optional, but every asset should be
assigned to a category either during ingest or afterwards, in order to control access and permissions to
the assets. Otherwise, assets will be in the Uncategorized category by default. Just like projects,
categories can also be displayed in Thumbnail or List view.

Categories displayed as thumbnails and List View

Categories allow users to group their assets with permissions. In


eMAM, a user is a member of one or more user groups: access to a
category of assets is restricted at the user group level. The Categories
widget will display all the categories to which a user has access. A
new category can be created with the Add Category function from the
widget pulldown. Like the Project widget, the Category widget has
pulldown menu options next to each category to add a category
(subcategory), edit a category, copy, move, archive, restore and add
to delivery queue. An ingest source (e.g P2 card) with a complex
folder structure will be retain that structure: category functions can process it in its entirety (e.g.
archive the P2 card and all of its subfolders automatically).

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Add Category To add a new category or


subcategory, a user names it and checks the
permissions associated with it. Finally, the user
can click Add to save the new category, or
Cancel to discard the process.
Categories can have any number of subcategories.
The hierarchy is displayed as a tree view
structure. The contents of a category can be
shown with the + on the left of a category name
and hidden with the - sign.

Category functions are available by clicking on the button the


right of the category.
Add Category: The user can create a subcategory to the
chosen category. Appropriate permissions can be set as
desired.
Edit Category: The user can edit category information,
including the name of the category and the permissions
allowed for that category of assets. Similar to Add Category
except button will indicate UPDATE instead of ADD.

Editing a Category is similar to creating one


button will indicate UPDATE instead of ADD.
Categories can be renamed and permissions
changed if necessary, provided appropriate
permissions are set for the user.

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Copy: Similar in behavior to the copy function in Windows puts a copy of the category in the clipboard
so it can be pasted into another or new category (does not duplicate assets only the pointers to the assets).
Move: Like Copy except will delete the original category. Note when Copy or Move is selected a new entry
Paste will appear on the dropdown after Move. Select Paste at the location desired to paste the category.
Archive: Archive will send the assets in the selected Category to the archive, as determined by the system
administrator. Progress can be monitored in the Dashboard widget.

Archive Category
Restore: Restores archived assets back to eMAM online storage. Progress can be monitored in the Dashboard
widget.

Restore Category

Restore Status
Add to Delivery Queue: Sends the assets to the designated Delivery queue, which can be monitored in the
Dashboard widget.

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Add to Delivery Queue

Other category functionalities currently in the Old Directory Interface, not yet available in the Director Interface,
include Delete Category and Download.

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2.3 Subclips This widget is available only for video assets.

Subclips are a parts of a full-length video asset.


The Subclips widget allows a user to mark multiple set-in (start) and set-out (stop) points in a video file.

Subclips are easily made with the Subclips widget and Preview player widget using the set-in { and set-out }
buttons. The widget has time stamps and a yellow segment indicates subclip range.
At the bottom of the Subclips widget, are buttons to ADD, SAVE, DELETE, and DELIVER. One or more subclips can
be chosen by clicking on the check box at the top of the subclip, and unselected by clicking the X at the top.
Add: This function will create a new subclip. A video can have any number of subclips and can be selected from
the Browse widget by clicking on it. In the Preview widget, the video key appears with the player button. To
create a subclip, the user can click on the set-in { button on the left. User can then choose the set-out point in
the video with the } button, which will determine the length of the subclip, also indicated by the yellow line.

Set-In and Set-Out


p

Preview subclipping

Save: This will save the current subclip being created. Subclips are NOT automatically saved, so users must be
careful to save their subclips.
Delete: This will delete the selected subclip (also by clicking the x in the upper right of the clip name box in the
Subclips widget). Select subclips in the Subclips widget by checking or unchecking the box in the upper right of the
subclip name.
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Deliver: This button will deliver the selected subclip(s) to the chosen destination in the selected format. eMAM
will trigger transcoding of the original/native video file and make a new version for delivery without affecting the
original file. Subclip must be save before it can be pushed into the delivery queue. User needs to select one of
the delivery profiles.

Delivery Profile

2.4 Markers This option will be available only for video assets.

Markers are used to identify important sound


or action at a given point in a sequence or clip. The Markers widget will provide option to add markers with title
and description at a specific time.

Markers Widget for asset that has no markers added. Click ^ to set marker.

To create a marker, click on

from the preview window for a given video. The marker will be
indicated by a red arrow on the video timeline. Time code is set by the system when you click the marker

button.

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Once the marker has been created, a user can change its name by clicking on its name. The duration
can be changed to specify how long the marker symbol should be displayed on the Timeline widget (see
Section 2.6 and 2.6.1).
Once the marker has been created, a user can close the marker by using
. To save any marker, the user click on
the checkbox next to it, and click Save. Markers are not automatically saved.

2.5 Approval Users may require an asset to be approved by another person, internal or external to
the organization. Using the Approval widget, the user can send an asset for internal approval to other
eMAM users. The user will click the internal approval button and choose the recipient from the list of
system users.

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Internal Approval
The user can also send an asset externally to somebody who is not an eMAM user. The user will type in the email
address of the recipient, create a temporary user name and password, and set an expiry date for the asset.

External Approval
User receives following information in the email:

The email recipient (approver) will click on the hyperlink, and enter the given username and
password. The recipient will see the asset with video player options, a space for comments, and
then a button to approve or reject the asset.
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Please note that the recipient only has access to view the selected link, with no other access to
content in the eMAM system. Once the asset has been approved or rejected, or the expiry date
has passed, then the link will expire, whichever event occurs first.

