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Using Bulk Select

This article details the use of the Bulk Select wizard function.

The bulk select function is a specialized type of search that allows users to find and select assets using an arbitrarily large list of values. The intended result of this type of search is to select as many asset as are on the list. A good example is a list of product SKU identifiers that may be unique or near-unique per asset.

Requirements

  • Header values in metadata files used with bulk select cannot be "namemapped" (use Display Names), unless it is a "database" field.
    • XMP Expanded names are required. These are composed of the "Schema" string and the "Internal Name" string, separated by 1 space. Example: http://ns.mediabeacon.com/en/example/ examplefield
    • Database fields are not XMP metadata, and do not have schema. Examples: of Display Name and Internal Name for some of these fields: File Name (file_name), Record ID (record_id), File Size (file_size), Date Entered (date_entered), Long Name (long_name)
  • Metadata columns must be in the same order as the List component at the time of metadata file upload.
  • Directory Browser search criteria must be cleared before a Bulk Select.

Sequence

  1. Prepare Metadata Source
  2. Begin Bulk Select
  3. Choose Bulk Select Options
  4. Commit Bulk Select

Prepare Metadata File

Often, metadata files used with Bulk Select are only a single column of data, although they are not required to be. One requirement that is mandatory is having XMP Expanded names used in the header row of the metadata file. Namemapped header values are not valid and will cause incorrect selections.

Begin Bulk Select

Click "Bulk Select" to open the Bulk Select Dialog.
[image: metadata-iew-bulkselectdialog]

  • File Upload (default): Click "Select File" to choose a metadata file containing the list of values to search for.
  • Copy & Paste: This option allows the user to paste a copied text to use as the metadata file. This must still conform to the metadata file requirements, above.
  • Continue: Proceed to the next step. This will open the Bulk Select options panel above the List component.

Most prior search criteria are cleared before bulk select begins, but search criteria from the directory browser must be cleared in order for bulk select to operate properly.

 

Choose Bulk Select Options

This panel is displayed to allow the user to choose bulk selection options. The assets in the List component will be filtered based on what will be selected given the current options.

  • Format (CSV, XML, Tab Delimited, Custom Delimited):  This determines the file format of the metadata file. "CSV" or "Tab Delimited" are the most often used. See the File Formats article for more information.
  • Encoding: MediaBeacon can output in a variety of encodings, but UTF-8 is our best practice recommendation, especially for reuse of this data as an import to MediaBeacon.
  • Buttons
    • Cancel: Cancels the Export.
    • Details Report: Downloads a report detailing:
      • Rows matching previously matched assets
      • Rows matching multiple assets
      • Rows matching match any assets
      • Select: Exits the Bulk Select options and performs the asset selection.
    • Input Field Menus (upper): Indicates the order of fields in the metadata file. Bulk select cannot rearrange columns dynamically. They must match the order of the List component's column headers.
    • Matching Combinator Menu (lower): Defines how a field in MediaBeacon is matched to the values present in the metadata file.
      • No Action: This column of data is ignored.
      • Equals (default): Exact match between metadata file value and existing value.
      • Contains: Matches when the asset value contains the metadata file value.
      • Is Contained By: Matches when the metadata file value is contained within the existing value.

Multiple columns may be used to make matches (set as key fields) in a bulk select.

 

Commit Bulk Select

After clicking the "Select" button, the assets previewed in Bulk Select Options will become selected. Note that this is an asset selection and is not a saved selection, which is a separate step.

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