Open an item for editing
Use metadata editing when you need to update the descriptive record, classification, rights information, technical metadata context or supporting metadata for an asset. In the current Sprint interface, editable fields appear directly on the item page for users with permission, with an Automatically Save Changes control visible on the toolbar.
- Open the item from a result list, folder, collection or direct link.
- Check whether the item is locked or already being edited by another user.
- Review the field, tab or relationship area before changing values.
- Where automatic saving is enabled, treat each edit as a live change and check the record after editing.
- Full File Metadata, Audio/Video Events, Add to Collection, Copy Metadata to Selection and Permissions appear in the item action area where available.
- Description, Keywords, Notes, File Metadata and Audio/Video Events appear as item-page tabs or panels.
- Select Label, Assign subject, Remove all subjects, Links, Collections with this item and Other items like this support classification and relationships.
Metadata task guides
Use these focused pages for detailed metadata guidance. They are draft pages that should be checked against the current Sprint interface before being marked reviewed.
- Item Details And Descriptions: edit titles, identifiers, rights, credits, descriptions, keywords and notes.
- Labels, Subjects And Relationships: apply controlled terms and connect related material.
- File Metadata And AV Events: review technical metadata, full file metadata, AV events and extraction actions.
Batch edit selected records
Batch editing and metadata-copy actions are useful when the same metadata change applies to a reviewed group of items. On the reviewed Sprint item page, Copy Metadata to Selection appears in the item action area but may be disabled until there is a usable selection.
- Create a selection from a search result, folder or collection.
- Review the selected item count before choosing any batch operation.
- Choose the batch edit or Copy Metadata to Selection action available for your role and current selection.
- Apply only fields that should change for every selected item.
- Review a sample of updated records after saving.
Metadata quality checks
- Search for the item using the terms a normal user would try.
- Check that title, identifier, rights and credit are present where required.
- Check labels, subjects and collection membership for consistency.
- Review file metadata separately from descriptive metadata when technical issues are suspected.
- Remember that schemas, taxonomies, geolocation fields and automatic tagging are configurable, so local rules should guide which values are accepted.
- Review recent uploads and saved searches as part of regular housekeeping.