2.6 Timeline and Timeline Preview


In eMAM, the terms timeline and sequence are used to mean the same thing: a series of video clips and
subclips put together in a linear fashion. This allows eMAM users to use any internet connection to provide input
into the video editing process, which was traditionally localized to where the editors and/or the native definition
content are located. eMAM users can contribute to the initial assembly and perhaps the rough cut process (see
http://en.wikipedia.org/wiki/Rough_cut) of the professional video editing workflow. eMAM can share the clips,
subclips, markers, and sequences with the editor(s) to complete the process, which is described in other
documentation. eMAM does not support editing or creating fade in/fade out or other effects or functionalities
generally associated with editing systems (e.g., Adobe Premiere Pro or After Effects).
The Timeline widget is normally available in the lower center region of the interface, if not closed in the widget
drawer. This editing feature allows the user to lay out a video sequence in a linear fashion, horizontally across
the webpage, with a thumbnail for each of the video clips and subclips in the series. A user can select a
sequence from the Project widget (see Section 2.1) and select Create Sequence to make a new rough cut. A
user can drag and drop video assets from the Browse widget or subclips from the Subclips widget to this Timeline
widget. To add clips from the Browse widget, move the Browse widget to one of the regions on the top of the
web page, so both the Timeline and Browse widget windows can be seen at the same time. It would also be
helpful if the Timeline Preview widget window was floated nearby as well.
In the screenshot below a new sequence is created from the Project widget. To the right of the project name click
on the small box, select Create Sequence from the pull down menu, then provide a name in the pop up box, click
ADD. The Timeline widget will initially be blank. Click and drag desired clips to the Timeline widget (three are
shown here), then rearrange as desired by dragging and dropping. The composite clip can be played back in the
Timeline Preview player (described next). When satisfied, the user can save the sequence by clicking the SAVE
button on the Timeline widget, or deleting it with the trash icon. The scale in the Timeline widget may be sized
small, medium or large. The length of the series of clips and subclips is displayed by Length next to the SAVE
button. There is a scroll bar at the bottom of the widget to move through the parts of the sequence (appears if it
is a long clip).

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Dragging and dropping video assets into the Timeline widget to create a new sequence (light theme):

2.6.1 Timeline Preview

This player widget displays the preview for the sequence/timeline, playing each of the clips and
subclips in order from left to right. Note that the Timeline Preview widget player is separate from
the Preview widget which is for playback, review, sub-clipping and marking/annotating single video
clips only. Shown below is the Timeline Preview widget docked (playing the third clip in the
sequence as shown) with the Timeline widget floating. The Preview widget player (upper left) is
shown with an asset keyframe from the Browse widget not related to the sequence currently
playing. The Timeline Preview player has simple playback controls play/pause, forward/reverse,
volume and full screen, with time codes.

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2.7 eBIN
The eBIN is a method to share a group of assets through email links to a customizable player. This
allows eMAM users a functionality to share content in a very simple manner. eBIN recipients need no
technical ability and any internet connection to view the content. Assets can be added to the eBIN
using drag and drop from the browse widget. They can be removed using the X in the upper right
hand corner of the icon for each asset.

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The eBIN widget has the following special pulldown menu options:
2.7.1 eSEND The user will send the assets in the eBIN to one or more recipients. A description of each

field follows.

1. eMAIL addresses: The user can send the eBIN to one or a series of email addresses.
eMAM can keep an address book of email addresses for use, which is not yet available in the Director
Interface. These are currently maintained in the Old Director Interface.
2. Subject: This shows as the subject line for the recipients email.
3. Description: This shows up as the description with the eBIN.
4. Message ID: Each message is tracked with a unique identifier in the system for tracking purposes.
Message ID can (and should) be edited with a more descriptive ID and resent using the Client
Interface.
5. eMAIL type: Text emails just send the content as links, while HTML send a customizable graphical
player with the email.
6. Expiry Date: This is the last date an eBIN can be opened.
7. Access Limit: This is how many times an eBIN can be opened (0=unlimited).
8. Downloadable: Only if this option is chosen does the recipient have the option to download the
content. Depending on ingest settings for the organization set in the Super Admin Interface, there
may be one or several different formats preloaded for each asset available for download.

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9. Send me a copy of this: The user will also receive the eBIN message sent back to them.
10. Unsubscribe link: This is an option for a recipient to unsubscribe if the eBIN is used for marketing
purposes (CANSPAM legal requirement in the US).
11. Enable report tracking: The database will track opens, plays, etc., for the eBIN message. Reporting
options are available in the Old Director Interface or using a third party reporting application or
script. (Reporting to be implemented as Reports widget in the Director).
12. Allow comments: eBIN recipients can comment on the assets.
13. Forward: The system will track the ID of the device which opens the eBIN. Only if this option is
chosen can it be opened on another device.
14. Clear your basket after send: All chosen assets will be removed from the eBIN after it is sent.
15. eMAIL template theme: For HTML messages (chosen with #5 above), this option will offer themes to
change the appearance of the email. The recipient will have a button at the bottom of the email to
view the player. To see the appearance of the email before sending, the user can click on the
magnifying glass icon.
16. Preview template theme: This option offers a number of themes to change the appearance of the
player in the recipients email. Different types of assets (video, audio, images, other) will be
different tabs in the eBIN player. To see the appearance, the user can click on the magnifying glass
icon.
17. Send: This will send the eBIN to the chosen recipients.
18. Clear: This will clear all of the eBIN options entered.

