Uploading content to Filtered

1. Download the template .xlsx file here: 261001_learningAssetMetadataTemplateForFilteredUpload_New.xlsx

2. Populate the file with the learning content metadata you want to upload into Filtered. Each row in the file is one asset, and a row will either create a new asset or update an existing one (see "New asset or update?" below).

3. Following are a list of content metadata fields available, what you can populate them with, and an indication of which ones are mandatory. Only title and description are mandatory for the upload; every other field is optional.

Heading / Field	What's Required	Mandatory for Relevance?	Required for Insights/Curation?
id	Leave blank for new assets.  This is Filtered's own ID for the asset and will be populated automatically by Filtered AFTER the content is uploaded.  Only fill it in to update an existing asset.  If no asset with that ID exists, the row fails.	No.	No.
title	[Mandatory] The Title of the asset.  Rows without a Title will fail to upload.	Yes.	Yes.
description	[Mandatory] Description associated with the asset, e.g., Short description, Summary, Who Is It For, What You'll Learn, What It Prepares You For, Topic Area, etc., all in this single field.  Rows without a Description will fail to upload.	Yes.	Yes.
provider	Provider of the learning content, e.g., Internal, Coursera, Udemy, etc.	No.	Yes.
url	[Preferably Unique] A hyperlink that takes a learner straight to that learning asset on your website or system.  Preferably, these should be unique to reduce the time taken to reach the learning content it refers to, which is a better experience for both learners and curators reviewing content.	No, but highly encouraged.	Yes, for curation only.
type	The type or format of the learning asset, e.g., Video, Training Course, Article, Guide, Pathway, etc.	No.	Yes.
organisationAssetId	A unique identifier, or UUID, for each specific learning asset in your own system, i.e., how you would refer to or identify this asset if you were looking for it.  If the id column is blank, Filtered uses this value to find the asset: if an asset with this Organisation Asset ID already exists it is updated, otherwise a new asset is created.  Providing this lets you re-upload the same file later to update your assets instead of duplicating them.  Each value should appear only once in the file.	No.	No.
subtitle	[Optional] Subtitle provides a short secondary title that adds context or clarification to the main content title, helping users quickly understand the content’s specific focus or scope.	No, optional.	No.
language	This is the language assigned to the learning asset, and is quite essential if the content provided is in a multitude of different languages.  Filtered will only accept these in the ISO 639-1 format, which are the two letter-only codes for languages, e.g., en = English, zh = Chinese, pt = Portuguese, etc.	No.	Yes, if multilingual.
imageUrl	[Optional] If tile images are associated with a learning asset and hosted somewhere, a URL that links directly to the image.  This is especially useful for more modern LXPs that have tile images (similar to YouTube or Netflix) as the platform may look stale with a single stock image or placeholder.	No.	No.
source	Not used.  Please leave blank, as anything in this column is ignored by the upload.
author	[Optional] The author(s) of the content. This would be used as a point of filtering for curators, so anything that is useful whether that is department or team could be used in place of the exact person. Can also use name of external vendor or YouTube channel, etc.	No.	Yes [Optional], for curation.
publicationYear	Full year as a whole number, e.g., 1999, 2006, 2019, 2020, 2022, etc. A publication date and/or major modification date can be used as well.	No.	Yes.
length	Length in minutes rounded up to the nearest whole number, e.g., 60 = 1 hour, 180 = 3 hours, etc.  This would be the time taken to complete a course or the time taken to read an article.	No.	Yes.
availability	[Optional] Availability indicates where and to whom a piece of content is available within the organisation.  It can define access by region, country, department, business unit, function, or organisational group.	No.	Yes [Optional], for curation.
labels	[Optional] Labels are flexible tags used to categorise or group content based on organisation-specific needs.  They can identify themes, programmes, audiences, initiatives, content types, or other custom classifications that make content easier to filter, manage, and curate.  Put all of the asset's labels in this one cell, separated by a pipe ( | ), e.g., finance | mandatory | Finance, EMEA.  A label can contain a comma but not a pipe.  Labels are free text and do not need to be created beforehand.  They are case-sensitive (Finance and finance are different labels).  When updating an asset, this cell replaces all of its existing labels, and an empty cell removes them all.

4. An example of how this might look filled out is in the table below:

1. The Title field and the Description field are used to algorithmically calculate relevance, so the better they are, the more accurate the relevance scores generated by Filtered will be.

2. Once you have input all of your metadata for upload, re-save the workbook as a CSV UTF-8 (Comma delimited) file, i.e., a .csv file, and then upload into Filtered from Admin > Manage Assets > ⬆️ Add Assets.

New asset or update?

Updating existing assets

• A row replaces the whole asset, not just the cells you changed, so a blank cell clears that field on the asset. When updating, always upload the full row with every value you want to keep.

• The easiest way to get a complete, correct file is the Export assets button on the Manage Assets page, which gives you a file with exactly these columns that you can edit and upload again.

• Uploading an archived asset again restores

• Endorsements are only available through the Manage Assets page. Re-uploading an asset leaves its endorsement as it was, and new assets start as not endorsed.

Labels

• Put all of an asset's labels in the one labels cell, separated by |, e.g. finance | mandatory | Finance, EMEA. A label can contain a comma, but not a |.

• Labels are free text and do not need to be created beforehand.

• Labels are case-sensitive (Finance and finance are different labels). Spaces around a label are trimmed and duplicates within a cell are dropped.

• The cell is the asset's complete label list: on update it replaces the labels the asset had, and an empty labels cell removes all of them. When updating labelled assets, always keep the labels column filled in with the labels you want to keep.

Common errors and what they mean

Quick checklist before uploading

• Every row has a title and a description.

• id is blank for new assets.

• Each organisationAssetId appears only once in the file.

• length is in minutes and publicationYear is a year, both whole numbers.

• Labels are separated by |, not by commas.

• When updating, the row is complete, since blank cells will clear those fields.

• The file is saved as CSV UTF-8 (Comma delimited).