Add or Edit a YouTube Source

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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 some specific users and groups only (see Content Security).

Tip
Leading practice

The number of items that a source processes per hour (crawling speed) depends on various factors, such as network bandwidth and source configuration. See About Crawling Speed for information on what can impact crawling speed, as well as possible solutions.

Source Key Characteristics

Features Supported Additional information

YouTube version

Data API (v3)

Searchable content types

check

Metadata on videos, channel playlists, and playlist items.

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

  • Playlist and playlist item updates

rescan

check

We recommend that you program automatic rescan operations to take place at least once a day.

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 desired source, and then click Edit in the Action bar.

"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.

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

Note

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.

Note

This option isn’t used when you specify a playlist URL under User, channel, or playlist URL.
Optical Character Recognition (OCR)

If you want Coveo to extract text from image files or PDF files containing images, check the appropriate box. 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.

Note

Contact Coveo Sales to add this feature to your organization license.

"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 can view or edit the source configuration (see Resource Access):

  1. If available, in the left pane, click Groups or API Keys to select the appropriate list.

  2. In the Access Level column for groups or API keys with access to source content, select View or Edit.

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.

      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.

    • 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 (platform-ca | platform-eu | platform-au) 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 once your source is done building or rebuilding.

What’s Next?

Schedule source updates.