2.7.2 Download
The user can download all of the assets in the eBIN in one of the preset formats. The formats preset in the
system are preloaded when assets are ingested. Settings for this are found in the Super Admin Interface by
the System Administrator or POC. The following four file types can be selected: Video, Audio, Image, and
Other Files (documents, spreadsheets, PDF, etc.).

After selecting Download from the pull down menu, the following dialog will pop up select
destination for download of files, and then select OK.

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2.8 Anywhere
Adobe Anywhere for Video is a system for worldwide editing and collaboration for Adobe Premiere, After Effects,
and Prelude CC, users. eMAM is now Optimized for Anywhere by Adobe: for detailed information see
http://www.empressmam.com/AdobeAnywhereWhitePaper.pdf. Anywhere allows multiple users to edit a
Production as a shared project at the same time (real time editing). To access the productions in the Anywhere
server, the user must login to that server. Login to that server is maintained directly in the Anywhere system,
independent of eMAM. To Login enter your Anywhere User Name and Password in the Anywhere widget and click
LOGIN. Note: future versions of the Director may support automatic Anywhere login based on the users profiles or
LDAP settings.

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Special pulldown menu options for the Anywhere widget are:


Logout: Logout from the Anywhere server does not affect eMAM logins.
Create: The user can create a new Anywhere production through this widget.

After login, all of the productions available to the user are listed. Click

to delete a production.

A new production may be added by selecting the Create from the widget pulldown. In the pop-up window, the
user will name the production and add a description. Once the details are added, the user can click Add to
create a new production, or Cancel to discard the process.

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2.9 Preview
This widget displays a proxy preview of an asset. A user can preview video, audio, images and
document files. Video assets will display simple playback controls and collaboration tools as shown
below.

Asset Preview in the Preview widget HTML5 player


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In the preview player (for video assets), there is a subclip mark set-in (left curly brace { ) and mark
set-out (right curly brace } ) buttons to subclip a video asset. The details on the current and other
subclips are found in the Subclips widget (section 2.3). There is a marker button to set a mark at the
current point on the timeline: the details on the current and other markers are found in the Markers
widget (section 2.4).
Clicking on an asset in the Browse widget will select that asset. The selected asset will automatically
appear in the Preview widget. Other widgets will also change automatically based on the current
asset, including the Metadata, Comments, History, Embed, Approval, Markers, and Subclips.
Selecting the
button will allow the user to enable or disable the Annotations, Marker, or Subclips
buttons on the Preview widget as shown below. Checking/unchecking the corresponding box will
enable or disable that tool.

Annotation toolbox shown with Preview widget

2.9.1 Annotations Toolbox


The annotations button is used to make various editing marks and notes on the current frame of a
video asset. Selecting the annotations button will open up a small pop up with various drawing tools
custom colors can also be selected from the palette as shown above. Clicking on the tiny color wheel
will open up the palette submenu to select custom colors.
The following is a description of the other icons in the Annotations Toolbox, which allows the user to
place editing marks and notes directly on the video frame. Drawing elements will be in the selected
color from the palette as shown above.
Draws a rectangular polygon object.
Draws a circle

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Draws a straight line.


Freehand line.
Makes a text box for comments (select font; after typing text click elsewhere on image to
stick)
Undo ALL annotation marks.
Saves all changes (annotations are not automatically saved).
Annotations Toolbox

2.10 Metadata

The main part of an asset is known as the essence (the video frames for video
asset, the notes of an audio clip, etc.), while all the information about an asset is known as
metadata. The Metadata widget displays the assets general info, embedded metadata, custom
metadata and tags for the selected asset. eMAM can hold any number of metadata fields, and they
are all searchable. Therefore assigning relevant titles, authors, descriptions, custom metadata and
tags to an asset will make searching for that asset much easier when needed.

Metadata of Asset

2.10.1 Metadata Info


o

Title- Displays Asset Title

Description- Displays description of the asset as added by the user

Author- Displays name of the author

Uploaded On- Displays the date on which asset was uploaded to the system.

Uploaded By- Displays the name of the person who uploaded the asset.

Title, Description and Author can be edited.


save the changes.

After editing, the user must click UPDATE button to

2.10.2 Embedded Metadata

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Embedded metadata is extracted by the system at ingest, and is non-editable. These are technical
and camera information about an asset, including file name, format, and size, bit rate, format
information etc. Embedded metadata can scroll for several pages.

2.10.3 Custom Metadata


Custom metadata fields are specific for the needs of the organization and how it organizes
information. The wealth of information about metadata schemata underscores the importance of
good metadata for an organization. Metadata fields are currently defined in the Old Director
Interface and are usually input at ingest using eMAM Feeder. They can have default values, be
required/optional, and be text/list. Custom metadata values can be input or edited in the interface.
Users can save changes by pressing the UPDATE button.

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2.10.4 Tags
eMAM can hold any number of searchable tags for an asset to aid in search. The tags may be public,
for all users, or private, usable only by the user creating it. The user can type in the text box and
click ADD to save the tag. Previously created tags can be edited using the pencil icon or deleted
using the

box.

Tags

2.11 History
The asset History widget shows all actions performed on a given asset. It displays the date an action
was performed, the action, the user who performed the action, and ID # of the user. Using the Old
Director Interface, this information can be exported or printed.

Asset History

2.12 Embed

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eMAM allows users with permission to share the video player for assets outside the eMAM system to
support the free and unrestricted sharing of the content. Organizations that embrace social media
and other open sharing of content could approve the use of this function, while other organizations
may restrict or forbid its use. The system can either generate an EMBED tag, which will run the video
player inside another website, or a SHARE link, which is a short link (URL) for a user to share a video
for playing on a browser. Note: Use scroll bar to right of widget window to see other options such as
Skin Autohide and Autoplay.

