This dialog is called from the Catalog menu. The dialog has 5 tabs:
Note that for a number of formats you must have QuickTime installed in order for Portfolio to be able to create new thumbnails.
Thumbnail Quality. The choice - High, Medium, Low - determines the level of compression Portfolio applies to the thumbnails stored in your Catalogue. The High setting yields high-quality thumbnails (with low compression) but increases the total size of your Catalogue. The Low setting yields heavily-compressed thumbnails of lower quality, but smaller Catalogues. The default is High. If you want to keep the size of your Catalogues as small as possible, reduce this setting to Medium or Low. This setting only applies if you choose to have Portfolio generate, rather than extract, thumbnails. Where a thumbnail cannot be generated, the host OS's icon for that type of file is used for the thumbnail.
Thumbnail Size. This setting determines the size (in pixels) of the thumbnails created and stored by Portfolio - either 112 x 112 pixels, or 256 x 256 pixels. If you want to display 256 x 256 thumbnails in your catalogues, you must set the Thumbnail size to the higher setting. If your Catalogue views only require thumbnails that are 112 x 112, 64 x 64, or 32 x 32 pixels, you can leave this setting on 112. The lower setting will result in Catalogues that are smaller in size.
Also see the manual page 22, which discusses reasons why you might alter this setting. Using extracted thumbnails may improve the speed of cataloguing, since Portfolio doesn't have to generate a thumbnail for each catalogued image. Using extracted thumbnails also allows Portfolio to display thumbnails for files types not otherwise supported. For example, Portfolio can't generate a thumbnail for QuarkXPress documents, but it can extract the preview image that QuarkXPress 4.x and later embeds in each document. This enables you to display a thumbnail image for each catalogued QuarkXPress document, instead of just displaying a QuarkXPress icon.
Extract thumbnail. When ticked, Portfolio will use and embedded thumbnail if one exists or else create its own. When not selected, Portfolio will always generate its own thumbnail. The v5 handbook also suggests that if you are adding QuickTime movies, you do not use the Extract Thumbnail option. You will get a larger thumbnail for the movie if you let Portfolio create it, rather than having it extracted.
Skip files that can't be Thumbnailed. Turn this on if you don't want Portfolio to catalogue files for which it can't either extract or generate a thumbnail.
The properties here, unlike v5, apply to both Add and Update operations.
Extract Keywords. You may chose for the extracted keywords to replace existing values (during Update) or to merge them with existing values.
Create Keywords from Path. (Also see the manual page 24.) Choices are:
Extract Description. You may chose for the extracted text to replace existing values (during Update) or to append it to existing text.
Create Categories from Path. When selected a Category is made from each file/folder name in the original file's path.
Index Document Text. If selected, the text from PDF and plain text files is indexed. There is an option to set an exclusion list of any words you do not wish indexed. If ticked you may open the Edit Exclusion List dialog that allows you to add PC-style file extensions which Portfolio will then ignore when cataloguing files:
Always Detect Digimarc. Portfolio detects Digimarc data automatically when cataloguing files - provided that you have Portfolio set up to generate its own thumbnails. If you've chosen to extract thumbnails rather than generate them, Portfolio does not scan for watermarks, unless you have the Always detect Digimarc option turned on. This options forces Portfolio to generate thumbnails and examine files for watermarks - overriding the Extract Thumbnails option. Note this option is being phased out in current v6 clients owing to there being too few users of this Portfolio/Digimarc to justify the coding involved in keeping it current.
This tab allows you to set the mappings between various metadata tags found in some file types and Portfolio's Record Fields. To create your own data mappings you must first create a Custom Field of the appropriate type before trying to set a mapping to it. Mappings (that are enabled) are used both when you add new items to your Catalogue, and when you use the Update Items command to update existing Records. You cannot map to Portfolio's Keywords or Description fields as some tags are automatically mapped to these (see here). These tag codes used by Portfolio cannot also be used to map to a Custom Field. You cannot map one tag code to multiple Custom Fields (but you can map multiple tags to a single Custom Field, using the Append action.) See also the manual pages 25-27. The Add and Edit buttons will not be enabled if there are no Custom Fields in the Catalogue.
File types tab
Portfolio is capable of cataloguing virtually every type of digital file, and by default the program is set up to catalogue all file types. If you want Portfolio to catalogue only specific types of files - such as JPEG or TIFF files - or to ignore (and therefore not catalogue) certain types of files, you can set such limitations up in the File Types panel.
You may, for example, want to catalogue all the digital photos on your hard drive, telling Portfolio to ignore every file except the JPEG and TIFF files that it finds. Or, you may decide you want to catalogue every file in a folder except for font files. You can specify such exceptions in the File Types panel.
To exclude certain file types from being catalogued, in the File Types panel of the Advanced Cataloging Options dialog box, change the radio button setting from Catalog All File Types to Catalog only the Following Type. Now, in the File Types list, clear the checkmark next to each file type that you don't want Portfolio to catalogue by clicking on the check mark. You can Add or Edit individual mappings using the buttons provided which opens the File Type dialog:
Note the two check boxes 'Store Locally' (Mac - 'Store in Preferences') and 'Store in Catalog'. Store Locally stores the mapping in the client. If only stored locally, only that user sees the mapping. If stored and/or in the Catalogue then all users of the Catalogue have access to the mapping.
Be aware that in order to set up mappings to custom data such as EXIF you must know what those Fields are called or numbered in the original file. Windows users can make use of the FilFolio utility (free) written by a Portfolio user.
Exclude Strings tab
Portfolio is capable of cataloguing many types of digital file, and by default the program is set up to catalogue all file types. But you may want Portfolio to catalogue only specific types of files - such as JPEG or TIFF files - or to ignore (and therefore not catalogue) certain types of files. For example, you may want to catalogue all the digital photos on your hard drive, telling Portfolio to ignore every file except the JPEG and TIFF files that it finds. Or, you may decide you want to catalogue every file in a folder except for font files. You can specify such exceptions in the File Types panel, e.g. to exclude TXT files by using "Ends With" + "TXT".
Question: Advanced Cataloging Options dialog (v6) [FAQ00264.htm]
Last Update:- 02 June 2006
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