Any question can be tagged with additional information to help you quickly create tests. Question metadata assists you in keeping track of learning standards, question difficulty, topics, and more to ensure that your tests are meeting curriculum, school district, state, and other requirements.

When creating or editing a question, you can add any of your existing metadata tags. Metadata tags must be created before they can be added to a question. If you import a .bnk file into EchoExam, any metadata will be imported along with it and automatically added to your metadata library.

Create / View Metadata

Metadata in EchoExam is organized into 8 categories:

• Difficulty
• Reference
• Learning Objectives
• Standards
• Topics
• Keywords
• Notes
• Other

There is no limit to the number of metadata tags you can have in a category. Create tags to ensure that each category has what you need to filter your questions and quickly create tests with specific content.

Create New Metadata From the Metadata Sidebar

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. In the My Library tab, click Metadata from the navigation sidebar.
   

   Metadata expands and displays the Categories.

5. Click on any category to view and add tags within it.
   

   The Metadata category section includes New Metadata button, Search, and Sort options.

6. Click the New Metadata button.
   

   The category is automatically set to the category you are viewing.

7. Type in the Metadata text.
   

   You will see a warning if you attempt to add a metadata tag that already exists in that category.

8. Select a Badge Color.
   

   This is the color for the metadata tag. This can help you identify tags at a glance without having to read each tag. For example, you can set all of the low level difficulty tags to show in green to quickly identify them across multiple frameworks.

9. Click Save.
   

   The metadata is added to the Category.

Create New Metadata From the Create Menu

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. Click the Create button and select Metadata.
   

   A New Metadata window appears.

5. Select the category you want to add this metadata in.
6. Type in the Metadata text.
   

   You will see a warning if you attempt to add a metadata tag that already exists in that category.

7. Select a Badge Color.
   

   This is the color for the metadata tag. This can help you identify tags at a glance without reading each tag. For example, you can set all of the low level difficulty tags to show in green to identify them across multiple frameworks quickly.

8. Click Save.
   

   The metadata is added to the Category.

View Metadata From the Metadata Sidebar

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. In the My Library tab, click Metadata from the navigation sidebar.
   

   Metadata expands and displays the Categories.

5. Click on any category to view the tags within it.
   

   All Metadata for that Category is displayed in a table with three columns.
   Metadata - Preview of the metadata tag.
   Badge color - The selected color that will display when viewing questions with this metadata attached.
   Action Menu - Icon to open single action menu.

6. Use the checkboxes to select one or more metadata items.

Single Tag Metadata Actions

Take action on a single metadata tag to make changes without impacting other metadata tags that have been created / imported.

For any single metadata tag, click the three-dot icon to open the single action menu. Select an action.

• Edit - Opens the Edit Metadata window to update the metadata text, badge color, or change the category for the metadata. Edits will automatically be applied to all questions tagged with that metadata.
  

  The metadata tag is automatically checked to ensure it is unique for the category. Identical metadata tags can exist if they are in different categories.

• Duplicate - Creates a copy of the selected metadata tags with “Copy - “ prepended on the tag text.
  

  If the metadata has been copied before and already exists with “Copy -” prepended, duplicated tags are prepended with “Copy 2 - “, “Copy 3 - “, etc. to prevent save errors.

• Delete - Opens a confirmation window to ensure you don't accidentally delete metadata. Click Delete to proceed.

Bulk Metadata Actions

Bulk Metadata actions allow you to take action on multiple metadata tags quickly to make similar changes.

When multiple tags are selected, the bulk action bar displays the following:

• An indicator for the number of selected metadata tags.
  • Each page displays 25 tags. Page navigation controls display in the lower right corner of your browser window.
• Deselect All - Removes selection from all items in the table and closes the bulk action bar
• Move - Opens the Move Metadata window. From the drop-down you can select the category for the metadata tags to be moved to.
  

  If any of the metadata tags already exist in the category they are moved to, the tags are prepended with “Copy - “, “Copy 2 - “, etc. when they are moved to prevent a save error.

• Duplicate - Creates a copy of the selected metadata tags with “Copy - “ prepended on the tag text.
  

  If the metadata has been copied before and already exists with “Copy -” prepended, duplicated tags are prepended with “Copy 2 - “, “Copy 3 - “, etc. to prevent save errors.

• Delete - Opens a confirmation window to ensure you don't accidentally delete metadata. Click Delete to proceed.

Edit / View Metadata in the Question or Test Editor

When creating or editing a question, you can update the associated metadata tags to ensure your questions can be tracked back to topics, standards, etc.

From the Question / Test Editor

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. Open a question from the Question tab or a test from the My Tests tab and select a question.
5. Click the Metadata tab on the right side panel.
   

   Metadata categories are shown along with any data already associated with that category for the question.

   • Categories with no metadata indicate “None” below the heading.
   • Categories with metadata include each data item for the category displayed as a badge.
6. Click Edit next to the Category you wish to add existing metadata to. You can
   • Click the X to remove metadata from the category.
   • Click the drop-down to add additional existing metadata for the category or search for a specific term.
     • If a metadata tag is already associated with the question, it won’t show in the dropdown.
     • If all available metadata is already in the category, then dropdown is disabled.
   • Click Save to close the edit mode for the category and save changes to the question.
7. When finished, click Save.