How to set up taxonomy, metadata & labels

What you’ll learn

Learn how to create and manage taxonomy fields, organise metadata and improve asset discoverability in Overcast. This tutorial demonstrates how to build custom taxonomy structures with parent and child categories, apply metadata to individual or multiple assets, and use taxonomy to enhance search, filtering and AI-powered content discovery. You’ll also learn the difference between custom metadata, technical metadata and AI-generated metadata.

In this tutorial, you’ll learn how to:

  • Create custom taxonomy categories and fields
  • Configure parent and child taxonomy values
  • Choose the appropriate metadata input type
  • Control how taxonomy fields appear during upload, filtering and asset viewing
  • Display key taxonomy fields on asset thumbnails
  • Edit taxonomy for individual assets
  • Apply taxonomy to multiple assets using bulk metadata editing
  • Search and filter assets using taxonomy values
  • View technical metadata generated during upload
  • Explore AI-generated metadata, labels and recognition results

Who should watch?

This tutorial is ideal for workspace administrators, content managers, media librarians and anyone responsible for organising, classifying and managing media assets within Overcast.

Prerequisites

  • An active Overcast account
  • Permission to manage taxonomy and metadata
  • Access to the Taxonomy Builder and media library

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