Community docs

Editing multiple resources

To get to the resources available for bulk editing:

  • For a list of resources available for bulk editing in an organization, go to the Organization Profile Page, Resources tab. From here you can bulk-edit Datasets, Projects, Analyses, Tables.

  • For a list of glossary terms available for bulk editing, go to the Organization Profile Page, Glossary tab.

To start the bulk-edit process:

Click the Three dot menu to access the options available for editing multiple resources or glossary terms. The options available will differ based on where you start the bulk-edit process.

On the Organization's Profile page, Resources tab and Glossary tab, you can use the filters available to narrow down the list of options.

bulk_edit_org_profile_page.png
bulk_edit_org_profile_page_glossary.png

Select bulk editing options

Each editing session has three parts:

  • Select the resources

  • Edit the resources

  • Review the edits

On the Select screen, select the resources you want to update and click Edit.

Important

Important things to note:

  • The Select screen only shows the resources that you are allowed to edit.

  • Only 100 resources can be selected for editing at a time.

Select_datasets_to_edit.png

On the Edit screen, select the changes you want to make. Only metadata resources with the same owner can be edited together. If you choose to edit resources with different owners, they can be edited in groups, but only groups with the same owner.

Edit_multiple_datasets.png

The simplest data that is included for editing on every resource is tags. Every resource has at least an "Overview" section which includes the ability to edit the Tags field.

Edit__tags_1.png

Many organizations, however, have more complicated metadata profiles, and allow for more complex metadata to be associated with the resources. When an organization has defined a metadata profile, then the edit interface will adapt to the profile. For a complex organization, there may be many fields divided into various sections:

Edit_for_org.png

There are a few options when editing fields.

In fields like Tags, users can Add to existing, Replace existing, or Clear all values:

Edit_tags_2.png

In fields like Status" you get an option to either select a status or remove status by selecting No status.

Edit_status.png

Other fields are simple text fields. In this case, you may either elect to not change the current value, or to replace the value entirely.

Note

To clear the value for such fields, select Replace existing and leave the field blank.

Edit_steward.png

Some fields have complicated hierarchies of values. Those are often separated into their own section. In this case, the user can use: Add to existing, Replace existing, or Clear all.

Edit_geography.png