Metadata
Overview
Metadata is the contextual information that makes your media meaningful. In Shoebox, you can add rich metadata to every item in your archive.
Types of Metadata
People
Link items to biographical person records:
- Person Manager: Centralized biographical database
- Person Links: Items are related to people, and Sources are people
- Position: Add descriptive info for position in photo (e.g., "holding baby")
- Face Detection: AI-powered face tagging - tagging optional
- Audio/Video Descriptions: Photo can be related to media by a playlist
See Person Manager below.
Dates
Document when media was created:
- Full dates: Year, month, and day
- Partial dates: Year only, or year and month
- Flexible entry: Supports partial date formats (year, month, day)
Locations
Multi-level hierarchy for places:
- City: Portland
- State/Province: Oregon
- GPS Coordinates: Click coordinates in Media Details to open location in Google Maps
- Reverse Geocoding: Use "Look up location" button in Media Manager to convert GPS to city/state names
Descriptions
Free-text narratives:
- What's happening in the photo/video
- Who's present and what they're doing
- Stories and memories associated
- Transcriptions for audio recordings
Sources
Document provenance:
- What person provided this item
- Date it was obtained - possible reference to email or source records
- List other people who provided this item, multiple sources accepted
Playlists
Link related media together:
- Audio narration for a photo
- Scanned Photo related to people in a poor quality video with interesting story
- Audio/video items list related photos
- Inverse Playlists: Referenced audio/video automatically shows a “References” list back to the items that link to it
How to Use Playlists:
- When viewing a photo with playlist entries, click a playlist entry to jump to that specific segment of the referenced audio/video
- When viewing audio/video, the "References" section shows which photos are mentioned at specific timestamps (automatic inverse playlists)
- Example: A photo might have a playlist entry linking to a 90-second segment of an oral history where the photo is discussed
Person Manager
Centralized Person Database
The Person Manager maintains biographical data:
Access: Archive > Person Manager
Features:
- Add new people with names and biographical data
- Edit existing person information
- Link to genealogy software via TMGID
- Mark people as living for privacy management
- Accessed from main menu or Media Manager (👤 button)
For complete details on using Person Manager, see Creating Your Archive - Managing People.
Managing Person Records at Scale
Deleting Unused Person Records
After reorganizing archives or removing items, you may have person records that aren't linked to any items:
- Run Archive > Validate to detect unreferenced persons
- Click Cleanup Unreferenced Persons button to remove them
- Backup created automatically before cleanup
- See validation log for list of removed persons
Importing Persons from Another Archive
For advanced workflows involving multiple archives, see Managing Multiple Archives. This includes:
- Importing persons to maintain personID consistency
- Full archive import with conflict detection
- Collaborative workflows and consolidation strategies
Data Storage
All metadata is stored in the accessions.json file:
- Person Library Pattern: Person biographical data stored once, referenced by personID
- Item Metadata: Each photo/video/audio item stores dates, locations, descriptions, playlists
- Relationships: Items reference people via personID, not by storing names directly
- Portability: All paths relative to accessions.json location
For complete technical reference, see Data Structure Guide.
Best Practices
Be Consistent
- Use standard date formats
- Spell names consistently - they sort better
- Use same location hierarchy
- Develop naming conventions - sorts help locate related items
Be Thorough
- Document what you know now (memory fades)
- Add sources (provenance is valuable)
- Include context (why this photo matters)
- Tag people systematically - start with recent clear photos - others identify properly
Be Realistic
- Don't let perfect be the enemy of good
- Add basic metadata first (date, people)
- Enhance with details over time
- Batch similar items for efficiency
Editing Metadata
Adding New Items
Archive > Add Media Metadata:
- Directory and title auto-fill if working with current archive (click Browse to change)
- Fill in metadata that applies to all items - batches can have same metadata
- Save - Shoebox scans and adds new items that aren't already in the database
See Creating Your Archive - Adding Items for details.
