Custom Metadata in Index

Active and Index support filtering, creating Collections, and by extension, creating Datasets and Projects based on the custom metadata on your data.

Prereqs

Before you can filter your data or create a Collection based on your data's custom metadata, the custom metadata must exist in your Annotate Project.

ℹ️

Note

This content applies to custom metadata (clientMetadata), which is the metadata associated with individual data units. This is distinct from videoMetadata that is used to specify video parameters when using Strict client-only access. It is also distinct from patient metadata in DICOM files.

Custom metadata (clientMetadata) is accessed by specifying the dataset using the <dataset_hash>. All Projects that have the specified Dataset attached contain custom metadata.

READ THIS FIRST

While not required, we strongly recommend importing a metadata schema before importing custom metadata into Encord. The process we recommend:

  1. Import a metadata schema.
  2. Import your custom metadata.

If a metadata schema already exists, you can import metadata. You can run a small piece of code to verify that a metadata schema exists.

ℹ️

Note

Performing multiple schema imports overwrites the current schema with the new schema.

Import metadata schema

Before importing your custom metadata to Encord, we recommend that you import a metadata schema. Encord uses metadata schemas to validate custom metadata uploaded to Encord and to instruct Active how to display your metadata.

Metadata schemas support the following data types for your metadata:

  • NUMBER = "number"
  • STRING = "string"
  • BOOLEAN = "boolean"
  • DATETIME = "datetime"
  • ENUM = "enum"

ℹ️

Note

  • Encord supports ONE metadata schema for each organisation. Performing multiple imports overwrites the current schema with the new schema.
  • NUMBER supports float values
  • Boolean supports "true" and "false"
  • DATETIME format is ISO 8601 date time (for example: yyyymmdd, yyyy-mm-dd, yyyy-mm-ddThh:mm:ss.msusps)

ℹ️

Note

Incorrectly specifying a data type in the schema can cause errors when filtering your data in Active. If you encounter errors while filtering, verify your schema is correct. If your schema has errors, correct the errors, re-import the schema, and then re-sync your Active Project.

Import your metadata schema to Encord


# Import dependencies
from encord import EncordUserClient

SSH_PATH = "<file-path-to-ssh-private-key>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH
)

user_client.set_client_metadata_schema_from_dict({'metadata_1': 'data type', 'metadata_2': 'data type', 'metadata_3': 'data type'})


# Import dependencies
from encord import EncordUserClient

SSH_PATH = "/Users/chris-encord/ssh-private-key.txt"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH
)

user_client.set_client_metadata_schema_from_dict({'captured_at': 'datetime', 'city': 'datetime', 'dark': 'boolean'})

Verify your schema

After importing your schema to Encord we recommend that you verify that the import is successful. Run the following code to verify your metadata schema imported and that the schema is correct.


# Import dependencies
from encord import EncordUserClient

SSH_PATH = "<file-path-to-ssh-private-key>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH
)

schema = user_client.get_client_metadata_schema()

print(schema)


# Import dependencies
from encord import EncordUserClient

SSH_PATH = "/Users/chris-encord/ssh-private-key.txt"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH
)

schema = user_client.get_client_metadata_schema()

print(schema)

Folders and custom metadata

List custom metadata (Folders)


from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy

# Authentication
SSH_PATH = "<file-path-to-ssh-private-key-file>"
FOLDER_HASH = "<unique-folder-id>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)
items = folder.list_items()

for item in items:
    print (item.uuid, item.client_metadata)


from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy

# Authentication
SSH_PATH = "/Users/chris-encord/sdk-ssh-private-key.txt"
FOLDER_HASH = "2a838557-d6f4-4408-a980-64246dc5c56b"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)
items = folder.list_items()

for item in items:
    print (item.uuid, item.client_metadata)

Import custom metadata (Folders)

❗️

CRITICAL INFORMATION

Before importing custom metadata to Encord, first import a metadata schema.

We strongly recommend that you upload your custom metadata to Folders, instead of importing using Datasets. Importing custom metadata to data in folders allows you to filter your data in Index by custom metadata.

❗️

CRITICAL INFORMATION

After importing or updating custom metadata, verify that your custom metadata (list the data units with custom metadata) applied correctly. Do not simply add a print command after importing or updating your custom metadata.

Import custom metadata to specific data units in a Folder

This code allows you to import custom metadata on specific data units in Index. This code OVERWRITES all existing custom metadata on a data unit.

