Bulk-change Metadata Assigned to Files

Users assigned the Administrator, Author, and Editor/Manager roles in the Heretto CCMS can add, replace, remove, and clear CCMS metadata values across multiple files in a single operation. You can apply these changes to a group of files, a map with its dependencies, a folder and its subfolders, or any combination of those.

Note:

The bulk-change option enables you to modify CCMS metadata, like Status, Owner, or custom CCMS metadata. It doesn't apply to DITA metadata, like audience, product, or otherprops.

a gif showing how to update taxonomy and date metadata for a map and its dependencies but not its resource only files

In the Content Library, select the files, folders, or maps you want to modify.

To select a range of files and folders, select the first file or folder, press and hold Shift, and select the last file or folder in the range.
Right-click the selection and select Bulk Change > Metadata.
If your selection includes a folder, decide if you want files in its child folders (folders it contains) to be included in this operation.
If your selection includes a map, decide which files associated with it you want to be included in this operation:
1. If you don't want to include the dependencies of a given map, like its child topics and submaps, clear the Include dependencies check box.
  
  Important:
  The Include dependencies option only includes the direct dependencies of the map. It does not include binary files (non-text files like images) present in the map or topics it contains.
2. If you don't want to change the resource-only files in a map, clear the Include resource-only files check box.
  
  Tip:
  For example, the resource-only files are your variable topics that are added with the processing-role="resource-only" attribute to your map. As a result, they are present in the map but not included in the output.
3. If you want to include all map dependencies, including its indirect dependencies and binary files (non-text files like images), select the Include all dependencies check box.

Select the metadata you want to modify and an action you want to perform:

Option	Description
Add to existing	Metadata values are added to the selected files. Existing metadata values, if any, remain unchanged.
Clear field	All metadata values in the selected files are removed.
Replace all with	All metadata values in the selected files are removed and replaced with the new metadata.
Find and remove these	Specified metadata values are removed from the selected files.

Select the metadata value(s) to apply the selected action to.
Click Save.

You updated file metadata in a bulk-change operation. You can view the metadata for a file by clicking the file and scrolling down in the Overview tab of the Resource Drawer. From there, you can also expand the API Info view and click REST URL to view all CCMS metadata for a file.

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Bulk-change Metadata Assigned to Files

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