2.12.1 Skins
A user can choose the appearance of the video player/skin color scheme from the drop down menu.
The options include Basic, Aqua, Classic, Candy and Custom. Users can create customize the color
scheme by using Custom option. The

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2.12.2 Settings

Player Size- A user can choose the standard SD and HD players or customize the player by
providing entering the width and the height.

Skin Autohide- The outer skin of the player will not be visible.

Autoplay- This option will start playing the video as soon as it gets loaded in the browser.
If this is not chosen, then the video will only start after the play button is pressed.

Closed Caption- Captions are displayed, if available.

Full Screen- The video plays in the full screen mode.

2.12.3 Get Embed


Clicking on this button will give the user a very long string to use for embedding in another website.

2.12.4 Share
Clicking SHARE will give the user an eMAM Player URL, which can be copied and pasted in any browser to play the
video with the specified settings.

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2.13 Browse
The user can see the available or chosen assets, navigate through the pages, and choose an individual
asset for preview and other functions. The user can choose an asset by clicking on it. Once an asset
is chosen, then the following widgets will change to reflect information about that asset: Preview,
Metadata, Comments, History, Embed, Approval, Marker, and Subclip.

2.13.1 Views Thumbnail, List, Filmstrip


The three views can be selected in the upper left hand corner of the widget thumbnail, list and
filmstrip left to right. Assets may be seen as a thumbnail view,

.as a list view,

.or as a filmstrip view.

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The filmstrip view is useful to look for certain keyframes without having to play back all of the videos
so this view can aid in search efforts.

2.13.2 Page Navigation Options


Arrows a user can navigate through different pages using the arrows, and also change the sort from
ascending to descending order.

Sort- The user can sort the assets based on "Most Recent", "Size", "Name, "Type, "Rating",
"Description", "Category", "Ingested On" or "Ingested By".

Assets Per Page-. The user can change the number of assets displayed per page (10, 20, 50, 100, and

250).

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Browse assets in list view

2.13.3 Thumbnail Icons Download, Add to eBIN, Archive/Restore


In the thumbnail view, hovering over each thumbnail in the Browse widget will cause the thumbnail to change
slightly to reveal three icons.
Their functions are as follows: (note some may not be available in the current release)

Download asset
will download a copy of the asset to the users local hard drive or network drive. A pop
up will appear and there may be several options for desired file format (e.g., original file or low resolution proxy
copy).

Add to eBIN The basket icon with the


plus sign will add the asset to the eBIN (see eBIN section 2.7).
Assets may also be added to the eBIN by clicking and dragging the asset from the Browse widget to the eBIN
widget.

Archive/Restore -

Will ARCHIVE the asset to the configured archive system(s) as determined by the

administrator through the Super Admin Console.


Will RESTORE the asset to the locally configured online
storage system. Note that archived assets are indicated with a red line under the thumbnail image, and will indicate
this icon in the upper right corner of the thumbnail square. Assets that are not archived do not have the red line
under the thumbnail and will indicate the former icon in the upper right corner. Assets that are sent to the archive
queue will appear in the appropriate Dashboard widgets Archive tab to indicate the status of the archive
operation.

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Once the asset is archived, its status is displayed, and it can be monitored in the dashboard.

Archive Status

2.14 Dashboard
The Dashboard widget indicates the status of completed or pending ingest, delivery, archive, or cloud
operations. For example, following an ingest process, the progress and status of the ingest process can be
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monitored by checking this widget and clicking on the Ingest tab. Users can view status by process state such as
Uploading, Processing, Added, etc., by clicking on the individual status tile, or you can view all processes by
clicking on the View All link. If the status is not known, then it is quickest to View All. When selecting View All
there is an option to display as a list or as tiles. Note that this widget will not change if different assets are
selected (e.g. if assets are being ingested it will continue to show status when refreshed manually or
automatically at intervals, regardless of current workspace operations, and post-ingest as well). This will allow
continuous monitoring of the process while performing other operations.

Click View All button to list all items as a


tabular list or as tiles.

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When selecting View All, status can be presented in a tiled or block format, or as a tabular/list format with the
respective icons as shown below.

Below is same data presented in list or tabular format a user may have to expand the widget window to see all
fields in either case. The user could expand any floating widget window by positioning the mouse over one of the
corners and dragging outward. Note that in the list view the records may be sorted by the listed column headings
such as Title, Start Time, End Time, Status, Description, etc., so you may find records quicker if there are many.

When viewing all assets in the Dashboard widget as either the tiled or list format the user will see two other
buttons on the right side the left button is the manual refresh button, and the user can adjust the automatic
refresh interval (may not be supported) and assets per page with the right button, as shown below.

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Following is the complete list of Dashboard widget tabs with pertinent status categories:
Ingest tab
Uploading
Processing
Added
Resubmit
Queued
Delete
Error

Delivery tab
Queued
Added
Failed
Deleted
Completed
Archive tab
Deleted
Failed
Passed

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Queued
Cloud tab
Cloud Purge Error
Cloud Upload Error
Cloud Purge
Cloud Upload
Cloud Purging
Cloud Uploading

2.15 Search Filter


The Search Filter widget allows the users to perform what is referred to as a faceted search. This is another
quick search method for finding assets by drilling down certain search criteria until the assets listed are
filtered according to the search selections.
For example, by clicking on Video Assets, the Search Filter widget will list only those project, categories and
files sizes that contain video assets. Further selecting by project name, category name and/or file size will
narrow down selection, making it easier to zero-in on your desired assets. Or, you can start with a Project or
Category, then filter down by asset type or size. It is very similar to ecommerce shopping cart software, where
the online merchant lets you select by brand, then size, model, color, etc., until you find the products you want.
This widget does not have any special menu options other than DOCK/FLOAT and CLOSE.

Because only Image asset type was selected, only images are shown in the Browse widget. There are a total of
1912 assets across all of the Projects and Categories in this example above. Further refinement of the search

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filter can be enabled by clicking on the Project, Category or Asset Size filter objects. Note the number of objects
is indicated to the right of each object selector (e.g., clicking on DPXIngestTest9 Category shown above will
reduce number of objects down to 331).

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2.16 Delivery
Assets dragged and dropped into the Delivery widget can be added to the Delivery Queue to send to the next
station or user in the workflow, or for final sequencing and delivery to client, for example. Once assets are
dropped into this widget, the user can click Deliver from the widgets pull down menu to send to the
appropriate delivery profile. A pop up screen will allow user to select appropriate delivery profile to select.
Notice that the asset queued for delivery will appear in the Dashboard widget under the Delivery tab as shown
in the background (in this screen capture both widgets are floating).

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After selecting Deliver, the user must choose Delivery Profile as follows. Click ADD to add to the queue or
CANCEL to cancel the operation.

Select Delivery Profiles

2.17 Comments
The Comments widget allows one to view and/or enter comments for the selected asset in the Browse/Preview
widget.
To enter comments simply type comments in the widgets My Comments box and click POST button. Comments
will appear above with user name and date stamp. Comments may be deleted with the
according to permissions.

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2.18 Ingest
The Ingest widget enables upload and ingest of new content into eMAM by installing an eMAM Feeder desktop
app. The first time this widget is used, it will prompt to download the Java applet to install the desktop feeder.
If Java is not present on the machine it will have to be installed as well. Afterwards, to perform an ingest
operation, it is recommended that the eMAM Feeder can be started directly from the desktop through the
desktop shortcut.

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The eMAM Feeder will start (there may be a brief delay). Select files for ingest by clicking on the ADD FILES
button.

The following Metadata dialog will open. Make selections as shown below and then click OK.

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At this point more files may be added to the ingest list for upload using the ADD FILES button. Also, if additional
files are added they may also have their own assigned descriptions, tags, projects, categories, and custom
metadata as well, as was done previously. It is best to upload assets in logical groupings, if possible (e.g., by
Project or common Custom Metadata or Tags). When all files are ready for ingest, click UPLOAD button.

As the files are being uploaded, progress will be indicated on the Status column. Successfully uploaded files will
disappear from the list. If there are issues, there will be indications as shown below. Also, ingest status can be
monitored with the Dashboard widget as described in section 2.15. It is possible that successfully uploaded files
may still have an error afterwards (e.g. transcoding error, duplicate file, etc.), so the Dashboard widget should be
checked if there is a problem suspected.
Assets that are uploaded and ingested successfully will appear in the designated Projects and/or Categories as
specified during the Feeder selections above. If not, the assets will appear in the uncategorized category to be
assigned later to Categories and/or Projects. It is far more efficient to assign these, as well as tags and custom
metadata, during Feeder ingest of course.

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To re-run the Feeder for subsequent ingest operations use the desktop icon that was installed previously. It will be
automatically configured to access the server for the present eMAM Director/ Unit installation. The same eMAM
login information may need to be entered as described in section one. If not sure, contact the POC/ System
Administrator.

2.19 File Versions


File Versions is a handy thumbnail widget which indicates some basic information about the asset as well as a
graphical summary of where the assets files are located: Cloud, Source, eMAM Storage, and/or Archive. This
widget is dependent on which asset is selected in the Browse widget, and will change accordingly. It will
indicate some basic information about the asset such as: Asset ID, Title, UUID and File Name. At the bottom of
the widget are four icons, left to right, which indicate the assets file locations. If the icon is bold it is stored at
that location, if the icon is ghosted out, the file is not stored at that location. In the example below, the asset is
not in the cloud, source location, or archive, but it is located in eMAM storage. The File Versions widget does not
have any special pull down menu selections.

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2.20 Project Versions


The Project Versions widget (not to be confused
with File Versions widget above), works in
conjunction with the Projects widget to keep track of
changes to the Project. It will list updated assets as
they are changed through the workflow process (e.g.,
as projects are exported back into eMAM from
Premiere Pro as an update, or if new assets are
added to the project either from eMAM or though
Premiere Pro).
In the Project Versions widget (and also the Project
widget), there is the option to list the Projects, assets
and sub-folders (bins) in a list format which is
default, or as folders and icons as shown below.
This widget does not have any special pull down menu
options.

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2.21 Admin Tools


Users need login credentials and administrative rights to use Admin Tools.

Admin Tools
Once user clicks on Open Admin Tools, a new browser window will open, and the Admin Console is displayed
within it after user logs in. The Admin Console has several features, tools and settings at user, as well as unit level.

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Admin Console interface login screen in new browser window

Admin Console

2.22 File Version


Displays asset Id, Title, UUID, File Name, and storage locations where it exists. These locations can be cloud,
Source, eMAM Storage, and Archive. It can exist in multiple locations at a given time.
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File Version

3.0 Relationship between Widgets


The widgets are interdependent: once a user selects any widget, the related widget is affected as well. The
relationship between the widgets is described below. This is only a partial list as examples. There may be other
widget relationships not listed here but the relationship between the widgets in question can be checked by opening
the affected widgets into the workspace area and determining the changes by inspection.

