Update Metadata Values

Data Set or Imports Search Results > Document menu > Update Metadata

From an all Imports or Data Set search result only, a user with the required permissions can update the value of theCustodian, Media ID, or Batch metadata fields.

This operation and others like it, such as Reprocess and OCR, are not permitted for documents in a Shared Data Set

Update Metadata Options

To update the value of one of the available fields, supply the following:

• Metadata Field – The field to change the value of (Custodian, Media ID, or Batch) for all documents or selected documents in the search result of either the selected Data Set or all Imports.
• New Value – The new value to apply to the selected field.

  If a name (as opposed to a numeric value), the value can have a maximum of 100 characters and can include alphanumeric characters and a number of other supported characters (such as space, hyphen, and underscore), as well as characters from some foreign languages (for example, Korean characters). The following characters are not supported: ! " * + / : ; < = > ? @ [ \ ] ^ { | } ~.

When you click OKto apply the change, a Work Basket task is generated (for example, Update Document metadata for view Searching for wisdom OR peace in mydataset). .

If you have populated Project Data, updating one of these fields also updates the corresponding Analytic Metadata field. For example, updating custodian applies the same update to the custodian_view field.