Editing Existing Items
Collections (Put items needing common updates in a collection):
- Update Collection allows adding common metadata fields in a batch
Media Manager
Media Manager provides a dedicated interface for editing individual item metadata with a two-pane layout optimized for efficient editing:
Access:
- Select an item in the main window and click Edit Media button in the details pane
- Use Archive > Edit Media menu (Alt+R, E)
Interface Layout:
The Media Manager uses a two-column layout:
Left Column: Metadata editing forms
- People section with scrollable list (up to 5 people before scrolling)
- Basic info (accession, description, type)
- Date entry (year, month, day)
- Location fields (city, state, GPS lookup)
- Source information
- Playlist entries
- Action buttons (Save, Delete, Cancel)
Right Column: Media preview and face detection
- Large media preview (photo/video/audio)
- Click preview to open media in external window
- Face detection controls (for photos)
- Detected faces visualization
- Face-to-person assignment
People Section Features:
- Person selection: Dropdown populated from Person Manager database
- Person Manager access: Click 👤 button to open Person Manager
- Position context: Add descriptive text (e.g., "holding baby", "in back row")
- Reorder controls: Use ▲ ▼ buttons to change person order
- Face assignment: For photos, use "Assign Face" dropdown to match detected faces (shown with confidence %)
- Add/Remove: Use "+ Add Person" button for additional slots, × button to remove
- Scrolling: People list scrolls automatically when more than 5 people are added
Face Detection Workflow (for photos):
- Click Detect Faces button in preview section
- Select detection model (SSD recommended, defaults to previously used model)
- Detected faces appear with numbered overlays
- Select person from dropdown
- Use "Assign Face" dropdown to match numbered faces
- Click Assign button to link person to face
- Confidence percentage shown for assignments
Navigation:
- Queue navigation: Enable the Limit checkbox to activate queue mode when editing from a collection. With Limit enabled, Previous/Next buttons navigate through all items in the selected collection using the current sort order. With Limit disabled, only the selected item is edited (no queue)
- Keyboard shortcuts: Use arrow keys for quick navigation within the queue
- Cancel: Returns to main window without saving
Saving:
- Click Save to commit changes
- Unsaved changes warning appears if you navigate away
- All metadata saved to
accessions.json
Efficient Workflow
- Create a collection of similar items
- Enable the Limit checkbox to activate queue mode
- Open first item in Media Manager (Archive > Edit Media)
- Fill in common metadata (people, locations)
- Use Next button to move through queue
- Modify only what's different for each item
- Face detection pre-selects last-used model per photo
Metadata Display
In Main Window
- Preview Pane: Shows photo/video/audio preview
- Detail Pane: Displays complete metadata for selected item
- Person Links: Click person names with TMGID to open genealogy website
- GPS Coordinates: Click location coordinates to open in Google Maps
- Playlists: Click playlist entries to jump to referenced audio/video segments
Metadata Cleanup
Deleting Items with Missing Media Files
When you've removed poor quality or duplicate media files from the filesystem, Shoebox provides safe metadata cleanup:
Using Media Manager (Archive > Edit Media):
- Load an item whose media file has been deleted from the filesystem
- A Delete Item button appears (only when file is missing)
- Click to remove the metadata entry
Safety Features:
- Delete button only appears when the physical media file is missing
- Button is hidden (with warning) if the item is referenced in any playlists
- Warning: "Cannot delete: Item is referenced in playlist(s)"
- Prevents accidental deletion of referenced items
- Requires confirmation before deleting
Recommended Workflow:
- Review your media files and identify duplicates or poor quality items
- Delete unwanted media files from the photo/, video/, or audio/ directories
- Open items in Media Manager to clean up orphaned metadata entries
- The missing file indicator helps you identify items that need cleanup
Deleting Unused Person Records
Keep your Person Library clean by removing person records that are no longer referenced:
Using Person Manager (Archive > Person Manager):
- Select a person from the list
- A Delete Person button appears (only when no items reference this person)
- Click to remove the person record
Using Archive Validation (Archive > Validate):
- Run validation to detect unreferenced persons
- If unreferenced persons are found, a "Cleanup Unreferenced Persons" button appears
- Click to remove all unreferenced persons at once
- A list of removed persons is shown for confirmation
- Archive is automatically backed up before cleanup
Safety Features:
- Delete button only appears when itemCount is 0 (no references)
- Shows warning when person cannot be deleted: "Cannot delete: X item(s) reference this person"
- Item count displayed for each person in the library
- Prevents deletion of persons linked to your media
- Requires confirmation before deleting
- Automatic backup before batch cleanup via validation
When to Delete Persons:
- Test persons created during face detection experiments
- Duplicate person records that were consolidated
- Persons added by mistake
- After removing all items that referenced a specific person
- After importing person library and using only a subset
Cleanup Strategy
For large cleanup operations:
- Create backups first (Archive > Backup Archive)
- Delete poor quality media files in batches
- Use Media Manager to review and clean metadata
- Run Archive Validation (Archive > Validate) to identify cleanup opportunities
- Use validation cleanup buttons for batch removal of orphaned data
- Verify your archive integrity after major cleanups