Asset selection is done by clicking on any asset in the browse widget.


Browse and Preview- The selected asset is displayed in the preview widget.
Browse and Metadata- All the metadata associated with a selected asset is displayed in the metadata widget.

Browse and Comments-Comments associated with a selected asset are displayed in the
comments widget.
Browse and History- The entire history of a selected asset is displayed under the history widget.
Browse and Embed- The embed widget will give the user the embed code or the sharable URL
for the selected asset.
Browse and subclips-All the subclips for a selected asset are displayed in the subclips widget.
Browse and markers-All the markers associated with the selected asset are displayed in the
markers widget.
Preview and markers-When a selected asset is displayed in the preview widget, the markers
associated with that asset are displayed in the markers widget.

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Preview and subclips-When a selected asset is displayed in the preview widget, the subclips
associated with that asset are displayed in the subclips widget.
Projects and timeline-When the projects widget is selected, the timelines saved under the
selected project are displayed in the timeline widget.
Timeline and timeline preview- If the user drags and drops sequence/timeline into the
timeline preview, then it timeline will automatically play.
Timeline and subclips- When the timeline is displayed in the timeline widget, the subclips
associated with the selected timeline are displayed in the subclips widget.
Search filter and browse-When the user performs a search operation, the result of the search is
displayed in the browse widget.

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4.0 Search Panel and Basic Searches


Search helps save time by allowing users to retrieve digital assets in the system as quickly as possible. eMAM offers
two search options: Basic Search and Advanced Search. There is also a Search Filter widget, described in Section
2.16 above. The Search Filter widget allows the user to drill down and is an alternative means of quickly finding
assets in addition to the Basic and Advanced Search methods covered here.
The search panel is on the top of the web page, as are the logo and the user name. If these are not needed, then
there is an up arrow below the search window that will minimize it to provide more space for the other elements
of the webpage.

If minimized, the top panel can be opened by clicking on the down arrow in the middle of the

screen.

Search Options
The search bar is not case sensitive.
Multiple spaces are not allowed between the words.
There should not be any space between asterisk * and the word typed in the search bar.

4.1 Basic Search


Basic search is done based on the relevance (meaningful search). For example, a search for assets with word fly
returns assets that are named fly, flew, flying, flies, flown and so on. For a given word or phrase, search
is carried out in all of the following fields:

Title
Description
Author
Custom Metadata
Private Tags
Public Tags

For basic search, the user can type search word or phrase in the basic search bar at the top of the screen and click
.

4.2 Case Scenarios for Basic Search


Asset 1: Title: Child
Asset 2: Title: You may go
Asset 3: Private Tag: He went to church
Asset 4: Public Tag: She is gone
Asset 5: Description: Children are playing

Case 1
Basic Search word: go
Search results Asset 2, Asset 3, Asset 4

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In case 1, Asset 3 is retrieved because meaningful search has been enabled in eMAM, linking
go with the meaning of went.

Case 2
Basic Search word: child
Search results Asset 1, Asset 5

Case 3
Basic Search word: play
Search results Asset 5

5.0 Advanced Search Options


Advanced search option is used to narrow down searches if there are many relevant assets. If the user knows
exactly what and where to search for asset, this feature can quickly narrow results. There are three tabs for
advanced search options: Advanced Search (Section 4.1), marker search (Section 4.2) and conditional search
(Section 4.3).

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5.1 Advanced Search


Under the advanced search tab, the user can enter a search term or phrase in the search text box. A search text
box suggests search terms based on the previous searches in a floating panel, but this has not yet been implemented
in the Director Interface. The user can choose from a number of additional options, and then click the SEARCH
button at the bottom to search or CLEAR to deselect all of the options.

The user can then choose any one of the four options: Exact Match, Contains this word, Contains all these words,
or Contains any of these words.

Advanced Search Options


If the Exact Match option is selected, then
1. The order of search terms or phrases is important. For example, if the asset title is Film
awards, searching for awards Film will not return any asset.
2. Space between search terms or phrases is important. For example, if the asset title is
Filmawards, searching for Film awards will not return any asset.
If the Contains this word option is selected, then the user should enter only one search term in the
search text box. If more words are entered, then a Multiple words are not allowed error message
is displayed.
If the Contains all these words optionis selected, there must be more than one search term in the
search text box. If not, then the Please Enter Multiple Words messages is displayed. eMAM Search
engine searches and returns the assets that contain all the words typed in the search text box,
regardless of order.

When the Contains any of these words option is selected for searching, there must be more than
one search term in the search box. If not, then the please enter multiple words message is displayed.
This search option returns all the assets that contain at least one of the the words entered in the
search text box. For example, search for spring season returns assets with beauty of spring,
season of flowers, spring season always bring april shower etc.

Enable Full Text Search: Enabling full text search ignores any prepositions in the search word or
phrase. Full text search is relevant only when the user selects Contains all these words option to
search an asset. If FullText search is enabled, then noise words like it, in, of, to, etc are
ignored for searching assets.

The following examples explain Enable Full Text option in detail:


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Asset 1-Description- Nature is simply beautiful.


Advanced Search phrase- Nature is simply beautiful

Case 1
Advanced Search with full text enabled:
Exact match

: Asset 1 is returned as a search result

Contains all these words

: Asset 1 is not returned as a search result*

Contains any of these words

: Asset 1 is returned as a search result

*Asset 1 is not returned because Full text search has been enabled.

