Use clear metadata so archived documents remain identifiable outside their folder structure.
- Metadata must identify the record outside its folder: A long-lived record should explain what it is even when its filename or storage path changes.
- Write a stable title and responsible creator: Metadata quality is partly a records-management decision and partly a technical requirement; validation can detect structure but not whether a title is meaningful.
- Check meaning as well as syntax: View the PDF properties without looking at the filename.
Use these checks before completing PDF/A Metadata: Title, Author and Archival Identity.
Metadata must identify the record outside its folder
A long-lived record should explain what it is even when its filename or storage path changes.
Metadata quality is partly a records-management decision and partly a technical requirement; validation can detect structure but not whether a title is meaningful.
Decision table for PDF/A Metadata: Title, Author and Archival Identity
| Checkpoint | What to verify |
|---|---|
| Metadata must identify the record outside its folder | A long-lived record should explain what it is even when its filename or storage path changes. |
| Write a stable title and responsible creator | Metadata quality is partly a records-management decision and partly a technical requirement; validation can detect structure but not whether a title is meaningful. |
| Check meaning as well as syntax | View the PDF properties without looking at the filename. |
Write a stable title and responsible creator
- Use a stable descriptive title rather than a temporary project code alone.
- Record the responsible organisation or author where policy requires it.
- Avoid copying stale metadata from an unrelated source file.
- Validate the metadata container and manually review its meaning.
Workflow graph for PDF/A Metadata: Title, Author and Archival Identity
Check meaning as well as syntax
View the PDF properties without looking at the filename. A reviewer should be able to identify the record, responsible body and subject without relying on a temporary project folder or email thread.
Review form for PDF/A Metadata: Title, Author and Archival Identity
Tools to put “PDF/A Metadata: Title, Author and Archival Identity” into practice
Create the archival file with PDF to PDF/A conversion, then check its metadata container and PDF/A indicators. Use the PDF versus PDF/A records-retention guide to decide which copy to preserve.
Keep reading after PDF/A Metadata: Title, Author and Archival Identity
After completing the checks for PDF/A Metadata: Title, Author and Archival Identity, continue with what PDF/A is for the related PDFBEAR workflow. Check profile, font and preservation details in the Library of Congress PDF/A format record.
Can a PDF/A validator judge whether a title is meaningful?
No. It may detect a missing or malformed metadata field, but only a records reviewer can decide whether the words accurately identify the record.