PDF Document Properties and Metadata

Select the Dotted Menu (...) for the publication in Content Manager.

Select Edit and choose Open in editor.

Paligo opens the publication topic.

Define the title.

The title for your PDF properties comes from the title inside the info element, for example:

  <info>
    <title>Acme 200X User Guide</title>

Enter the text you want for the title inside the title element.

Define the subject.

Select the position after the title but before the next element.

Use the element context menu to add the subjectset element.

When you have added the subjectset element, select it and then use the element context menu to add the subject element. Then select the subject element and add the subjectterm element. Enter your subject text inside the subjectterm element.

 <subjectset>
      <subject>
        <subjectterm>User guide for the Acme 200X series</subjectterm>
      </subject>
 </subjectset>

Define the keywords.

Select the position after the closing subjectset element. In the element structure menu, you should see that the cursor is positioned at article > info.

Use the element context menu to add the keywordset element. Then select the keywordset element and add the keyword element.

Enter the text for the keyword. This text should describe one of the main concepts covered in the content.

To add more keywords, select the position below the keyword, but above the next element. Then use the element context menu to add another keyword element.

 <keywordset>
      <keyword>Acme 200X</keyword>
      <keyword>Acme 200Xe</keyword>
      <keyword>Acme 200Xs</keyword>
    </keywordset>

Define the author.

Select the position after the last element, so that the element structure menu shows the position as article > info. Then use the element context menu to add either the author element or the editor element. Paligo will use the first one of these it finds in the publication topic and map it to the author property of the PDF.

Select the author or editor element and then add the personname, honorific, firstname, surname, and othernameelements.

The following examples show the correct structure and order for these elements:

 <author>
      <personname>
        <honorific>Dr</honorific>
        <firstname>Sergio</firstname>
        <surname>Alvarez</surname>
        <othername>F</othername>
      </personname>
</author>

<editor>
      <personname>
        <honorific>Dr</honorific>
        <firstname>Sergio</firstname>
        <surname>Alvarez</surname>
        <othername>F</othername>
      </personname>
</editor>

Select Save.

Select Layout in the top menu.

Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

Select General in the sidebar.

Select PDF Properties.

Use the PDF Version setting to choose the PDF standard.

Choose from:

For an output that complies with accessibility standards, choose a version that ends with UA-1:2014. You will also need to enable Generate Tagged PDF, which is in the General category's Misc settings.

There are many online resources that provide information about the different standards, such as https://www.prepressure.com/pdf/basics/version and https://pdfa.org/pdfx-and-the-other-pdf-standards.

Select Save.

Select Layout in the top menu.

Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

Select the Layout you want to update or Create a Layout.

Select General > PDF properties.

Set the copyright information:

Select Save.

When you publish using this layout, Paligo will create a PDF that uses the settings you have chosen.

Select Layout in the top menu.

Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

Select the Layout you want to update or Create a Layout.

Select General > PDF properties.

Set the Page Mode that will be used when the document is first opened.

Choose from:

Set the Page Layout that will be used when the document is first opened.

Choose from:

Use Hide Toolbar to choose whether the toolbar is visible when the document is first opened.

Use Hide Menubar to choose whether the menu is visible when the document is first opened.

Use Hide window UI to choose whether the UI elements, such as the scrollbar, are visible when the document is first opened.

Use Fit window to choose whether the document window is sized to fit the page size when it is first opened.

Use Center window to choose whether the document is shown in the center of the display area when it is first opened.

Select Save.

Select Layout in the top menu.

Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

Select the Layout you want to update or Create a Layout.

Select General > PDF properties.

Set Display title to:

Select Save.