Case 2:
Advance search with full text disabled:
Exact match

: Asset 1 is returned as a search result

Contains all these words

: Asset 1 is returned as a search result*

Contains any of these words

: Asset 1 is returned as a search result

*Asset 1 is returned because Full text search has been disabled

In case 1, search using Contains all these words does not return Asset 1.
In case 2, search using Contains all these words returns Asset 1.

Conclusion: For the search engine to identify noise words like is, it, to, of, in etc, when Contains all
these words option is selected, it is essential to disable full text search.

Search In
The search engine automatically looks in all the fields for the search word or phrase, unless the user specifies
particular fields for searching.
Search in fields are as follows:
Title- Name of the Asset.
Description- Description given to the asset while uploading.
Author eMail id of the user who ingested the asset is the default value, but this field can be edited.
Ingested By Name of the user who ingested the asset.
Asset tags Tags are keywords given to assets by a user. There are public tags as well as private tags.
Comments Comments given to asset by different users.
Closed Caption-Text version of the spoken part of a video file.
Embedded metadata - Metadata stored and maintained within the asset. It cannot be edited.
Custom metadata- Metadata defined by users for an asset. It can be edited.
Asset id Each Asset ingested into eMAM System is numbered stating from 1.
UUID- A unique ID associated with asset. It is an alpha numeric string. If an asset has three versions, the UUID for
each version will be different.

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Refine Search
To refine search criteria, the user can narrow down search criteria based on asset types. In the Refine Search
window, select asset type(s) in which search needs to be performed video, audio, image, and other types of
assets (e.g., pdf documents, PowerPoint slides, etc).

Refine Search using Asset Type

Search in Category
Advanced search can be done for any asset type belonging to any category. Search for an asset can be narrowed
down to search ries or in specified categories only. To search for assets in only a particular category, chosen from
the drop down list menu. To search assets in subcategories, the user can select Include subcategories option.

Search in Category/Subcategory

Search for Asset in Different States


The user can narrow searches based on their status and storage location.

Search based on Asset State

States of Assets:

Online storage- Search assets in the current active online storage.


Archived - Assets that have been moved from the online storage to a far storage are considered archived
assets. User can perform all the search operations on archived assets.
Approved Assets approved by internal or external users.
Rejected Assets rejected by internal or external users.
Pending for approval- Active assets that have been sent for approval to an internal user, but have not
been approved or rejected yet.
All: search for all assets states.

5.2 Marker Search


The marker search feature allows the user to search for a location within a video that matches with the specified
search criteria, based on marker name or description. The user types the search word or phrase in the search text
box and choose any one of the three options as appropriate: Exact Match, Contains any of these words and
Contains all of these words as described in 5.1 Advanced Search Option above. The Enable Full-text Search
option allows fast and flexible indexing for keyword-based search of text data.
The user can also specify whether to search in marker name, marker description, or both.
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The SEARCH button will return assets with the appropriate markers. CANCEL will clear the selected options.

5.3 Conditional Search


Search filters are specific conditions. By adding a series of filters, users can quickly narrow a search. For example,
searching in a news catalog for Bush will yield numerous results, while a search for Title contains Bush AND
category=speech and tag=axis of evil will quickly yield appropriate results.

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The user can enter the search word or phrase in the Search box.
Under ADD FILTER, the use can make a new general filter by choosing Add Filter from the pulldown menu and
naming the filter. The other option is to make a personal My Filter form the pulldown menu.
The user can choose to search with Like or search with Contains.
The user can then specify the search field from a pulldown list: title, author, description, custom metadata,
embedded metadata or comments. A search may have a series of search fields if needed. More fields can be
added. They can be removed by the X on the right hand side.

Condition: the user can choose from the pulldown list of available conditions: Equals,
Contains, Less Than, Greater Than, and Between.

Value: The value for the filter is entered. (e.g., axis of evil)
Operator: the user chooses a logical operator AND or OR.

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Once the advanced search criteria have been defined, the user use the buttons at the bottom to SAVE the search
criteria, SEARCH based on the given criteria, or CANCEL to remove the search criteria.

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Appendix 1 Examples of Advanced Search


Following cases describe various scenarios of Advanced Search options. Considering there are 20 assets in the
system, each case describes a search word or a phrase entered in the search text box, and the assets returned
based on the option chosen by the user ( Exact Match, Contains this word, Contains all of these words, Contains
any of these words). These test cases are produced with Full text search enabled.

Asset 1: Title: Caribbean Sunset


Asset 2:Title: Sun rises in the east
Asset 3:Description: Folk arts in Canada
Asset 4:Description: International folkloric festival
Asset 5:Description: Winter in Canada
Asset 6: Description:spring season always bring april shower
Asset 7:Author: Christopher Plummer
Asset 8:Author: Christina Taylor
Asset 9:Custom Metadata: Canada
Asset 10:Custom Metadata: Music, Title: world
Asset 11:private Tag: Winter
Asset 12:Public Tag: Season of flowers
Asset 13:Public Tag: beauty of spring
Asset 14:Public Tag: springseason
Asset 15:Public Tag: festival de cans
Asset 16:Comments: camerashop
Asset 17:Comments: shopcamera
Asset 18: Comments: Sunset
Asset 19:Embedded Metadata:4649 bytes
Asset 20:Description: Sun sets in the west and sun rises in the east

Case 1
Search Term- Sun
Search Option

Search Result

Exact Match

Asset 2 , Asset 20

Contains this word

Asset 1 , Asset 2, Asset 18, Asset 20

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using this
option.

