Add or Edit a YouTube Source

Members of the Administrators and Content Managers built-in groups can add YouTube brand or user channel content to a Coveo organization. In a Coveo-powered search interface, the source content is accessible to either everyone or the source creator only (see Content Security).

Source Key Characteristics

Features Supported Additional information
YouTube version Data API (v3)
Searchable content types Metadata on videos, channel playlists, and playlist items.
Content update operations Refresh

Takes place every day by default. A rescan or rebuild is required to take account of:

  • Deleted videos

  • Changes on videos

  • Statistics (e.g., view counts and likes) updates

  • Playlist and playlist item updates.

Rescan We recommend to program automatic rescan operations to take place at least once a day.
Rebuild
Content security options Determined by source permissions
Source creator
Everyone

Add or Edit a YouTube Source

When adding a source, select the YouTube option.

To edit a source, on the Sources page, click the desired source, and then, in the Action bar, click Edit.

“Configuration” Tab

In the Add/Edit a YouTube Source panel, the Configuration tab is selected by default. It contains your source’s general and authentication information, as well as other parameters.

General Information

Source Name

Enter a name for your source.

Use a short and descriptive name, using letters, numbers, hyphens (-), and underscores (_). Avoid spaces and other special characters.

User, Channel, or Playlist URL

The website address of one or more YouTube user or brand channels, or playlists.

Custom channels aren’t supported. Channel addresses should point to a channel ID.

Include Playlists

Select the check box when you want YouTube channel playlists and playlist items to be included.

This option isn’t used when you specify a playlist URL under User, channel, or playlist URL.

Character optical recognition (OCR)

Check this box if you want Coveo Cloud to extract text from image files or PDF files containing images. OCR-extracted text is processed as item data, meaning that it’s fully searchable and will appear in the item Quick View. See Enable Optical Character Recognition for details on this feature.

Index

When adding a source, if you have more than one logical (non-Elasticsearch) index in your organization, select the index in which the retrieved content will be stored (see Leverage Many Coveo Indexes). If your organization only has one index, this drop-down menu isn’t visible and you have no decision to make.

  • To add a source storing content in an index different than default, you need the View access level on the Logical Index domain (see Manage Privileges and Logical Indexes Domain).

  • Once the source is added, you can’t switch to a different index.

“Content Security” Tab

Select who will be able to access the source items through a Coveo-powered search interface. For details on this parameter, see Content Security.

“Access” Tab

In the Access tab, determine whether each group and API key can view or edit the source configuration (see Resource Access):

  1. In the Access Level column, select View or Edit for each available group.

  2. On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.

Completion

  1. Finish adding or editing your source:

    • When you want to save your source configuration changes without starting a build/rebuild, such as when you know you want to do other changes soon, click Add Source/Save.

      To add the source content or to make your changes effective, on the Sources page, you must click Start initial build or Start required rebuild in the source Status column.

      OR

    • When you’re done editing the source and want to make changes effective, click Add and Build Source/Save and Rebuild Source.

      Back on the Sources page, you can review the progress of your source addition or modification.

    Once the source is built or rebuilt, you can review its content in the Content Browser.

  2. Optionally, consider editing or adding mappings.

    You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).

What’s Next?

Adapt the source update schedule to your needs.

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