Add or edit a YouTube source

Members with the required privileges can add public YouTube company or user channel content to a Coveo organization.

Note

To index private channel content, use the REST API source to authorize requests to the YouTube Data API.

In a Coveo-powered search interface, the source content is accessible to either everyone or some specific users and groups only (see Content Security).

Source key characteristics

Features Supported Additional information

YouTube version

Data API (v3)

Indexable content

Content update operations

refresh

check

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

  • Deleted videos

  • Changes on videos

  • Statistics (for example, view counts and likes) updates

  • Playlist and playlist item updates

rescan

check

We recommend that you schedule rescan operations at least once a day.

To comply with YouTube API Developer Policies, Coveo automatically triggers a rescan when no rebuild or scheduled rescan has occurred for 30 days.

rebuild

check

Content security options

Same users and groups as in your content system

x

Specific users and groups

check

Everyone

check

Add or edit a YouTube source

When adding a source, select the YouTube option.

To edit a source, on the Sources (platform-ca | platform-eu | platform-au) page, click the source you want, and then click Edit in the Action bar.

Tip
Leading practice

It’s best to create or edit your source in your sandbox organization first. Once you’ve confirmed that it indexes the desired content, you can copy your source configuration to your production organization, either with a snapshot or manually.

See About non-production organizations for more information and best practices regarding sandbox organizations.

"Configuration" tab

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

General information

Source name

Enter a name for your source.

Tip
Leading practice

A source name can’t be modified once it’s saved, therefore be sure to use a short and descriptive name, using letters, numbers, hyphens (-), and underscores (_). Avoid spaces and other special characters.

User, channel, or playlist URL

The address of one or more YouTube user or company channels, or playlists. Only URLs with the following formats are supported:

  • https://www.youtube.com/channel/<CHANNEL_ID>

  • https://www.youtube.com/user/<USERNAME>

  • https://www.youtube.com/playlist?list=<PLAYLIST_ID>

Custom channel URLs (that is, https://www.youtube.com/c/<NAME> and https://www.youtube.com/@<NAME> URLs) aren’t supported.

Getting the <CHANNEL_ID> from the custom channel page

To get the <CHANNEL_ID> for the supported channel URL format, when viewing the YouTube custom channel page, select the About tab, and then click Share > Copy channel ID.

Getting the channel ID | Coveo
Include playlists

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

Note

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

"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, set whether each group (and API key, if applicable) in your Coveo organization can view or edit the current source.

For example, when creating a new source, you could decide that members of Group A can edit its configuration while Group B can only view it.

See Custom access level for more information.

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.

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

      Note

      On the Sources (platform-ca | platform-eu | platform-au) page, you must click Launch build or Start required rebuild in the source Status column to add the source content or to make your changes effective, respectively.

      Back on the Sources (platform-ca | platform-eu | platform-au) page, you can follow 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. Once your source is done building or rebuilding, review the metadata Coveo is retrieving from your content.

    1. On the Sources (platform-ca | platform-eu | platform-au) page, click your source, and then click More > View metadata in the Action bar.

    2. If you want to use a currently not indexed metadata in a facet or result template, map it to a field.

      1. Click the metadata and then, at the top right, click Add to Index.

      2. In the Apply a mapping on all item types of a source panel, select the field you want to map the metadata to, or add a new field if none of the existing fields are appropriate.

        Notes
        • For details on configuring a new field, see Add or edit a field.

        • For advanced mapping configurations, like applying a mapping to a specific item type, see Manage mappings.

      3. Click Apply mapping.

    3. Depending on the connector you use, you may be able to extract additional metadata from your content. You can then map that metadata to a field, just like you did for the default metadata.

      Click for more information about custom metadata extraction and indexing
      Note

      Some Coveo connectors let you define rules to extract metadata beyond the default metadata Coveo discovers during the initial source build.

      For example:

      Some connectors automatically map metadata to default or user created fields, making the mapping process unnecessary. Some connectors automatically create mappings and fields for you when you configure metadata extraction.

      See your connector documentation for more details.

    4. When you’re done reviewing and mapping metadata, return to the Sources (platform-ca | platform-eu | platform-au) page.

    5. To reindex your source with your new mappings, click Launch rebuild in the source Status column.

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

Required privileges

You can assign privileges to allow access to specific tools in the Coveo Administration Console. The following table indicates the privileges required to view or edit elements of the Sources (platform-ca | platform-eu | platform-au) page and associated panels. See Manage privileges and Privilege reference for more information.

Note

The Edit all privilege isn’t required to create sources. When granting privileges for the Sources domain, you can grant a group or API key the View all or Custom access level, instead of Edit all, and then select the Can Create checkbox to allow users to create sources. See Can Create ability dependence for more information.

Actions Service Domain Required access level

View sources, view source update schedules, and subscribe to source notifications

Content

Fields

View

Sources

Organization

Organization

Edit sources, edit source update schedules, and view the View Metadata page

Content

Fields

Edit

Sources

Content

Source metadata

View

Organization

Organization

What’s next?