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Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using this
option.

Case 2
Search phrase- Sun in the east

Search Option

Search Result

Exact Match

No result

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box.

Contains all these words

No Result
Reason: Search was done with full text enabled. If the search was
done with full text disabled, Asset 2 and asset 20 would have been
returned.

Contains any of these words

Asset 2, Asset 20

Case 3
Search Term- Sun*

Search Option

Search Result

Exact Match

Asset 2, Asset 18, Asset 20

Contains this word

Asset 1, Asset 2, Asset 18, Asset 20.


Reason: Asset 1 is returned because there is sun in
Caribbeansunset

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Case 4
Search Term- *Sun

Search Option

Search Result

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Exact Match

No result

Contains this word

Asset 1, Asset 2, Asset 18, Asset 20.

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Case 5
Search phrase- Caribbean Sunset

Search Option

Search Result

Exact Match

Asset 1

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option

Contains all these words

Asset 1

Contains any of these words

Asset 1, Asset 18

Case 6
Search Term- Christ

Search Option

Search Result

Exact Match

No result

Contains this word

Asset 7, Asset 8

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Case 7
Search Term- Christ*

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Search Option

Search Result

Exact Match

Asset 7, Asset 8
Reason: Search word Christ exists in Christopher Plummer and
Christina Taylor

Contains this word

Asset 7 , Asset 8

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Case 8
Search Term- *Christ

Search Option

Search Result

Exact Match

No Result

Contains this word

Asset 7, Asset 8

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Case 9
Search Phrase- 4649 bytes

Search Option

Search Result

Exact Match

Asset 19

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option.

Contains all these words

Asset 19

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Contains any of these words

Asset 19

Case 10
Search Term - Camera

Search Option

Search Result

Exact Match

No result

Contains this word

Asset 17 , Asset16
Reason: Assets 16 and 17 are returned as search results because
the search word camera is there in camerashop and
shopcamera

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Contains any of these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option.

Case 11
Search Term-Camera*

Search Option

Search Result

Exact Match

Asset 16

Contains this word

Asset 16 ,Asset 17
Reason: Assets 16 and 17 are returned as search results because
the search word camera is there in camerashop and
shopcamera

Contains all these words

Not a valid search


Reason: User needs to enter multiple words to search assets using
this option

Contains any of these words

Not a valid search


Reason: user needs to enter multiple words to do search using this
option

Case 12
Search Term - *Camera
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Search Option

Search Result

Exact Match

Asset 17

Contains this word

Asset 16, Asset 17


Reason: Assets 16 and 17 are returned as search results because
the search word camera is there in camerashop and
shopcamera

Contains all these words

Not a valid search


Reason: user needs to enter multiple words to search assets using
this option

Contains any of these words

Not a valid search


Reason: user needs to enter multiple words to search assets using
this option

Case 13
Search Phrase-Season of Flowers

Search Option

Search Result

Exact Match

Asset 12

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option

Contains all these words

No result
Reason: Asset 12 would have been returned if Enable full text
option was unchecked.

Contains any of these words

Asset 6, Asset 12, Asset 14

Case 14
Search Phrase - Music World

Search Option

Search Result

Exact Match

No result

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option

Contains all these words

Asset 10

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Reason: When Contains all these words option is selected for


search, search terms typed in the search text box need not belong
to one particular metadata field.
Asset 10 is retrieved because one of the search terms (music) is in
custom metadata field while the other term (world) is in the title
field.
Contains any of these words

Asset 10

Case 15
Search Phrase - Arts in Canada

Search Option

Search Result

Exact Match

Asset 3
Reason: Asset 3 description contains Folkarts in Canada

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option

Contains all these words

No Result
Reason: Asset 3 would have been returned as search result if
enable full text option was unchecked.

Contains any of these words

Asset 3, Asset 5 and Asset 9

Case 16
Search Phrase - Spring April shower

Search Option

Search Result

Exact Match

No Result

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option

Contains all these words

Asset 6

Contains any of these words

Asset 6, Asset 13, Asset 14

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Case 17
Search Phrase- Sun rises in the East

Search Option

Search Result

Exact Match

Asset 2, Asset 20
Reason: Asset 20 is returned because exact match was found
within the long description of asset 20.( Asset 20:Description:Sun
sets in the west and sun rises in the east)

Contains this word

Not a valid search


Reason: Multiple words not allowed in the search text box when
using this option.

Contains all these words

No result
Reason: No result because search was done with full text enabled.
If full text search was disabled, Asset 2 and Asset 20 would have
been returned as a search results.

Contains any of these words

Asset 2, Asset 20

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Appendix 2 Document Changes and Updates


Recent Changes and Updates to this document:
Director Interface Documentation- v3.5 R3 September 2014
Section 1.0 Corrected references to Sections numbers.
Section 2.1 Minor revisions to Edit, Create Sequence and Archive sections.
Section 2.2 Repositioned Edit Category graphic closer to text discussion.
Section 2.3 Under Deliver subsection, changed graphic to more readable version.
Section 2.5 Minor updates to graphics for internal and external approval.
Section 2.6 Minor text changes.
Section 2.9 Updated annotations toolbox graphic, added example text mark up.
Section 2.13 Changed Archive Status graphic previous image displayed delivery status only.
Section 2.20 Updated Project Versions text.
Section 2.21 Added graphic showing Admin Console login screen/ new browser window.
Section 2.23 Removed this section redundant Project Versions section.

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