ClientMetadata Layouts

Follow the end to end walkthrough below to learn how to set up a custom Label Editor configuration based on client metadata. This End-to-end example assumes you configure the Label Editor so that two files are displayed at a given time.

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STEP 1: Create Metadata Schema

Use the Encord SDK to import a metadata schema into Encord. The fields encord.layout-group and encord.EditorGridPosition are the key client metadata used later for configuring the Label Editor layout. If you need to add additional client metadata to your schema, include them in the script below.

# Import dependencies
from encord import EncordUserClient
from encord.metadata_schema import MetadataSchema

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
)

# Create the schema
metadata_schema = user_client.metadata_schema()

# Add display parameters for data appearing in custom editor layouts
metadata_schema.add_scalar("encord.layout-group", data_type="varchar")
metadata_schema.add_scalar("encord.EditorGridPosition", data_type="varchar")

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STEP 2: Create JSON file for data import

Before importing your cloud data to Encord you must first create a JSON file specifying the files you want to import.

All of the following examples import 4 objects with the following client metadata:

• encord.EditorGridPosition: Can take the values A or B. A and B are the two possible positions inside the Label Editor.
• encord.layout-group: Files with the same encord.layout-group values are displayed concurrently in the Label Editor

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STEP 3: Import files into Encord

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Create a folder to store your files

All files in Encord must be stored within folders. Therefore, you need to create a folder before uploading any data to Encord. To create a folder:

1. Navigate to Files under the Index heading in the Encord platform.
2. Click the + New folder button to create a new folder. A dialog to create a new folder appears.

3. Give the folder a meaningful name and description.

4. Click Create to create the folder. The folder is listed in Files.

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Import your files

You can import your audio data, using the JSON file you created, using the UI or the SDK.

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STEP 4: Set up your Project

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Create a Dataset

1. Click the New dataset button in the Datasets section in Annotate.

2. Give your Dataset a meaningful title and description. A clear title and description keeps your data organized.

3. Click Create dataset to create the Dataset.

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Attach files

1. Navigate to the Datasets section under the Annotate heading.
2. Click the Dataset you want to attach data to.
3. Click +Attach existing files.

4. Select the folders containing the files you want to attach to the Dataset. To select individual files, double-click a folder to see its contents, and select the files you want to add to the Dataset.

5. Click Attach data to attach the selected files to the Dataset.

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Create an Ontology

1. Click the New ontology button in the Ontologies section to create a new Ontology.

2. Give your Ontology a meaningful title and description. A clear title and description keeps your Ontologies organized.

3. Click Next to continue.

4. Define your Ontology structure. See our documentation on Ontology structure for more information on the various types of objects, classifications, and attributes.

To add objects:

1. Click Add object to create a new object.
2. Give the object a name. For example “Apple”.
3. Select a shape for the object. For example polygon.
4. Optionally, enable the Required toggle to mark the object as Required.
5. Optionally, add attributes to the object.
6. Repeat these steps for as many objects as necessary.

To add attributes to an object:

You can add attributes to objects that define the object’s characteristics. For example the object “Apple” can have an attribute “Color”.

1. Click the arrow icon next to an object to add attributes to the object.

2. Give the attribute a name. For example “Color”.

3. Click the attribute type to change the attribute type. The default attribute type is a text field.

4. Click Add option to add an option, if you have chosen a radio button or checklist attribute.

5. Enter a name for the attribute option. For example, the attribute “Color” can have the options “Red”, “Green”, and “Yellow”.

6. Click the Back to parent button to return the Ontology creation view.

To add a classification:

1. Click Add classification to create a new classification.
2. Give the classification a name. For example, “Time of day”.
3. Optionally, configure the classification. The default classification type is a text field.
4. Optionally, enable the Required toggle to mark the object as Required.
5. Repeat these steps for as many classifications as necessary.

Configure classifications:

You can configure classifications to change the classification type, and to add classification options to radio buttons and check lists.

1. Click the arrow icon next to an object to configure the classification.

2. Click the classification type to change the classification type. The default classification type is a text field.
3. Click Add option to add an option if you have selected a radio button or check list classification.
4. Enter a name for the classification option. For example, the classification “Time of day” can have the options “Night” and “Day”.
5. Click the Back to parent button to return the Ontology creation view.

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Create a Project

1. In the Encord platform, select Projects under Annotate.
2. Click the + New annotation project button to create a new Project.

3. Give the Project a meaningful title and description.

4. Click the Attach ontology button.

5. Select the Ontology you created previously from the list using the Select button.

6. Click OK to attach the Ontology to the Project.

7. Click the Attach datasets button.

8. Select the Dataset you created previously from the list using the Attach button.

9. Click OK to attach the Dataset(s) to the Project.

10. Click the Load from template button to use a Workflow template.

11. Select the template you want to use and click Load template.

12. Click Create project to finish creating the Project.

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STEP 5: Create Custom Editor Layout

After creating your Project, import a custom layout for the Label Editor. Start by creating a JSON file that determines the layout.

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Create a JSON for the Layout

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Import the custom layout

1. Navigate to the Project settings.
2. Click on Layouts.
3. Click Upload JSON.
4. Select the JSON file containing the layout you want the Label Editor to have.