Quick Help - Categorizing a File

Categorizing a File                                                                                                                               

Welcome to 5thKind quick help, these docs are intended to help you do a particular task within the system.  For more detailed information please see the 5thKind manual.


About Categorization

When you categorize a file you are selecting its primary metadata for the asset.  The production it belongs to.  It’s Department, Department code and sub-code, as well as the asset type.  When categorizing a file you can also set its status and stage and other optional fields.


Categorizing a file

Now that your files are uploading you need to categorize them and assign them to a department.  The upload tool will take you to the categorize page.

Categorize Page


Use the drop downs to select which Production, Company, Department, Department Code, and Asset Type the file or files belong to.  These are required fields.

Department Metadata



Metadata Fields

The Department Metadata fields are the basic metadata that the system needs to sort and categorize your files. They are:

  • Production: This is the production the file is for. This is normally the name of your show.

            Examples: MIB3, Avengers, Superman

  • Company: This is the company that created the file.  This is either the vendor or if the file was made in-house the internal company name. 

            Examples: ILM, Efilm, Warner Bros, Universal

  • Department: This is the department that the file belongs to.

            Examples: ART, VFX, Production, Locations

  • Category: The “Category” is the main grouping under the department used for the system and is required.

            Example: Scene_057, Smith_House,

  • Sub-Category: The “Sub-Category” is the secondary grouping of the assets under the department and category. 

             Example: Smith_House-Kitchen

  • Asset Type: This represents what type of files you are inserting.

            Examples: Storyboard, Script, Footage.

  • Asset Group: This field is optional.  If you would like an additional grouping option you can create it here.
  • File Version: If this file is a particular Version of a file the version number can be inserted here.
  • Description: If you want to add a description to the files enter it here
  • Creator: Use the creator dropdown to select a user in the system that was the artist who created this asset.
  • Status: To set the status of the files being uploaded use this dropdown.
  • Stage:To set the stage of the files being uploaded use this dropdown.


Save Categorize Presets

At the top of the page you will see the saved Presets bar. You can use this to save metadata choices to preload on subsequent uploads. Once you have selected the fields in the Department Metadata drop downs, type the name of the preset and click on Save Preset

Save Presets


To load a save preset select the drop-down and choose the preset you would like to load.  This will pre-populate the metadata files with the saved data.

Load Presets



Add Associations

You can assign associations to the files being uploaded in the Associations window. Click on the arrow on the left to open the window and apply an associations needed.

Add Associations



Add Comments

You can add a comment to the files being uploaded in the Comment window. Click on the arrow on the left to open the window and a comment.

Add Comment



Set Access

You can assign access rules to the files being uploaded in the access window. Click on the arrow on the left to open the window and apply an access group needed.

Set Access



Quick Share

Quick allows you to share the assets being uploaded without having to apply any metadata.  If you need to share a file with someone quickly just select the Share Button.

Quick Share


This will create a package share of the uploaded assets and assign default Department data to the file.  You will have to edit the department data later once you have more time.

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