Add a New MediaID View or Edit a MediaID Entry

Project Data > MediaIDs > right-click > New MediaID

Requires MediaIDs - View Permissions for viewing,
MediaIDs - Add/Edit Permissions for New or Edit, and
MediaIDs - Delete Permissions for Delete

MediaIDs can automatically be created for you at the time of import (for example, based on staged data that is associated with a MediaID). These auto-created MediaIDs and their associated data automatically become part of the Project. When you add the imported data to Project Data, the assigned MediaID for a Data Set is then represented by an analytic MediaID view. The first MediaID view in the MediaID list is the Unassigned MediaID (which represents any documents not currently assigned to any MediaID).

You can also add MediaID views to the Project yourself (for example, from the MediaID Summary). After you add a MediaID, you can use the Add to option from any documents list to save and assign documents to that MediaID (for example, after you discover that a set of documents are associated with that MediaID).

A document can be assigned to only one MediaID. If you do not have the Project set up for auto-generated MediaIDs at import, all of the documents added to Project Data will be in the Unassigned MediaID initially. After import, you can then save documents to a MediaID you have added, which would move the documents from the Unassigned MediaID to the MediaID you select. Removing documents from a given MediaID will cause the documents to return to the Unassigned MediaID view.

After you create a MediaID view, you can edit the information for a given MediaID (for example, if you wanted to fix a typo in the MediaID name). You cannot edit or remove the Unassigned MediaID.

New MediaID or Edit MediaID Options

  • NameClosed The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) — Assign a name for the MediaID that you want to add. The MediaID name must be unique within the Project and is subject to validation upon creation or edit. A MediaID name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), as well as a number of supported characters (such as a hyphen, underscore, period, pound sign, dollar sign, percent sign, ampersand, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for MediaID names and will generate an error message indicating that your entry contains invalid characters:

    ! " * + / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

    Note: To support auto-discovery of MediaIDs based on staging, a MediaID name has fewer restrictions regarding invalid characters. Other items in the tree, including MediaIDs, Tags, Imports, eDiscovery Exports, Folders, Saved Searches, Workflows, Comparisons, Samples, and Synthetic Documents, have additional restrictions.

  • If you include the supported special characters in the name, you must escape those characters as part of a Search query (for example, custodian_view::savings\&loan), or you must place the entire name in quotes (for example, mediaid_view::"savings&loan"). You cannot change the name of the Unassigned MediaID.
  • DescriptionClosed Provides a helpful description of an item. A description can have up to 255 characters. — Add a helpful description of the MediaID.
  • OK — Issues a request to add or edit the MediaID with the specified information. This button will not become active until you supply all required information, such as the Name.
  • Cancel — Cancels the operation.

The new MediaID appears in the MediaIDs Summary.

If you want to delete a MediaID from the MediaID list, click Delete from the MediaIDs Summary. You cannot delete the Unassigned MediaID.