# Import dependencies
from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy


# Authentication
SSH_PATH = "<file-path-to-ssh-private-key-file>"
FOLDER_HASH = "<unique-folder-id>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)

# Define a dictionary with item UUIDs and their respective metadata updates
updates = {
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": False},
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": True}
}

# Update the storage items based on the dictionary
for item_uuid, metadata in updates.items():
    item = user_client.get_storage_item(item_uuid=item_uuid)
    item.update(client_metadata=metadata)

# Import dependencies
from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy

# Authentication
SSH_PATH = "/Users/chris-encord/sdk-ssh-private-key.txt"
FOLDER_HASH = "2a838557-d6f4-4408-a980-64246dc5c56b"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)

# Define a dictionary with item UUIDs and their respective metadata updates
updates = {
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": False}, # examples
    "8ad58157-ca74-4ae4-8f37-a0193430bcac": {"dark": True},
    "f165fe81-1956-4347-81ca-3a3b198f3f23": {"light": False},
    "9bd58157-ca74-4ae4-8f37-a0193431bcba": {"count": "100"},
    "62daaa33-195e-4faf-be5b-8335a239beb6": {"taken_at": "2024-02-24"}
}

# Update the storage items based on the dictionary
for item_uuid, metadata in updates.items():
    item = user_client.get_storage_item(item_uuid=item_uuid)
    item.update(client_metadata=metadata)


Import custom metadata to all data units in a Folder

This code allows you to update ALL custom metadata on ALL data units in a Folder in Index. This code OVERWRITES all existing custom metadata on a data unit.

# Import dependencies
from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy

# Authentication
SSH_PATH = "<file-path-to-ssh-private-key-file>"
FOLDER_HASH = "<unique-folder-id>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)
items = folder.list_items()

for item in items:
     item.update(client_metadata={"metadata": "value", "metadata": "value"})
# Import dependencies
from encord import EncordUserClient
from encord.orm.storage import StorageFolder, StorageItem, StorageItemType, FoldersSortBy

# Authentication
SSH_PATH = "/Users/chris-encord/sdk-ssh-private-key.txt"
FOLDER_HASH = "2a838557-d6f4-4408-a980-64246dc5c56b"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

folder = user_client.get_storage_folder(FOLDER_HASH)
items = folder.list_items()

for item in items:
     item.update(client_metadata={"dark": True, "captured_at": "2024-02-24"})

Update custom metadata to specific data units in a folder

This code allows you to update custom metadata on specific data units in Index. This code DOES NOT OVERWRITE all existing custom metadata on a data unit. It does overwrite custom metadata with existing values and adds new custom metadata to the data unit.

# Import dependencies
from encord import EncordUserClient

# Authentication
SSH_PATH = "<private_key_path>"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)

# Define a dictionary with item UUIDs and their respective metadata updates
updates = {
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": False},
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": True}
}

# Update the storage items based on the dictionary
for item_uuid, metadata_update in updates.items():
    item = user_client.get_storage_item(item_uuid=item_uuid)

    # make a copy of the current metadata and update it with the new metadata
    curr_metadata = item.client_metadata.copy()
    curr_metadata.update(metadata_update)

    # update the item with the new metadata
    item.update(client_metadata=curr_metadata)
# Import dependencies
from encord import EncordUserClient

# Authentication
SSH_PATH = "/Users/chris-encord/sdk-ssh-private-key.txt"

# Authenticate with Encord using the path to your private key
user_client: EncordUserClient = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path=SSH_PATH,
)


# Define a dictionary with item UUIDs and their respective metadata updates
updates = {
    # "<data-unit-id>": {"metadata": "metadata-value"},
    # "<data-unit-id>": {"metadata": False}, # examples
    "8ad58157-ca74-4ae4-8f37-a0193430bcac": {"dark": True},
    "f165fe81-1956-4347-81ca-3a3b198f3f23": {"light": False},
    "9bd58157-ca74-4ae4-8f37-a0193431bcba": {"count": "100"},
    "62daaa33-195e-4faf-be5b-8335a239beb6": {"taken_at": "2024-02-24"}
}

# Update the storage items based on the dictionary
for item_uuid, metadata_update in updates.items():
    item = user_client.get_storage_item(item_uuid=item_uuid)

    # make a copy of the current metadata and update it with the new metadata
    curr_metadata = item.client_metadata.copy()
    curr_metadata.update(metadata_update)

    # update the item with the new metadata
    item.update(client_metadata=curr_metadata)

Datasets and custom metadata

❗️

CRITICAL INFORMATION

Before importing custom metadata to Encord, first import a metadata schema.

We strongly recommend that you upload your custom metadata to Folders, instead of importing using Datasets. Importing custom metadata to data in Folders allows you to filter your data in Index by custom metadata.

List custom metadata (Datasets)

The following code lists the custom metadata of all data units in the specified Dataset. The code prints the custom metadata along with the data unit's index within the dataset.


# Import dependencies
from encord import EncordUserClient
from encord.client import DatasetAccessSettings

# Authenticate with Encord using the path to your private key
client = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path="<private_key_path>"
)

# Specify a dataset to read or write metadata to
dataset = client.get_dataset("<dataset_hash>")

# Fetch the dataset's metadata
dataset.set_access_settings(DatasetAccessSettings(fetch_client_metadata=True))

# Read the metadata of all data units in the dataset.
for data_unit, data_row in enumerate(dataset.data_rows):
    print(f"{data_row.client_metadata} - Data Unit: {data_unit}")

Import custom metadata (Datasets)

❗️

CRITICAL INFORMATION

Before importing custom metadata to Encord, first import a metadata schema.

We strongly recommend that you import your custom metadata to Folders, instead of importing to Datasets. Importing custom metadata to data in folders allows you to filter your data in Index by custom metadata.

Import custom metadata to a specific data unit in your Annotate Project

You can import custom metadata (clientMetadata) to specific data units in the dataset.

👍

Tip

You can find the <data unit number> by reading all metadata in the dataset. The sample code provided prints all <data unit number>s.


# Import dependencies
from encord import EncordUserClient
from encord.client import DatasetAccessSettings

# Authenticate with Encord using the path to your private key
client = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path="<private_key_path>"
)

# Specify a dataset to read or write metadata to
dataset = client.get_dataset("<dataset_hash>")

# Fetch the dataset's metadata
dataset.set_access_settings(DatasetAccessSettings(fetch_client_metadata=True))

# Add metadata to a specific data unit by replacing <data unit number> with the number of the data unit
data_row = dataset.data_rows[<data unit number>]

# Replace {"my": "metadata"} with the metadata you want to add
data_row.client_metadata= {"my": "metadata"}
data_row.save()
print(data_row.client_metadata)

Import custom metadata (clientMetadata) to all data units in a dataset

The following code adds the same custom metadata (clientMetadata) to each data unit in the specified dataset. The code prints the custom metadata along with the data units index within the dataset, so that you can verify that the custom metadata was set correctly.


# Import dependencies
from encord import EncordUserClient
from encord.client import DatasetAccessSettings

# Authenticate with Encord using the path to your private key
client = EncordUserClient.create_with_ssh_private_key(
    ssh_private_key_path="<private_key_path>"
)

# Specify a dataset to read or write metadata to
dataset = client.get_dataset("<dataset_hash>")

# Fetch the dataset's metadata
dataset.set_access_settings(DatasetAccessSettings(fetch_client_metadata=True))

# Add metadata to all data units in the dataset.
# Replace {"my": "metadata"} with the metadata you want to add
for data_unit, data_row in enumerate(dataset.data_rows):
    data_row.client_metadata = {"my": "metadata"}
    data_row.save()
    print(f"{data_row.client_metadata} - Data Unit: {data_unit}")

Custom Metadata in Index

Once your custom metadata is imported to a Folder, you can create Collections based on your custom metadata and then create Datasets and Projects based on the Collections.

To create a Dataset from an Index Collection:

  1. Log in to the Encord platform.
    The landing page for the Encord platform appears.

  2. Go to Index > Files.
    The All folders pages appears with a list of all folders in Encord.

  3. Click in to a folder.
    The landing page for the folder appears and the View in Explorer button is enabled.

  4. Click the View in Explorer button.
    The Index Explorer page appears.

  5. Search, sort, and filter your data until you have the subset of the data you need.

  6. Select one or more of the images in the Explorer workspace.
    A ribbon appears at the top of the Explorer workspace.

  7. Click Select all to select all the images in the subset.

  8. Click Add to a Collection.

  9. Click New Collection.

  10. Specify a meaningful title and description for the Collection.

    ℹ️

    Note

    The title specified here is applied as a tag/label to every selected image.

  11. Click Collections.
    The Collections page appears.

  1. Select the checkbox for the Collection to create a Dataset.

  2. Click Create Dataset.
    The Create Dataset dialog appears.

  1. Specify meaningful content for the following:
  • Dataset Title

  • Dataset Description

  1. Select Split image groups/sequences to extract images from the groups or sequences and add each image separately to the Dataset, if your Collection includes images from a group or sequence.