Today’s Question: What do you recommend including in a metadata preset to be assigned to photos on import into Lightroom Classic?
Tim’s Quick Answer: In addition to contact and copyright information, I recommend including a metadata attribute that identifies that the images need to be reviewed to identify favorites versus outtakes. I use a red color label for this purpose, and after import also add a red color label to the folder the newly imported images are stored in.
More Detail: When creating a metadata preset that you’ll assign to all images via import, it is important to make sure you’re only including metadata that will be generic for all photos you’ll import. In general, that means only including your contact and copyright information in that metadata preset.
For example, it doesn’t make sense to include keywords in a metadata preset because there aren’t likely to be any keywords that would apply to every single image you ever import. If such a keyword were applicable, it would not be a particularly helpful keyword because every image in your catalog would potentially have that same keyword.
In addition to contact and copyright information, I suggest including a metadata attribute in the metadata preset to identify that the images need to be reviewed. I use a red color label for this purpose, which means adding the text “Red” to the Label field when creating a metadata preset, based on “Red” being the default text for a red color label in Lightroom Classic.
To get started creating a metadata preset choose Metadata > Edit Metadata Presets from the menu. In the Edit Metadata Presets dialog update the values for the metadata fields you want to include in the preset and make sure the checkbox to the right of each field is only turned on for those fields you want to include in the metadata preset. Then click the Preset popup at the top of the dialog and choose “Save Current Settings as New Preset” from the popup menu. In the dialog that appears enter a meaningful name for the preset and click the Create button. Then click the Done button to close the Edit Metadata Presets dialog.
To assign the metadata preset to all images during import, choose the applicable preset by name from the Metadata popup in the Apply During Import section of the right panel in the Import dialog.
Note that the color labels are only visible when you’re browsing source that contains the images. That means it isn’t necessarily obvious that a particular folder contains images that still need to be reviewed. I therefore recommend also assigning a red color label to the folder, which you can do by right-clicking on the folder name in the Folders section of the left panel and choosing Add Color Label to Folder > Red from the popup menu.
Once you’ve reviewed the photos to identify favorites and outtakes, you can remove the red color label from the images. After all images have been removed you can also remove the red color label from the folder by right-clicking on the folder and choosing Add Color Label to Folder > None from the popup menu.
Note that if you’re a GreyLearning Ultimate Bundle subscriber you can view my full import workflow, including the use of a metadata preset, by signing in to your GreyLearning account (https://www.greylearning.com/users/sign_in) and then following this link to access the lesson directly:

